Who owns Angel Oak Income ETF?
Institutional ownership of CARY from SEC Form 13F filings across 65 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.
65
13F holders
$948.2M
value, 2026 filers
73.6%
of shares outstanding (45.8M sh)
13
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 | OSAIC HOLDINGS, INC. | 1.2M | $25.2M | 0.0% | 2% | +2.3% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $23.0M | 0.0% | 1.8% | +103.7% |
| 11 | N10 WEALTH, LLCNEW | 1.0M | $20.9M | 7.4% | 1.6% | new |
| 12 | Bank of New York Mellon Corp | 937,679 | $19.5M | 0.0% | 1.5% | -1.0% |
| 13 | EP Wealth Advisors, LLC | 902,108 | $18.7M | 0.1% | 1.5% | +1817.5% |
| 14 | STIFEL FINANCIAL CORP | 596,599 | $12.4M | 0.0% | 1% | +18.2% |
| 15 | LPL Financial LLC | 565,204 | $11.7M | 0.0% | 0.9% | +30.9% |
| 16 | Baird Financial Group, Inc. | 552,850 | $11.5M | 0.0% | 0.9% | +1.7% |
| 17 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 430,895 | $9.0M | 0.1% | 0.7% | new |
| 18 | OneAscent Financial Services LLCNEW | 417,876 | $8.7M | 0.4% | 0.7% | new |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | 403,816 | $8.4M | 0.2% | 0.6% | +73.1% |
| 20 | Beacon Capital Management, Inc. | 367,245 | $7.6M | 0.5% | 0.6% | -49.4% |
| 21 | EXCHANGE TRADED CONCEPTS, LLC | 318,886 | $6.6M | 0.0% | 0.5% | +123.8% |
| 22 | Wealthcare Advisory Partners LLC | 274,920 | $5.7M | 0.1% | 0.4% | +47.1% |
| 23 | VERUS CAPITAL PARTNERS, LLCNEW | 252,589 | $5.2M | 0.3% | 0.4% | new |
| 24 | Envestnet Portfolio Solutions, Inc.NEW | 203,620 | $4.2M | 0.0% | 0.3% | new |
| 25 | Atria Investments, Inc | 137,884 | $2.9M | 0.0% | 0.2% | +15.4% |
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.