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 (Q2 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, Focus Partners Wealth, Wells Fargo & Company/Mn, and Ubs Group Ag.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+563,831+103.7%1,107,410$23.01MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+203,620—203,620$4.23MQ2 2026Sep 23, 2026
Dakota Wealth ManagementSell-12,339-100.0%0$0.00Q2 2026Aug 26, 2026
Camarda Financial Advisors, LlcBuy+10,072+7.7%140,367$2.92MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-5,893-5.9%93,164$1.94MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+4,733+11.6%45,439$944.22KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+4,040,974+81.6%8,992,908$186.87MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,128,059+25.8%5,508,838$114.47MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+160,430+12.2%1,479,191$30.74MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+95,969—95,969$1.99MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+43,377—43,377$901.37KQ2 2026Aug 14, 2026
Excelsior Advisor Network LlcBuy+29,086+45.9%92,386$1.92MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+27,875+2.3%1,214,579$25.24MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+27,575+117.9%50,955$1.06MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+13,854—13,854$287.89KQ2 2026Aug 14, 2026
9823 Capital, L.P.Sell-7,666-9.8%70,899$1.47MQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-627-3.6%16,987$352.99KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-157-34.3%301$6.00KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-64-0.3%21,147$439.44KQ2 2026Aug 14, 2026
&PartnersBuy+12+0.1%22,814$474.08KQ2 2026Aug 14, 2026
Morgan StanleyBuy+2,483,515+43.8%8,156,835$169.50MQ2 2026Aug 13, 2026
Ubs Group AgBuy+805,465+33.5%3,210,615$66.72MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+12,639+11.5%122,946$2.55MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+9,779+10.2%105,505$2.19MQ2 2026Aug 13, 2026
Islay Capital Management, LlcBuy+6,000+6.1%104,900$2.18MQ2 2026Aug 13, 2026
Beacon Capital Management, Inc.Buy+4,026+1.1%367,245$7.63MQ2 2026Aug 13, 2026
Fiduciary Trust CoBuy+1,777+1.5%118,877$2.47MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+1,577+8.7%19,737$410.13KQ2 2026Aug 13, 2026
Fmr LlcBuy+5+4.0%131$272.00Q2 2026Aug 13, 2026
Focus Partners WealthBuy+1,465,700+146570.0%1,466,700$30.48MQ2 2026Aug 12, 2026
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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.

CARY Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet