Who owns Angel Oak Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CARY from SEC Form 13F filings across 110 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 110 institutions disclosed 53.2M shares of Angel Oak Income ETF worth $1.11B — about 85.6% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
110
13F holders
$1.11B
value, 2026 filers
85.6%
of shares outstanding (53.2M sh)
22
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CARY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 9.0M | $186.9M | 0.0% | 14.5% | +81.6% |
| 2 | MORGAN STANLEY | 8.2M | $169.5M | 0.0% | 13.1% | +43.8% |
| 3 | WELLS FARGO & COMPANY/MN | 5.5M | $114.5M | 0.0% | 8.9% | +25.8% |
| 4 | UBS Group AG | 3.2M | $66.7M | 0.0% | 5.2% | +33.5% |
| 5 | IFC Advisors LLC | 3.0M | $61.8M | 7.8% | 4.8% | +0.1% |
| 6 | Arkadios Wealth Advisors | 2.9M | $60.0M | 0.9% | 4.6% | -18.9% |
| 7 | RAYMOND JAMES FINANCIAL INC | 1.5M | $30.7M | 0.0% | 2.4% | +12.2% |
| 8 | Focus Partners Wealth | 1.5M | $30.5M | 0.0% | 2.4% | +146570.0% |
| 9 | CHANNEL WEALTH LLC | 1.3M | $27.8M | 6.2% | 2.2% | +11.8% |
| 10 | OSAIC HOLDINGS, INC. | 1.2M | $25.2M | 0.0% | 2% | +2.3% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $23.0M | 0.0% | 1.8% | +103.7% |
| 12 | N10 WEALTH, LLCNEW | 1.0M | $20.9M | 7.4% | 1.6% | new |
| 13 | Bank of New York Mellon Corp | 937,679 | $19.5M | 0.0% | 1.5% | -1.0% |
| 14 | EP Wealth Advisors, LLC | 902,108 | $18.7M | 0.1% | 1.5% | +1817.5% |
| 15 | Tortoise Investment Management, LLC | 651,023 | $13.5M | 1.0% | 1% | -1.8% |
| 16 | STIFEL FINANCIAL CORP | 596,599 | $12.4M | 0.0% | 1% | +18.2% |
| 17 | LPL Financial LLC | 565,204 | $11.7M | 0.0% | 0.9% | +30.9% |
| 18 | Crescent Grove Advisors, LLC | 561,797 | $11.7M | 1.0% | 0.9% | +3.4% |
| 19 | Baird Financial Group, Inc. | 552,850 | $11.5M | 0.0% | 0.9% | +1.7% |
| 20 | MBL Wealth, LLC | 530,615 | $11.0M | 0.8% | 0.9% | -1.8% |
| 21 | Greenwich Wealth Management LLC | 490,759 | $10.2M | 0.4% | 0.8% | +10.4% |
| 22 | Lifestyle Asset Management, Inc.NEW | 469,008 | $9.7M | 2.6% | 0.8% | new |
| 23 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 430,895 | $9.0M | 0.1% | 0.7% | new |
| 24 | OneAscent Financial Services LLCNEW | 417,876 | $8.7M | 0.4% | 0.7% | new |
| 25 | Legacy CG, LLC | 412,073 | $8.6M | 2.2% | 0.7% | +4.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.