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 77 institutions that hold shares in the stock, with a total of 26.4 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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,711,109
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 31.85%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,197,609
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 46.04%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,906,625
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 26.86%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
2,125,626
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,500,562
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 59.64%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
1,081,143
shares
|
$0
6.05% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,031,897
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 356.63%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,030,885
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
811,224
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
762,983
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 78.62%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
616,106
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
566,128
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
540,271
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
539,144
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
528,292
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 47.4%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
488,105
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
390,698
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 31.77%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
383,809
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
377,071
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 23, 2025 Q3 2025 |
363,179
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
290,767
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
260,805
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
225,176
shares
|
$0
0.23% of portfolio
|
Q3 2025
Added 42.4%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
193,910
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
158,401
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.11%
|
|