Who Owns Angel Oak Income ETF (CARY)?Hedge Fund & Institutional Holders

$20.86-0.01 (-0.07%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.900045283440005e+207T

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$20.49$20.69$20.89$21.09$21.28Aug 24May 25Mar 26

CARY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Arkadios Wealth AdvisorsNew Position+3.1M+$64.0M
Bank of New York Mellon CorpNew Position+963K+$19.0M
MBL Wealth, LLCNew Position+520K+$10.8M
ENVESTNET ASSET MANAGEMENT INCNew Position+482K+$10.0M
Beacon Capital Management, Inc.New Position+367K+$7.7M
Legacy CG, LLCNew Position+357K+$7.4M
Sanctuary Advisors, LLCNew Position+299K+$6.2M
Precision Wealth Strategies, LLCNew Position+213K+$4.4M
J. Team Financial, Inc.New Position+187K+$3.9M
Greenwich Wealth Management LLCIncreased+166K+$3.4M
Weaver Consulting GroupNew Position+109K+$2.3M
TRUIST FINANCIAL CORPNew Position+95K+$2.0M
OPPENHEIMER & CO INCNew Position+91K+$1.9M
Belpointe Asset Management LLCNew Position+79K+$1.6M
Sonoma Allocations LLCNew Position+77K+$1.6M

CARY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Advocacy Wealth Management, LLCDecreased-2.1M-$44.4B
Baird Financial Group, Inc.Decreased-14K-$11.8B
Crescent Grove Advisors, LLCDecreased-17K-$11.4B
Sage Advisory Services, Ltd.Co.Decreased-12K-$5.4B
Atria Investments, IncDecreased-9K-$2.8B
Mendel Money ManagementDecreased-2K-$2.6B
Camarda Financial Advisors, LLCDecreased-5K-$2.2B
IEQ CAPITAL, LLCDecreased-11K-$2.1B
Legacy Capital Group California, Inc.Decreased-2K-$1.8B
Kestra Advisory Services, LLCDecreased-55K-$1.7B
GeoWealth Management, LLCDecreased-3K-$553.1M
Consolidated Portfolio Review CorpClosed Position-24K-$507.5M
&PARTNERSDecreased-55-$468.0M
IHT Wealth Management, LLCDecreased-156-$441.3M
CreativeOne Wealth, LLCDecreased-790-$399.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY4,791,541$99.0M0.01%Share
2UBS Group AG2,174,367$45.3M0.01%Share
3WELLS FARGO & COMPANY/MN2,154,052$44.0M0.01%Share
4Arkadios Wealth Advisors2,154,908$44.0M0.85%Share
5WELLS FARGO & COMPANY/MN1,761,730$36.0M0.01%Share
6Focus Partners Wealth1,419,626$29.0M0.03%Share
7CHANNEL WEALTH LLC1,152,894$24.0M6.08%Share
8RAYMOND JAMES FINANCIAL INC981,109$20.0M0.01%Share
9Arkadios Wealth Advisors978,831$20.0M0.39%Share
10Bank of New York Mellon Corp955,142$19.0M0.00%Share
11OSAIC HOLDINGS, INC.877,174$18.0M0.03%Share
12AXXCESS WEALTH MANAGEMENT, LLC777,264$16.2M0.06%Share
13Tortoise Investment Management, LLC647,945$13.5M1.19%Share
14Baird Financial Group, Inc.552,275$11.0M0.02%Share
15MBL Wealth, LLC520,038$10.8M0.87%Share
16ENVESTNET ASSET MANAGEMENT INC482,353$10.0M0.00%Share
17Crescent Grove Advisors, LLC523,639$10.0M0.93%Share
18STIFEL FINANCIAL CORP434,323$9.0M0.01%Share
19Greenwich Wealth Management LLC390,740$8.1M0.36%Share
20Beacon Capital Management, Inc.367,485$7.7M0.41%Share
21Legacy CG, LLC357,382$7.4M2.08%Share
22LPL Financial LLC327,082$6.0M0.00%Share
23Sage Advisory Services, Ltd.Co.248,460$5.2M2.82%Share
24Precision Wealth Strategies, LLC213,337$4.4M1.44%Share
25Heritage Trust Co175,417$3.7M0.37%Share
26Wealthcare Advisory Partners LLC173,579$3.6M0.07%Share
27OSAIC HOLDINGS, INC.179,753$3.0M0.00%Share
28Mendel Money Management123,778$2.6M1.08%Share
29RFG Advisory, LLC122,885$2.6M0.05%Share
30Weaver Consulting Group108,850$2.3M0.55%Share
31Transamerica Financial Advisors, LLC106,580$2.2M0.19%Share
32Camarda Financial Advisors, LLC100,056$2.1M0.79%Share
33Atria Investments, Inc125,211$2.0M0.02%Share
34Rockefeller Capital Management L.P.99,611$2.0M0.00%Share
35NewEdge Advisors, LLC101,096$2.0M0.01%Share
36TRUIST FINANCIAL CORP95,399$2.0M0.00%Share
37J. Team Financial, Inc.94,104$2.0M1.96%Share
38J. Team Financial, Inc.93,259$1.9M1.98%Share
39OPPENHEIMER & CO INC91,241$1.9M0.03%Share
40ISLAY CAPITAL MANAGEMENT, LLC89,150$1.9M1.09%Share
41Able Wealth Management LLC85,012$1.8M0.56%Share
42Rareview Capital LLC82,798$1.7M1.12%Share
43Legacy Capital Group California, Inc.82,414$1.7M0.42%Share
44Sanctuary Advisors, LLC80,925$1.7M0.01%Share
45Sanctuary Advisors, LLC80,925$1.7M0.01%Share
46Belpointe Asset Management LLC78,786$1.6M0.06%Share
47Sonoma Allocations LLC76,717$1.6M0.53%Share
48Sanctuary Advisors, LLC75,352$1.6M0.01%Share
499823 Capital, L.P.67,183$1.4M0.96%Share
50Lewis Asset Management, LLC63,875$1.3M0.54%Share

CARY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202590$585.4M+42
Q3 202548$406.1B-9
Q2 202557$290.4B+2
Q1 202555$330.7B+10
Q4 202445$57.0T+13
Q3 202432$130.0T+10
Q2 202422$93.7T+1
Q1 202421$86.2T—

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As of Q4 2025, 50 institutional investors hold CARY (Angel Oak Income ETF). The largest holder is MORGAN STANLEY with $99.0M in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own CARY?

As of Q4 2025, 50 institutional investors report holding CARY (Angel Oak Income ETF) in their 13F filings.

Who is the largest institutional holder of CARY?

The largest institutional holder of CARY is MORGAN STANLEY with $99.0M in shares.

Is institutional ownership of CARY increasing or decreasing?

This quarter, 14 institutions opened new positions in CARY and 1 closed their positions.