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Disclosery

CARY ANGEL OAK FUNDS TRUST

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INCOME ETF (fund)

57 managers (57 13F filers) reported a position in CARY shares at 2025-03-31, 15,859,593 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
57
13F filers
57
New
10
Added
31
Reduced
10
Sold out
5
Shares held by filers
15,859,593

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Advisors2,253,670$46.8M1.77%+19,19613F-HRTimeline
Advocacy Wealth Management, LLC1,918,050$39.8M2.71%+114,07513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,686,315$35M0.01%+678,59913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,309,930$27.2M0.07%+56,80113F-HR/ATimelineGroup
CHANNEL WEALTH LLC1,207,227$25.1M7.79%+23,04213F-HRTimeline
CW Advisors, LLC777,786$16.1M0.19%+5,57513F-HRTimeline
UBS Group AGin group UBS Group AG675,497$14M<0.01%+22,16513F-HRTimelineGroup
Tortoise Investment Management, LLC589,651$12.2M1.27%+19,34713F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.561,212$11.7M0.02%-17,80513F-HRTimelineGroup
Crescent Grove Advisors, LLC543,985$11.3M1.18%+2,48113F-HRTimeline
MBL Wealth, LLC468,262$9.72M0.98%+15,14213F-HRTimeline
ALTFEST L J & CO INC368,152$7.64M0.96%+11,53813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC343,820$7.14M0.19%+4,21413F-HRTimeline
Legacy CG, LLC317,559$6.59M2.13%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC303,363$6.3M<0.01%+153,66613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP288,647$5.99M0.01%+105,15713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.223,488$4.64M0.01%+53,64013F-HRTimelineGroup
LPL Financial LLC219,008$4.55M<0.01%+20,73113F-HRTimeline
Precision Wealth Strategies, LLC198,039$4.11M3.14%-37013F-HRTimeline
Heritage Trust Co154,155$3.2M0.39%-26,87513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …132,048$2.74M0.04%+6,18313F-HRTimelineGroup
Belpointe Asset Management LLC116,624$2.42M0.13%new13F-HRTimeline
Mendel Money Management114,712$2.38M1.13%+23813F-HRTimeline
Janney Montgomery Scott LLC97,488$2.02M0.01%+37,05813F-HRTimeline
Camarda Financial Advisors, LLC95,401$1.98M0.89%+3,18913F-HRTimeline
Sanctuary Advisors, LLC80,925$1.68M0.01%-2,14013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…77,487$1.61M0.16%-3,29213F-HRTimelineGroup
Rareview Capital LLC67,801$1.41M0.89%-24,67013F-HRTimeline
RFG Advisory, LLC65,674$1.36M0.04%+10,53713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC50,452$1.05M0.04%+17,97313F-HRTimeline
Sage Mountain Advisors LLC47,461$985K0.07%013F-HRTimeline
Greenwich Wealth Management LLC45,711$949K0.07%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co44,500$924K0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY40,799$847K<0.01%+40,75913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,787$847K<0.01%+19,37813F-HRTimelineGroup
NewEdge Advisors, LLC39,892$828K<0.01%+35,14213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …39,685$824K0.05%new13F-HRTimelineGroup
Atria Investments, Inc39,685$824K0.01%new13F-HRTimeline
Able Wealth Management LLC39,234$815K0.48%+26,74313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,026$686K<0.01%+12,67013F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC20,991$436K0.44%+85513F-HRTimeline
Lewis Asset Management, LLC16,967$352K0.29%new13F-HRTimeline
Consolidated Portfolio Review Corp16,539$343K0.06%+79813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,511$322K0.01%+25613F-HRTimelineGroup
Argent Trust Co13,250$275K0.01%+1,50013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,919$269K0.04%-6,09213F-HRTimeline
VISTA INVESTMENT PARTNERS LLC9,949$207K0.06%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC9,830$204K0.1%-92713F-HRTimeline
EPG Wealth Management LLC9,810$204K0.06%new13F-HRTimeline
Farther Finance Advisors, LLC7,725$160K<0.01%-1,54013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC4,500$93.4K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…1,453$30.2K<0.01%013F-HRTimeline
COMERICA BANK1,440$29.9K<0.01%-1,23513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,190$25K<0.01%new13F-HR/ATimelineGroup
Davis Capital Management288$5.98K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC23$480<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.