Angel OAK Income ETF (CARY): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow CARY for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 113

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$20.78

+0.0% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of CARY (all 13F filers)

Bank of America9.0 MBank or trading desk+4.0 M
Morgan Stanley8.2 MBank or trading desk+2.5 M
Wells Fargo5.5 MBank or trading desk+1.1 M
UBS Group3.2 MBank or trading desk+805 K
IFC Advisors3.0 MType not verified+2,056
Arkadios Wealth Advisors2.9 MWealth adviser−673 K
Raymond James Financial1.5 MWealth adviser+160 K
Focus Partners Wealth1.5 MWealth adviser+1.5 M
Channel Wealth1.3 MWealth adviser+141 K
Osaic Holdings1.2 MWealth adviser+28 K

Filer	Type
Bank of America	Bank or trading desk	9.0 M	+4.0 M	$187M
Morgan Stanley	Bank or trading desk	8.2 M	+2.5 M	$169M
Wells Fargo	Bank or trading desk	5.5 M	+1.1 M	$114M
UBS Group	Bank or trading desk	3.2 M	+805 K	$66.7M
IFC Advisors	Type not verified	3.0 M	+2,056	$61.8M
Arkadios Wealth Advisors	Wealth adviser	2.9 M	−673 K	$60.0M
Raymond James Financial	Wealth adviser	1.5 M	+160 K	$30.7M
Focus Partners Wealth	Wealth adviser	1.5 M	+1.5 M	$30.5M
Channel Wealth	Wealth adviser	1.3 M	+141 K	$27.8M
Osaic Holdings	Wealth adviser	1.2 M	+28 K	$25.2M

Bank of America
Shares
9.0 M
Change
+4.0 M
See more
Type
Bank or trading desk
Value
$187M
Morgan Stanley
Shares
8.2 M
Change
+2.5 M
See more
Type
Bank or trading desk
Value
$169M
Wells Fargo
Shares
5.5 M
Change
+1.1 M
See more
Type
Bank or trading desk
Value
$114M
UBS Group
Shares
3.2 M
Change
+805 K
See more
Type
Bank or trading desk
Value
$66.7M
IFC Advisors
Shares
3.0 M
Change
+2,056
See more
Type
Type not verified
Value
$61.8M
Arkadios Wealth Advisors
Shares
2.9 M
Change
−673 K
See more
Type
Wealth adviser
Value
$60.0M
Raymond James Financial
Shares
1.5 M
Change
+160 K
See more
Type
Wealth adviser
Value
$30.7M
Focus Partners Wealth
Shares
1.5 M
Change
+1.5 M
See more
Type
Wealth adviser
Value
$30.5M
Channel Wealth
Shares
1.3 M
Change
+141 K
See more
Type
Wealth adviser
Value
$27.8M
Osaic Holdings
Shares
1.2 M
Change
+28 K
See more
Type
Wealth adviser
Value
$25.2M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗