Angel Oak Income ETFCARYETF
13F holders, Q2 2024 (June 30)30holders +3
7new positions
6sold out
$20.60avg. 13F price*
At the end of Q2 2024, 30 institutions reported holding Angel Oak Income ETF (CARY) in their 13F filings, up 3 from Q1 2024. 7 opened new positions and 6 sold out. The largest holders were Advocacy Wealth Management, LLC ($38.9M), Arkadios Wealth Advisors ($36.5M) and Executive Wealth Management, LLC ($19.8M).
- Company
- Angel Oak Income ETF
- CUSIP
- 03463K760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $23.6M |
| Exits | 6 | $720K |
All 13F filers, Q1 2024 → Q2 2024: 2,084,388 shares bought and 74,349 shares sold, net +2,010,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Advocacy Wealth Management, LLC | 3.21% | Add +0.9% | 1,888,587 | $38.9M |
| Arkadios Wealth Advisors | 2.47% | Add +15.4% | 1,773,206 | $36.5M |
| Executive Wealth Management, LLC | 3.63% | New | 962,120 | $19.8M |
| Channel Wealth LLC | 6.48% | Add +25.9% | 867,688 | $17.9M |
| CW Advisors, LLC | 0.25% | Add +0.6% | 757,380 | $15.6M |
| Crescent Grove Advisors, LLC | 1.22% | Add +34.8% | 535,835 | $11.1M |
| Tortoise Investment Management, LLC | 1.23% | Add +28.7% | 524,480 | $10.8M |
| MBL Wealth, LLC | 1.01% | Add +7.2% | 437,727 | $9.0M |
| Axxcess Wealth Management, LLC | 0.24% | Add +4.1% | 433,754 | $8.9M |
| Baird Financial Group, Inc. | 0.02% | Add +42.5% | 373,462 | $7.7M |
| Stifel Financial Corp. | 0.00% | Add +15.1% | 194,161 | $4.0M |
| Precision Wealth Strategies, LLC | 3.29% | Reduce -18.8% | 154,357 | $3.2M |
| Transamerica Financial Advisors, LLC | 0.21% | No change | 97,537 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +30.1% | 88,298 | $1.8M |
| Camarda Financial Advisors, LLC | 0.68% | Reduce -1.9% | 84,385 | $1.7M |
| Raymond James & Associates | 0.00% | Add +89.5% | 63,371 | $1.3M |
| UBS Group AG | 0.00% | New | 61,088 | $1.3M |
| Mendel Money Management | 0.56% | New | 57,663 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | — | 55,473 | $1.1M |
| LPL Financial LLC | 0.00% | New | 51,998 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Add +37.4% | 28,147 | $580K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +49.6% | 20,912 | $431K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.9% | 19,873 | $409K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.3% | 15,054 | $310K |
| Benjamin Edwards Inc. | 0.05% | Add +2.6% | 13,507 | $278K |
| Firethorn Wealth Partners, LLC | 0.12% | New | 10,394 | $214K |
| Vista Investment Partners LLC | 0.07% | Reduce -11.5% | 9,709 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,453 | $30K |
| Wells Fargo & Company | 0.00% | New | 1,090 | $22K |
| Davis Capital Management | 0.01% | New | 288 | $6K |
"% of holder's portfolio" is CARY's weight in each manager's 13F, not the share of Angel Oak Income ETF the manager owns.