ANGEL OAK FUNDS TRUST - INCOME ETF (CARY)

CUSIP: 03463K760

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / INCOME ETF
Total 13F shares
14,935,605
Share change
+2,130,912
Total reported value
$307,705,319
Price per share
$20.59
Number of holders
52
Value change
+$43,898,052
Number of buys
37
Number of sells
12

Quarterly Holders Quick Answers

What is CUSIP 03463K760?
CUSIP 03463K760 identifies CARY - ANGEL OAK FUNDS TRUST - INCOME ETF in SEC institutional holdings data.

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Institutional Holders of ANGEL OAK FUNDS TRUST - INCOME ETF (CARY) as of Q4 2024

As of 31 Dec 2024, ANGEL OAK FUNDS TRUST - INCOME ETF (CARY) was held by 52 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 14,935,605 shares. The largest 10 holders included Arkadios Wealth Advisors, Advocacy Wealth Management Services, LLC, Focus Partners Wealth, CHANNEL WEALTH LLC, Executive Wealth Management, LLC, WELLS FARGO & COMPANY/MN, Congress Wealth Management LLC / DE /, UBS Group AG, Baird Financial Group, Inc., and Tortoise Investment Management, LLC. This page lists 52 institutional shareholders reporting positions in this security for the Q4 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.