Angel Oak Income ETFCARYETF
13F holders, Q4 2025 (December 31)91holders +15
12new positions
3sold out
$20.83avg. 13F price*
At the end of Q4 2025, 91 institutions reported holding Angel Oak Income ETF (CARY) in their 13F filings, up 15 from Q3 2025. 12 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($99.8M), Wells Fargo & Company ($81.5M) and Arkadios Wealth Advisors ($65.3M).
- Company
- Angel Oak Income ETF
- CUSIP
- 03463K760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.5M |
| Exits | 3 | $746K |
All 13F filers, Q3 2025 → Q4 2025: 4,182,208 shares bought and 2,679,663 shares sold, net +1,502,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Morgan Stanley | 0.01% | Add +49.9% | 4,791,541 | $99.8M |
| Wells Fargo & Company | 0.02% | Add +5.5% | 3,915,782 | $81.5M |
| Arkadios Wealth Advisors | 1.30% | Add +7.8% | 3,133,739 | $65.3M |
| UBS Group AG | 0.01% | Add +44.9% | 2,174,367 | $45.3M |
| Focus Partners Wealth | 0.03% | No change | 1,419,626 | $29.7M |
| Channel Wealth LLC | 6.08% | Add +6.6% | 1,152,894 | $24.0M |
| Osaic Holdings, Inc. | 0.03% | Add +5.8% | 1,091,627 | $22.7M |
| Raymond James Financial Inc. | 0.01% | Add +37.7% | 1,050,841 | $21.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.2% | 962,869 | $20.1M |
| Tortoise Investment Management, LLC | 1.19% | Add +5.2% | 647,945 | $13.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -2.5% | 552,275 | $11.5M |
| Crescent Grove Advisors, LLC | 1.05% | Reduce -3.1% | 523,639 | $11.0M |
| MBL Wealth, LLC | 0.87% | Add +6.5% | 520,038 | $10.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.7% | 482,353 | $10.0M |
| Stifel Financial Corp. | 0.01% | Add +11.2% | 434,323 | $9.0M |
| Greenwich Wealth Management LLC | 0.36% | Add +73.5% | 390,740 | $8.1M |
| Axxcess Wealth Management, LLC | 0.14% | Add +3.1% | 388,632 | $8.1M |
| Beacon Capital Management, Inc. | 0.41% | Reduce -31.8% | 367,485 | $7.7M |
| Legacy CG, LLC | 2.08% | Reduce -1.6% | 357,382 | $7.4M |
| LPL Financial LLC | 0.00% | Add +12.5% | 327,082 | $6.8M |
| Sage Advisory Services, Ltd.Co. | 2.82% | Reduce -4.7% | 248,460 | $5.2M |
| Precision Wealth Strategies, LLC | 1.44% | Add +10.0% | 213,337 | $4.4M |
| Heritage Trust Co | 0.37% | Add +11.8% | 175,417 | $3.7M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +1125.8% | 173,579 | $3.6M |
| Atria Investments, Inc | 0.03% | Reduce -6.4% | 125,211 | $2.6M |
| Mendel Money Management | 1.08% | Reduce -1.4% | 123,778 | $2.6M |
| RFG Advisory, LLC | 0.05% | Add +17.4% | 122,885 | $2.6M |
| Independent Financial Group, LLC | 0.05% | Add +39.9% | 112,687 | $2.3M |
| Weaver Consulting Group | 0.55% | New | 108,850 | $2.3M |
| Transamerica Financial Advisors, LLC | 0.19% | Add +42.3% | 106,580 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +0.3% | 101,096 | $2.1M |
| Camarda Financial Advisors, LLC | 0.79% | Reduce -4.3% | 100,056 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +36.8% | 99,611 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +0.6% | 95,399 | $2.0M |
| J. Team Financial, Inc. | 1.96% | Add +0.9% | 94,104 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -42.4% | 91,241 | $1.9M |
| Islay Capital Management, LLC | 1.10% | Add +227.8% | 89,150 | $1.9M |
| Ieq Capital, LLC | 0.01% | Reduce -11.4% | 87,278 | $1.8M |
| Able Wealth Management LLC | 0.56% | Add +17.7% | 85,012 | $1.8M |
| Rareview Capital LLC | 1.12% | Add +8.1% | 82,798 | $1.7M |
| Legacy Capital Group California, Inc. | 0.42% | Reduce -2.9% | 82,414 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Reduce -29.8% | 78,786 | $1.6M |
| Sonoma Allocations LLC | 0.53% | Reduce -33.6% | 76,717 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +19.4% | 75,352 | $1.6M |
| 9823 Capital, L.P. | 0.96% | — | 67,183 | $1.4M |
| Lewis Asset Management, LLC | 0.54% | Add +168.4% | 63,875 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | New | 55,820 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 54,095 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +1.5% | 46,557 | $970K |
| Noble Wealth Management PBC | 0.45% | Add +41.2% | 42,551 | $886K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +96.2% | 40,406 | $841K |
| Sage Mountain Advisors LLC | 0.04% | No change | 40,258 | $838K |
| AE Wealth Management LLC | 0.00% | Reduce -2.6% | 34,887 | $727K |
| HighTower Advisors, LLC | 0.00% | New | 30,917 | $644K |
| EP Wealth Advisors, LLC | 0.00% | — | 26,028 | $542K |
| Omnitrust Wealth Management, Inc | 0.69% | — | 25,940 | $540K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -69.0% | 24,651 | $513K |
| GeoWealth Management, LLC | 0.02% | Reduce -10.8% | 23,580 | $491K |
| &partners | 0.00% | Reduce -0.2% | 22,467 | $468K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.7% | 20,947 | $436K |
| Equitable Holdings, Inc. | 0.00% | New | 20,005 | $417K |
| Benjamin Edwards Inc. | 0.00% | Add +17.5% | 19,624 | $409K |
| Xcelsior Advisor Partners LLC | 0.20% | — | 19,300 | $402K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.1% | 18,300 | $381K |
| Goldman Sachs Group Inc. | 0.00% | New | 14,952 | $311K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,647 | $305K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -1.4% | 14,594 | $304K |
| DAVENPORT & Co LLC | 0.00% | No change | 13,991 | $291K |
| Advocacy Wealth Management, LLC | 0.01% | Reduce -99.4% | 13,639 | $284K |
| Argent Trust Co | 0.01% | Reduce -15.1% | 11,250 | $234K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 10,500 | $219K |
| Firethorn Wealth Partners, LLC | 0.08% | Reduce -25.8% | 10,344 | $215K |
| Comerica Bank | 0.00% | Add +10.4% | 10,193 | $212K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +3.8% | 10,157 | $212K |
| Vista Investment Partners LLC | 0.05% | No change | 9,949 | $207K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,777 | $204K |
| Private Trust Co. NA | 0.02% | No change | 9,757 | $203K |
| Raleigh Capital Management Inc. | 0.05% | Add +4.5% | 6,554 | $136K |
| Lloyd Advisory Services, LLC. | 0.05% | New | 5,659 | $118K |
| Bank of America Corp. | 0.00% | Reduce -10.4% | 4,767 | $99K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.4% | 3,694 | $77K |
| Signature Equity Partners, LLC | 0.02% | — | 1,666 | $35K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,417 | $30K |
| JPMorgan Chase & Co. | 0.00% | New | 1,294 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 1,058 | $22K |
| Kingdom Financial Group LLC. | 0.00% | New | 495 | $10K |
| Davis Capital Management | 0.00% | No change | 288 | $6K |
| Jones Financial Companies LLLP | 0.00% | Reduce -39.8% | 241 | $5K |
| Assetmark, Inc. | 0.00% | New | 49 | $1K |
| Networth Advisors, LLC | 0.00% | — | 47 | $979 |
| FMR LLC | 0.00% | Reduce -4.8% | 119 | $247 |
"% of holder's portfolio" is CARY's weight in each manager's 13F, not the share of Angel Oak Income ETF the manager owns.