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Disclosery

CARY ANGEL OAK FUNDS TRUST

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INCOME ETF (fund)

102 managers (102 13F filers) reported a position in CARY shares at 2026-03-31, 37,939,719 shares in all. 17 filers opened a position and 5 filers sold out during the quarter.

Managers
102
13F filers
102
New
17
Added
56
Reduced
20
Sold out
5
Shares held by filers
37,939,719

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY5,673,320$118M0.01%+881,77913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,951,934$103M0.01%+4,947,16713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,380,779$91M0.02%+464,99713F-HR/ATimelineGroup
Arkadios Wealth Advisors3,562,484$74M1.22%+428,74513F-HRTimeline
IFC Advisors LLC2,971,014$61.7M8.83%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,405,150$50M0.01%+230,78313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,318,761$27.4M0.01%+267,92013F-HRTimelineGroup
CHANNEL WEALTH LLC1,197,959$24.9M6.03%+45,06513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,186,704$24.7M0.04%+95,07713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp946,910$19.7M<0.01%-15,95913F-HRTimelineGroup
Tortoise Investment Management, LLC662,643$13.8M1.14%+14,69813F-HRTimeline
Crescent Grove Advisors, LLC543,185$11.3M1.12%+19,54613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.543,828$11.3M0.02%-8,44713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC543,579$11.3M<0.01%+61,22613F-HRTimelineGroup
MBL Wealth, LLC540,604$11.2M0.85%+20,56613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP504,565$10.5M0.01%+70,24213F-HRTimelineGroup
Greenwich Wealth Management LLC444,549$9.23M0.38%+53,80913F-HRTimeline
LPL Financial LLC431,890$8.97M<0.01%+104,80813F-HRTimeline
Legacy CG, LLC394,432$8.19M2.28%+37,05013F-HRTimeline
Beacon Capital Management, Inc.363,219$7.55M0.42%-4,26613F-HR/ATimeline
Sage Advisory Services, Ltd.Co.256,245$5.32M2.92%+7,78513F-HRTimeline
Precision Wealth Strategies, LLC229,983$4.78M1.58%+16,64613F-HRTimeline
Heritage Trust Co193,577$4.02M0.4%+18,16013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …186,881$3.88M0.08%+13,30213F-HRTimelineGroup
Mendel Money Management142,724$2.96M1.24%+18,94613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC142,464$2.96M0.02%new13F-HRTimeline
Weaver Consulting Group134,881$2.8M0.67%+26,03113F-HRTimeline
Camarda Financial Advisors, LLC130,295$2.71M1.42%+30,23913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC126,442$2.63M<0.01%new13F-HRTimelineGroup
Atria Investments, Inc119,535$2.48M0.03%-5,67613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC117,117$2.43M0.05%+4,43013F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co117,100$2.43M0.03%new13F-HRTimelineGroup
RFG Advisory, LLC110,327$2.29M0.04%-12,55813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…110,307$2.29M<0.01%+10,69613F-HRTimelineGroup
NewEdge Advisors, LLC110,153$2.29M0.01%+9,05713F-HR/ATimeline
Sonoma Allocations LLC108,778$2.26M0.78%+32,06113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP100,607$2.09M<0.01%+5,20813F-HRTimelineGroup
Rareview Capital LLC99,674$2.07M1.22%+16,87613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…99,057$2.06M0.18%-7,52313F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC98,900$2.05M1.04%+9,75013F-HRTimeline
Lewis Asset Management, LLC96,380$2M0.82%+32,50513F-HRTimeline
Sanctuary Advisors, LLC95,726$1.99M0.01%+20,37413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …88,204$1.83M0.02%-3,03713F-HRTimelineGroup
Able Wealth Management LLC85,398$1.77M0.47%+38613F-HRTimeline
J. Team Financial, Inc.84,063$1.75M1.96%-10,04113F-HRTimeline
Belpointe Asset Management LLC83,334$1.73M0.06%+4,54813F-HRTimeline
9823 Capital, L.P.78,565$1.63M1.23%+11,38213F-HRTimeline
Noble Wealth Management PBC74,674$1.55M0.8%+32,12313F-HRTimeline
Legacy Capital Group California, Inc.74,327$1.54M0.59%-8,08713F-HRTimeline
Xcelsior Advisor Partners LLC63,300$1.31M0.5%+44,00013F-HRTimeline
Janney Montgomery Scott LLC60,188$1.25M<0.01%+6,09313F-HRTimeline
EP Wealth Advisors, LLC47,047$977K<0.01%+21,01913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…41,188$856K0.01%+78213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,706$848K0.01%+20,70113F-HRTimelineGroup
Sage Mountain Advisors LLC40,258$836K0.06%013F-HRTimeline
AE Wealth Management LLC36,195$752K<0.01%+1,30813F-HRTimeline
HighTower Advisors, LLC34,847$724K<0.01%+3,93013F-HRTimeline
Independent Wealth Advisors LLC26,912$559K0.55%new13F-HRTimeline
Omnitrust Wealth Management, Inc26,299$546K0.71%+35913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…25,807$536K0.07%-20,75013F-HRTimeline
GeoWealth Management, LLC24,232$503K0.02%+65213F-HRTimeline
FLOW TRADERS U.S. LLC23,380$486K0.02%new13F-HRTimeline
&PARTNERS22,802$474K<0.01%+33513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,415$445K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC21,211$441K0.01%+26413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…20,675$429K<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,511$426K<0.01%+88713F-HRTimelineGroup
VISTA INVESTMENT PARTNERS LLC19,335$402K0.11%+9,38613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,205$399K<0.01%+4,25313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,160$377K0.01%-14013F-HRTimelineGroup
Larson Financial Group LLC17,614$366K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,514$322K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,749$306K<0.01%+10213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,433$300K<0.01%-10,21813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,104$293K<0.01%+4,32713F-HRTimeline
DAVENPORT & Co LLC13,983$290K<0.01%-813F-HRTimeline
IEQ CAPITAL, LLC13,082$272K<0.01%-74,19613F-HRTimeline
Dakota Wealth Management12,339$256K0.01%new13F-HR/ATimeline
Everest Financial Group LLC12,260$255K0.04%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,232$254K<0.01%+2,07513F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC11,525$239K0.05%-3,06913F-HRTimeline
Argent Trust Co11,250$234K0.01%013F-HRTimeline
Advocacy Wealth Management, LLC10,633$221K0.01%-3,00613F-HRTimeline
MML INVESTORS SERVICES, LLC10,584$220K<0.01%new13F-HRTimeline
Coastal Bridge Advisors, LLC10,500$218K0.02%013F-HRTimeline
PRIVATE TRUST CO NA9,757$203K0.02%013F-HRTimeline
Raleigh Capital Management Inc.6,652$138K0.05%+9813F-HRTimeline
REICON WEALTH ADVISORS, LLC4,800$99.7K0.08%new13F-HRTimeline
Signature Equity Partners, LLC1,713$35.6K0.02%+4713F-HRTimeline
Quest 10 Wealth Builders, Inc.1,058$22K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.900$18.7K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.495$10.3K<0.01%-5,16413F-HRTimeline
Kingdom Financial Group LLC.495$10.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA458$10K<0.01%new13F-HRTimelineGroup
Davis Capital Management288$5.98K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.101$2.1K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO77$1.62K<0.01%-1,21713F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC49$1.02K<0.01%013F-HRTimelineGroup
Networth Advisors, LLC47$976<0.01%013F-HRTimeline
FMR LLCin group FMR LLC126$262<0.01%+713F-HRTimelineGroup
Farther Finance Advisors, LLC1$15<0.01%-3,69313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,000$29.5M-1,418,62613F-HRTimelineGroupValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.