CARY Institutional Ownership
Angel Oak Income ETF
1W: -0.5%
1M: -2.2%
3M: -3.3%
YTD: -2.8%
1Y: -3.0%
3Y: +15.2%
$20.11
-0.02 (-0.10%)
Weekly Expected Move ±0.5%
$20
$20
$20
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CARY
122
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
21
New Positions
62
Increased
31
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (128 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 8,992,908 | 181M | +4,040,974 | +81.6% | 5Q | SEC ↗ |
| 2 | MORGAN STANLEY | 8,156,835 | 164M | +2,483,515 | +43.8% | 7Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 5,508,838 | 111M | +1,128,059 | +25.8% | 9Q | SEC ↗ |
| 4 | UBS Group AG | 3,210,615 | 65M | +805,465 | +33.5% | 9Q | SEC ↗ |
| 5 | IFC Advisors LLC | 2,973,070 | 60M | +2,056 | +0.1% | 2Q | SEC ↗ |
| 6 | Arkadios Wealth Advisors | 2,889,043 | 58M | -673,441 | -18.9% | 12Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 1,479,191 | 30M | +160,430 | +12.2% | 7Q | SEC ↗ |
| 8 | Focus Partners Wealth | 1,466,700 | 29M | +1,465,700 | +146570.0% | 8Q | SEC ↗ |
| 9 | CHANNEL WEALTH LLC | 1,339,350 | 27M | +141,391 | +11.8% | 14Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 1,214,579 | 24M | +27,875 | +2.3% | 11Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1,107,410 | 22M | +563,831 | +103.7% | 5Q | SEC ↗ |
| 12 | N10 WEALTH, LLC NEW | 1,006,181 | 20M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 937,679 | 19M | -9,231 | -1.0% | 5Q | SEC ↗ |
| 14 | EP Wealth Advisors, LLC | 902,108 | 18M | +855,061 | +1817.5% | 3Q | SEC ↗ |
| 15 | Tortoise Investment Management, LLC | 651,023 | 13M | -11,620 | -1.8% | 11Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 596,599 | 12M | +92,034 | +18.2% | 11Q | SEC ↗ |
| 17 | LPL Financial LLC | 565,204 | 11M | +133,314 | +30.9% | 9Q | SEC ↗ |
| 18 | Crescent Grove Advisors, LLC | 561,797 | 11M | +18,612 | +3.4% | 15Q | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 552,850 | 11M | +9,022 | +1.7% | 11Q | SEC ↗ |
| 20 | MBL Wealth, LLC | 530,615 | 11M | -9,989 | -1.8% | 11Q | SEC ↗ |
| 21 | Greenwich Wealth Management LLC | 490,759 | 10M | +46,210 | +10.4% | 6Q | SEC ↗ |
| 22 | Lifestyle Asset Management, Inc. NEW | 469,008 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 23 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 430,895 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 24 | OneAscent Financial Services LLC NEW | 417,876 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Legacy CG, LLC | 412,073 | 8M | +17,641 | +4.5% | 6Q | SEC ↗ |
| 26 | INDEPENDENT FINANCIAL GROUP, LLC | 403,816 | 8M | +286,699 | +244.8% | 11Q | SEC ↗ |
| 27 | Beacon Capital Management, Inc. | 367,245 | 7M | +4,026 | +1.1% | 4Q | SEC ↗ |
| 28 | SSI INVESTMENT MANAGEMENT LLC NEW | 298,053 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Wealthcare Advisory Partners LLC | 274,920 | 6M | +88,039 | +47.1% | 4Q | SEC ↗ |
| 30 | Sage Advisory Services, Ltd.Co. | 274,360 | 6M | +18,115 | +7.1% | 4Q | SEC ↗ |
| 31 | VERUS CAPITAL PARTNERS, LLC NEW | 252,589 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Precision Wealth Strategies, LLC | 208,150 | 4M | -21,833 | -9.5% | 10Q | SEC ↗ |
| 33 | Envestnet Portfolio Solutions, Inc. NEW | 203,620 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Heritage Trust Co | 199,018 | 4M | +5,441 | +2.8% | 7Q | SEC ↗ |
| 35 | EXCHANGE TRADED CONCEPTS, LLC | 159,443 | 3M | +16,979 | +11.9% | 2Q | SEC ↗ |
| 36 | Mendel Money Management | 158,094 | 3M | +15,370 | +10.8% | 9Q | SEC ↗ |
| 37 | Sonoma Allocations LLC | 154,425 | 3M | +45,647 | +42.0% | 4Q | SEC ↗ |
| 38 | Weaver Consulting Group | 145,704 | 3M | +10,823 | +8.0% | 3Q | SEC ↗ |
| 39 | Camarda Financial Advisors, LLC | 140,367 | 3M | +10,072 | +7.7% | 11Q | SEC ↗ |
| 40 | Atria Investments, Inc | 137,884 | 3M | +18,349 | +15.4% | 6Q | SEC ↗ |
| 41 | Central Pacific Bank - Trust Division NEW | 130,780 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 122,946 | 2M | +12,639 | +11.5% | 11Q | SEC ↗ |
| 43 | Fiduciary Trust Co | 118,877 | 2M | +1,777 | +1.5% | 2Q | SEC ↗ |
| 44 | Rareview Capital LLC | 110,405 | 2M | +10,731 | +10.8% | 7Q | SEC ↗ |
| 45 | TRUIST FINANCIAL CORP | 109,845 | 2M | +9,238 | +9.2% | 4Q | SEC ↗ |
| 46 | OneAscent Wealth Management LLC NEW | 109,382 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Sanctuary Advisors, LLC | 105,505 | 2M | +9,779 | +10.2% | 9Q | SEC ↗ |
| 48 | J. Team Financial, Inc. | 105,156 | 2M | +21,093 | +25.1% | 4Q | SEC ↗ |
| 49 | ISLAY CAPITAL MANAGEMENT, LLC | 104,900 | 2M | +6,000 | +6.1% | 8Q | SEC ↗ |
| 50 | Lewis Asset Management, LLC | 99,041 | 2M | +2,661 | +2.8% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| N10 WEALTH, LLC | 1,006,181 | 20M |
| Lifestyle Asset Management, Inc. | 469,008 | 9M |
| AXXCESS WEALTH MANAGEMENT, LLC | 430,895 | 9M |
| OneAscent Financial Services LLC | 417,876 | 8M |
| SSI INVESTMENT MANAGEMENT LLC | 298,053 | 6M |
| VERUS CAPITAL PARTNERS, LLC | 252,589 | 5M |
| Envestnet Portfolio Solutions, Inc. | 203,620 | 4M |
| Central Pacific Bank - Trust Divisi | 130,780 | 3M |
| OneAscent Wealth Management LLC | 109,382 | 2M |
| Gotham Asset Management, LLC | 95,969 | 2M |
| Vestmark Advisory Solutions, Inc. | 43,377 | 872K |
| PFG Advisors | 27,399 | 551K |
| NEW WAVE WEALTH ADVISORS LLC | 25,152 | 506K |
| N10 ASSETS, LLC | 14,123 | 284K |
| Ameritas Advisory Services, LLC | 13,854 | 279K |
| M Holdings Securities, Inc. | 11,484 | 231K |
| Diversified Portfolios, Inc. | 10,600 | 213K |
| Quent Capital, LLC | 4,180 | 84K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 702 | 14K |
| Buck Wealth Strategies, LLC | 179 | 4K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 126,442 | 3M |
| AMERIPRISE FINANCIAL INC | 55,820 | 1M |
| JANE STREET GROUP, LLC | 21,415 | 431K |
| GOLDMAN SACHS GROUP INC | 19,205 | 386K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 15,514 | 312K |
| Kestra Advisory Services, LLC | 14,433 | 290K |
| IEQ CAPITAL, LLC | 13,082 | 263K |
| Dakota Wealth Management | 12,339 | 248K |
| Legacy Capital Wealth Partners, LLC | 11,525 | 232K |
| Advocacy Wealth Management, LLC | 10,633 | 214K |
| FIRETHORN WEALTH PARTNERS, LLC | 10,344 | 208K |
| HANTZ FINANCIAL SERVICES, INC. | 1,417 | 28K |
| GHP Investment Advisors, Inc. | 900 | 18K |
| Wellington Grp LLC | 444 | 9K |
| JONES FINANCIAL COMPANIES LLLP | 241 | 5K |
| JPMORGAN CHASE & CO | 77 | 2K |
| ASSETMARK, INC | 49 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +4,040,974 | +81.6% | 8,992,908 |
| MORGAN STANLEY | +2,483,515 | +43.8% | 8,156,835 |
| Focus Partners Wealth | +1,465,700 | +146570.0% | 1,466,700 |
| WELLS FARGO & COMPANY/MN | +1,128,059 | +25.8% | 5,508,838 |
| EP Wealth Advisors, LLC | +855,061 | +1817.5% | 902,108 |
| UBS Group AG | +805,465 | +33.5% | 3,210,615 |
| ENVESTNET ASSET MANAGEMENT INC | +563,831 | +103.7% | 1,107,410 |
| INDEPENDENT FINANCIAL GROUP, LLC | +286,699 | +244.8% | 403,816 |
| RAYMOND JAMES FINANCIAL INC | +160,430 | +12.2% | 1,479,191 |
| CHANNEL WEALTH LLC | +141,391 | +11.8% | 1,339,350 |
| LPL Financial LLC | +133,314 | +30.9% | 565,204 |
| STIFEL FINANCIAL CORP | +92,034 | +18.2% | 596,599 |
| Wealthcare Advisory Partners LLC | +88,039 | +47.1% | 274,920 |
| Greenwich Wealth Management LLC | +46,210 | +10.4% | 490,759 |
| Sonoma Allocations LLC | +45,647 | +42.0% | 154,425 |
| Cambridge Investment Research Advis | +40,407 | +274.0% | 55,156 |
| Xcelsior Advisor Partners LLC | +29,086 | +45.9% | 92,386 |
| OSAIC HOLDINGS, INC. | +27,875 | +2.3% | 1,214,579 |
| FLOW TRADERS U.S. LLC | +27,575 | +117.9% | 50,955 |
| Bay Colony Advisory Group, Inc d/b/ | +25,940 | +100.5% | 51,747 |
Biggest Decreases (19)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Arkadios Wealth Advisors | -673,441 | -18.9% | 2,889,043 |
| NewEdge Advisors, LLC | -36,566 | -33.2% | 73,587 |
| Belpointe Asset Management LLC | -28,699 | -34.4% | 54,635 |
| Precision Wealth Strategies, LLC | -21,833 | -9.5% | 208,150 |
| RFG Advisory, LLC | -16,754 | -15.2% | 93,573 |
| Tortoise Investment Management, LLC | -11,620 | -1.8% | 651,023 |
| MBL Wealth, LLC | -9,989 | -1.8% | 530,615 |
| Bank of New York Mellon Corp | -9,231 | -1.0% | 937,679 |
| 9823 Capital, L.P. | -7,666 | -9.8% | 70,899 |
| Transamerica Financial Advisors, LL | -5,893 | -5.9% | 93,164 |
| Janney Montgomery Scott LLC | -4,395 | -7.3% | 55,793 |
| Able Wealth Management LLC | -3,530 | -4.1% | 81,868 |
| OPPENHEIMER & CO INC | -3,358 | -3.8% | 84,846 |
| Everest Financial Group LLC | -2,486 | -20.3% | 9,774 |
| Raleigh Capital Management Inc. | -781 | -11.7% | 5,871 |
| Larson Financial Group LLC | -627 | -3.6% | 16,987 |
| ROYAL BANK OF CANADA | -157 | -34.3% | 301 |
| IHT Wealth Management, LLC | -64 | -0.3% | 21,147 |
| Quest 10 Wealth Builders, Inc. | -12 | -1.1% | 1,046 |