Angel Oak Income ETFCARYETF
13F holders, Q1 2025 (March 31)56holders +4
10new positions
5sold out
1famous investor
$20.76avg. 13F price*
At the end of Q1 2025, 56 institutions reported holding Angel Oak Income ETF (CARY) in their 13F filings, up 4 from Q4 2024. 10 opened new positions and 5 sold out. The largest holders were Arkadios Wealth Advisors ($46.8M), Advocacy Wealth Management, LLC ($39.8M) and Wells Fargo & Company ($35.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $12.4M |
| Exits | 5 | $2.0M |
All 13F filers, Q4 2024 → Q1 2025: 2,115,851 shares bought and 183,504 shares sold, net +1,932,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Arkadios Wealth Advisors | 1.77% | Add +0.9% | 2,253,670 | $46.8M |
| Advocacy Wealth Management, LLC | 2.71% | Add +6.3% | 1,918,050 | $39.8M |
| Wells Fargo & Company | 0.01% | Add +67.3% | 1,686,315 | $35.0M |
| Focus Partners Wealth | 0.07% | Add +4.5% | 1,309,930 | $27.2M |
| Channel Wealth LLC | 7.79% | Add +1.9% | 1,207,227 | $25.1M |
| CW Advisors, LLC | 0.19% | Add +0.7% | 777,786 | $16.1M |
| UBS Group AG | 0.00% | Add +3.4% | 675,497 | $14.0M |
| Tortoise Investment Management, LLC | 1.27% | Add +3.4% | 589,651 | $12.2M |
| Baird Financial Group, Inc. | 0.02% | Reduce -3.1% | 561,212 | $11.7M |
| Crescent Grove Advisors, LLC | 1.18% | Add +0.5% | 543,985 | $11.3M |
| MBL Wealth, LLC | 0.98% | Add +3.3% | 468,262 | $9.7M |
| Altfest L J & Co. Inc. | 0.96% | Add +3.2% | 368,152 | $7.6M |
| Axxcess Wealth Management, LLC | 0.20% | Add +1.2% | 343,820 | $7.1M |
| Legacy CG, LLC | 2.13% | New | 317,559 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Add +102.7% | 303,363 | $6.3M |
| Stifel Financial Corp. | 0.01% | Add +57.3% | 288,647 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +31.6% | 223,488 | $4.6M |
| LPL Financial LLC | 0.00% | Add +10.5% | 219,008 | $4.5M |
| Precision Wealth Strategies, LLC | 3.14% | Reduce -0.2% | 198,039 | $4.1M |
| Heritage Trust Co | 0.39% | Reduce -14.8% | 154,155 | $3.2M |
| Oppenheimer & Co. Inc. | 0.04% | Add +4.9% | 132,048 | $2.7M |
| Belpointe Asset Management LLC | 0.13% | New | 116,624 | $2.4M |
| Mendel Money Management | 1.13% | Add +0.2% | 114,712 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +61.3% | 97,488 | $2.0M |
| Camarda Financial Advisors, LLC | 0.89% | Add +3.5% | 95,401 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.6% | 80,925 | $1.7M |
| Transamerica Financial Advisors, LLC | 0.16% | Reduce -4.1% | 77,487 | $1.6M |
| Rareview Capital LLC | 0.89% | Reduce -26.7% | 67,801 | $1.4M |
| RFG Advisory, LLC | 0.04% | Add +19.1% | 65,674 | $1.4M |
| Independent Financial Group, LLC | 0.04% | Add +55.3% | 50,452 | $1.0M |
| Sage Mountain Advisors LLC | 0.07% | No change | 47,461 | $985K |
| Greenwich Wealth Management LLC | 0.07% | New | 45,711 | $949K |
| Fiduciary Trust Co | 0.01% | No change | 44,500 | $924K |
| Morgan Stanley | 0.00% | Add +101897.5% | 40,799 | $847K |
| Citadel Advisors | 0.00% | Add +90.5% | 40,787 | $847K |
| NewEdge Advisors, LLC | 0.00% | Add +739.8% | 39,892 | $828K |
| OneAscent Financial Services LLC | 0.05% | New | 39,685 | $824K |
| Atria Investments, Inc | 0.01% | New | 39,685 | $824K |
| Able Wealth Management LLC | 0.48% | Add +214.1% | 39,234 | $815K |
| Rockefeller Capital Management L.P. | 0.00% | Add +62.2% | 33,026 | $686K |
| Oregon Pacific Wealth Management, LLC | 0.44% | Add +4.3% | 20,991 | $436K |
| Lewis Asset Management, LLC | 0.29% | New | 16,967 | $352K |
| Consolidated Portfolio Review Corp | 0.06% | Add +5.1% | 16,539 | $343K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.7% | 15,511 | $322K |
| Argent Trust Co | 0.01% | Add +12.8% | 13,250 | $275K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -32.0% | 12,919 | $269K |
| Vista Investment Partners LLC | 0.06% | New | 9,949 | $207K |
| Firethorn Wealth Partners, LLC | 0.10% | Reduce -8.6% | 9,830 | $204K |
| EPG Wealth Management LLC | 0.06% | New | 9,810 | $204K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.6% | 7,725 | $160K |
| Islay Capital Management, LLC | 0.06% | No change | 4,500 | $93K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,453 | $30K |
| Comerica Bank | 0.00% | Reduce -46.2% | 1,440 | $30K |
| Royal Bank of Canada | 0.00% | New | 1,190 | $25K |
| Davis Capital Management | 0.00% | No change | 288 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 23 | $480 |
"% of holder's portfolio" is CARY's weight in each manager's 13F, not the share of Angel Oak Income ETF the manager owns.