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Angel Oak Income ETF (CARY) Institutional Ownership

$20.86 +0.01 (+0.02%)
As of 03:23 PM Eastern
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Institutional Ownership Changes (13F Filings) for Angel Oak Income ETF (NASDAQ:CARY)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$104.93M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$12.18M
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CARY Institutional Buying and Selling by Quarter

Angel Oak Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Tortoise Investment Management LLC599,336$12.47M1.2%+1.6%2.270%
8/8/2025 Rockefeller Capital Management L.P.54,415$1.13M0.0%+64.8%0.206%
8/6/2025 AE Wealth Management LLC34,906$726K0.0%N/A0.132%
8/6/2025 Able Wealth Management LLC61,455$1.28M0.6%+56.6%0.233%
8/5/2025 Rareview Capital LLC68,709$1.43M0.9%+1.3%0.260%
8/5/2025 Huntington National Bank12,923$269K0.0%+31.0%0.049%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors22,437$467K0.1%+73.7%0.085%
8/4/2025 Atria Investments Inc149,275$3.11M0.0%+276.1%0.565%
8/4/2025 Arkadios Wealth Advisors2,291,182$47.66M1.4%+1.7%8.679%
8/1/2025 Mendel Money Management124,342$2.59M1.1%+8.4%0.471%
8/1/2025 Envestnet Asset Management Inc.358,408$7.46M0.0%N/A1.358%
7/28/2025 RFG Advisory LLC96,567$2.01M0.0%+47.0%0.367%
7/28/2025 Axxcess Wealth Management LLC368,613$7.67M0.2%+7.2%1.402%
7/22/2025 Belpointe Asset Management LLC131,790$2.74M0.1%+13.0%0.506%
7/22/2025 DAVENPORT & Co LLC13,925$290K0.0%N/A0.053%
7/22/2025 MBL Wealth LLC469,620$9.77M0.9%+0.3%1.801%
7/22/2025 Firethorn Wealth Partners LLC10,334$215K0.1%+5.1%0.040%
7/18/2025 Astor Investment Management LLC383,809$7.98M4.3%N/A1.503%
7/18/2025 Precision Wealth Strategies LLC183,692$3.82M1.2%-7.2%0.719%
7/18/2025 Consolidated Portfolio Review Corp24,359$507K0.1%+47.3%0.095%
7/17/2025 Raleigh Capital Management Inc.6,626$138K0.1%N/A0.026%
7/17/2025 Janney Montgomery Scott LLC198,740$4.13M0.0%+103.9%0.778%
7/14/2025 Lewis Asset Management LLC23,118$481K0.2%+36.3%0.091%
7/11/2025 Farther Finance Advisors LLC3,592$75K0.0%-53.5%0.014%
7/9/2025 Channel Wealth LLC1,053,012$21.90M6.2%-12.8%4.162%
5/21/2025 MBL Wealth LLC468,262$9.72M1.0%+3.3%2.011%
5/20/2025 Belpointe Asset Management LLC116,624$2.42M0.1%N/A0.501%
5/20/2025Focus Partners Wealth1,309,930$27.19M0.1%+4.5%5.624%
5/16/2025NewEdge Advisors LLC39,892$828K0.0%+739.8%0.183%
5/15/2025Baird Financial Group Inc.561,212$11.65M0.0%-3.1%2.573%
5/15/2025 Tortoise Investment Management LLC589,651$12.24M1.3%+3.4%2.704%
5/14/2025Transamerica Financial Advisors LLC77,487$1.61M0.2%-4.1%0.355%
5/14/2025Comerica Bank1,440$30K0.0%-46.2%0.007%
5/14/2025CW Advisors LLC777,786$16.15M0.2%+0.7%3.566%
5/13/2025Raymond James Financial Inc.303,363$6.30M0.0%+102.7%1.391%
5/9/2025 Altfest L J & Co. Inc.368,152$7.64M1.0%+3.2%1.688%
5/9/2025Heritage Trust Co154,155$3.20M0.4%-14.8%0.707%
5/9/2025Argent Trust Co13,250$275K0.0%+12.8%0.061%
5/8/2025 Arkadios Wealth Advisors2,253,670$46.79M1.8%+0.9%10.333%
5/7/2025LPL Financial LLC219,008$4.55M0.0%+10.5%1.004%
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5/7/2025 Rareview Capital LLC67,801$1.41M0.9%-26.7%0.311%
5/6/2025Advocacy Wealth Management Services LLC1,918,050$39.82M2.7%+6.3%8.794%
5/5/2025 Lewis Asset Management LLC16,967$352K0.3%N/A0.078%
5/5/2025OneAscent Financial Services LLC39,685$824K0.1%N/A0.182%
4/30/2025 Axxcess Wealth Management LLC343,820$7.14M0.2%+1.2%1.580%
4/28/2025 Able Wealth Management LLC39,234$815K0.4%+214.1%0.180%
4/28/2025 Oregon Pacific Wealth Management LLC20,991$436K0.4%+4.2%0.096%
4/24/2025Crescent Grove Advisors LLC543,985$11.34M1.2%+0.5%2.787%
4/24/2025 Legacy CG LLC317,559$6.59M2.1%N/A1.627%
4/23/2025 Consolidated Portfolio Review Corp16,539$343K0.1%+5.1%0.085%
4/23/2025 Oppenheimer & Co. Inc.132,048$2.74M0.0%+4.9%0.676%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,919$269K0.0%-32.0%0.066%
4/17/2025 Vista Investment Partners LLC9,949$207K0.1%N/A0.051%
4/17/2025 Janney Montgomery Scott LLC97,488$2.02M0.0%+61.3%0.503%
4/14/2025 Farther Finance Advisors LLC7,725$160K0.0%-16.6%0.040%
4/10/2025 Channel Wealth LLC1,207,227$25.06M7.8%+1.9%6.116%
4/10/2025 Firethorn Wealth Partners LLC9,830$204K0.1%-8.6%0.050%
4/9/2025 RFG Advisory LLC65,674$1.36M0.0%+19.1%0.333%
2/17/2025Focus Partners Wealth1,253,129$25.80M0.1%+11.2%7.048%
2/17/2025Citadel Advisors LLC21,409$441K0.0%+15.7%0.120%
2/17/2025Baird Financial Group Inc.579,017$11.92M0.0%+5.8%3.257%
2/17/2025Benjamin Edwards Inc.14,789$305K0.0%+8.7%0.083%
2/17/2025Advocacy Wealth Management Services LLC1,803,975$37.14M2.8%-2.8%10.146%
2/14/2025Jane Street Group LLC70,832$1.46M0.0%+120.7%0.398%
2/14/2025Comerica Bank2,675$55K0.0%N/A0.015%
2/14/2025Stifel Financial Corp183,490$3.78M0.0%+9.3%1.032%
2/13/2025NewEdge Advisors LLC4,750$98K0.0%-34.8%0.027%
2/13/2025 Rockefeller Capital Management L.P.20,356$419K0.0%+4.1%0.114%
2/13/2025Heritage Trust Co181,030$3.73M0.4%N/A1.018%
2/13/2025Argent Trust Co11,750$242K0.0%N/A0.066%
2/13/2025Raymond James Financial Inc.149,697$3.08M0.0%N/A0.842%
2/13/2025Wells Fargo & Company MN1,007,716$20.75M0.0%+40.4%5.668%
2/12/2025 Huntington National Bank9,953$205K0.0%-30.3%0.056%
2/12/2025Transamerica Financial Advisors Inc.80,779$1.66M0.2%-3.3%0.454%
2/12/2025 Mendel Money Management114,474$2.36M1.1%+29.7%0.644%
2/11/2025Congress Wealth Management LLC DE772,211$15.90M0.2%+1.4%4.343%
2/11/2025LPL Financial LLC198,277$4.08M0.0%+232.3%1.115%
2/10/2025 Axxcess Wealth Management LLC339,606$6.99M0.2%+3.6%1.910%
2/10/2025 Rareview Capital LLC92,471$1.96M1.5%N/A0.520%
2/7/2025 Tortoise Investment Management LLC570,304$11.74M1.2%+2.3%3.208%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,011$391K0.1%-14.4%0.107%
2/6/2025Raymond James Financial Inc.149,697$3.08M0.0%N/A0.844%
2/6/2025Steward Partners Investment Advisory LLC1,453$30K0.0%-71.5%0.008%
2/5/2025 Oppenheimer & Co. Inc.125,865$2.59M0.0%+2.6%0.710%
2/3/2025 Able Wealth Management LLC12,491$257K0.2%N/A0.070%
1/31/2025Sanctuary Advisors LLC83,065$1.72M0.0%+3.9%0.468%
1/27/2025 Consolidated Portfolio Review Corp15,741$324K0.1%N/A0.090%
1/24/2025 Oregon Pacific Wealth Management LLC20,136$415K0.4%N/A0.116%
1/24/2025 Precision Wealth Strategies LLC198,409$4.09M3.2%+41.0%1.138%
1/21/2025Crescent Grove Advisors LLC541,504$11.26M1.1%+7.3%3.107%
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1/21/2025 Firethorn Wealth Partners LLC10,757$221K0.1%-5.1%0.062%
1/21/2025 RFG Advisory LLC55,137$1.14M0.0%+36.5%0.316%
1/17/2025 Janney Montgomery Scott LLC60,430$1.24M0.0%N/A0.347%
1/15/2025 Arkadios Wealth Advisors2,234,474$46.01M2.5%+10.0%12.820%
1/15/2025 Channel Wealth LLC1,184,185$24.38M7.9%+10.9%6.794%
1/8/2025 Worth Asset Management LLC12,187$251K0.1%-74.1%0.070%
11/25/2024Sanctuary Advisors LLC79,958$1.66M0.0%+44.1%0.855%
11/15/2024Executive Wealth Management LLC1,000,964$21.21M1.7%+4.0%10.705%
11/15/2024Jane Street Group LLC32,099$680K0.0%N/A0.343%
11/15/2024Stifel Financial Corp167,885$3.56M0.0%-13.5%1.796%
(Data available from 1/1/2016 forward)

CARY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CARY shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Angel Oak Income ETF. The most heavily invested institutionals were Arkadios Wealth Advisors ($47.66M), Advocacy Wealth Management Services LLC ($39.82M), Focus Partners Wealth ($27.19M), Channel Wealth LLC ($21.90M), Executive Wealth Management LLC ($21.21M), Wells Fargo & Company MN ($20.75M), and CW Advisors LLC ($16.15M).Learn more on Angel Oak Income ETF's institutional investors.

Which institutional investors have been buying Angel Oak Income ETF's stock?

Of the 58 institutional investors that purchased Angel Oak Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arkadios Wealth Advisors ($2.29M), Advocacy Wealth Management Services LLC ($2.00M), Executive Wealth Management LLC ($1.04M), Channel Wealth LLC ($662.41K), Congress Wealth Management LLC DE ($560.93K), Axxcess Wealth Management LLC ($474.63K), and MBL Wealth LLC ($454.23K).

How much institutional buying is happening at Angel Oak Income ETF?

Institutional investors have bought a total of 5,049,141 shares in the last 24 months. This purchase volume represents approximately $104.93M in transactions.

Which of Angel Oak Income ETF's major shareholders have been selling company stock?

Of the 19 institutional investors that sold Angel Oak Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Channel Wealth LLC ($154.22K), Axxcess Wealth Management LLC ($106.02K), Advocacy Wealth Management Services LLC ($84.61K), Worth Asset Management LLC ($34.78K), Crescent Grove Advisors LLC ($31.25K), Precision Wealth Strategies LLC ($28.01K), and Heritage Trust Co ($26.88K).

How much institutional selling is happening at Angel Oak Income ETF?

Institutional investors have sold a total of 582,764 shares in the last 24 months. This volume of shares sold represents approximately $12.18M in transactions.


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This page (NASDAQ:CARY) was last updated on 8/12/2025 by MarketBeat.com Staff
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