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Disclosery

CARY ANGEL OAK FUNDS TRUST

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INCOME ETF (fund)

76 managers (76 13F filers) reported a position in CARY shares at 2025-09-30, 26,670,758 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
76
13F filers
76
New
10
Added
45
Reduced
13
Sold out
6
Shares held by filers
26,670,758

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/MN3,711,109$77.6M0.02%+896,43413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,197,609$66.9M<0.01%+1,008,06213F-HR/ATimelineGroup
Arkadios Wealth Advisors2,906,625$60.8M1.49%+615,44313F-HRTimeline
Advocacy Wealth Management, LLC2,125,626$44.4M1.93%+67,30113F-HRTimeline
UBS Group AGin group UBS Group AG1,500,562$31.4M0.01%+560,57113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,419,626$29.7M0.05%+45,26913F-HRTimelineGroup
CHANNEL WEALTH LLC1,081,143$22.6M6.05%+28,13113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,031,897$21.6M0.03%+805,91413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp994,429$20.8M<0.01%+982,55313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC762,983$16M0.01%+335,82513F-HRTimelineGroup
Tortoise Investment Management, LLC616,106$12.9M1.15%+16,77013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.566,128$11.8M0.02%+7,31513F-HRTimelineGroup
Crescent Grove Advisors, LLC540,271$11.4M1.09%+18,67313F-HRTimeline
Beacon Capital Management, Inc.539,144$11.3M0.54%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC528,292$11M<0.01%+169,88413F-HRTimelineGroup
MBL Wealth, LLC488,105$10.2M0.89%+18,48513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP390,698$8.17M0.01%+94,20813F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC377,071$7.88M0.17%+8,45813F-HRTimeline
Legacy CG, LLC363,179$7.59M2.14%+46,95513F-HRTimeline
LPL Financial LLC290,767$6.08M<0.01%+49,72013F-HRTimeline
Sage Advisory Services, Ltd.Co.260,805$5.45M2.86%new13F-HRTimeline
Greenwich Wealth Management LLC225,176$4.71M0.23%+67,04513F-HRTimeline
Precision Wealth Strategies, LLC193,910$4.05M1.32%+10,21813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …158,401$3.31M0.04%+14,54113F-HRTimelineGroup
Heritage Trust Co156,943$3.28M0.35%+3,28213F-HRTimeline
Atria Investments, Inc133,722$2.8M0.03%-15,55313F-HRTimeline
Mendel Money Management125,508$2.62M1.1%+1,16613F-HRTimeline
Sonoma Allocations LLC115,524$2.43M0.88%13F-HRTimeline
Belpointe Asset Management LLC112,162$2.35M0.09%-19,62813F-HRTimeline
RFG Advisory, LLC104,632$2.19M0.05%+8,06513F-HRTimeline
Camarda Financial Advisors, LLC104,558$2.19M0.81%+2,01713F-HRTimeline
NewEdge Advisors, LLC100,752$2.11M0.01%+48,28013F-HRTimeline
IEQ CAPITAL, LLC98,484$2.06M0.01%+39,13713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP94,811$1.98M<0.01%new13F-HRTimelineGroup
J. Team Financial, Inc.93,259$1.95M1.98%13F-HRTimeline
Legacy Capital Group California, Inc.84,832$1.77M0.45%-64013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC80,557$1.68M0.04%+29,93613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC79,538$1.66M0.01%new13F-HRTimelineGroup
Rareview Capital LLC76,616$1.59M0.97%+7,90713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…74,895$1.57M0.13%-62113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…72,830$1.52M<0.01%+18,41513F-HRTimelineGroup
Able Wealth Management LLC72,242$1.51M0.57%+10,78713F-HRTimeline
Sanctuary Advisors, LLC63,137$1.32M0.01%+1,29113F-HR/ATimeline
Janney Montgomery Scott LLC54,394$1.14M<0.01%-144,34613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…45,875$959K0.11%+23,43813F-HRTimeline
Sage Mountain Advisors LLC40,258$842K0.05%-7,20913F-HRTimeline
AE Wealth Management LLC35,822$749K<0.01%+91613F-HRTimeline
Noble Wealth Management PBC30,136$630K0.34%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC27,200$569K0.33%+22,70013F-HRTimeline
GeoWealth Management, LLC26,451$553K0.02%-1,60713F-HRTimeline
Consolidated Portfolio Review Corp24,269$507K0.06%-9013F-HRTimeline
Lewis Asset Management, LLC23,801$498K0.2%+68313F-HRTimeline
&PARTNERS22,522$468K<0.01%+5,45713F-HRTimeline
IHT Wealth Management, LLC21,103$441K0.01%-5213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,595$431K0.01%+5,40713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,090$399K0.01%-91113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,704$349K<0.01%new13F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC14,805$310K0.07%-38513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,161$296K0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC13,991$293K<0.01%+6613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC13,931$291K0.11%+3,59713F-HRTimeline
Argent Trust Co13,250$277K0.01%013F-HRTimeline
Advisory Services Network, LLC10,951$229K<0.01%+1613F-HRTimeline
Coastal Bridge Advisors, LLC10,500$220K0.02%013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC9,949$208K0.06%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,784$205K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA9,757$204K0.02%new13F-HRTimeline
COMERICA BANK9,235$193K<0.01%+1,00713F-HRTimeline
Raleigh Capital Management Inc.6,273$131K0.05%-35313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,318$111K<0.01%+3,48313F-HR/ATimelineGroup
Farther Finance Advisors, LLC3,644$76.2K<0.01%+5213F-HRTimeline
Quest 10 Wealth Builders, Inc.1,058$22.1K0.02%013F-HRTimeline
Clearstead Advisors, LLC454$9.49K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP400$8.4K<0.01%new13F-HRTimelineGroup
Davis Capital Management288$6.02K<0.01%13F-HRTimeline
FMR LLCin group FMR LLC125$261<0.01%-813F-HRTimelineGroup