Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / INCOME ETF
-
Total 13F shares
-
20,860,252
-
Share change
-
+5,122,459
-
Total reported value
-
$433,892,229
-
Price per share
-
$20.80
-
Number of holders
-
68
-
Value change
-
+$106,564,204
-
Number of buys
-
55
-
Number of sells
-
17
Institutional Holders of ANGEL OAK FUNDS TRUST - INCOME ETF (CARY) as of Q2 2025
As of 30 Jun 2025,
ANGEL OAK FUNDS TRUST - INCOME ETF (CARY) was held by
68 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
20,860,252 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, Arkadios Wealth Advisors, MORGAN STANLEY, Advocacy Wealth Management Services, LLC, Focus Partners Wealth, CHANNEL WEALTH LLC, UBS Group AG, CW Advisors, LLC, Tortoise Investment Management, LLC, and Baird Financial Group, Inc..
This page lists
69
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.