Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / INCOME ETF
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
1,021,214
-
Shares change
-
+1,021,214
-
Total reported value, excl. options
-
$20,538,946
-
Value change
-
+$20,538,946
-
Number of buys
-
3
-
Price
-
$20.08
Significant Holders of ANGEL OAK FUNDS TRUST - INCOME ETF (CARY) as of Q4 2022
3 filings reported holding CARY - ANGEL OAK FUNDS TRUST - INCOME ETF as of Q4 2022.
ANGEL OAK FUNDS TRUST - INCOME ETF (CARY) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,021,214 shares
.
Largest 3 shareholders include Bridge Advisory, LLC (535,305 shares), Crescent Grove Advisors, LLC (342,930 shares), and Congress Wealth Management LLC / DE / (142,979 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.