Angel Oak Income ETF (CARY) Institutional Ownership $20.79 +0.01 (+0.05%) (As of 12/20/2024 05:16 PM ET) Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for Angel Oak Income ETF (NYSEARCA:CARY)Number ofInstitutional Buyers(last 12 months)25TotalInstitutional Inflows(last 12 months)$144.12MNumber ofInstitutional Sellers(last 12 months)10TotalInstitutional Outflows(last 12 months)$17.39M Get CARY Insider Trade Alerts Want to know when executives and insiders are buying or selling Angel Oak Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CARY Institutional Buying and Selling by Quarter Ad Crypto 101 MediaTrump’s Sending THIS Crypto Higher on PurposeDiscover the coin set to explode before 2025! Trump could trigger THIS crypto coin… YES, I WANT THE #1 CRYPTO NOW Angel Oak Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/25/2024 Sanctuary Advisors LLC79,958$1.66M0.0%+44.1%0.855% 11/15/2024 Executive Wealth Management LLC1,000,964$21.21M1.7%+4.0%10.705% 11/15/2024 Jane Street Group LLC32,099$680K0.0%N/A0.343% 11/15/2024 Stifel Financial Corp167,885$3.56M0.0%-13.5%1.796% 11/14/2024 Fiduciary Trust Co44,500$943K0.0%N/A0.476% 11/13/2024 Transamerica Financial Advisors Inc.83,571$1.77M0.2%-14.3%0.894% Get the Latest News and Ratings for CARY and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Angel Oak Income ETF and its competitors with MarketBeat's FREE daily newsletter. 11/7/2024 Islay Capital Management LLC4,500$95K0.1%N/A0.048% 11/6/2024 Oppenheimer & Co. Inc.122,683$2.60M0.0%N/A1.312% 11/4/2024 Axxcess Wealth Management LLC327,739$6.95M0.2%-24.4%3.505% 11/1/2024 Proficio Capital Partners LLC58,260$1.24M0.1%N/A0.623% 11/1/2024 Executive Wealth Management LLC1,000,964$21.21M2.7%+4.0%10.705% 11/1/2024 Advocacy 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% 10/29/2024 Farther Finance Advisors LLC9,160$194K0.0%N/A0.098% 10/24/2024 Bay 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% 8/10/2024 Axxcess Wealth Management LLC433,754$8.94M0.2%+4.1%4.639% 8/8/2024 Executive Wealth Management LLC962,120$19.82M3.6%N/A10.290% 8/2/2024 Tortoise 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% 7/24/2024 Bay 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% 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% 7/10/2024 Advocacy 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% 5/14/2024 Axxcess Wealth Management LLC416,811$8.56M0.2%+9.9%4.458% 5/8/2024 Camarda 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% 4/29/2024 Benjamin Edwards Inc.13,159$270K0.1%N/A0.142% 4/29/2024 Crescent Grove Advisors LLC397,537$8.21M0.9%+22.5%4.288% Trump’s Sending THIS Crypto Higher on Purpose (Ad)Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin… YES, I WANT THE #1 CRYPTO NOW4/22/2024MBL Wealth LLC408,413$8.39M1.0%+74.7%4.406% 4/18/2024 Congress Wealth Management LLC DE753,129$15.47M0.3%+3.3%8.124% 4/16/2024 Bridge Advisory LLC13,469$277K0.1%-74.2%0.691% 4/16/2024 Advocacy Wealth Management Services LLC1,871,709$38.45M3.3%N/A95.985% 2/29/2024 Tortoise Investment Management LLC14,098$289K0.0%N/A0.723% 2/12/2024 Stifel Financial Corp349,686$7.16M0.0%N/A17.933% 2/9/2024 Congress Wealth Management LLC DE728,996$14.92M0.3%+237.2%37.384% 2/8/2024 Tortoise Investment Management LLC14,098$289K0.0%N/A0.723% 2/6/2024 Axxcess 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% 1/30/2024 Bay 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% 1/17/2024 Bridge 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% 11/15/2023 Axxcess Wealth Management LLC89,703$1.80M0.1%N/A4.600% 11/13/2023 Wright Fund Management LLC23,284$468K0.0%N/A1.194% 10/30/2023 Congress 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% 10/20/2023 Bridge 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% 7/17/2023 Bridge 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% 7/13/2023 Congress 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% 4/14/2023 Congress Wealth Management LLC DE142,263$2.88M0.1%-0.5%8.891% 4/14/2023 Bridge Advisory LLC529,846$10.74M4.1%-1.0%33.115% 2/2/2023 Congress Wealth Management LLC DE142,979$2.87M0.1%N/A8.936% 1/17/2023 Bridge 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, 30 institutional investors and hedge funds held shares of Angel Oak Income ETF. The most heavily invested institutionals were Arkadios Wealth Advisors ($43.03M), Advocacy Wealth Management Services LLC ($39.34M), Channel Wealth LLC ($22.63M), Executive Wealth Management LLC ($21.21M), Congress Wealth Management LLC DE ($15.47M), Tortoise Investment Management LLC ($10.80M), and Crescent Grove Advisors LLC ($10.74M).Learn more on CARY's institutional investors. Which institutional investors have been buying Angel Oak Income ETF stock? Of the 27 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 ($2.03M), Advocacy Wealth Management Services LLC ($1.89M), Executive Wealth Management LLC ($1.04M), Congress Wealth Management LLC DE ($753.85K), Channel Wealth LLC ($636.65K), Bridge Advisory LLC ($557.70K), and MBL Wealth LLC ($437.73K). How much institutional buying is happening at Angel Oak Income ETF? Institutional investors have bought a total of 9,281,838 shares in the last 24 months. This purchase volume represents approximately $190.16M in transactions. Which Angel Oak Income ETF major shareholders have been selling company stock? Of the 11 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), Advocacy Wealth Management Services LLC ($32.01K), Stifel Financial Corp ($26.28K), Transamerica Financial Advisors Inc. ($13.97K), and Precision Wealth Strategies LLC ($13.67K). How much institutional selling is happening at Angel Oak Income ETF? Institutional investors have sold a total of 875,741 shares in the last 24 months. This volume of shares sold represents approximately $18.07M in transactions. 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