Angel Oak Income ETFCARYETF
13F holders, Q1 2024 (March 31)27holders
$20.55avg. 13F price*
At the end of Q1 2024, 27 institutions reported holding Angel Oak Income ETF (CARY) in their 13F filings. The largest holders were Advocacy Wealth Management, LLC ($38.4M), Arkadios Wealth Advisors ($31.6M) and CW Advisors, LLC ($15.5M).
- Company
- Angel Oak Income ETF
- CUSIP
- 03463K760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $51.7M |
| Exits | 2 | $900K |
Ownership 27 holders
| Advocacy Wealth Management, LLC | 3.31% | New | 1,871,709 | $38.4M |
| Arkadios Wealth Advisors | 2.45% | Add +9.2% | 1,537,038 | $31.6M |
| CW Advisors, LLC | 0.27% | Add +3.3% | 753,129 | $15.5M |
| Channel Wealth LLC | 5.69% | Add +57.9% | 688,997 | $14.2M |
| Axxcess Wealth Management, LLC | 0.24% | Add +9.9% | 416,811 | $8.6M |
| MBL Wealth, LLC | 0.95% | Add +74.7% | 408,413 | $8.4M |
| Tortoise Investment Management, LLC | 1.02% | New | 407,593 | $8.4M |
| Crescent Grove Advisors, LLC | 0.86% | Add +22.5% | 397,537 | $8.2M |
| Baird Financial Group, Inc. | 0.01% | Add +713.7% | 261,983 | $5.4M |
| Precision Wealth Strategies, LLC | 3.69% | New | 189,990 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -51.8% | 168,661 | $3.5M |
| Transamerica Financial Advisors, LLC | 0.20% | Add +638.9% | 97,537 | $2.0M |
| Camarda Financial Advisors, LLC | 0.71% | Reduce -5.5% | 85,995 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +135646.0% | 67,873 | $1.4M |
| Raymond James & Associates | 0.00% | Add +78.5% | 33,450 | $687K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -43.2% | 20,673 | $425K |
| Independent Financial Group, LLC | 0.02% | Add +30.9% | 20,484 | $421K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -24.1% | 15,003 | $308K |
| Hartline Investment Corp./ | 0.05% | New | 13,982 | $287K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +20.7% | 13,982 | $287K |
| Bridge Advisory, LLC | 0.14% | Reduce -74.2% | 13,469 | $277K |
| Benjamin Edwards Inc. | 0.05% | New | 13,159 | $270K |
| Vista Investment Partners LLC | 0.08% | New | 10,969 | $225K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 6,055 | $124K |
| Royal Bank of Canada | 0.00% | New | 1,510 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,453 | $30K |
| Cwm, LLC | 0.00% | New | 30 | $1K |
"% of holder's portfolio" is CARY's weight in each manager's 13F, not the share of Angel Oak Income ETF the manager owns.