Angel Oak Income ETFCARYETF
13F holders, Q2 2025 (June 30)71holders +15
22new positions
7sold out
1famous investor
$20.80avg. 13F price*
At the end of Q2 2025, 71 institutions reported holding Angel Oak Income ETF (CARY) in their 13F filings, up 15 from Q1 2025. 22 opened new positions and 7 sold out. The largest holders were Wells Fargo & Company ($58.5M), Arkadios Wealth Advisors ($47.7M) and Morgan Stanley ($45.5M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $27.3M |
| Exits | 7 | $9.6M |
All 13F filers, Q1 2025 → Q2 2025: 5,808,488 shares bought and 707,830 shares sold, net +5,100,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Wells Fargo & Company | 0.01% | Add +66.9% | 2,814,675 | $58.5M |
| Arkadios Wealth Advisors | 1.43% | Add +1.7% | 2,291,182 | $47.7M |
| Morgan Stanley | 0.00% | Add +5266.7% | 2,189,547 | $45.5M |
| Advocacy Wealth Management, LLC | 2.63% | Add +7.3% | 2,058,325 | $42.8M |
| Focus Partners Wealth | 0.06% | Add +4.9% | 1,374,357 | $28.6M |
| Channel Wealth LLC | 6.19% | Reduce -12.8% | 1,053,012 | $21.9M |
| UBS Group AG | 0.00% | Add +39.2% | 939,991 | $19.6M |
| CW Advisors, LLC | 0.16% | Add +4.3% | 811,224 | $16.9M |
| Tortoise Investment Management, LLC | 1.19% | Add +1.6% | 599,336 | $12.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.4% | 558,813 | $11.6M |
| Crescent Grove Advisors, LLC | 1.05% | Reduce -4.1% | 521,598 | $10.8M |
| MBL Wealth, LLC | 0.94% | Add +0.3% | 469,620 | $9.8M |
| Raymond James Financial Inc. | 0.00% | Add +40.8% | 427,158 | $8.9M |
| Astor Investment Management LLC | 4.31% | New | 383,809 | $8.0M |
| Axxcess Wealth Management, LLC | 0.18% | Add +7.2% | 368,613 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | New | 358,408 | $7.5M |
| Legacy CG, LLC | 1.96% | Reduce -0.4% | 316,224 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +2.7% | 296,490 | $6.2M |
| LPL Financial LLC | 0.00% | Add +10.1% | 241,047 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +1.1% | 225,983 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +103.9% | 198,740 | $4.1M |
| Precision Wealth Strategies, LLC | 1.24% | Reduce -7.2% | 183,692 | $3.8M |
| Greenwich Wealth Management LLC | 0.16% | Add +245.9% | 158,131 | $3.3M |
| Heritage Trust Co | 0.37% | Reduce -0.3% | 153,661 | $3.2M |
| Atria Investments, Inc | 0.04% | Add +276.1% | 149,275 | $3.1M |
| Oppenheimer & Co. Inc. | 0.04% | Add +8.9% | 143,860 | $3.0M |
| Belpointe Asset Management LLC | 0.11% | Add +13.0% | 131,790 | $2.7M |
| Mendel Money Management | 1.15% | Add +8.4% | 124,342 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 110,380 | $2.3M |
| Camarda Financial Advisors, LLC | 0.84% | Add +7.5% | 102,541 | $2.1M |
| RFG Advisory, LLC | 0.05% | Add +47.0% | 96,567 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 94,504 | $2.0M |
| Legacy Capital Group California, Inc. | 0.49% | New | 85,472 | $1.8M |
| Transamerica Financial Advisors, LLC | 0.15% | Reduce -2.5% | 75,516 | $1.6M |
| Rareview Capital LLC | 0.90% | Add +1.3% | 68,709 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -23.6% | 61,846 | $1.3M |
| Able Wealth Management LLC | 0.64% | Add +56.6% | 61,455 | $1.3M |
| Ieq Capital, LLC | 0.01% | New | 59,347 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +64.8% | 54,415 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +31.5% | 52,472 | $1.1M |
| Independent Financial Group, LLC | 0.03% | Add +0.3% | 50,621 | $1.1M |
| Sage Mountain Advisors LLC | 0.06% | Add +0.0% | 47,467 | $987K |
| AE Wealth Management LLC | 0.01% | New | 34,906 | $726K |
| Omnitrust Wealth Management, Inc | 0.70% | — | 28,740 | $597K |
| GeoWealth Management, LLC | 0.02% | New | 28,058 | $584K |
| Flow Traders U.S. LLC | 0.02% | New | 27,856 | $579K |
| Consolidated Portfolio Review Corp | 0.07% | Add +47.3% | 24,359 | $507K |
| Lewis Asset Management, LLC | 0.23% | Add +36.3% | 23,118 | $481K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +73.7% | 22,437 | $467K |
| IHT Wealth Management, LLC | 0.01% | New | 21,155 | $440K |
| Oregon Pacific Wealth Management, LLC | 0.41% | Add +0.3% | 21,054 | $438K |
| CreativeOne Wealth, LLC | 0.01% | New | 20,001 | $416K |
| Citadel Advisors | 0.00% | Reduce -54.8% | 18,453 | $384K |
| &partners | 0.00% | New | 17,065 | $355K |
| Legacy Capital Wealth Partners, LLC | 0.07% | New | 15,190 | $316K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.1% | 15,188 | $316K |
| DAVENPORT & Co LLC | 0.00% | New | 13,925 | $290K |
| Argent Trust Co | 0.01% | No change | 13,250 | $276K |
| Bank of New York Mellon Corp | 0.00% | New | 11,876 | $247K |
| Advisory Services Network, LLC | 0.00% | New | 10,935 | $227K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 10,500 | $218K |
| Firethorn Wealth Partners, LLC | 0.09% | Add +5.1% | 10,334 | $215K |
| Vista Investment Partners LLC | 0.06% | No change | 9,949 | $207K |
| Comerica Bank | 0.00% | Add +471.4% | 8,228 | $171K |
| Raleigh Capital Management Inc. | 0.06% | New | 6,626 | $138K |
| Islay Capital Management, LLC | 0.06% | No change | 4,500 | $94K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -53.5% | 3,592 | $75K |
| Bank of America Corp. | 0.00% | New | 1,835 | $38K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 1,058 | $22K |
| Nova Wealth Management, Inc. | 0.00% | New | 167 | $3K |
| FMR LLC | 0.00% | New | 133 | $3K |
"% of holder's portfolio" is CARY's weight in each manager's 13F, not the share of Angel Oak Income ETF the manager owns.