Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / INCOME ETF
-
Total 13F shares
-
26,508,373
-
Share change
-
+6,665,629
-
Total reported value
-
$554,354,473
-
Price per share
-
$20.91
-
Number of holders
-
74
-
Value change
-
+$139,408,995
-
Number of buys
-
55
-
Number of sells
-
18
Institutional Holders of ANGEL OAK FUNDS TRUST - INCOME ETF (CARY) as of Q3 2025
As of 30 Sep 2025,
ANGEL OAK FUNDS TRUST - INCOME ETF (CARY) was held by
74 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
26,508,373 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, MORGAN STANLEY, Arkadios Wealth Advisors, Advocacy Wealth Management, LLC, UBS Group AG, Focus Partners Wealth, CHANNEL WEALTH LLC, OSAIC HOLDINGS, INC., Bank of New York Mellon Corp, and RAYMOND JAMES FINANCIAL INC.
This page lists
74
institutional shareholders reporting positions in this security
for the Q3 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.