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Disclosery

CARY ANGEL OAK FUNDS TRUST

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INCOME ETF (fund)

53 managers (53 13F filers) reported a position in CARY shares at 2024-12-31, 14,958,131 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
53
13F filers
53
New
10
Added
26
Reduced
8
Sold out
3
Shares held by filers
14,958,131

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Arkadios Wealth Advisors2,234,474$46M2.51%+203,86613F-HRTimeline
Advocacy Wealth Management, LLC1,803,975$37.1M2.82%-52,60113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,253,129$25.8M0.07%+126,19613F-HR/ATimelineGroup
CHANNEL WEALTH LLC1,184,185$24.4M7.94%+116,20613F-HRTimeline
Executive Wealth Management, LLC1,030,885$21.2M1.66%+29,92113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,007,716$20.7M<0.01%+289,87013F-HRTimelineGroup
CW Advisors, LLC772,211$15.9M0.22%+10,75013F-HRTimeline
UBS Group AGin group UBS Group AG653,332$13.5M<0.01%+345,31013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.579,017$11.9M0.02%+31,71813F-HRTimelineGroup
Tortoise Investment Management, LLC570,304$11.7M1.24%+12,57613F-HR/ATimeline
Crescent Grove Advisors, LLC541,504$11.3M1.12%+36,92013F-HRTimeline
MBL Wealth, LLC453,120$9.33M0.94%+13,76713F-HRTimeline
ALTFEST L J & CO INC356,614$7.34M0.94%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC339,606$6.99M0.17%+11,86713F-HRTimeline
Precision Wealth Strategies, LLC198,409$4.09M3.16%+57,71813F-HRTimeline
LPL Financial LLC198,277$4.08M<0.01%+138,61113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP183,490$3.78M<0.01%+15,60513F-HRTimelineGroup
Heritage Trust Co181,030$3.73M0.44%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.169,848$3.5M0.01%+33,00313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC149,697$3.08M<0.01%13F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …125,865$2.59M0.04%+3,18213F-HRTimelineGroup
Mendel Money Management114,474$2.36M1.05%+26,21513F-HRTimeline
Rareview Capital LLC92,471$1.96M1.42%new13F-HRTimeline
Camarda Financial Advisors, LLC92,212$1.9M0.71%+4,57413F-HRTimeline
Sanctuary Advisors, LLC83,065$1.72M0.01%+3,10713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…80,779$1.66M0.16%-2,79213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC70,832$1.46M<0.01%+38,73313F-HRTimelineGroup
Janney Montgomery Scott LLC60,430$1.24M<0.01%new13F-HRTimeline
RFG Advisory, LLC55,137$1.14M0.03%+14,73113F-HRTimeline
Sage Mountain Advisors LLC47,461$977K0.07%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co44,500$916K0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC32,479$669K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,409$441K<0.01%+2,90713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,356$419K<0.01%+80713F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC20,136$415K0.41%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…19,011$391K0.06%-3,18713F-HRTimeline
Consolidated Portfolio Review Corp15,741$324K0.05%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,255$314K0.01%-6113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,789$305K<0.01%+1,17813F-HRTimelineGroup
Able Wealth Management LLC12,491$257K0.17%new13F-HRTimeline
Worth Asset Management, LLC12,187$251K0.13%-34,77913F-HRTimeline
Argent Trust Co11,750$242K0.01%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,757$221K0.11%-57413F-HRTimeline
Farther Finance Advisors, LLC9,265$191K0.01%+10513F-HRTimeline
NewEdge Advisors, LLC4,750$97.8K<0.01%-2,54013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC4,500$92.7K0.06%013F-HRTimeline
COMERICA BANK2,675$55.1K<0.01%new13F-HR/ATimeline
Steward Partners Investment Advisory, L…1,453$29.9K<0.01%-3,63813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/439$9.04K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…311$6.4K<0.01%new13F-HRTimelineGroup
Davis Capital Management288$5.93K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY40$824<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.