Who Owns ANGEL INCOME ETF (CARY)? -- Institutional Holders (2026-06-30)

122 institutions reported holding $1.11B of ANGEL INCOME ETF (CARY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($186.9M), MORGAN STANLEY ($169.5M), WELLS FARGO & COMPANY/MN ($114.5M), UBS Group AG ($66.7M), IFC Advisors LLC ($61.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$186.9M9.0MAdded
2MORGAN STANLEY$169.5M8.2MAdded
3WELLS FARGO & COMPANY/MN$114.5M5.5MAdded
4UBS Group AG$66.7M3.2MAdded
5IFC Advisors LLC$61.8M3.0MAdded
6Arkadios Wealth Advisors$60.0M2.9MTrimmed
7RAYMOND JAMES FINANCIAL INC$30.7M1.5MAdded
8Focus Partners Wealth$30.5M1.5MAdded
9CHANNEL WEALTH LLC$27.8M1.3MAdded
10OSAIC HOLDINGS, INC.$25.2M1.2MAdded
11ENVESTNET ASSET MANAGEMENT INC$23.0M1.1MAdded
12N10 WEALTH, LLC$20.9M1.0MNew
13Bank of New York Mellon Corp$19.5M937,679Trimmed
14EP Wealth Advisors, LLC$18.7M902,108Added
15Tortoise Investment Management, LLC$13.5M651,023Trimmed
16STIFEL FINANCIAL CORP$12.4M596,599Added
17LPL Financial LLC$11.7M565,204Added
18Crescent Grove Advisors, LLC$11.7M561,797Added
19Baird Financial Group, Inc.$11.5M552,850Added
20MBL Wealth, LLC$11.0M530,615Trimmed
21Greenwich Wealth Management LLC$10.2M490,759Added
22Lifestyle Asset Management, Inc.$9.7M469,008New
23AXXCESS WEALTH MANAGEMENT, LLC$9.0M430,895New
24OneAscent Financial Services LLC$8.7M417,876New
25Legacy CG, LLC$8.6M412,073Added

来源：SEC 13F 申报文件 · 截至 2026-06-30