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CARY ANGEL OAK FUNDS TRUST

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INCOME ETF (fund)

Filings received so far for Q3 2026: 7 13F filers report a position in CARY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Weaver Consulting Group181,388$3.65M0.71%+35,68413F-HRTimeline
Central Pacific Bank - Trust Division178,995$3.6M0.38%+48,21513F-HRTimeline
Noble Wealth Management PBC105,634$2.13M0.98%+8,37313F-HRTimeline
Farther Finance Advisors, LLC21,995$443K<0.01%+51713F-HRTimeline
VISTA INVESTMENT PARTNERS LLC21,291$428K0.11%013F-HRTimeline
First Heartland Consultants, Inc.15,929$320K0.02%new13F-HRTimeline
Davis Capital Management288$5.79K<0.01%013F-HRTimeline