Angel Oak Income ETFCARYETF
13F holders, Q2 2026 (June 30)110holders +8
19new positions
12sold out
1famous investor
$20.78avg. 13F price*
At the end of Q2 2026, 110 institutions reported holding Angel Oak Income ETF (CARY) in their 13F filings, up 8 from Q1 2026. 19 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($186.9M), Morgan Stanley ($169.5M) and Wells Fargo & Company ($114.5M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Angel Oak Income ETF
- CUSIP
- 03463K760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $52.9M |
| Exits | 12 | $5.1M |
All 13F filers, Q1 2026 → Q2 2026: 15,353,367 shares bought and 1,082,716 shares sold, net +14,270,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Bank of America Corp. | 0.01% | Add +81.6% | 8,992,908 | $186.9M |
| Morgan Stanley | 0.01% | Add +43.8% | 8,156,835 | $169.5M |
| Wells Fargo & Company | 0.02% | Add +25.8% | 5,508,838 | $114.5M |
| UBS Group AG | 0.01% | Add +33.5% | 3,210,615 | $66.7M |
| IFC Advisors LLC | 7.84% | Add +0.1% | 2,973,070 | $61.8M |
| Arkadios Wealth Advisors | 0.92% | Reduce -18.9% | 2,889,043 | $60.0M |
| Raymond James Financial Inc. | 0.01% | Add +12.2% | 1,479,191 | $30.7M |
| Focus Partners Wealth | 0.03% | Add +146570.0% | 1,466,700 | $30.5M |
| Channel Wealth LLC | 6.24% | Add +11.8% | 1,339,350 | $27.8M |
| Osaic Holdings, Inc. | 0.03% | Add +2.4% | 1,214,579 | $25.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +103.7% | 1,107,410 | $23.0M |
| N10 Wealth, LLC | 7.42% | — | 1,006,181 | $20.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.0% | 937,679 | $19.5M |
| EP Wealth Advisors, LLC | 0.07% | Add +1817.5% | 902,108 | $18.7M |
| Tortoise Investment Management, LLC | 1.01% | Reduce -1.8% | 651,023 | $13.5M |
| Stifel Financial Corp. | 0.01% | Add +18.2% | 596,599 | $12.4M |
| LPL Financial LLC | 0.00% | Add +30.9% | 565,204 | $11.7M |
| Crescent Grove Advisors, LLC | 0.99% | Add +3.4% | 561,797 | $11.7M |
| Baird Financial Group, Inc. | 0.02% | Add +1.7% | 552,850 | $11.5M |
| MBL Wealth, LLC | 0.75% | Reduce -1.9% | 530,615 | $11.0M |
| Greenwich Wealth Management LLC | 0.37% | Add +10.4% | 490,759 | $10.2M |
| Lifestyle Asset Management, Inc. | 2.62% | New | 469,008 | $9.7M |
| Axxcess Wealth Management, LLC | 0.14% | New | 430,895 | $9.0M |
| OneAscent Financial Services LLC | 0.42% | New | 417,876 | $8.7M |
| Legacy CG, LLC | 2.19% | Add +4.5% | 412,073 | $8.6M |
| Independent Financial Group, LLC | 0.16% | Add +244.8% | 403,816 | $8.4M |
| Beacon Capital Management, Inc. | 0.46% | Add +1.1% | 367,245 | $7.6M |
| Ssi Investment Management LLC | 2.13% | New | 298,053 | $6.2M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +47.1% | 274,920 | $5.7M |
| Sage Advisory Services, Ltd.Co. | 2.81% | Add +7.1% | 274,360 | $5.7M |
| Verus Capital Partners, LLC | 0.28% | New | 252,589 | $5.2M |
| Precision Wealth Strategies, LLC | 1.30% | Reduce -9.5% | 208,150 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | New | 203,620 | $4.2M |
| Heritage Trust Co | 0.36% | Add +2.8% | 199,018 | $4.1M |
| Exchange Traded Concepts, LLC | 0.02% | Add +11.9% | 159,443 | $3.3M |
| Mendel Money Management | 1.20% | Add +10.8% | 158,094 | $3.3M |
| Sonoma Allocations LLC | 1.00% | Add +42.0% | 154,425 | $3.2M |
| Weaver Consulting Group | 0.62% | Add +8.0% | 145,704 | $3.0M |
| Camarda Financial Advisors, LLC | 0.88% | Add +7.7% | 140,367 | $2.9M |
| Atria Investments, Inc | 0.03% | Add +15.3% | 137,884 | $2.9M |
| Central Pacific Bank - Trust Division | 0.29% | New | 130,780 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.5% | 122,946 | $2.6M |
| Fiduciary Trust Co | 0.03% | Add +1.5% | 118,877 | $2.5M |
| Rareview Capital LLC | 1.28% | Add +10.8% | 110,405 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +9.2% | 109,845 | $2.3M |
| OneAscent Wealth Management LLC | 0.68% | New | 109,382 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +10.2% | 105,505 | $2.2M |
| J. Team Financial, Inc. | 2.12% | Add +25.1% | 105,156 | $2.2M |
| Islay Capital Management, LLC | 1.03% | Add +6.1% | 104,900 | $2.2M |
| Lewis Asset Management, LLC | 0.72% | Add +2.8% | 99,041 | $2.1M |
| Noble Wealth Management PBC | 0.92% | Add +30.3% | 97,261 | $2.0M |
| Gotham Asset Management | 0.00% | New | 95,969 | $2.0M |
| RFG Advisory, LLC | 0.03% | Reduce -15.2% | 93,573 | $1.9M |
| Transamerica Financial Advisors, LLC | 0.16% | Reduce -6.0% | 93,164 | $1.9M |
| Xcelsior Advisor Partners LLC | 0.25% | Add +46.0% | 92,386 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -3.8% | 84,846 | $1.8M |
| Able Wealth Management LLC | 0.39% | Reduce -4.1% | 81,868 | $1.7M |
| Legacy Capital Group California, Inc. | 0.50% | Add +8.1% | 80,379 | $1.7M |
| NewEdge Advisors, LLC | 0.00% | Reduce -33.2% | 73,587 | $1.5M |
| 9823 Capital, L.P. | 0.99% | Reduce -9.8% | 70,899 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.3% | 55,793 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +274.0% | 55,156 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -34.4% | 54,635 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +100.5% | 51,747 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | Add +117.9% | 50,955 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +11.6% | 45,439 | $944K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 43,377 | $901K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.0% | 43,269 | $899K |
| Sage Mountain Advisors LLC | 0.05% | No change | 40,258 | $837K |
| HighTower Advisors, LLC | 0.00% | Add +15.0% | 40,068 | $833K |
| AE Wealth Management LLC | 0.00% | Add +4.3% | 37,746 | $784K |
| Independent Wealth Advisors LLC | 0.55% | Add +8.4% | 29,170 | $606K |
| PFG Advisors | 0.03% | New | 27,399 | $569K |
| GeoWealth Management, LLC | 0.02% | Add +9.3% | 26,474 | $550K |
| New Wave Wealth Advisors LLC | 0.14% | New | 25,152 | $525K |
| Benjamin Edwards Inc. | 0.00% | Add +15.3% | 23,652 | $492K |
| Fifth Third Bancorp | 0.00% | Add +13.8% | 23,524 | $489K |
| &partners | 0.00% | Add +0.1% | 22,814 | $474K |
| Farther Finance Advisors, LLC | 0.00% | Add +2147700.0% | 21,478 | $446K |
| Vista Investment Partners LLC | 0.11% | Add +10.1% | 21,291 | $442K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.3% | 21,147 | $439K |
| CreativeOne Wealth, LLC | 0.01% | Add +8.7% | 19,737 | $410K |
| MML Investors Services, LLC | 0.00% | Add +83.1% | 19,379 | $403K |
| Larson Financial Group LLC | 0.01% | Reduce -3.6% | 16,987 | $353K |
| Argent Trust Co | 0.01% | Add +35.6% | 15,250 | $317K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.3% | 15,139 | $315K |
| N10 Assets, LLC | 0.13% | — | 14,123 | $293K |
| DAVENPORT & Co LLC | 0.00% | No change | 13,983 | $291K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +13.6% | 13,893 | $289K |
| Ameritas Advisory Services, LLC | 0.01% | New | 13,854 | $288K |
| M Holdings Securities, Inc. | 0.03% | New | 11,484 | $239K |
| Diversified Portfolios, Inc. | 0.02% | New | 10,600 | $220K |
| Coastal Bridge Advisors, LLC | 0.01% | No change | 10,500 | $218K |
| Everest Financial Group LLC | 0.03% | Reduce -20.3% | 9,774 | $203K |
| Private Trust Co. NA | 0.02% | No change | 9,757 | $203K |
| Reicon Wealth Advisors, LLC | 0.08% | Add +35.4% | 6,500 | $135K |
| Lloyd Advisory Services, LLC. | 0.05% | Add +1090.5% | 5,893 | $122K |
| Raleigh Capital Management Inc. | 0.04% | Reduce -11.7% | 5,871 | $122K |
| Quent Capital, LLC | 0.01% | New | 4,180 | $87K |
| Signature Equity Partners, LLC | 0.02% | Add +9.9% | 1,883 | $39K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -1.1% | 1,046 | $22K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 702 | $15K |
| Kingdom Financial Group LLC. | 0.00% | No change | 495 | $10K |
| Royal Bank of Canada | 0.00% | Reduce -34.3% | 301 | $6K |
| Davis Capital Management | 0.00% | No change | 288 | $6K |
| Buck Wealth Strategies, LLC | 0.00% | New | 179 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 101 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 91 | $2K |
| Networth Advisors, LLC | 0.00% | No change | 47 | $977 |
| FMR LLC | 0.00% | Add +4.0% | 131 | $272 |
"% of holder's portfolio" is CARY's weight in each manager's 13F, not the share of Angel Oak Income ETF the manager owns.