Angel Oak Income ETFCARYETF
13F holders, Q3 2025 (September 30)76holders +5
10new positions
6sold out
$20.91avg. 13F price*
At the end of Q3 2025, 76 institutions reported holding Angel Oak Income ETF (CARY) in their 13F filings, up 5 from Q2 2025. 10 opened new positions and 6 sold out. The largest holders were Wells Fargo & Company ($77.6M), Morgan Stanley ($66.9M) and Arkadios Wealth Advisors ($60.8M).
- Company
- Angel Oak Income ETF
- CUSIP
- 03463K760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $21.4M |
| Exits | 6 | $5.7M |
All 13F filers, Q2 2025 → Q3 2025: 7,130,438 shares bought and 463,817 shares sold, net +6,666,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Wells Fargo & Company | 0.02% | Add +31.9% | 3,711,109 | $77.6M |
| Morgan Stanley | 0.00% | Add +46.0% | 3,197,609 | $66.9M |
| Arkadios Wealth Advisors | 1.49% | Add +26.9% | 2,906,625 | $60.8M |
| Advocacy Wealth Management, LLC | 1.93% | Add +3.3% | 2,125,626 | $44.4M |
| UBS Group AG | 0.01% | Add +59.6% | 1,500,562 | $31.4M |
| Focus Partners Wealth | 0.05% | Add +3.3% | 1,419,626 | $29.7M |
| Channel Wealth LLC | 6.05% | Add +2.7% | 1,081,143 | $22.6M |
| Osaic Holdings, Inc. | 0.03% | Add +356.6% | 1,031,897 | $21.6M |
| Bank of New York Mellon Corp | 0.00% | Add +8273.4% | 994,429 | $20.8M |
| Raymond James Financial Inc. | 0.01% | Add +78.6% | 762,983 | $16.0M |
| Tortoise Investment Management, LLC | 1.15% | Add +2.8% | 616,106 | $12.9M |
| Baird Financial Group, Inc. | 0.02% | Add +1.3% | 566,128 | $11.8M |
| Crescent Grove Advisors, LLC | 1.09% | Add +3.6% | 540,271 | $11.4M |
| Beacon Capital Management, Inc. | 0.54% | New | 539,144 | $11.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +47.4% | 528,292 | $11.0M |
| MBL Wealth, LLC | 0.89% | Add +3.9% | 488,105 | $10.2M |
| Stifel Financial Corp. | 0.01% | Add +31.8% | 390,698 | $8.2M |
| Axxcess Wealth Management, LLC | 0.17% | Add +2.3% | 377,071 | $7.9M |
| Legacy CG, LLC | 2.14% | Add +14.8% | 363,179 | $7.6M |
| LPL Financial LLC | 0.00% | Add +20.6% | 290,767 | $6.1M |
| Sage Advisory Services, Ltd.Co. | 2.86% | New | 260,805 | $5.5M |
| Greenwich Wealth Management LLC | 0.23% | Add +42.4% | 225,176 | $4.7M |
| Precision Wealth Strategies, LLC | 1.32% | Add +5.6% | 193,910 | $4.1M |
| Oppenheimer & Co. Inc. | 0.04% | Add +10.1% | 158,401 | $3.3M |
| Heritage Trust Co | 0.35% | Add +2.1% | 156,943 | $3.3M |
| Atria Investments, Inc | 0.03% | Reduce -10.4% | 133,722 | $2.8M |
| Mendel Money Management | 1.10% | Add +0.9% | 125,508 | $2.6M |
| Sonoma Allocations LLC | 0.88% | — | 115,524 | $2.4M |
| Belpointe Asset Management LLC | 0.09% | Reduce -14.9% | 112,162 | $2.3M |
| RFG Advisory, LLC | 0.05% | Add +8.3% | 104,632 | $2.2M |
| Camarda Financial Advisors, LLC | 0.81% | Add +2.0% | 104,558 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +92.0% | 100,752 | $2.1M |
| Ieq Capital, LLC | 0.01% | Add +66.0% | 98,484 | $2.1M |
| Truist Financial Corp. | 0.00% | New | 94,811 | $2.0M |
| J. Team Financial, Inc. | 1.98% | — | 93,259 | $2.0M |
| Legacy Capital Group California, Inc. | 0.45% | Reduce -0.8% | 84,832 | $1.8M |
| Independent Financial Group, LLC | 0.04% | Add +59.1% | 80,557 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | New | 79,538 | $1.7M |
| Rareview Capital LLC | 0.97% | Add +11.5% | 76,616 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.13% | Reduce -0.8% | 74,895 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +33.8% | 72,830 | $1.5M |
| Able Wealth Management LLC | 0.57% | Add +17.6% | 72,242 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.1% | 63,137 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -72.6% | 54,394 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Add +104.5% | 45,875 | $959K |
| Sage Mountain Advisors LLC | 0.05% | Reduce -15.2% | 40,258 | $842K |
| AE Wealth Management LLC | 0.00% | Add +2.6% | 35,822 | $749K |
| Noble Wealth Management PBC | 0.34% | — | 30,136 | $630K |
| Islay Capital Management, LLC | 0.33% | Add +504.4% | 27,200 | $569K |
| GeoWealth Management, LLC | 0.02% | Reduce -5.7% | 26,451 | $553K |
| Consolidated Portfolio Review Corp | 0.06% | Reduce -0.4% | 24,269 | $507K |
| Lewis Asset Management, LLC | 0.20% | Add +3.0% | 23,801 | $498K |
| &partners | 0.00% | Add +32.0% | 22,522 | $468K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.3% | 21,103 | $441K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +35.6% | 20,595 | $431K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.5% | 19,090 | $399K |
| Benjamin Edwards Inc. | 0.00% | New | 16,704 | $349K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -2.5% | 14,805 | $310K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 14,161 | $296K |
| DAVENPORT & Co LLC | 0.00% | Add +0.5% | 13,991 | $293K |
| Firethorn Wealth Partners, LLC | 0.11% | Add +34.8% | 13,931 | $291K |
| Argent Trust Co | 0.01% | No change | 13,250 | $277K |
| Advisory Services Network, LLC | 0.00% | Add +0.1% | 10,951 | $229K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 10,500 | $220K |
| Vista Investment Partners LLC | 0.06% | No change | 9,949 | $208K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 9,784 | $205K |
| Private Trust Co. NA | 0.02% | New | 9,757 | $204K |
| Comerica Bank | 0.00% | Add +12.2% | 9,235 | $193K |
| Raleigh Capital Management Inc. | 0.05% | Reduce -5.3% | 6,273 | $131K |
| Bank of America Corp. | 0.00% | Add +189.8% | 5,318 | $111K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.4% | 3,644 | $76K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 1,058 | $22K |
| Clearstead Advisors, LLC | 0.00% | New | 454 | $9K |
| Jones Financial Companies LLLP | 0.00% | New | 400 | $8K |
| Davis Capital Management | 0.00% | — | 288 | $6K |
| FMR LLC | 0.00% | Reduce -6.0% | 125 | $261 |
"% of holder's portfolio" is CARY's weight in each manager's 13F, not the share of Angel Oak Income ETF the manager owns.