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 30 institutions that hold shares in the stock, with a total of 9.51 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
|
Jul 10, 2024 Q2 2024 |
1,888,587
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.9%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
1,773,206
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 15.37%
|
|
Executive Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
962,120
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Channel Wealth LLC
Santa Barbara, CA |
Aug 05, 2024 Q2 2024 |
867,688
shares
|
$0
6.48% of portfolio
|
Q2 2024
Added 25.93%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
757,380
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.56%
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
535,835
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 34.79%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
524,480
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 28.68%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
437,727
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 7.18%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
433,754
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.06%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
373,462
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 42.55%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
194,161
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 15.12%
|
|
Precision Wealth Strategies, LLC
|
Aug 05, 2024 Q2 2024 |
154,357
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 18.76%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
97,537
shares
|
$0
0.21% of portfolio
|
Q1 2024
Added 638.92%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
88,298
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 30.09%
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 13, 2024 Q2 2024 |
84,385
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
63,371
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 89.45%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
61,088
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mendel Money Management
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
57,663
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
51,998
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
20,912
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 49.56%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
19,873
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
15,054
shares
|
$0
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
14,290
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 60.87%
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,507
shares
|
$0
0.05% of portfolio
|
Q2 2024
Added 2.64%
|
|
Firethorn Wealth Partners, LLC
|
Jul 25, 2024 Q2 2024 |
10,394
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|