Who Owns Angel Oak Funds/in Etf (CARY)? -- Institutional Holders (2026-06-30)
52 institutions reported holding $160.7M of Angel Oak Funds/in Etf (CARY) in SEC 13F filings for 2026-06-30. Largest institutional holders: CHANNEL WEALTH LLC ($27.8M), ENVESTNET ASSET MANAGEMENT INC ($23.0M), MBL Wealth, LLC ($11.0M), Lifestyle Asset Management, Inc. ($9.7M), AXXCESS WEALTH MANAGEMENT, LLC ($9.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CHANNEL WEALTH LLC | $27.8M | 1.3M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $23.0M | 1.1M | Added |
| 3 | MBL Wealth, LLC | $11.0M | 530,615 | Trimmed |
| 4 | Lifestyle Asset Management, Inc. | $9.7M | 469,008 | New |
| 5 | AXXCESS WEALTH MANAGEMENT, LLC | $9.0M | 430,895 | New |
| 6 | Legacy CG, LLC | $8.6M | 412,073 | Added |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $8.4M | 403,816 | Added |
| 8 | Wealthcare Advisory Partners LLC | $5.7M | 274,920 | Added |
| 9 | Sage Advisory Services, Ltd.Co. | $5.7M | 274,360 | Added |
| 10 | Envestnet Portfolio Solutions, Inc. | $4.2M | 203,620 | New |
| 11 | EXCHANGE TRADED CONCEPTS, LLC | $3.3M | 159,443 | Added |
| 12 | Mendel Money Management | $3.3M | 158,094 | Added |
| 13 | Sonoma Allocations LLC | $3.2M | 154,425 | Added |
| 14 | Weaver Consulting Group | $3.0M | 145,704 | Added |
| 15 | Atria Investments, Inc | $2.9M | 137,884 | Added |
| 16 | Central Pacific Bank - Trust Division | $2.7M | 130,780 | New |
| 17 | Rareview Capital LLC | $2.3M | 110,405 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $2.3M | 110,312 | Added |
| 19 | TRUIST FINANCIAL CORP | $2.3M | 109,845 | Added |
| 20 | J. Team Financial, Inc. | $2.2M | 105,156 | Added |
| 21 | Lewis Asset Management, LLC | $2.1M | 99,041 | Added |
| 22 | Noble Wealth Management PBC | $2.0M | 97,261 | Added |
| 23 | RFG Advisory, LLC | $1.9M | 93,573 | Trimmed |
| 24 | OPPENHEIMER & CO INC | $1.8M | 84,846 | Trimmed |
| 25 | Able Wealth Management LLC | $1.7M | 81,868 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30