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Disclosery

CARY ANGEL OAK FUNDS TRUST

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INCOME ETF (fund)

108 managers (110 13F filers) reported a position in CARY shares at 2026-06-30, 53,204,375 shares in all. 19 filers opened a position and 12 filers sold out during the quarter.

Managers
108
13F filers
110
New
19
Added
62
Reduced
19
Sold out
12
Shares held by filers
53,204,375

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,992,908$187M0.01%+4,040,97413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,156,835$169M0.01%+2,483,51513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,508,838$114M0.02%+1,128,05913F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,210,615$66.7M0.01%+805,46513F-HRTimelineGroup
IFC Advisors LLC2,973,070$61.8M7.84%+2,05613F-HRTimeline
Arkadios Wealth Advisors2,889,043$60M0.92%-673,44113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,479,191$30.7M0.01%+160,43013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,466,700$30.5M0.03%+1,465,70013F-HRTimelineGroup
CHANNEL WEALTH LLC1,339,350$27.8M6.24%+141,39113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,311,030$27.2M+767,451Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,214,579$25.2M0.03%+27,87513F-HRTimelineGroup
N10 WEALTH, LLC1,006,181$20.9M7.42%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp937,679$19.5M<0.01%-9,23113F-HRTimelineGroup
EP Wealth Advisors, LLC902,108$18.7M0.07%+855,06113F-HRTimeline
Tortoise Investment Management, LLC651,023$13.5M1.01%-11,62013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP596,599$12.4M0.01%+92,03413F-HRTimelineGroup
LPL Financial LLC565,204$11.7M<0.01%+133,31413F-HRTimeline
Crescent Grove Advisors, LLC561,797$11.7M0.99%+18,61213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.552,850$11.5M0.02%+9,02213F-HRTimelineGroup
MBL Wealth, LLC530,615$11M0.75%-9,98913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding527,258$11MnewTimeline
Greenwich Wealth Management LLC490,759$10.2M0.37%+46,21013F-HRTimeline
Lifestyle Asset Management, Inc.469,008$9.75M2.62%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC430,895$8.95M0.14%new13F-HRTimeline
Legacy CG, LLC412,073$8.56M2.19%+17,64113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC403,816$8.39M0.16%+286,69913F-HRTimeline
Beacon Capital Management, Inc.367,245$7.63M0.46%+4,02613F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC298,053$6.19M0.36%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …274,920$5.71M0.11%+88,03913F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.274,360$5.7M2.81%+18,11513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC252,589$5.25M0.28%new13F-HRTimeline
Precision Wealth Strategies, LLC208,150$4.33M1.3%-21,83313F-HRTimeline
Heritage Trust Co199,018$4.14M0.36%+5,44113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC159,443$3.31M0.02%+16,97913F-HR/ATimeline
Mendel Money Management158,094$3.29M1.2%+15,37013F-HRTimeline
Sonoma Allocations LLC154,425$3.21M1%+45,64713F-HRTimeline
Weaver Consulting Group145,704$3.03M0.62%+10,82313F-HRTimeline
Camarda Financial Advisors, LLC140,367$2.92M0.88%+10,07213F-HRTimeline
Atria Investments, Inc137,884$2.87M0.03%+18,34913F-HRTimeline
Central Pacific Bank - Trust Division130,780$2.72M0.28%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…122,946$2.55M<0.01%+12,63913F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co118,877$2.47M0.03%+1,77713F-HRTimelineGroup
Rareview Capital LLC110,405$2.3M1.28%+10,73113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP109,845$2.28M<0.01%+9,23813F-HRTimelineGroup
Sanctuary Advisors, LLC105,505$2.19M0.01%+9,77913F-HRTimeline
J. Team Financial, Inc.105,156$2.19M2.12%+21,09313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC104,900$2.18M1.02%+6,00013F-HRTimeline
Lewis Asset Management, LLC99,041$2.06M0.72%+2,66113F-HRTimeline
Noble Wealth Management PBC97,261$2.02M0.92%+22,58713F-HRTimeline
Gotham Asset Management, LLC95,969$1.99M<0.01%new13F-HRTimeline
RFG Advisory, LLC93,573$1.94M0.03%-16,75413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…93,164$1.94M0.16%-5,89313F-HRTimelineGroup
Xcelsior Advisor Partners LLC92,386$1.92M0.25%+29,08613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …84,846$1.76M0.02%-3,35813F-HRTimelineGroup
Able Wealth Management LLC81,868$1.7M0.39%-3,53013F-HRTimeline
Legacy Capital Group California, Inc.80,379$1.67M0.5%+6,05213F-HRTimeline
NewEdge Advisors, LLC73,587$1.53M<0.01%-36,56613F-HRTimeline
9823 Capital, L.P.70,899$1.47M0.99%-7,66613F-HRTimeline
Janney Montgomery Scott LLC55,793$1.16M<0.01%-4,39513F-HRTimeline
Cambridge Investment Research Advisors,…55,156$1.15M<0.01%+40,40713F-HR/ATimeline
Belpointe Asset Management LLC54,635$1.14M0.04%-28,69913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…51,747$1.08M0.12%+25,94013F-HRTimeline
FLOW TRADERS U.S. LLC50,955$1.06M0.04%+27,57513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,439$944K0.01%+4,73313F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.43,377$901K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,269$899K0.01%+2,08113F-HRTimelineGroup
Sage Mountain Advisors LLC40,258$837K0.05%013F-HRTimeline
HighTower Advisors, LLC40,068$833K<0.01%+5,22113F-HRTimeline
AE Wealth Management LLC37,746$784K<0.01%+1,55113F-HRTimeline
Independent Wealth Advisors LLC29,170$606K0.55%+2,25813F-HRTimeline
PFG Advisors27,399$569K0.03%new13F-HRTimeline
GeoWealth Management, LLC26,474$550K0.02%+2,24213F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC25,152$525K0.14%new13F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,652$492K<0.01%+3,14113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…23,524$489K<0.01%+2,84913F-HRTimelineGroup
&PARTNERS22,814$474K<0.01%+1213F-HRTimeline
Farther Finance Advisors, LLC21,478$446K<0.01%+21,47713F-HRTimeline
VISTA INVESTMENT PARTNERS LLC21,291$442K0.11%+1,95613F-HRTimeline
IHT Wealth Management, LLC21,147$439K0.01%-6413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,737$410K0.01%+1,57713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC19,379$403K<0.01%+8,79513F-HRTimeline
Larson Financial Group LLC16,987$353K0.01%-62713F-HRTimeline
Argent Trust Co15,250$317K0.01%+4,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,139$315K<0.01%+1,03513F-HRTimeline
N10 ASSETS, LLC14,123$293K0.13%13F-HRTimeline
DAVENPORT & Co LLC13,983$291K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,893$289K<0.01%+1,66113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,854$288K0.01%new13F-HRTimelineGroup
M Holdings Securities, Inc.11,484$239K0.03%new13F-HRTimeline
Diversified Portfolios, Inc.10,600$220K0.02%new13F-HRTimeline
Coastal Bridge Advisors, LLC10,500$218K0.01%013F-HRTimeline
Everest Financial Group LLC9,774$203K0.03%-2,48613F-HRTimeline
PRIVATE TRUST CO NA9,757$203K0.02%013F-HRTimeline
REICON WEALTH ADVISORS, LLC6,500$135K0.08%+1,70013F-HRTimeline
Lloyd Advisory Services, LLC.5,893$122K0.05%+5,39813F-HRTimeline
Raleigh Capital Management Inc.5,871$122K0.04%-78113F-HRTimeline
Quent Capital, LLC4,180$86.9K0.01%new13F-HRTimeline
Signature Equity Partners, LLC1,883$39.1K0.02%+17013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,046$21.7K0.02%-1213F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC702$14.6K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.495$10.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA301$6K<0.01%-15713F-HRTimelineGroup
Davis Capital Management288$5.99K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC179$3.72K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.101$2.1K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…91$1.89K<0.01%new13F-HRTimelineGroup
Networth Advisors, LLC47$977<0.01%013F-HRTimeline
FMR LLCin group FMR LLC131$272<0.01%+513F-HRTimelineGroup