$20.91
+0.00 (+0.00%)
Market Cap
$887.0M
Shares Outstanding
48,238,551
Institutional Holders
54
Total Inst. Value
$312.5M
% of Float Held
—
QoQ Holder Change
+34
Institutional data as of Q1 2025
New Positions
17
Closed Positions
8
Increased
25
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Arkadios Wealth Advisors | $46.8M | 2,253,670 |
| 2 | Advocacy Wealth Management, LLC | $39.8M | 1,918,050 |
| 3 | WELLS FARGO & COMPANY/MN | $35.0M | 1,686,315 |
| 4 | Focus Partners Wealth | $27.2M | 1,309,930 |
| 5 | CHANNEL WEALTH LLCNew | $25.1M | 1,207,227 |
| 6 | CW Advisors, LLC | $16.1M | 777,786 |
| 7 | UBS Group AG | $14.0M | 675,497 |
| 8 | Tortoise Investment Management, LLC | $12.2M | 589,651 |
| 9 | Baird Financial Group, Inc. | $11.7M | 561,212 |
| 10 | Crescent Grove Advisors, LLC | $11.3M | 543,985 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Arkadios Wealth Advisors | +19K | $46.8M |
| Advocacy Wealth Management, LLC | +114K | $39.8M |
| WELLS FARGO & COMPANY/MN | +679K | $35.0M |
| Focus Partners Wealth | +57K | $27.2M |
| CHANNEL WEALTH LLCNew | +1.2M | $25.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Heritage Trust Co | -27K | $3.2M |
| Rareview Capital LLC | -25K | $1.4M |
| Baird Financial Group, Inc. | -18K | $11.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | -6K | $268K |
| Transamerica Financial Advisors, LLC | -3K | $1.6M |
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Frequently Asked Questions
How many institutional investors hold CARY?
As of Q1 2025, 54 institutional investors report holding CARY (Angel Oak Income ETF) in their 13F filings.
Which hedge fund owns the most CARY?
The largest institutional holder of CARY is Arkadios Wealth Advisors with $46.8M in shares.
Are institutions buying or selling CARY?
This quarter, 17 institutions opened new positions in CARY and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.