Who owns CARY?
Angel Oak Income ETF · Angel Oak
111 institutions reported holding CARY, worth $1.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CARY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $186.9M | 8,992,908 | +4,040,974 shares |
| Morgan Stanley | New York, NY | $169.5M | 8,156,835 | +2,483,515 shares |
| Wells Fargo & Company | San Francisco, CA | $114.5M | 5,508,838 | +1,128,059 shares |
| UBS Group AG | Zurich, Switzerland | $66.7M | 3,210,615 | +805,465 shares |
| IFC Advisors LLC | Los Angeles, CA | $61.8M | 2,973,070 | +2,056 shares |
| Arkadios Wealth Advisors | Atlanta, GA | $60.0M | 2,889,043 | −673,441 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $30.7M | 1,479,191 | +160,430 shares |
| Focus Partners Wealth | St Louis, MO | $30.5M | 1,466,700 | +1,465,700 shares |
| Channel Wealth LLC | Santa Barbara, CA | $27.8M | 1,339,350 | +141,391 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $25.2M | 1,214,579 | +27,875 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CARY?
111 institutional managers reported holding CARY in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Bank of America Corp., at $186.9M.
Did institutions buy or sell CARY last quarter?
Reported 13F value rose 41.0% from March 31, 2026, which includes price moves as well as buying and selling. 22 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CARY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.