ANGEL OAK INCOME ETF (CARY) Institutional Shareholders
ANGEL OAK INCOME ETF (CARY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $856.75M in CARY holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of CARY tracked by InsiderSet, reporting ownership valued at approximately $117.85M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $116.98M, representing an estimated loss of -0.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed CARY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ANGEL OAK INCOME ETF (CARY).
This page ranks the largest institutional CARY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
103
Total Reported Value
$856.75M
Largest Holder
Morgan Stanley
Largest Position
$117.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 5,673,320 | $117,851,312 | $116,983,858 | -$867,454 | -0.74% | |
| Bank Of America Corp | 0.01% | 4,951,934 | $102,861,573 | $102,108,879 | -$752,694 | -0.73% | |
| Wells Fargo & Company/Mn | 0.02% | 4,380,779 | $91,001,469 | $90,331,663 | -$669,806 | -0.74% | |
| Arkadios Wealth Advisors | 1.22% | 3,562,484 | $74,003,121 | $73,458,420 | -$544,701 | -0.74% | |
| Ifc Advisors Llc | 8.83% | 2,971,014 | $61,716,581 | $61,262,309 | -$454,272 | -0.74% | |
| Ubs Group Ag | 0.01% | 2,405,150 | $49,962,181 | $49,594,193 | -$367,988 | -0.74% | |
| Focus Partners Wealth | 0.03% | 1,000 | $29,499,308 | $20,620 | -$29,478,688 | -99.93% | |
| Channel Wealth Llc | 6.24% | 1,339,350 | $27,831,686 | $27,617,397 | -$214,289 | -0.77% | |
| Raymond James Financial Inc | 0.01% | 1,318,761 | $27,394,486 | $27,192,852 | -$201,634 | -0.74% | |
| Osaic Holdings, Inc. | 0.04% | 1,186,704 | $24,651,138 | $24,469,836 | -$181,302 | -0.74% | |
| Envestnet Asset Management Inc | 0.01% | 1,107,410 | $23,011,975 | $22,834,794 | -$177,181 | -0.77% | |
| Bank Of New York Mellon Corp | 0.00% | 946,910 | $19,670,061 | $19,525,284 | -$144,777 | -0.74% | |
| Tortoise Investment Management, Llc | 1.14% | 662,643 | $13,765,023 | $13,663,699 | -$101,324 | -0.74% | |
| Crescent Grove Advisors, Llc | 1.12% | 543,185 | $11,341,639 | $11,200,475 | -$141,164 | -1.24% | |
| Baird Financial Group, Inc. | 0.02% | 543,828 | $11,296,885 | $11,213,733 | -$83,152 | -0.74% | |
| Mbl Wealth, Llc | 0.75% | 530,615 | $11,026,180 | $10,941,281 | -$84,899 | -0.77% | |
| Stifel Financial Corp | 0.01% | 504,565 | $10,481,255 | $10,404,130 | -$77,125 | -0.74% | |
| Lifestyle Asset Management, Inc. | 2.62% | 469,008 | $9,745,986 | $9,670,945 | -$75,041 | -0.77% | |
| Lpl Financial Llc | 0.00% | 431,890 | $8,971,601 | $8,905,572 | -$66,029 | -0.74% | |
| Axxcess Wealth Management, Llc | 0.14% | 430,895 | $8,953,994 | $8,885,055 | -$68,939 | -0.77% | |
| Legacy Cg, Llc | 2.19% | 412,073 | $8,562,877 | $8,496,945 | -$65,932 | -0.77% | |
| Independent Financial Group, Llc | 0.16% | 403,816 | $8,391,296 | $8,326,686 | -$64,610 | -0.77% | |
| Beacon Capital Management, Inc. | 0.42% | 363,219 | $7,545,117 | $7,489,576 | -$55,541 | -0.74% | |
| Wealthcare Advisory Partners Llc | 0.11% | 274,920 | $5,712,844 | $5,668,850 | -$43,994 | -0.77% | |
| Sage Advisory Services, Ltd.Co. | 2.81% | 274,360 | $5,701,000 | $5,657,303 | -$43,697 | -0.77% | |
| Precision Wealth Strategies, Llc | 1.58% | 229,983 | $4,777,418 | $4,742,249 | -$35,169 | -0.74% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 203,620 | $4,231,216 | $4,198,644 | -$32,572 | -0.77% | |
| Heritage Trust Co | 0.40% | 193,577 | $4,021,154 | $3,991,558 | -$29,596 | -0.74% | |
| Exchange Traded Concepts, Llc | 0.02% | 159,443 | $3,313,226 | $3,287,715 | -$25,511 | -0.77% | |
| Mendel Money Management | 1.20% | 158,094 | $3,285,373 | $3,259,898 | -$25,475 | -0.78% | |
| Sonoma Allocations Llc | 1.00% | 154,425 | $3,206,635 | $3,184,244 | -$22,392 | -0.70% | |
| Weaver Consulting Group | 0.62% | 145,704 | $3,027,729 | $3,004,416 | -$23,313 | -0.77% | |
| Atria Investments, Inc | 0.03% | 137,884 | $2,865,226 | $2,843,168 | -$22,058 | -0.77% | |
| Central Pacific Bank - Trust Division | 0.28% | 130,780 | $2,717,608 | $2,696,684 | -$20,924 | -0.77% | |
| Camarda Financial Advisors, Llc | 1.42% | 130,295 | $2,706,598 | $2,686,683 | -$19,915 | -0.74% | |
| Citadel Advisors Llc | 0.00% | 126,442 | $2,626,567 | $2,607,234 | -$19,333 | -0.74% | |
| Fiduciary Trust Co | 0.03% | 117,100 | $2,432,507 | $2,414,602 | -$17,905 | -0.74% | |
| Rareview Capital Llc | 1.28% | 110,405 | $2,296,433 | $2,276,551 | -$19,882 | -0.87% | |
| Rockefeller Capital Management L.P. | 0.00% | 110,307 | $2,291,406 | $2,274,530 | -$16,876 | -0.74% | |
| Truist Financial Corp | 0.00% | 109,845 | $2,282,581 | $2,265,004 | -$17,577 | -0.77% | |
| J. Team Financial, Inc. | 2.12% | 105,156 | $2,185,160 | $2,168,317 | -$16,843 | -0.77% | |
| Lewis Asset Management, Llc | 0.72% | 99,041 | $2,058,074 | $2,042,225 | -$15,849 | -0.77% | |
| Transamerica Financial Advisors, Llc | 0.18% | 99,057 | $2,057,713 | $2,042,555 | -$15,158 | -0.74% | |
| Islay Capital Management, Llc | 1.04% | 98,900 | $2,054,440 | $2,039,318 | -$15,122 | -0.74% | |
| Noble Wealth Management Pbc | 0.92% | 97,261 | $2,021,084 | $2,005,522 | -$15,562 | -0.77% | |
| Sanctuary Advisors, Llc | 0.01% | 95,726 | $1,988,515 | $1,973,870 | -$14,645 | -0.74% | |
| Rfg Advisory, Llc | 0.03% | 93,573 | $1,944,437 | $1,929,475 | -$14,962 | -0.77% | |
| Oppenheimer & Co Inc | 0.02% | 84,846 | $1,763,100 | $1,749,525 | -$13,575 | -0.77% | |
| Able Wealth Management Llc | 0.39% | 81,868 | $1,701,222 | $1,688,118 | -$13,104 | -0.77% | |
| Legacy Capital Group California, Inc. | 0.50% | 80,379 | $1,670,276 | $1,657,415 | -$12,861 | -0.77% |
Frequently asked questions about CARY
Who owns the most CARY stock?
The largest holders of CARY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ANGEL OAK INCOME ETF (CARY).
Is CARY widely held by superinvestors?
Many widely followed stocks like CARY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CARY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.