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 35 institutions that hold shares in the stock, with a total of 10.2 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
|
Oct 24, 2024 Q3 2024 |
2,030,608
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
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 |
Oct 31, 2024 Q3 2024 |
1,067,979
shares
|
$0
7.45% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Executive Wealth Management, LLC
|
Nov 01, 2024 Q3 2024 |
1,000,964
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
757,380
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
524,480
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 28.68%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
504,584
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
437,727
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 7.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
433,754
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
373,462
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 42.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
194,161
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 15.12%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 21, 2024 Q3 2024 |
140,691
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
101,005
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 59.39%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
97,537
shares
|
$0
0.21% of portfolio
|
Q1 2024
Added 638.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
88,298
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 30.09%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 13, 2024 Q2 2024 |
84,385
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
61,088
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
58,260
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
57,663
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
51,998
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
47,461
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
46,966
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
40,406
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
22,198
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
19,873
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|