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Angel Oak Income ETF (CARY) Institutional Ownership

$20.66 +0.04 (+0.19%)
As of 02/4/2025 04:00 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)
30
Total
Institutional Inflows
(last 12 months)
$139.23M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$6.48M
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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
2/3/2025 Able Wealth Management LLC12,491$257K0.2%N/A0.070%
1/31/2025 Sanctuary 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%
1/21/2025 Crescent Grove Advisors LLC541,504$11.26M1.1%+7.3%3.107%
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%
11/25/2024 Sanctuary 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%
11/14/2024Fiduciary Trust Co44,500$943K0.0%N/A0.476%
11/13/2024Transamerica Financial Advisors Inc.83,571$1.77M0.2%-14.3%0.894%
11/7/2024Islay Capital Management LLC4,500$95K0.1%N/A0.048%
11/6/2024Oppenheimer & Co. Inc.122,683$2.60M0.0%N/A1.312%
11/4/2024Axxcess Wealth Management LLC327,739$6.95M0.2%-24.4%3.505%
11/1/2024Proficio Capital Partners LLC58,260$1.24M0.1%N/A0.623%
11/1/2024Executive Wealth Management LLC1,000,964$21.21M2.7%+4.0%10.705%
11/1/2024Advocacy Wealth Management Services LLC1,856,576$39.34M3.1%-1.7%19.856%
10/31/2024 Channel Wealth LLC1,067,979$22.63M7.5%+23.1%11.422%
10/30/2024 Crescent Grove Advisors LLC504,584$10.74M1.1%-5.8%5.397%
10/29/2024Farther Finance Advisors LLC9,160$194K0.0%N/A0.098%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors22,198$470K0.1%+6.1%0.237%
10/24/2024 Arkadios Wealth Advisors2,030,608$43.03M2.4%+14.5%21.718%
10/21/2024 Precision Wealth Strategies LLC140,691$2.98M2.8%-8.9%1.505%
10/16/2024 Firethorn Wealth Partners LLC11,331$240K0.1%+9.0%0.121%
10/9/2024 Worth Asset Management LLC46,966$995K0.5%N/A0.502%
9/5/2024 Sanctuary Advisors LLC55,473$1.13M0.0%N/A0.593%
8/10/2024Axxcess Wealth Management LLC433,754$8.94M0.2%+4.1%4.639%
8/8/2024Executive Wealth Management LLC962,120$19.82M3.6%N/A10.290%
8/2/2024Tortoise Investment Management LLC524,480$10.80M1.2%+28.7%5.609%
7/29/2024 Arkadios Wealth Advisors1,773,206$36.53M2.5%+15.4%18.965%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,912$431K0.1%+49.6%0.224%
7/23/2024 Crescent Grove Advisors LLC535,835$11.10M1.2%+34.8%5.731%
7/19/2024 Vista Investment Partners LLC9,709$200K0.1%-11.5%0.104%
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7/19/2024Raymond James & Associates63,371$1.31M0.0%+89.4%0.678%
7/19/2024MBL Wealth LLC437,727$9.02M1.0%+7.2%4.682%
7/10/2024Advocacy Wealth Management Services LLC1,888,587$38.91M3.2%+0.9%20.199%
5/17/2024 Vista Investment Partners LLC10,969$225K0.1%N/A0.117%
5/14/2024Axxcess Wealth Management LLC416,811$8.56M0.2%+9.9%4.458%
5/8/2024Camarda Financial Advisors LLC85,995$1.77M0.7%-5.5%0.920%
5/7/2024 Concurrent Investment Advisors LLC15,003$308K0.0%-24.1%0.160%
5/1/2024 Precision Wealth Strategies LLC189,990$3.90M3.7%N/A2.050%
4/30/2024 Hartline Investment Corp13,982$287K0.1%N/A0.151%
4/30/2024 Arkadios Wealth Advisors1,537,038$31.57M2.4%+9.2%16.581%
4/29/2024Benjamin Edwards Inc.13,159$270K0.1%N/A0.142%
4/29/2024 Crescent Grove Advisors LLC397,537$8.21M0.9%+22.5%4.288%
4/22/2024MBL Wealth LLC408,413$8.39M1.0%+74.7%4.406%
4/18/2024Congress Wealth Management LLC DE753,129$15.47M0.3%+3.3%8.124%
4/16/2024Bridge Advisory LLC13,469$277K0.1%-74.2%0.691%
4/16/2024Advocacy Wealth Management Services LLC1,871,709$38.45M3.3%N/A95.985%
2/29/2024Tortoise Investment Management LLC14,098$289K0.0%N/A0.723%
2/12/2024Stifel Financial Corp349,686$7.16M0.0%N/A17.933%
2/9/2024Congress Wealth Management LLC DE728,996$14.92M0.3%+237.2%37.384%
2/8/2024Tortoise Investment Management LLC14,098$289K0.0%N/A0.723%
2/6/2024Axxcess Wealth Management LLC379,163$7.76M0.2%+322.7%19.444%
1/30/2024 Crescent Grove Advisors LLC324,615$6.68M0.7%-17.5%16.647%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,586$237K0.0%N/A0.594%
1/24/2024 Arkadios Wealth Advisors1,407,821$28.80M2.4%+36.8%72.196%
1/18/2024MBL Wealth LLC233,766$4.78M0.6%N/A11.988%
1/17/2024Bridge Advisory LLC52,183$1.07M0.5%-90.6%2.676%
1/16/2024Raymond James & Associates18,742$383K0.0%N/A0.961%
1/8/2024 Channel Wealth LLC436,357$8.93M4.2%+47.8%22.377%
11/15/2023Axxcess Wealth Management LLC89,703$1.80M0.1%N/A4.600%
11/13/2023 Wright Fund Management LLC23,284$468K0.0%N/A1.194%
10/30/2023Congress Wealth Management LLC DE216,209$4.35M0.1%+6.5%11.088%
10/25/2023 Crescent Grove Advisors LLC393,436$7.91M1.0%-4.5%20.176%
10/24/2023 Channel Wealth LLC295,183$5.93M3.3%+160.1%15.138%
10/20/2023Bridge Advisory LLC552,240$11.10M3.8%+2.4%28.320%
10/13/2023 Arkadios Wealth Advisors1,029,118$20.69M2.0%N/A52.775%
7/26/2023 Channel Wealth LLC113,483$2.29M1.3%+73.6%6.878%
7/17/2023Bridge Advisory LLC539,272$10.86M4.0%+1.8%32.683%
7/13/2023 Crescent Grove Advisors LLC412,048$8.30M0.9%+23.4%24.973%
7/13/2023Congress Wealth Management LLC DE202,951$4.09M0.1%+42.7%12.300%
5/3/2023 Crescent Grove Advisors LLC333,787$6.76M0.8%-2.7%20.862%
4/27/2023 Channel Wealth LLC65,377$1.33M0.9%N/A4.086%
4/14/2023Congress Wealth Management LLC DE142,263$2.88M0.1%-0.5%8.891%
4/14/2023Bridge Advisory LLC529,846$10.74M4.1%-1.0%33.115%
2/2/2023Congress Wealth Management LLC DE142,979$2.87M0.1%N/A8.936%
1/17/2023Bridge Advisory LLC535,305$10.75M4.5%N/A33.457%
(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, 35 institutional investors and hedge funds held shares of Angel Oak Income ETF. The most heavily invested institutionals were Arkadios Wealth Advisors ($46.01M), Advocacy Wealth Management Services LLC ($39.34M), Channel Wealth LLC ($24.38M), Executive Wealth Management LLC ($21.21M), Congress Wealth Management LLC DE ($15.47M), Crescent Grove Advisors LLC ($11.26M), and Tortoise Investment Management LLC ($10.80M).Learn more on CARY's institutional investors.

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

Of the 32 institutional investors that purchased Angel Oak Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arkadios Wealth Advisors ($2.23M), Advocacy Wealth Management Services LLC ($1.89M), Executive Wealth Management LLC ($1.04M), Channel Wealth LLC ($752.85K), Congress Wealth Management LLC DE ($610.87K), MBL Wealth LLC ($437.73K), and Axxcess Wealth Management LLC ($433.75K).

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

Institutional investors have bought a total of 9,144,900 shares in the last 24 months. This purchase volume represents approximately $187.68M in transactions.

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

Of the 13 institutional investors that sold Angel Oak Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bridge Advisory LLC ($544.23K), Crescent Grove Advisors LLC ($127.83K), Axxcess Wealth Management LLC ($106.02K), Worth Asset Management LLC ($34.78K), Advocacy Wealth Management Services LLC ($32.01K), Stifel Financial Corp ($26.28K), and Transamerica Financial Advisors Inc. ($13.97K).

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

Institutional investors have sold a total of 911,094 shares in the last 24 months. This volume of shares sold represents approximately $18.80M in transactions.


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This page (NASDAQ:CARY) was last updated on 2/5/2025 by MarketBeat.com Staff
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