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Angel Oak Income ETF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Angel Oak Income ETF (CARY) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Angel Oak Income ETF

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Income ETF held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Angel Oak Income ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $542k 26k 20.83

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Top funds holding Angel Oak Income ETF

Wells Fargo & Company
Arkadios Wealth Advisors
UBS Group
Colony
Channel Wealth
Advisor Group Holdings
Raymond James Financial
Bank of New York Mellon
Tortoise Investment Management
Baird Financial
Crescent Grove Advisors
MBL Wealth
Envestnet Asset Management
Stifel Financial
Greenwich Wealth Management

View all funds holding Angel Oak Income ETF