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 53 institutions that hold shares in the stock, with a total of 13.8 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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,234,474
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
1,803,975
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
1,207,227
shares
|
$0
7.79% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,030,885
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,007,716
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 40.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
772,211
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
653,332
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 112.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
579,017
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
570,304
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
541,504
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
439,353
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
356,614
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
339,606
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
198,409
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 41.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
198,277
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 232.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
183,490
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
181,030
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
161,058
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
149,697
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
125,865
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
114,474
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 29.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
101,005
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 59.39%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
92,471
shares
|
$0
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
92,212
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
83,065
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 3.89%
|