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 14.5 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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
83,065
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
80,779
shares
|
$0
0.16% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
70,832
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 120.67%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
May 07, 2025 Q1 2025 |
67,801
shares
|
$0
0.89% of portfolio
|
Q1 2025
Reduced 26.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
65,674
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.11%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
47,461
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
45,711
shares
|
$0
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
44,500
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
39,685
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
39,685
shares
|
$0
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
39,234
shares
|
$0
0.48% of portfolio
|
Q1 2025
Added 214.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
21,409
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
21,347
shares
|
$0
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
20,991
shares
|
$0
0.44% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
20,356
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
16,967
shares
|
$0
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
16,539
shares
|
$0
0.06% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
15,511
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
13,250
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
12,919
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
9,953
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 30.35%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Apr 17, 2025 Q1 2025 |
9,949
shares
|
$0
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
9,830
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
7,725
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 16.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,750
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 34.84%
|