Institutional Ownership Angel Oak Fds Tr Income Etf(De (CARY)
This table provides information about the institutional ownership of Angel Oak Fds Tr Income Etf(De (CARY). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,253,670
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
1,918,050
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,686,315
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 67.34%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
1,207,227
shares
|
$0
7.79% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,030,885
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
777,786
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
675,497
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
589,651
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
561,212
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
543,985
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
468,262
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
368,152
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
343,820
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Legacy Cg, LLC
Plano, TX |
Apr 24, 2025 Q1 2025 |
317,559
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
303,363
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 102.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
288,647
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 57.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
223,488
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
219,008
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
198,039
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
154,155
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
132,048
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
116,624
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
114,712
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
101,005
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 59.39%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
97,488
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 61.32%
|