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Disclosery

CARY ANGEL OAK FUNDS TRUST

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INCOME ETF (fund)

91 managers (91 13F filers) reported a position in CARY shares at 2025-12-31, 28,313,467 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
91
13F filers
91
New
12
Added
36
Reduced
29
Sold out
3
Shares held by filers
28,313,467

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY4,791,541$99.8M0.01%+1,593,93213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,915,782$81.5M0.02%+204,67313F-HRTimelineGroup
Arkadios Wealth Advisors3,133,739$65.3M1.29%+227,11413F-HRTimeline
UBS Group AGin group UBS Group AG2,174,367$45.3M0.01%+673,80513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,419,626$29.7M0.03%013F-HRTimelineGroup
CHANNEL WEALTH LLC1,152,894$24M6.08%+71,75113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,091,627$22.7M0.03%+59,73013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,050,841$21.9M0.01%+287,85813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp962,869$20.1M<0.01%-31,56013F-HRTimelineGroup
Tortoise Investment Management, LLC647,945$13.5M1.19%+31,83913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.552,275$11.5M0.02%-13,85313F-HRTimelineGroup
Crescent Grove Advisors, LLC523,639$11M1.05%-16,63213F-HRTimeline
MBL Wealth, LLC520,038$10.8M0.87%+31,93313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC482,353$10M<0.01%-45,93913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP434,323$9.05M0.01%+43,62513F-HRTimelineGroup
Greenwich Wealth Management LLC390,740$8.14M0.36%+165,56413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC388,632$8.09M0.14%+11,56113F-HR/ATimeline
Beacon Capital Management, Inc.367,485$7.65M0.41%-171,65913F-HRTimeline
Legacy CG, LLC357,382$7.44M2.08%-5,79713F-HRTimeline
LPL Financial LLC327,082$6.81M<0.01%+36,31513F-HRTimeline
Sage Advisory Services, Ltd.Co.248,460$5.17M2.82%-12,34513F-HRTimeline
Precision Wealth Strategies, LLC213,337$4.44M1.44%+19,42713F-HRTimeline
Heritage Trust Co175,417$3.65M0.37%+18,47413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …173,579$3.61M0.07%+159,41813F-HRTimelineGroup
Atria Investments, Inc125,211$2.61M0.03%-8,51113F-HRTimeline
Mendel Money Management123,778$2.58M1.08%-1,73013F-HRTimeline
RFG Advisory, LLC122,885$2.56M0.05%+18,25313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC112,687$2.35M0.05%+32,13013F-HRTimeline
Weaver Consulting Group108,850$2.27M0.55%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…106,580$2.22M0.19%+31,68513F-HRTimelineGroup
NewEdge Advisors, LLC101,096$2.11M0.01%+34413F-HRTimeline
Camarda Financial Advisors, LLC100,056$2.08M0.79%-4,50213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…99,611$2.07M<0.01%+26,78113F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP95,399$1.99M<0.01%+58813F-HRTimelineGroup
J. Team Financial, Inc.94,104$1.96M1.96%+84513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …91,241$1.9M0.03%-67,16013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC89,150$1.86M1.09%+61,95013F-HRTimeline
IEQ CAPITAL, LLC87,278$1.82M0.01%-11,20613F-HRTimeline
Able Wealth Management LLC85,012$1.77M0.56%+12,77013F-HRTimeline
Rareview Capital LLC82,798$1.72M1.12%+6,18213F-HRTimeline
Legacy Capital Group California, Inc.82,414$1.72M0.42%-2,41813F-HRTimeline
Belpointe Asset Management LLC78,786$1.64M0.06%-33,37613F-HRTimeline
Sonoma Allocations LLC76,717$1.6M0.53%-38,80713F-HRTimeline
Sanctuary Advisors, LLC75,352$1.57M0.01%+12,21513F-HRTimeline
9823 Capital, L.P.67,183$1.4M0.96%13F-HRTimeline
Lewis Asset Management, LLC63,875$1.33M0.54%+40,07413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC55,820$1.16M<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC54,095$1.13M<0.01%-29913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…46,557$970K0.12%+68213F-HRTimeline
Noble Wealth Management PBC42,551$886K0.45%+12,41513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,406$841K0.01%+19,81113F-HRTimelineGroup
Sage Mountain Advisors LLC40,258$838K0.04%013F-HRTimeline
AE Wealth Management LLC34,887$727K<0.01%-93513F-HRTimeline
HighTower Advisors, LLC30,917$644K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC26,028$542K<0.01%13F-HRTimeline
Omnitrust Wealth Management, Inc25,940$540K0.69%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,651$513K<0.01%-54,88713F-HRTimelineGroup
GeoWealth Management, LLC23,580$491K0.02%-2,87113F-HRTimeline
&PARTNERS22,467$468K<0.01%-5513F-HRTimeline
IHT Wealth Management, LLC20,947$436K0.01%-15613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,005$417K<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC19,624$409K<0.01%+2,92013F-HRTimelineGroup
Xcelsior Advisor Partners LLC19,300$402K0.2%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,300$381K0.01%-79013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,952$311K<0.01%new13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…14,647$305K<0.01%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC14,594$304K0.07%-21113F-HRTimeline
DAVENPORT & Co LLC13,991$291K<0.01%013F-HRTimeline
Advocacy Wealth Management, LLC13,639$284K0.01%-2,111,98713F-HRTimeline
Argent Trust Co11,250$234K0.01%-2,00013F-HRTimeline
Coastal Bridge Advisors, LLC10,500$219K0.02%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,344$215K0.08%-3,58713F-HRTimeline
COMERICA BANK10,193$212K<0.01%+95813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,157$212K<0.01%+37313F-HRTimelineGroup
VISTA INVESTMENT PARTNERS LLC9,949$207K0.05%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,777$204K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA9,757$203K0.02%013F-HRTimeline
Raleigh Capital Management Inc.6,554$136K0.05%+28113F-HRTimeline
Lloyd Advisory Services, LLC.5,659$118K0.05%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,767$99.3K<0.01%-55113F-HRTimelineGroup
Farther Finance Advisors, LLC3,694$76.9K<0.01%+5013F-HRTimeline
Signature Equity Partners, LLC1,666$34.7K0.02%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,417$30K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,294$27K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,058$22K0.02%013F-HRTimeline
Kingdom Financial Group LLC.495$10.3K<0.01%new13F-HRTimeline
Davis Capital Management288$6K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP241$5.02K<0.01%-15913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC49$1.02K<0.01%new13F-HRTimelineGroup
Networth Advisors, LLC47$979<0.01%13F-HRTimeline
FMR LLCin group FMR LLC119$247<0.01%-613F-HRTimelineGroup