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 62 institutions that hold shares in the stock, with a total of 16.4 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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
131,790
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
124,342
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
101,005
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 59.39%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
96,567
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 47.04%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
95,401
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
85,472
shares
|
$0
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
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 |
May 14, 2025 Q1 2025 |
77,487
shares
|
$0
0.16% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Aug 05, 2025 Q2 2025 |
68,709
shares
|
$0
0.9% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
61,455
shares
|
$0
0.64% of portfolio
|
Q2 2025
Added 56.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
54,415
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 64.76%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
47,467
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
44,500
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
40,799
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 101897.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
40,787
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 90.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
39,892
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 739.83%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
34,906
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
24,359
shares
|
$0
0.07% of portfolio
|
Q2 2025
Added 47.28%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
23,118
shares
|
$0
0.23% of portfolio
|
Q2 2025
Added 36.25%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
22,437
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 73.67%
|
|
|
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 |
Jul 15, 2025 Q2 2025 |
21,054
shares
|
$0
0.41% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
20,001
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
15,190
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
15,188
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 2.08%
|