Angel Oak Income ETFCARYETF
13F holders, Q1 2026 (March 31)102holders +11
17new positions
5sold out
1famous investor
$21.55avg. 13F price*
At the end of Q1 2026, 102 institutions reported holding Angel Oak Income ETF (CARY) in their 13F filings, up 11 from Q4 2025. 17 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($117.9M), Bank of America Corp. ($102.9M) and Wells Fargo & Company ($91.0M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $73.2M |
| Exits | 5 | $9.5M |
All 13F filers, Q4 2025 → Q1 2026: 11,708,580 shares bought and 2,072,135 shares sold, net +9,636,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Morgan Stanley | 0.01% | Add +18.4% | 5,673,320 | $117.9M |
| Bank of America Corp. | 0.01% | Add +103779.5% | 4,951,934 | $102.9M |
| Wells Fargo & Company | 0.02% | Add +11.9% | 4,380,779 | $91.0M |
| Arkadios Wealth Advisors | 1.22% | Add +13.7% | 3,562,484 | $74.0M |
| IFC Advisors LLC | 8.83% | New | 2,971,014 | $61.7M |
| UBS Group AG | 0.01% | Add +10.6% | 2,405,150 | $50.0M |
| Focus Partners Wealth | 0.03% | Reduce -99.9% | 1,000 | $29.5M |
| Raymond James Financial Inc. | 0.01% | Add +25.5% | 1,318,761 | $27.4M |
| Channel Wealth LLC | 6.03% | Add +3.9% | 1,197,959 | $24.9M |
| Osaic Holdings, Inc. | 0.04% | Add +8.7% | 1,186,704 | $24.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.7% | 946,910 | $19.7M |
| Tortoise Investment Management, LLC | 1.14% | Add +2.3% | 662,643 | $13.8M |
| Crescent Grove Advisors, LLC | 1.12% | Add +3.7% | 543,185 | $11.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.5% | 543,828 | $11.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.7% | 543,579 | $11.3M |
| MBL Wealth, LLC | 0.85% | Add +4.0% | 540,604 | $11.2M |
| Stifel Financial Corp. | 0.01% | Add +16.2% | 504,565 | $10.5M |
| Greenwich Wealth Management LLC | 0.38% | Add +13.8% | 444,549 | $9.2M |
| LPL Financial LLC | 0.00% | Add +32.0% | 431,890 | $9.0M |
| Legacy CG, LLC | 2.28% | Add +10.4% | 394,432 | $8.2M |
| Beacon Capital Management, Inc. | 0.42% | Reduce -1.2% | 363,219 | $7.5M |
| Sage Advisory Services, Ltd.Co. | 2.92% | Add +3.1% | 256,245 | $5.3M |
| Precision Wealth Strategies, LLC | 1.58% | Add +7.8% | 229,983 | $4.8M |
| Heritage Trust Co | 0.40% | Add +10.3% | 193,577 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +7.7% | 186,881 | $3.9M |
| Mendel Money Management | 1.24% | Add +15.3% | 142,724 | $3.0M |
| Exchange Traded Concepts, LLC | 0.02% | New | 142,464 | $3.0M |
| Weaver Consulting Group | 0.67% | Add +23.9% | 134,881 | $2.8M |
| Camarda Financial Advisors, LLC | 1.42% | Add +30.2% | 130,295 | $2.7M |
| Citadel Advisors | 0.00% | New | 126,442 | $2.6M |
| Atria Investments, Inc | 0.03% | Reduce -4.5% | 119,535 | $2.5M |
| Independent Financial Group, LLC | 0.05% | Add +3.9% | 117,117 | $2.4M |
| Fiduciary Trust Co | 0.03% | New | 117,100 | $2.4M |
| RFG Advisory, LLC | 0.04% | Reduce -10.2% | 110,327 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.7% | 110,307 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +9.0% | 110,153 | $2.3M |
| Sonoma Allocations LLC | 0.78% | Add +41.8% | 108,778 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +5.5% | 100,607 | $2.1M |
| Rareview Capital LLC | 1.22% | Add +20.4% | 99,674 | $2.1M |
| Transamerica Financial Advisors, LLC | 0.18% | Reduce -7.1% | 99,057 | $2.1M |
| Islay Capital Management, LLC | 1.05% | Add +10.9% | 98,900 | $2.1M |
| Lewis Asset Management, LLC | 0.82% | Add +50.9% | 96,380 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +27.0% | 95,726 | $2.0M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -3.3% | 88,204 | $1.8M |
| Able Wealth Management LLC | 0.47% | Add +0.5% | 85,398 | $1.8M |
| J. Team Financial, Inc. | 1.96% | Reduce -10.7% | 84,063 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Add +5.8% | 83,334 | $1.7M |
| 9823 Capital, L.P. | 1.23% | Add +16.9% | 78,565 | $1.6M |
| Noble Wealth Management PBC | 0.80% | Add +75.5% | 74,674 | $1.6M |
| Legacy Capital Group California, Inc. | 0.59% | Reduce -9.8% | 74,327 | $1.5M |
| Xcelsior Advisor Partners LLC | 0.50% | Add +228.0% | 63,300 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +11.3% | 60,188 | $1.3M |
| EP Wealth Advisors, LLC | 0.00% | Add +80.8% | 47,047 | $977K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.9% | 41,188 | $856K |
| Equitable Holdings, Inc. | 0.01% | Add +103.5% | 40,706 | $848K |
| Sage Mountain Advisors LLC | 0.06% | No change | 40,258 | $836K |
| AE Wealth Management LLC | 0.00% | Add +3.8% | 36,195 | $752K |
| HighTower Advisors, LLC | 0.00% | Add +12.7% | 34,847 | $724K |
| Independent Wealth Advisors LLC | 0.55% | New | 26,912 | $559K |
| Omnitrust Wealth Management, Inc | 0.71% | Add +1.4% | 26,299 | $546K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -44.6% | 25,807 | $536K |
| GeoWealth Management, LLC | 0.02% | Add +2.8% | 24,232 | $503K |
| Flow Traders U.S. LLC | 0.02% | New | 23,380 | $486K |
| &partners | 0.00% | Add +1.5% | 22,802 | $474K |
| Jane Street Group, LLC | 0.00% | New | 21,415 | $445K |
| IHT Wealth Management, LLC | 0.01% | Add +1.3% | 21,211 | $441K |
| Fifth Third Bancorp | 0.00% | New | 20,675 | $429K |
| Benjamin Edwards Inc. | 0.00% | Add +4.5% | 20,511 | $426K |
| Vista Investment Partners LLC | 0.11% | Add +94.3% | 19,335 | $402K |
| Goldman Sachs Group Inc. | 0.00% | Add +28.4% | 19,205 | $399K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.8% | 18,160 | $377K |
| Larson Financial Group LLC | 0.01% | New | 17,614 | $366K |
| Susquehanna International Group, LLP | 0.00% | New | 15,514 | $322K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 14,749 | $306K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -41.5% | 14,433 | $300K |
| Commonwealth Equity Services, LLC | 0.00% | Add +44.3% | 14,104 | $293K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.1% | 13,983 | $290K |
| Ieq Capital, LLC | 0.00% | Reduce -85.0% | 13,082 | $272K |
| Dakota Wealth Management | 0.01% | New | 12,339 | $256K |
| Everest Financial Group LLC | 0.04% | New | 12,260 | $255K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +20.4% | 12,232 | $254K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -21.0% | 11,525 | $239K |
| Argent Trust Co | 0.01% | No change | 11,250 | $234K |
| Advocacy Wealth Management, LLC | 0.01% | Reduce -22.0% | 10,633 | $221K |
| MML Investors Services, LLC | 0.00% | New | 10,584 | $220K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 10,500 | $218K |
| Private Trust Co. NA | 0.02% | No change | 9,757 | $203K |
| Raleigh Capital Management Inc. | 0.05% | Add +1.5% | 6,652 | $138K |
| Reicon Wealth Advisors, LLC | 0.08% | New | 4,800 | $100K |
| Signature Equity Partners, LLC | 0.02% | Add +2.8% | 1,713 | $36K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 1,058 | $22K |
| GHP Investment Advisors, Inc. | 0.00% | New | 900 | $19K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -91.3% | 495 | $10K |
| Kingdom Financial Group LLC. | 0.00% | No change | 495 | $10K |
| Royal Bank of Canada | 0.00% | New | 458 | $10K |
| Davis Capital Management | 0.00% | No change | 288 | $6K |
| Harbour Investments, Inc. | 0.00% | New | 101 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -94.0% | 77 | $2K |
| Assetmark, Inc. | 0.00% | No change | 49 | $1K |
| Networth Advisors, LLC | 0.00% | No change | 47 | $976 |
"% of holder's portfolio" is CARY's weight in each manager's 13F, not the share of Angel Oak Income ETF the manager owns.