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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
156,943
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
133,722
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
125,508
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
115,524
shares
|
$0
0.88% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
112,162
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
104,632
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
104,558
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
101,005
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 59.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
100,752
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 92.01%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
98,484
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 65.95%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
94,811
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
84,832
shares
|
$0
0.45% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
83,065
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
79,538
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 14, 2025 Q3 2025 |
76,616
shares
|
$0
0.97% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
74,895
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
72,830
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 33.84%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
72,242
shares
|
$0
0.57% of portfolio
|
Q3 2025
Added 17.55%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
54,394
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 72.63%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
45,875
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 104.46%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
40,258
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
35,822
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
27,200
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 504.44%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
26,451
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
24,269
shares
|
$0
0.06% of portfolio
|
Q3 2025
Reduced 0.37%
|
|