CARY institutional holders

Angel Oak Income ETF · 110 reporting institutions · $1.1B reported value

Funds that can replace CARY · CARY return decomposition

Institutional holdings

Institutions reporting CARY, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$186.9M02026-06-30
Morgan Stanley$169.5M23,1852026-06-30
Wells Fargo & Company/mn$114.5M02026-06-30
UBS Group AG$66.7M02026-06-30
Ifc Advisors LLC$61.8M92026-06-30
Arkadios Wealth Advisors$60M2262026-06-30
Raymond James Financial Inc$30.7M02026-06-30
Focus Partners Wealth$30.5M1,0482026-06-30
Channel Wealth, LLC$27.8M92026-06-30
Osaic Holdings, Inc.$25.2M02026-06-30
Envestnet Pmc$23M602026-06-30
N10 Assets, LLC$21.2M42026-06-30
Bank of New York Mellon Corp$19.5M02026-06-30
Ep Wealth Advisors, LLC$18.7M3382026-06-30
Tortoise Investment Management, LLC$13.5M152026-06-30
Stifel Financial Corp$12.4M02026-06-30
Lpl Financial LLC$11.7M23,4582026-06-30
Crescent Grove Advisors, LLC$11.7M212026-06-30
Baird Financial Group, Inc.$11.5M02026-06-30
Mbl Advisors$11M102026-06-30
Lifestyle Asset Management, Inc.$9.7M162026-06-30
Axxcess Wealth Management, LLC$9M382026-06-30
Oneascent Financial Services LLC$8.7M852026-06-30
Legacy Cg, LLC$8.6M42026-06-30
Independent Financial Group, LLC$8.4M4812026-06-30
Beacon Capital Management, Inc.$7.6M262026-06-30
Ssi Investment Management LLC$6.2M02026-06-30
Wealthcare Advisory Partners LLC$5.7M1702026-06-30
Sage Advisory Services, Ltd.co.$5.7M02026-06-30
Verus Capital Partners, LLC$5.2M472026-06-30
Precision Wealth Strategies, LLC$4.3M82026-06-30
Envestnet Portfolio Solutions, Inc.$4.2M32026-06-30
Heritage Trust Co$4.1M02026-06-30
Exchange Traded Concepts, LLC$3.3M02026-06-30
Mendel Money Management$3.3M42026-06-30
Sonoma Allocations$3.2M32026-06-30
Weaver Consulting Group, LLC$3M42026-06-30
Camarda Financial Advisors, LLC$2.9M112026-06-30
Atria Investments, Inc$2.9M62026-06-30
Central Pacific Bank - Trust Division$2.7M02026-06-30
Rockefeller Capital Management LP$2.6M3462026-06-30
Fiduciary Trust Co$2.5M02026-06-30
Rareview Capital LLC$2.3M52026-06-30
Truist Financial Corp$2.3M02026-06-30
Oneascent Wealth Management$2.3M122026-06-30
Sanctuary Advisors, LLC$2.2M4012026-06-30
J. Team Financial, Inc.$2.2M92026-06-30
Islay Capital Management, LLC$2.2M32026-06-30
Lewis Asset Management, LLC$2.1M52026-06-30
Noble Wealth Management Pbc.$2M42026-06-30
Gotham Asset Management, LLC$2M52026-06-30
Rfg Advisory, LLC$1.9M1912026-06-30
Transamerica Financial Advisors, LLC$1.9M1,0972026-06-30
Xcelsior Advisor Partners LLC$1.9M02026-06-30
Oppenheimer & Co. Inc.$1.8M1,1662026-06-30
Able Wealth Management LLC$1.7M52026-06-30
Legacy Capital Group California, Inc.$1.7M32026-06-30
Newedge Advisors$1.5M6012026-06-30
9823 Capital, LP$1.5M32026-06-30
Belpointe Asset Management LLC$1.1M1702026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$1.1M02026-06-30
Equitable Holdings, Inc.$944.2K02026-06-30
Vestmark Advisory Solutions, Inc.$901.4K82026-06-30
Concurrent Investment Advisors, LLC$899.1K3492026-06-30
Sage Mountain Advisors LLC$836.6K212026-06-30
Hightower Advisors, LLC$832.6K1,0462026-06-30
Ae Wealth Management LLC$784.4K4712026-06-30
Independent Wealth Advisors LLC$606.2K42026-06-30
Pfg Advisors$569.3K832026-06-30
Geowealth Management, LLC$550.1K02026-06-30
Omnitrust Wealth Management, Inc$546.3K02026-03-31
Benjamin Edwards Inc$491.7K02026-06-30
Fifth Third Bancorp$488.8K02026-06-30
&partners$474.1K5552026-06-30
Farther Finance Advisors, LLC$446.3K3342026-06-30
Vista Investment Partners LLC$442.4K62026-06-30
Iht Wealth Management LLC$439.4K1592026-06-30
Creativeone Wealth, LLC$410.1K2212026-06-30
MML Investors Services, LLC$402.7K5,1202026-06-30
Larson Financial Group LLC$353K672026-06-30
Argent Trust Co$316.9K02026-06-30
Commonwealth Equity Services, LLC$314.6K2,8632026-06-30
Davenport & Co LLC$290.6K3392026-06-30
Stratos Wealth Partners, Ltd.$288.7K3862026-06-30
Ameritas Advisory Services, LLC$287.9K5502026-06-30
Diversified Portfolios, Inc.$220.3K102026-06-30
Coastal Bridge Advisors, LLC$218.2K392026-06-30
Comerica Bank$212.3K02025-12-31
Everest Financial Group LLC$203.1K122026-06-30
Private Trust Co NA$202.8K02026-06-30
Reicon Wealth Advisors, LLC$135.1K52026-06-30
Lloyd Advisory Services, Llc.$122.5K72026-06-30
Raleigh Capital Management Inc.$122K132026-06-30
Quent Capital, LLC$86.9K02026-06-30
Signature Equity Partners, LLC$39.1K342026-06-30
Quest 10 Wealth Builders, Inc.$21.7K32026-06-30
Tounjian Advisory Partners, LLC$14.6K52026-06-30
Kingdom Financial Group Llc.$10.3K152026-06-30
Greenwich Wealth Management, LLC$10.2K122026-06-30
Royal Bank of Canada$6K02026-06-30
Davis Capital Management$6K42026-06-30
Buck Wealth Strategies, LLC$3.7K502026-06-30
Harbour Investments, Inc.$2.1K2472026-06-30
Northwestern Mutual Wealth Management Co$1.9K02026-06-30
Janney Montgomery Scott LLC$1.2K1,3422026-06-30
Flow Traders U.S. LLC$1.1K02026-06-30
Networth Advisors, LLC$97762026-06-30
Cambridge Investment Research Advisors, Inc.$3063,9402026-03-31
Fmr LLC$27202026-06-30
M Holdings Securities, Inc.$2391752026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30