ANGEL OAK FUNDS TRUST - INCOME ETF (CARY) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2022 to Q4 2025

Type / Class
Equity / INCOME ETF
Symbol
CARY
Price per share
$20.83
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
26,508,373
Total reported value
$554,354,473
% of total 13F portfolios
0%
Share change
+6,665,629
Value change
+$139,408,995
Number of holders
74
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 74 institutional investors reported holding 26,508,373 shares of ANGEL OAK FUNDS TRUST - INCOME ETF (CARY).

Institutional Holders of ANGEL OAK FUNDS TRUST - INCOME ETF (CARY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 66,886 $1,392,935 +$183,848 $20.83 3
2025 Q3 26,508,373 $554,354,473 +$139,408,995 $20.91 74
2025 Q2 20,860,252 $433,892,229 +$106,564,204 $20.80 68
2025 Q1 15,738,081 $326,771,326 +$39,802,016 $20.76 55
2024 Q4 14,926,815 $307,536,498 +$43,718,879 $20.59 52
2024 Q3 12,757,212 $270,339,293 +$67,090,266 $21.19 44
2024 Q2 9,569,140 $197,165,729 +$23,658,966 $20.60 30
2024 Q1 10,423 $214,457 -$685,456 $20.54 3
2023 Q4 4,179,490 $85,551,348 +$30,993,625 $20.46 18
2023 Q3 2,643,740 $53,139,545 +$26,608,411 $20.10 9
2023 Q2 1,307,821 $26,345,927 +$1,389,258 $20.14 5
2023 Q1 1,198,035 $24,278,194 +$2,258,413 $20.26 5
2022 Q4 1,021,214 $20,538,946 +$20,538,933 $20.08 3