Angel Oak Funds Trust - CARY
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q3 2026
· Q2 2026
Value (USD)
Total reported value ($000)
$1.108B
QoQ value delta ($000)
+$1.912M
(+0.17%)
Implied price effect (QoQ)
-0.03%
Shares
Total shares
53,313,093
QoQ shares delta
+108,718
(+0.2%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (CARY)
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Top holders (Q3 2026)
Top 25 only
Full list
Partial Q3 2026 data: 7 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 186,872 | 8,992,908 | 0.01% |
| MORGAN STANLEY | 169,499 | 8,156,835 | 0.01% |
| WELLS FARGO & COMPANY/MN | 114,473 | 5,508,838 | 0.02% |
| UBS Group AG | 66,716 | 3,210,615 | 0.01% |
| IFC Advisors LLC | 61,780 | 2,973,070 | 7.84% |
| Arkadios Wealth Advisors | 60,034 | 2,889,043 | 0.91% |
| RAYMOND JAMES FINANCIAL INC | 30,737 | 1,479,191 | 0.01% |
| Focus Partners Wealth | 30,478 | 1,466,700 | 0.03% |
| CHANNEL WEALTH LLC | 27,831 | 1,339,350 | 6.24% |
| OSAIC HOLDINGS, INC. | 25,238 | 1,214,579 | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 23,011 | 1,107,410 | 0.01% |
| N10 WEALTH, LLC | 20,908 | 1,006,181 | 7.42% |
| Bank of New York Mellon Corp | 19,484 | 937,679 | 0.0% |
| EP Wealth Advisors, LLC | 18,745 | 902,108 | 0.07% |
| Tortoise Investment Management, LLC | 13,528 | 651,023 | 1.01% |
| STIFEL FINANCIAL CORP | 12,397 | 596,599 | 0.01% |
| LPL Financial LLC | 11,744 | 565,204 | 0.0% |
| Crescent Grove Advisors, LLC | 11,730 | 561,797 | 0.98% |
| Baird Financial Group, Inc. | 11,488 | 552,850 | 0.02% |
| MBL Wealth, LLC | 11,026 | 530,615 | 0.75% |
| Greenwich Wealth Management LLC | 10,198 | 490,759 | 0.37% |
| Lifestyle Asset Management, Inc. | 9,745 | 469,008 | 2.62% |
| AXXCESS WEALTH MANAGEMENT, LLC | 8,953 | 430,895 | 0.14% |
| OneAscent Financial Services LLC | 8,683 | 417,876 | 0.42% |
| Legacy CG, LLC | 8,562 | 412,073 | 2.19% |