Angel Oak Funds Trust - CARY

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$587.5M

QoQ value delta ($000)

+$30.84M (+5.54%)

Implied price effect (QoQ)

-0.38%

Total shares

28,200,780

QoQ shares delta

+1,581,235 (+5.94%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	99,786	4,791,541	0.01%
WELLS FARGO & COMPANY/MN	81,548	3,915,782	0.01%
Arkadios Wealth Advisors	65,261	3,133,739	1.27%
UBS Group AG	45,283	2,174,367	0.01%
Focus Partners Wealth	29,684	1,419,626	0.03%
CHANNEL WEALTH LLC	24,009	1,152,894	6.08%
OSAIC HOLDINGS, INC.	22,733	1,091,627	0.03%
RAYMOND JAMES FINANCIAL INC	21,884	1,050,841	0.01%
Bank of New York Mellon Corp	20,052	962,869	0.0%
Tortoise Investment Management, LLC	13,493	647,945	1.19%
Baird Financial Group, Inc.	11,501	552,275	0.02%
Crescent Grove Advisors, LLC	10,998	523,639	1.02%
MBL Wealth, LLC	10,830	520,038	0.87%
ENVESTNET ASSET MANAGEMENT INC	10,045	482,353	0.0%
STIFEL FINANCIAL CORP	9,045	434,323	0.01%
Greenwich Wealth Management LLC	8,137	390,740	0.36%
AXXCESS WEALTH MANAGEMENT, LLC	8,093	388,632	0.14%
Beacon Capital Management, Inc.	7,653	367,485	0.41%
Legacy CG, LLC	7,442	357,382	2.08%
LPL Financial LLC	6,811	327,082	0.0%
Sage Advisory Services, Ltd.Co.	5,174	248,460	2.82%
Precision Wealth Strategies, LLC	4,442	213,337	1.44%
Heritage Trust Co	3,653	175,417	0.37%
Wealthcare Advisory Partners LLC	3,614	173,579	0.07%
Atria Investments, Inc	2,607	125,211	0.03%