Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / INCOME ETF
-
Total 13F shares
-
7,505,884
-
Share change
-
+3,326,394
-
Total reported value
-
$154,210,548
-
Price per share
-
$20.54
-
Number of holders
-
27
-
Value change
-
+$68,332,095
-
Number of buys
-
22
-
Number of sells
-
7
Institutional Holders of ANGEL OAK FUNDS TRUST - INCOME ETF (CARY) as of Q1 2024
As of 31 Mar 2024,
ANGEL OAK FUNDS TRUST - INCOME ETF (CARY) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,505,884 shares.
The largest 10 holders included
Advocacy Wealth Management Services, LLC, Arkadios Wealth Advisors, Congress Wealth Management LLC / DE /, CHANNEL WEALTH LLC, AXXCESS WEALTH MANAGEMENT, LLC, MBL Wealth, LLC, Tortoise Investment Management, LLC, Crescent Grove Advisors, LLC, Baird Financial Group, Inc., and Precision Wealth Strategies, LLC.
This page lists
27
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| 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.