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 29 institutions that hold shares in the stock, with a total of 7.51 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 |
---|---|---|---|---|---|
Advocacy Wealth Management Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,871,709
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
1,537,038
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 9.18%
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
753,129
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 3.31%
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 12, 2024 Q1 2024 |
688,997
shares
|
$0
5.69% of portfolio
|
Q1 2024
Added 57.9%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
416,811
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 9.93%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 22, 2024 Q1 2024 |
408,413
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 74.71%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
407,593
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Crescent Grove Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
397,537
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 22.46%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
261,983
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 713.69%
|
|
Precision Wealth Strategies, LLC
|
May 01, 2024 Q1 2024 |
189,990
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
168,661
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 51.77%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
97,537
shares
|
$0
0.2% of portfolio
|
Q1 2024
Added 638.92%
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 08, 2024 Q1 2024 |
85,995
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.51%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
67,873
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 135646.0%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
33,450
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 78.48%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
20,673
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 43.16%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
15,003
shares
|
$0
0.01% of portfolio
|
Q1 2024
Reduced 24.08%
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 30, 2024 Q1 2024 |
13,982
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bay Colony Advisory Group, Inc D
|
Apr 30, 2024 Q1 2024 |
13,982
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 20.68%
|
|
Bridge Advisory, LLC
|
Apr 16, 2024 Q1 2024 |
13,469
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 74.19%
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
13,159
shares
|
$0
0.05% of portfolio
|
Q1 2024
New holding
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
May 16, 2024 Q1 2024 |
10,969
shares
|
$0
0.08% of portfolio
|
Q1 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
8,883
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
6,055
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,510
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|