Angel Oak Income ETFCARYETF
13F holders, Q3 2024 (September 30)44holders +14
13new positions
0sold out
1famous investor
$21.19avg. 13F price*
At the end of Q3 2024, 44 institutions reported holding Angel Oak Income ETF (CARY) in their 13F filings, up 14 from Q2 2024. 13 opened new positions and 0 sold out. The largest holders were Arkadios Wealth Advisors ($43.0M), Advocacy Wealth Management, LLC ($39.3M) and Focus Partners Wealth ($23.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Angel Oak Income ETF
- CUSIP
- 03463K760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $33.0M |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 3,394,566 shares bought and 223,509 shares sold, net +3,171,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Arkadios Wealth Advisors | 2.44% | Add +14.5% | 2,030,608 | $43.0M |
| Advocacy Wealth Management, LLC | 3.09% | Reduce -1.7% | 1,856,576 | $39.3M |
| Focus Partners Wealth | 0.08% | New | 1,126,933 | $23.9M |
| Channel Wealth LLC | 7.45% | Add +23.1% | 1,067,979 | $22.6M |
| Executive Wealth Management, LLC | 1.66% | Add +4.0% | 1,000,964 | $21.2M |
| CW Advisors, LLC | 0.22% | Add +0.5% | 761,461 | $16.1M |
| Wells Fargo & Company | 0.00% | Add +65757.4% | 717,846 | $15.2M |
| Tortoise Investment Management, LLC | 1.23% | Add +6.3% | 557,728 | $11.8M |
| Baird Financial Group, Inc. | 0.02% | Add +46.5% | 547,299 | $11.6M |
| Crescent Grove Advisors, LLC | 1.10% | Reduce -5.8% | 504,584 | $10.7M |
| MBL Wealth, LLC | 1.00% | Add +0.4% | 439,353 | $9.3M |
| Axxcess Wealth Management, LLC | 0.18% | Reduce -24.4% | 327,739 | $6.9M |
| UBS Group AG | 0.00% | Add +404.2% | 308,022 | $6.5M |
| Stifel Financial Corp. | 0.00% | Reduce -13.5% | 167,885 | $3.6M |
| Precision Wealth Strategies, LLC | 2.76% | Reduce -8.8% | 140,691 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Add +55.0% | 136,845 | $2.9M |
| Oppenheimer & Co. Inc. | 0.04% | New | 122,683 | $2.6M |
| Raymond James & Associates | 0.00% | Add +59.4% | 101,005 | $2.1M |
| Mendel Money Management | 0.81% | Add +53.1% | 88,259 | $1.9M |
| Camarda Financial Advisors, LLC | 0.70% | Add +3.9% | 87,638 | $1.9M |
| Transamerica Financial Advisors, LLC | 0.17% | Reduce -14.3% | 83,571 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +44.1% | 79,958 | $1.7M |
| LPL Financial LLC | 0.00% | Add +14.8% | 59,666 | $1.3M |
| Proficio Capital Partners LLC | 0.12% | New | 58,260 | $1.2M |
| Sage Mountain Advisors LLC | 0.09% | New | 47,461 | $1.0M |
| Worth Asset Management, LLC | 0.54% | New | 46,966 | $995K |
| Fiduciary Trust Co | 0.01% | New | 44,500 | $943K |
| RFG Advisory, LLC | 0.03% | New | 40,406 | $856K |
| Independent Financial Group, LLC | 0.03% | Add +15.4% | 32,479 | $688K |
| Jane Street Group, LLC | 0.00% | New | 32,099 | $680K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +6.2% | 22,198 | $470K |
| Argent Financial Group, Inc. | 0.05% | — | 21,347 | $452K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.6% | 19,549 | $414K |
| Citadel Advisors | 0.00% | New | 18,502 | $392K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.7% | 15,316 | $325K |
| Benjamin Edwards Inc. | 0.00% | Add +0.8% | 13,611 | $289K |
| Firethorn Wealth Partners, LLC | 0.12% | Add +9.0% | 11,331 | $240K |
| Vista Investment Partners LLC | 0.07% | No change | 9,709 | $206K |
| Farther Finance Advisors, LLC | 0.01% | New | 9,160 | $194K |
| NewEdge Advisors, LLC | 0.00% | New | 7,290 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +250.4% | 5,091 | $108K |
| Islay Capital Management, LLC | 0.06% | New | 4,500 | $95K |
| Davis Capital Management | 0.00% | No change | 288 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | New | 45 | $954 |
"% of holder's portfolio" is CARY's weight in each manager's 13F, not the share of Angel Oak Income ETF the manager owns.