ANGEL OAK INCOME ETF (CARY) Institutional Ownership Changes & 13F Activity
ANGEL OAK INCOME ETF (CARY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, Ubs Group Ag, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Noble Wealth Management Pbc | Buy | +8,373 | +8.6% | 105,634 | $2.13M | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -1,107,410 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -203,620 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Camarda Financial Advisors, Llc | Sell | -140,367 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -93,164 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -45,439 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Sell | -10,500 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Bank Of America Corp | Sell | -8,992,908 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -5,508,838 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,479,191 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,214,579 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Gotham Asset Management, Llc | Sell | -95,969 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Excelsior Advisor Network Llc | Sell | -92,386 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| 9823 Capital, L.P. | Sell | -70,899 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Sell | -50,955 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -43,377 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| &Partners | Sell | -22,814 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -21,147 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -16,987 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Sell | -13,854 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -301 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -8,156,835 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -3,210,615 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Beacon Capital Management, Inc. | Sell | -367,245 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -122,946 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Fiduciary Trust Co | Sell | -118,877 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -105,505 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Islay Capital Management, Llc | Sell | -104,900 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -19,737 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -131 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
Frequently asked questions about CARY activity
Which institutional owners are buying CARY?
Institutional owners buying CARY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CARY activity?
"Buy" means an investor increased their reported position in CARY compared to the prior reporting period. This reflects growing exposure to ANGEL OAK INCOME ETF (CARY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CARY increasing?
Institutional interest in CARY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.