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 78 institutions that hold shares in the stock, with a total of 26.5 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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
24,269
shares
|
$0
0.06% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
23,801
shares
|
$0
0.2% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
22,522
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 31.98%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
21,347
shares
|
$0
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
21,103
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
20,595
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 35.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
19,090
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
16,704
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
14,805
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
14,161
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
13,991
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
13,931
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 34.81%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
13,250
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
11,556
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
10,951
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,500
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
9,949
shares
|
$0
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
9,784
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,757
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
9,235
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
6,273
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,318
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 189.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,644
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
1,058
shares
|
$0
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
454
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|