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Disclosery

CARY ANGEL OAK FUNDS TRUST

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INCOME ETF (fund)

72 managers (72 13F filers) reported a position in CARY shares at 2025-06-30, 20,988,703 shares in all. 22 filers opened a position and 7 filers sold out during the quarter.

Managers
72
13F filers
72
New
22
Added
34
Reduced
11
Sold out
7
Shares held by filers
20,988,703

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,814,675$58.5M0.01%+1,128,36013F-HRTimelineGroup
Arkadios Wealth Advisors2,291,182$47.7M1.43%+37,51213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,189,547$45.5M<0.01%+2,148,74813F-HRTimelineGroup
Advocacy Wealth Management, LLC2,058,325$42.8M2.63%+140,27513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,374,357$28.6M0.06%+64,42713F-HRTimelineGroup
CHANNEL WEALTH LLC1,053,012$21.9M6.19%-154,21513F-HRTimeline
UBS Group AGin group UBS Group AG939,991$19.6M<0.01%+264,49413F-HRTimelineGroup
CW Advisors, LLC811,224$16.9M0.16%+33,43813F-HRTimeline
Tortoise Investment Management, LLC599,336$12.5M1.19%+9,68513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.558,813$11.6M0.02%-2,39913F-HRTimelineGroup
Crescent Grove Advisors, LLC521,598$10.8M1.05%-22,38713F-HRTimeline
MBL Wealth, LLC469,620$9.77M0.94%+1,35813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC427,158$8.88M<0.01%+123,79513F-HRTimelineGroup
Astor Investment Management LLC383,809$7.98M4.31%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC368,613$7.67M0.18%+24,79313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC358,408$7.45M<0.01%new13F-HRTimelineGroup
Legacy CG, LLC316,224$6.58M1.96%-1,33513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP296,490$6.17M0.01%+7,84313F-HRTimelineGroup
LPL Financial LLC241,047$5.01M<0.01%+22,03913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.225,983$4.7M0.01%+2,49513F-HR/ATimelineGroup
Janney Montgomery Scott LLC198,740$4.13M0.01%+101,25213F-HRTimeline
Precision Wealth Strategies, LLC183,692$3.82M1.24%-14,34713F-HRTimeline
Greenwich Wealth Management LLC158,131$3.29M0.16%+112,42013F-HRTimeline
Heritage Trust Co153,661$3.2M0.37%-49413F-HRTimeline
Atria Investments, Inc149,275$3.1M0.04%+109,59013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …143,860$2.99M0.04%+11,81213F-HRTimelineGroup
Belpointe Asset Management LLC131,790$2.74M0.11%+15,16613F-HRTimeline
Mendel Money Management124,342$2.59M1.15%+9,63013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC110,380$2.3M<0.01%new13F-HRTimelineGroup
Camarda Financial Advisors, LLC102,541$2.13M0.84%+7,14013F-HRTimeline
RFG Advisory, LLC96,567$2.01M0.05%+30,89313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC94,504$1.97M<0.01%new13F-HRTimelineGroup
Legacy Capital Group California, Inc.85,472$1.78M0.49%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…75,516$1.57M0.15%-1,97113F-HRTimelineGroup
Rareview Capital LLC68,709$1.43M0.9%+90813F-HRTimeline
Sanctuary Advisors, LLC61,846$1.29M0.01%-19,07913F-HRTimeline
Able Wealth Management LLC61,455$1.28M0.64%+22,22113F-HRTimeline
IEQ CAPITAL, LLC59,347$1.23M0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…54,415$1.13M<0.01%+21,38913F-HR/ATimelineGroup
NewEdge Advisors, LLC52,472$1.09M0.01%+12,58013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC50,621$1.05M0.03%+16913F-HRTimeline
Sage Mountain Advisors LLC47,467$987K0.06%+613F-HRTimeline
AE Wealth Management LLC34,906$726K0.01%new13F-HRTimeline
Omnitrust Wealth Management, Inc28,740$597K0.7%13F-HRTimeline
GeoWealth Management, LLC28,058$584K0.02%new13F-HRTimeline
FLOW TRADERS U.S. LLC27,856$579K0.02%new13F-HRTimeline
Consolidated Portfolio Review Corp24,359$507K0.07%+7,82013F-HRTimeline
Lewis Asset Management, LLC23,118$481K0.23%+6,15113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…22,437$467K0.06%+9,51813F-HRTimeline
IHT Wealth Management, LLC21,155$440K0.01%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC21,054$438K0.41%+6313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,001$416K0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,453$384K<0.01%-22,33413F-HRTimelineGroup
&PARTNERS17,065$355K<0.01%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC15,190$316K0.07%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,188$316K0.01%-32313F-HRTimelineGroup
DAVENPORT & Co LLC13,925$290K<0.01%new13F-HRTimeline
Argent Trust Co13,250$276K0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,876$247K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC10,935$227K<0.01%new13F-HRTimeline
Coastal Bridge Advisors, LLC10,500$218K0.02%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,334$215K0.09%+50413F-HRTimeline
VISTA INVESTMENT PARTNERS LLC9,949$207K0.06%013F-HRTimeline
COMERICA BANK8,228$171K<0.01%+6,78813F-HRTimeline
Raleigh Capital Management Inc.6,626$138K0.06%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC4,500$93.6K0.06%013F-HRTimeline
Farther Finance Advisors, LLC3,592$74.7K<0.01%-4,13313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,835$38.2K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,058$22K0.02%new13F-HRTimeline
Nova Wealth Management, Inc.167$3.47K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC133$2.76K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.