A
Angel Oak Income
CARY • ARCA
Angel Oak Income is an exchange-traded fund on ARCA. As of Q3 2025, 72 institutional investors hold shares in this ETF, with total holdings valued at $552.4M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $77.6M.
Overview
Overview of institutional ownership in CARY as of Q3 2025
All Institutions
- Institutions
- 72
- Value Held
- $552.4M
- Shares Held
- 26.4M
- Avg Position
- $7.7M
- Median Position
- $1.6M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in CARY as of Q3 2025
| Institution | Position Value |
|---|---|
 WELLS FARGO & COMPANY/MN Institution | $77.6M 0.02% of portfolio |
 MORGAN STANLEY RIA/Wealth | $66.9M 0.00% of portfolio |
 Arkadios Wealth Advisors RIA/Wealth | $60.8M 1.50% of portfolio |
 Advocacy Wealth Management Services, LLC RIA/Wealth | $44.4M 2.03% of portfolio |
 UBS Group AG Institution | $31.4M 0.01% of portfolio |
C Colony Group, LLC Institution | $29.7M 0.05% of portfolio |
 CHANNEL WEALTH LLC RIA/Wealth | $22.6M 6.27% of portfolio |
A Advisor Group Holdings, Inc. Institution | $21.6M 0.03% of portfolio |
 Bank of New York Mellon Corp Institution | $20.8M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $16.0M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CARY in Q3 2025
- Traded
- +$141.2M
- Buyers
- 54
- Sellers
- 19
- Total Bought
- +$150.9M
- Total Sold
- −$9.7M
- Avg Position
- $7.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$21.1M +1.0M shares |
Bank of New York Mellon Corp Institution | +$20.5M +982.6K shares |
WELLS FARGO & COMPANY/MN Institution | +$18.7M +896.4K shares |
A Advisor Group Holdings, Inc. Institution | +$16.9M +805.9K shares |
Arkadios Wealth Advisors RIA/Wealth | +$12.9M +615.4K shares |
UBS Group AG Institution | +$11.7M +560.6K shares |
 Beacon Capital Management, Inc. RIA/Wealth | +$11.3M +539.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$7.0M +335.8K shares |
 Sage Advisory Services, Ltd.Co. Long Only Manager | +$5.5M +260.8K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$3.6M +169.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Janney Montgomery Scott LLC RIA/Wealth | −$3.0M −144.3K shares |
J JANE STREET GROUP, LLC Institution | −$2.3M −110.4K shares |
 GOLDMAN SACHS GROUP INC Institution | −$2.0M −94.5K shares |
F FLOW TRADERS U.S. LLC Institution | −$579.4K −27.9K shares |
 Oregon Pacific Wealth Management, LLC RIA/Wealth | −$437.9K −21.1K shares |
 Belpointe Asset Management LLC RIA/Wealth | −$410.4K −19.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$383.8K −18.5K shares |
A ATRIA INVESTMENTS LLC Institution | −$325.2K −15.6K shares |
S Sage Mountain Advisors LLC RIA/Wealth | −$150.7K −7.2K shares |
 GeoWealth Management, LLC RIA/Wealth | −$33.6K −1.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CARY in Q3 2025
- New Positions
- 10
- New Value
- $23.5M
- Exited Positions
- 6
- Exited Value
- $5.7M
New Positions
| Institution | Position Value |
|---|---|
Beacon Capital Management, Inc. RIA/Wealth | $11.3M 539.1K shares |
Sage Advisory Services, Ltd.Co. Long Only Manager | $5.5M 260.8K shares |
 Sonoma Allocations LLC RIA/Wealth | $2.4M 115.5K shares |
 BB&T CORP Institution | $2.0M 94.8K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $1.7M 79.5K shares |
 Wealthcare Advisory Partners LLC RIA/Wealth | $296.1K 14.2K shares |
 Stratos Wealth Partners, LTD. RIA/Wealth | $204.6K 9.8K shares |
P PRIVATE TRUST CO NA Institution | $204.0K 9.8K shares |
 Hartland & Co., LLC RIA/Wealth | $9.5K 454.0 shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $8.4K 400.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $2.3M 110.4K shares |
GOLDMAN SACHS GROUP INC Institution | $2.0M 94.5K shares |
F FLOW TRADERS U.S. LLC Institution | $579.4K 27.9K shares |
Oregon Pacific Wealth Management, LLC RIA/Wealth | $437.9K 21.1K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $383.8K 18.5K shares |
 Nova Wealth Management, Inc. RIA/Wealth | $3.5K 167.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in CARY as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CARY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
CHANNEL WEALTH LLC RIA/Wealth | 6.27% $22.6M |
Sage Advisory Services, Ltd.Co. Long Only Manager | 2.96% $5.5M |
 Legacy CG, LLC RIA/Wealth | 2.30% $7.6M |
Advocacy Wealth Management Services, LLC RIA/Wealth | 2.03% $44.4M |
Arkadios Wealth Advisors RIA/Wealth | 1.50% $60.8M |
 Precision Wealth Strategies, LLC RIA/Wealth | 1.32% $4.1M |
 Tortoise Investment Management, LLC RIA/Wealth | 1.15% $12.9M |
 Mendel Money Management RIA/Wealth | 1.10% $2.6M |
 Crescent Grove Advisors, LLC RIA/Wealth | 1.09% $11.4M |
 Rareview Capital LLC ETF Provider | 0.97% $1.6M |