Angel Oak Income ETFCARYETF
13F holders, Q4 2024 (December 31)52holders +8
10new positions
3sold out
1famous investor
$20.60avg. 13F price*
At the end of Q4 2024, 52 institutions reported holding Angel Oak Income ETF (CARY) in their 13F filings, up 8 from Q3 2024. 10 opened new positions and 3 sold out. The largest holders were Arkadios Wealth Advisors ($46.0M), Advocacy Wealth Management, LLC ($37.1M) and Focus Partners Wealth ($25.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $11.4M |
| Exits | 3 | $1.4M |
All 13F filers, Q3 2024 → Q4 2024: 2,122,405 shares bought and 168,186 shares sold, net +1,954,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Arkadios Wealth Advisors | 2.51% | Add +10.0% | 2,234,474 | $46.0M |
| Advocacy Wealth Management, LLC | 2.82% | Reduce -2.8% | 1,803,975 | $37.1M |
| Focus Partners Wealth | 0.07% | Add +11.2% | 1,253,129 | $25.8M |
| Channel Wealth LLC | 7.94% | Add +10.9% | 1,184,185 | $24.4M |
| Executive Wealth Management, LLC | 1.66% | Add +3.0% | 1,030,885 | $21.2M |
| Wells Fargo & Company | 0.01% | Add +40.4% | 1,007,716 | $20.7M |
| CW Advisors, LLC | 0.22% | Add +1.4% | 772,211 | $15.9M |
| UBS Group AG | 0.00% | Add +112.1% | 653,332 | $13.5M |
| Baird Financial Group, Inc. | 0.02% | Add +5.8% | 579,017 | $11.9M |
| Tortoise Investment Management, LLC | 1.24% | Add +2.3% | 570,304 | $11.7M |
| Crescent Grove Advisors, LLC | 1.12% | Add +7.3% | 541,504 | $11.3M |
| MBL Wealth, LLC | 0.94% | Add +3.1% | 453,120 | $9.3M |
| Altfest L J & Co. Inc. | 0.94% | New | 356,614 | $7.3M |
| Axxcess Wealth Management, LLC | 0.17% | Add +3.6% | 339,606 | $7.0M |
| Precision Wealth Strategies, LLC | 3.16% | Add +41.0% | 198,409 | $4.1M |
| LPL Financial LLC | 0.00% | Add +232.3% | 198,277 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +9.3% | 183,490 | $3.8M |
| Heritage Trust Co | 0.44% | — | 181,030 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +24.1% | 169,848 | $3.5M |
| Raymond James Financial Inc. | 0.00% | — | 149,697 | $3.1M |
| Oppenheimer & Co. Inc. | 0.04% | Add +2.6% | 125,865 | $2.6M |
| Mendel Money Management | 1.05% | Add +29.7% | 114,474 | $2.4M |
| Rareview Capital LLC | 1.42% | New | 92,471 | $2.0M |
| Camarda Financial Advisors, LLC | 0.71% | Add +5.2% | 92,212 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.9% | 83,065 | $1.7M |
| Transamerica Financial Advisors, LLC | 0.16% | Reduce -3.3% | 80,779 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +120.7% | 70,832 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | New | 60,430 | $1.2M |
| RFG Advisory, LLC | 0.03% | Add +36.5% | 55,137 | $1.1M |
| Sage Mountain Advisors LLC | 0.07% | No change | 47,461 | $977K |
| Fiduciary Trust Co | 0.01% | No change | 44,500 | $916K |
| Independent Financial Group, LLC | 0.02% | No change | 32,479 | $669K |
| Citadel Advisors | 0.00% | Add +15.7% | 21,409 | $441K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.1% | 20,356 | $419K |
| Oregon Pacific Wealth Management, LLC | 0.41% | — | 20,136 | $415K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -14.4% | 19,011 | $391K |
| Consolidated Portfolio Review Corp | 0.05% | New | 15,741 | $324K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.4% | 15,255 | $314K |
| Benjamin Edwards Inc. | 0.00% | Add +8.7% | 14,789 | $305K |
| Able Wealth Management LLC | 0.17% | New | 12,491 | $257K |
| Worth Asset Management, LLC | 0.13% | Reduce -74.0% | 12,187 | $251K |
| Argent Trust Co | 0.01% | New | 11,750 | $242K |
| Firethorn Wealth Partners, LLC | 0.11% | Reduce -5.1% | 10,757 | $221K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.1% | 9,265 | $191K |
| NewEdge Advisors, LLC | 0.00% | Reduce -34.8% | 4,750 | $98K |
| Islay Capital Management, LLC | 0.06% | No change | 4,500 | $93K |
| Comerica Bank | 0.00% | New | 2,675 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -71.5% | 1,453 | $30K |
| Bank of America Corp. | 0.00% | New | 439 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 311 | $6K |
| Davis Capital Management | 0.00% | No change | 288 | $6K |
| Morgan Stanley | 0.00% | New | 40 | $824 |
"% of holder's portfolio" is CARY's weight in each manager's 13F, not the share of Angel Oak Income ETF the manager owns.