ANGEL OAK INCOME ETF CARY
$20.77
+0.1% 52w: $19.57 – $20.80
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data19.5720.1920.80
Jun 20, 2025 Jul 2, 2026
Institutional holders
102
+11 QoQ
13F value
$817.7M
+38.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CARY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 5.7M | $117.9M | 0.0% | +18.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.0M | $102.9M | 0.0% | +103779.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.4M | $91.0M | 0.0% | +11.9% |
| Arkadios Wealth Advisors | Wealth advisor | 3.6M | $74.0M | 1.2% | +13.7% |
| IFC Advisors LLC | Wealth advisor | 3.0M | $61.7M | 8.8% | New |
| UBS Group AG | Bank broker | 2.4M | $50.0M | 0.0% | +10.6% |
| Focus Partners Wealth | Wealth advisor | 1.0K | $29.5M | 0.0% | -99.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.3M | $27.4M | 0.0% | +25.5% |
| CHANNEL WEALTH LLC | Other | 1.2M | $24.9M | 6.0% | +3.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $24.7M | 0.0% | +8.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 946.9K | $19.7M | 0.0% | -1.7% |
| Tortoise Investment Management, LLC | Wealth advisor | 662.6K | $13.8M | 1.1% | +2.3% |
| Crescent Grove Advisors, LLC | Wealth advisor | 543.2K | $11.3M | 1.1% | +3.7% |
| Baird Financial Group, Inc. | Diversified mechanical | 543.8K | $11.3M | 0.0% | -1.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 543.6K | $11.3M | 0.0% | +12.7% |
| MBL Wealth, LLC | Wealth advisor | 540.6K | $11.2M | 0.9% | +4.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 504.6K | $10.5M | 0.0% | +16.2% |
| Greenwich Wealth Management LLC | Other | 444.5K | $9.2M | 0.4% | +13.8% |
| LPL Financial LLC | Bank broker | 431.9K | $9.0M | 0.0% | +32.0% |
| Legacy CG, LLC | Wealth advisor | 394.4K | $8.2M | 2.3% | +10.4% |
| Beacon Capital Management, Inc. | Wealth advisor | 363.2K | $7.5M | 0.4% | -1.2% |
| Sage Advisory Services, Ltd.Co. | Wealth advisor | 256.2K | $5.3M | 2.9% | +3.1% |
| Precision Wealth Strategies, LLC | Other | 230.0K | $4.8M | 1.6% | +7.8% |
| Heritage Trust Co | Other | 193.6K | $4.0M | 0.4% | +10.4% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 186.9K | $3.9M | 0.1% | +7.7% |
| Mendel Money Management | Other | 142.7K | $3.0M | 1.2% | +15.3% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 142.5K | $3.0M | 0.0% | New |
| Weaver Consulting Group | Wealth advisor | 134.9K | $2.8M | 0.7% | +23.9% |
| Camarda Financial Advisors, LLC | Other | 130.3K | $2.7M | 1.4% | +30.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 126.4K | $2.6M | 0.0% | New |
| Atria Investments, Inc | Wealth advisor | 119.5K | $2.5M | 0.0% | -4.5% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 117.1K | $2.4M | 0.1% | +3.9% |
| Fiduciary Trust Co | Other | 117.1K | $2.4M | 0.0% | New |
| RFG Advisory, LLC | Wealth advisor | 110.3K | $2.3M | 0.0% | -10.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 110.3K | $2.3M | 0.0% | +10.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 110.2K | $2.3M | 0.0% | +9.0% |
| Sonoma Allocations LLC | Wealth advisor | 108.8K | $2.3M | 0.8% | +41.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 100.6K | $2.1M | 0.0% | +5.5% |
| Rareview Capital LLC | Other | 99.7K | $2.1M | 1.2% | +20.4% |
| Transamerica Financial Advisors, LLC | Wealth advisor | 99.1K | $2.1M | 0.2% | -7.1% |
| ISLAY CAPITAL MANAGEMENT, LLC | Wealth advisor | 98.9K | $2.1M | 1.0% | +10.9% |
| Lewis Asset Management, LLC | Other | 96.4K | $2.0M | 0.8% | +50.9% |
| Sanctuary Advisors, LLC | Wealth advisor | 95.7K | $2.0M | 0.0% | +27.0% |
| OPPENHEIMER & CO INC | Diversified mechanical | 88.2K | $1.8M | 0.0% | -3.3% |
| Able Wealth Management LLC | Wealth advisor | 85.4K | $1.8M | 0.5% | +0.5% |
| J. Team Financial, Inc. | Other | 84.1K | $1.7M | 2.0% | -10.7% |
| Belpointe Asset Management LLC | Wealth advisor | 83.3K | $1.7M | 0.1% | +5.8% |
| 9823 Capital, L.P. ★2 | Fundamental concentrated | 78.6K | $1.6M | 1.2% | +16.9% |
| Noble Wealth Management PBC | Wealth advisor | 74.7K | $1.6M | 0.8% | +75.5% |
| Legacy Capital Group California, Inc. | Other | 74.3K | $1.5M | 0.6% | -9.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.