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 44 institutions that hold shares in the stock, with a total of 12 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
|
Oct 31, 2024 Q3 2024 |
1,856,576
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
1,184,185
shares
|
$0
7.94% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,000,964
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
761,461
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
717,846
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 65757.43%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
557,728
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
547,299
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 46.55%
|
|
|
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%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
327,739
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
308,022
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 404.23%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
198,409
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 41.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
167,885
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
136,845
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 54.98%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
122,683
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
101,005
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 59.39%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
88,259
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 53.06%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
87,638
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
83,571
shares
|
$0
0.17% of portfolio
|
Q3 2024
Reduced 14.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
79,958
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
60,430
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
59,666
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
58,260
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
55,137
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 36.46%
|