Who owns Angel Oak Income ETF?
- Ticker: CARY
- CUSIP Number: 03463k760
Tip: Access positions for across all investors
Analyze quarterly positions in Angel Oak Income ETF with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Angel Oak Income ETF this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Arkadios Wealth Advisors | 2.0M | $43M | 15% | Sep 2024 |
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Advocacy Wealth Management Services | 1.9M | $39M | -2% | Sep 2024 |
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Colony | 1.1M | $24M | 100% | Sep 2024 |
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Channel Wealth | 1.1M | $23M | 23% | Sep 2024 |
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Executive Wealth Management | 1.0M | $21M | 4% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 762k | $16M | 1% | Sep 2024 |
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Wells Fargo & Company | 718k | $15M | 65757% | Sep 2024 |
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Tortoise Investment Management | 558k | $12M | 6% | Sep 2024 |
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MBL Wealth | 438k | $9.0M | 7% | Jun 2024 |
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Axxcess Wealth Management | 328k | $6.9M | -24% | Sep 2024 |
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Stifel Financial | 194k | $4.0M | 15% | Jun 2024 |
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Precision Wealth Strategies | 141k | $3.0M | -9% | Sep 2024 |
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Advisor Group Holdings | 137k | $2.9M | 102% | Sep 2024 |
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Oppenheimer & Co | 123k | $2.6M | 100% | Sep 2024 |
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Raymond James & Associates | 101k | $2.1M | 59% | Sep 2024 |
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Mendel Money Management | 88k | $1.9M | 53% | Sep 2024 |
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Camarda Wealth Advisory | 88k | $1.9M | 4% | Sep 2024 |
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Transamerica Financial Advisors | 84k | $1.8M | -14% | Sep 2024 |
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LPL Financial | 60k | $1.3M | 15% | Sep 2024 |
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Proficio Capital Partners | 58k | $1.2M | 100% | Sep 2024 |
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Sanctuary Advisors | 56k | $1.1M | 100% | Jun 2024 |
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Sage Mountain Advisors | 48k | $1.0M | 100% | Sep 2024 |
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Worth Asset Management | 47k | $995k | 100% | Sep 2024 |
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RFG Advisory | 40k | $856k | 100% | Sep 2024 |
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Jane Street | 32k | $680k | 100% | Sep 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22k | $470k | 6% | Sep 2024 |
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Argent Financial Group | 21k | $452k | 100% | Sep 2024 |
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Rockefeller Capital Management | 20k | $409k | -4% | Jun 2024 |
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Citadel Advisors | 19k | $392k | 100% | Sep 2024 |
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Concurrent Investment Advisors | 15k | $325k | 2% | Sep 2024 |
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Huntington National Bank | 14k | $303k | 0% | Sep 2024 |
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Benjamin Edwards | 14k | $289k | 1% | Sep 2024 |
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Firethorn Wealth Partners | 11k | $240k | 9% | Sep 2024 |
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Vista Investment Partners | 9.7k | $206k | 0% | Sep 2024 |
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Farther Finance Advisors | 9.2k | $194k | 100% | Sep 2024 |
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Islay Capital Management | 4.5k | $95k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 1.5k | $30k | 0% | Jun 2024 |
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Davis Capital Management | 288.00 | $6.1k | 0% | Sep 2024 |
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Pnc Financial Services | 45.00 | $954.000000 | 100% | Sep 2024 |
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Who sold out of Angel Oak Income ETF?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Crescent Grove Advisors | Jun 2024 | 536k | $11M |