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Angel OAK Income ETF (CARY)

CUSIP: 03463K760 | NYSE | 164 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Sage Advisory Services, Ltd.Co.787,954
8.5% of portfolio›$15.9M
Legacy CG, LLC779,939
4.0% of portfolio›$15.7M
Altfest L J & Co Inc626,550
1.3% of portfolio›$12.6M
Crescent Grove Advisors, LLC604,209
1.0% of portfolio›$12.2M
MBL Wealth, LLC537,221
0.6% of portfolio›$10.8M
Lifestyle Asset Management, Inc.503,683
2.4% of portfolio›$10.1M
Axxcess Wealth Management, LLC441,930
0.4% of portfolio›$8.9M
Independent Financial Group, LLC359,102
0.1% of portfolio›$7.2M
Beacon Capital Management, Inc.356,711
0.5% of portfolio›$7.2M
Wealthcare Advisory Partners LLC282,227
0.1% of portfolio›$5.7M
Verus Capital Partners, LLC250,751
0.3% of portfolio›$5.0M
Truist Financial Corp225,596
0.0% of portfolio›$4.5M
Weaver Consulting Group181,388
0.7% of portfolio›$3.6M
Central Pacific Bank - Trust Division178,995
0.4% of portfolio›$3.6M
Exchange Traded Concepts, LLC157,680
0.0% of portfolio›$3.2M
Mendel Money Management153,019
1.1% of portfolio›$3.1M
Atria Investments, Inc149,557
0.0% of portfolio›$3.0M
Lewis Asset Management, LLC118,649
0.8% of portfolio›$2.4M
J. Team Financial, Inc.115,366
2.0% of portfolio›$2.3M
Islay Capital Management, LLC113,300
1.1% of portfolio›$2.3M
Oppenheimer & Co Inc107,617
0.0% of portfolio›$2.2M
Noble Wealth Management PBC105,634
1.0% of portfolio›$2.1M
RFG Advisory, LLC94,877
0.0% of portfolio›$1.9M
Able Wealth Management LLC81,608
0.4% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.71,168
0.0% of portfolio›$1.4M
Onyx Bridge Wealth Group LLC70,448
0.1% of portfolio›$1.4M
Sage Mountain Advisors LLC42,702
0.1% of portfolio›$859.2K
Independent Wealth Advisors LLC39,953
0.7% of portfolio›$803.9K
Johnson Financial Group, LLC28,605
0.0% of portfolio›$575.5K
PFG Advisors27,270
0.0% of portfolio›$548.7K
Omnitrust Wealth Management, Inc25,371
0.6% of portfolio›$510.5K
Concurrent Investment Advisors, LLC22,575
0.0% of portfolio›$454.2K
Farther Finance Advisors, LLC21,995
0.0% of portfolio›$442.5K
Vista Investment Partners LLC21,291
0.1% of portfolio›$428.4K
Independent Wealth Network Inc.18,179
0.1% of portfolio›$365.8K
First Heartland Consultants, Inc.15,929
0.0% of portfolio›$320.5K
Commonwealth Equity Services, LLC14,996
0.0% of portfolio›$301.7K
M Holdings Securities, Inc.14,845
0.1% of portfolio›$299.0K
Oregon Pacific Wealth Management, LLC13,399
0.2% of portfolio›$269.6K
Kestra Advisory Services, LLC13,317
0.0% of portfolio›$267.9K
Davenport & Co LLC12,221
0.0% of portfolio›$245.9K
Prospera Financial Services Inc11,121
0.0% of portfolio›$225.7K
Private Trust Co NA9,757
0.0% of portfolio›$196.3K
Reicon Wealth Advisors, LLC6,500
0.1% of portfolio›$130.8K
Raleigh Capital Management Inc.5,950
0.0% of portfolio›$119.7K
Lloyd Advisory Services, Llc.5,914
0.0% of portfolio›$119.0K
Lanark Financial, Inc.2,516
0.0% of portfolio›$50.6K
Signature Equity Partners, LLC2,130
0.0% of portfolio›$42.9K
Quest 10 Wealth Builders, Inc.1,046
0.0% of portfolio›$21.0K
Tounjian Advisory Partners, LLC702
0.0% of portfolio›$14.1K
Kingdom Financial Group Llc.495
0.0% of portfolio›$10.0K
Davis Capital Management288
0.0% of portfolio›$5.8K
Assetmark, Inc177
0.0% of portfolio›$3.6K
IFP Advisors, Inc81
0.0% of portfolio›$1.6K
Lynch Investment Planning, LLC65
0.0% of portfolio›$1.3K
Networth Advisors, LLC48
0.0% of portfolio›$959
Larson Financial Group LLC4
0.0% of portfolio›$82
StyleTurnoverLocationFiled
Sage Advisory Services, Ltd.Co.
787,954$15.9M8.5%ETFMediumAustin, TX2026-10-29
Legacy CG, LLC
779,939$15.7M4.0%GrowthHighPlano, TX2026-10-30
Altfest L J & Co Inc
626,550$12.6M1.3%ETFHighNew York, NY2026-10-27
Crescent Grove Advisors, LLC
604,209$12.2M1.0%ETFLowLake Forest, IL2026-10-21
MBL Wealth, LLC
537,221$10.8M0.6%ETFLowCharlotte, NC2026-10-22
Lifestyle Asset Management, Inc.
503,683$10.1M2.4%ETFHighFriendswood, TX2026-10-20
Axxcess Wealth Management, LLC
441,930$8.9M0.4%CoreLowCarlsbad, CA2026-10-21
Independent Financial Group, LLC
359,102$7.2M0.1%GrowthLowSan Diego, CA2026-10-13
Beacon Capital Management, Inc.
356,711$7.2M0.5%ETFMediumDayton, OH2026-10-13
Wealthcare Advisory Partners LLC
282,227$5.7M0.1%ETFLowWest Chester, PA2026-10-21
Verus Capital Partners, LLC
250,751$5.0M0.3%GrowthLowScottsdale, AZ2026-11-03
Truist Financial Corp
225,596$4.5M0.0%CoreLowCharlotte, NC2026-10-30
Weaver Consulting Group
181,388$3.6M0.7%ETFLowHuntington Beach, CA2026-10-07
Central Pacific Bank - Trust Division
178,995$3.6M0.4%CoreMediumHonolulu, HI2026-10-06
Exchange Traded Concepts, LLC
157,680$3.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
Mendel Money Management
153,019$3.1M1.1%GrowthMediumNorthbrook, IL2026-11-02
Atria Investments, Inc
149,557$3.0M0.0%CoreMediumCharlotte, NC2026-10-15
Lewis Asset Management, LLC
118,649$2.4M0.8%GrowthLowLafayette, CA2026-10-14
J. Team Financial, Inc.
115,366$2.3M2.0%CoreMediumAbilene, TX2026-11-03
Islay Capital Management, LLC
113,300$2.3M1.1%ETFMediumLubbock, TX2026-10-20
Oppenheimer & Co Inc
107,617$2.2M0.0%CoreLowNew York, NY2026-10-26
Noble Wealth Management PBC
105,634$2.1M1.0%YieldMediumGreenwood Village, CO2026-10-01
RFG Advisory, LLC
94,877$1.9M0.0%ETFMediumBirmingham, AL2026-11-03
Able Wealth Management LLC
81,608$1.6M0.4%ETFMediumToms River, NJ2026-10-13
Cambridge Investment Research Advisors, Inc.
71,168$1.4M0.0%ETFLowFairfield, IA2026-11-02
Onyx Bridge Wealth Group LLC
70,448$1.4M0.1%ETFMediumTarrytown, NY2026-10-16
Sage Mountain Advisors LLC
42,702$859.2K0.1%ETFLowAtlanta, GA2026-11-02
Independent Wealth Advisors LLC
39,953$803.9K0.7%ETFLowCary, NC2026-10-27
Johnson Financial Group, LLC
28,605$575.5K0.0%ETFLowDenver, CO2026-11-03
PFG Advisors
27,270$548.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Omnitrust Wealth Management, Inc
25,371$510.5K0.6%ETFN/AJacksonville, FL2026-11-02
Concurrent Investment Advisors, LLC
22,575$454.2K0.0%GrowthMediumTampa, FL2026-10-16
Farther Finance Advisors, LLC
21,995$442.5K0.0%IndexLowSan Francisco, CA2026-10-08
Vista Investment Partners LLC
21,291$428.4K0.1%MomentumMediumOklahoma City, OK2026-10-08
Independent Wealth Network Inc.
18,179$365.8K0.1%ETFMediumUrbandale, IA2026-10-19
First Heartland Consultants, Inc.
15,929$320.5K0.0%ETFMediumLake St. Louis, MO2026-10-08
Commonwealth Equity Services, LLC
14,996$301.7K0.0%ETFLowWaltham, MA2026-11-02
M Holdings Securities, Inc.
14,845$299.0K0.1%ETFHighPortland, OR2026-11-03
Oregon Pacific Wealth Management, LLC
13,399$269.6K0.2%ETFMediumMedford, OR2026-10-20
Kestra Advisory Services, LLC
13,317$267.9K0.0%CoreLowAustin, TX2026-11-02
Davenport & Co LLC
12,221$245.9K0.0%CoreMediumRichmond, VA2026-10-14
Prospera Financial Services Inc
11,121$225.7K0.0%CoreMediumDallas, TX2026-11-04
Private Trust Co NA
9,757$196.3K0.0%CoreLowCleveland, OH2026-10-20
Reicon Wealth Advisors, LLC
6,500$130.8K0.1%ETFLowAtlanta, GA2026-11-04
Raleigh Capital Management Inc.
5,950$119.7K0.0%CoreMediumCary, NC2026-10-28
Lloyd Advisory Services, Llc.
5,914$119.0K0.0%ETFVery HighSuwanee, GA2026-11-02
Lanark Financial, Inc.
2,516$50.6K0.0%CoreMediumBirmingham, AL2026-10-26
Signature Equity Partners, LLC
2,130$42.9K0.0%GrowthMediumColumbus, OH2026-10-29
Quest 10 Wealth Builders, Inc.
1,046$21.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
Tounjian Advisory Partners, LLC
702$14.1K0.0%GrowthHighFort Myers, FL2026-11-04
Kingdom Financial Group Llc.
495$10.0K0.0%ETFMediumPeoria, AZ2026-11-04
Davis Capital Management
288$5.8K0.0%CoreLowJacksonville, FL2026-10-08
Assetmark, Inc
177$3.6K0.0%ETFLowConcord, CA2026-10-21
IFP Advisors, Inc
81$1.6K0.0%GrowthLowTampa, FL2026-10-16
Lynch Investment Planning, LLC
65$1.3K0.0%ETFLowNewtown Square, PA2026-10-27
Networth Advisors, LLC
48$9590.0%ETFMediumCanonsburg, PA2026-11-03
Larson Financial Group LLC
4$820.0%GrowthLowSt Louis, MO2026-11-05