CARY Institutional Ownership & Shareholders
ANGEL OAK INCOME ETF (CARY) is currently held by 114 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.11B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of CARY tracked by InsiderSet, reporting ownership valued at approximately $186.87M in its June 30, 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 $182.92M, representing an estimated loss of -2.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed CARY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, 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
114
Total Reported Value
$1.11B
Largest Holder
Bank Of America Corp
Largest Position
$186.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 8,992,908 | $186,872,632 | $182,915,749 | -$3,956,883 | -2.12% | |
| Morgan Stanley | 0.01% | 8,156,835 | $169,499,040 | $165,910,024 | -$3,589,016 | -2.12% | |
| Wells Fargo & Company/Mn | 0.02% | 5,508,838 | $114,473,656 | $112,049,765 | -$2,423,891 | -2.12% | |
| Ubs Group Ag | 0.01% | 3,210,615 | $66,716,580 | $65,303,909 | -$1,412,671 | -2.12% | |
| Ifc Advisors Llc | 7.84% | 2,973,070 | $61,780,389 | $60,472,244 | -$1,308,145 | -2.12% | |
| Arkadios Wealth Advisors | 0.92% | 2,889,043 | $60,034,317 | $58,763,135 | -$1,271,182 | -2.12% | |
| Bank Of New York Mellon Corp | 0.01% | 1,549,024 | $31,166,362 | $31,507,148 | +$340,786 | +1.09% | |
| Raymond James Financial Inc | 0.01% | 1,479,191 | $30,737,584 | $30,086,745 | -$650,839 | -2.12% | |
| Focus Partners Wealth | 0.03% | 1,466,700 | $30,478,022 | $29,832,678 | -$645,344 | -2.12% | |
| Channel Wealth Llc | 6.09% | 1,404,230 | $28,253,105 | $28,562,038 | +$308,933 | +1.09% | |
| Osaic Holdings, Inc. | 0.03% | 1,214,579 | $25,238,944 | $24,704,537 | -$534,407 | -2.12% | |
| Envestnet Asset Management Inc | 0.01% | 1,107,410 | $23,011,975 | $22,524,719 | -$487,256 | -2.12% | |
| Ep Wealth Advisors, Llc | 0.07% | 902,108 | $18,745,808 | $18,348,877 | -$396,931 | -2.12% | |
| Sage Advisory Services, Ltd.Co. | 8.54% | 787,954 | $15,854,000 | $16,026,984 | +$172,984 | +1.09% | |
| Legacy Cg, Llc | 3.95% | 779,939 | $15,692,373 | $15,863,959 | +$171,586 | +1.09% | |
| Lpl Financial Llc | 0.00% | 689,671 | $13,876,182 | $14,027,908 | +$151,726 | +1.09% | |
| Tortoise Investment Management, Llc | 0.97% | 643,091 | $12,938,987 | $13,080,471 | +$141,484 | +1.09% | |
| Altfest L J & Co Inc | 1.25% | 626,550 | $12,606,176 | $12,744,027 | +$137,851 | +1.09% | |
| Stifel Financial Corp | 0.01% | 596,599 | $12,397,312 | $12,134,824 | -$262,488 | -2.12% | |
| Crescent Grove Advisors, Llc | 1.03% | 604,209 | $12,218,590 | $12,289,611 | +$71,021 | +0.58% | |
| Baird Financial Group, Inc. | 0.02% | 552,850 | $11,488,223 | $11,244,969 | -$243,254 | -2.12% | |
| Mbl Wealth, Llc | 0.65% | 537,221 | $10,808,887 | $10,927,075 | +$118,188 | +1.09% | |
| Lifestyle Asset Management, Inc. | 2.45% | 503,683 | $10,134,104 | $10,244,912 | +$110,808 | +1.09% | |
| Axxcess Wealth Management, Llc | 0.37% | 441,930 | $8,891,636 | $8,988,856 | +$97,220 | +1.09% | |
| Oneascent Financial Services Llc | 0.42% | 417,876 | $8,683,463 | $8,499,598 | -$183,865 | -2.12% | |
| Independent Financial Group, Llc | 0.13% | 359,102 | $7,225,132 | $7,304,135 | +$79,003 | +1.09% | |
| Beacon Capital Management, Inc. | 0.45% | 356,711 | $7,177,029 | $7,255,502 | +$78,473 | +1.09% | |
| Ssi Investment Management Llc | 0.36% | 298,053 | $6,193,543 | $6,062,398 | -$131,145 | -2.12% | |
| Wealthcare Advisory Partners Llc | 0.10% | 282,227 | $5,678,401 | $5,740,497 | +$62,096 | +1.09% | |
| Verus Capital Partners, Llc | 0.26% | 250,751 | $5,045,118 | $5,100,275 | +$55,157 | +1.09% | |
| Truist Financial Corp | 0.01% | 225,596 | $4,538,993 | $4,588,623 | +$49,630 | +1.09% | |
| Precision Wealth Strategies, Llc | 1.30% | 208,150 | $4,325,367 | $4,233,771 | -$91,596 | -2.12% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 203,620 | $4,231,216 | $4,141,631 | -$89,585 | -2.12% | |
| Heritage Trust Co | 0.36% | 199,018 | $4,135,600 | $4,048,026 | -$87,574 | -2.12% | |
| Pnc Financial Services Group, Inc. | 0.00% | 198,801 | $3,999,872 | $4,043,612 | +$43,740 | +1.09% | |
| Weaver Consulting Group | 0.71% | 181,388 | $3,649,527 | $3,689,432 | +$39,905 | +1.09% | |
| Central Pacific Bank - Trust Division | 0.38% | 178,995 | $3,601,379 | $3,640,758 | +$39,379 | +1.09% | |
| Sonoma Allocations Llc | 1.00% | 154,425 | $3,206,635 | $3,141,005 | -$65,631 | -2.05% | |
| Exchange Traded Concepts, Llc | 0.01% | 157,680 | $3,172,522 | $3,207,211 | +$34,689 | +1.09% | |
| Mendel Money Management | 1.11% | 153,019 | $3,078,742 | $3,112,406 | +$33,664 | +1.09% | |
| Atria Investments, Inc | 0.03% | 149,557 | $3,009,085 | $3,041,989 | +$32,904 | +1.09% | |
| Camarda Financial Advisors, Llc | 0.88% | 140,367 | $2,916,817 | $2,855,065 | -$61,752 | -2.12% | |
| Rockefeller Capital Management L.P. | 0.00% | 122,946 | $2,554,829 | $2,500,722 | -$54,107 | -2.12% | |
| Fiduciary Trust Co | 0.03% | 118,877 | $2,470,264 | $2,417,958 | -$52,306 | -2.12% | |
| Rareview Capital Llc | 1.13% | 119,335 | $2,401,014 | $2,427,274 | +$26,260 | +1.09% | |
| Lewis Asset Management, Llc | 0.82% | 118,649 | $2,399,376 | $2,413,321 | +$13,945 | +0.58% | |
| J. Team Financial, Inc. | 2.02% | 115,366 | $2,321,158 | $2,346,544 | +$25,386 | +1.09% | |
| Islay Capital Management, Llc | 1.07% | 113,300 | $2,279,596 | $2,304,522 | +$24,926 | +1.09% | |
| Oneascent Wealth Management Llc | 0.68% | 109,382 | $2,272,958 | $2,224,830 | -$48,128 | -2.12% | |
| Sanctuary Advisors, Llc | 0.01% | 105,505 | $2,192,384 | $2,145,972 | -$46,412 | -2.12% |
Frequently asked questions about CARY
Who are the largest institutional holders of CARY?
The largest institutional holders of CARY reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, Ubs Group Ag, and Ifc Advisors Llc. InsiderSet ranks institutional holders by their latest reported CARY position.
What is CARY institutional ownership?
This page tracks CARY positions reported by institutional investment managers through SEC Form 13F. ANGEL OAK INCOME ETF (CARY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CARY?
InsiderSet currently tracks 114 institutional managers reporting CARY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CARY shareholders.
How much CARY stock do institutions own?
Institutional investment managers disclosed approximately $1.11B in CARY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CARY institutional ownership last updated?
The latest CARY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CARY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CARY position after the reporting date.
Are institutions buying or selling CARY?
Institutional buying and selling can be analyzed by comparing CARY positions across consecutive 13F reporting periods. InsiderSet's CARY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CARY ownership changes.
How has CARY institutional ownership changed over time?
InsiderSet tracks CARY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.