Angel Oak Income ETF (CARY)

ETF ยท Nasdaq

Angel Oak Income ETF (CARY) is an exchange-traded fund listed on Nasdaq, where it has traded since November 7, 2022.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
November 7, 2022

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 109 institutions reported holding CARY, with 53.2 million shares worth $1.1 billion in aggregate. The largest reported holder was Bank of America, with 9.0 million shares worth $186.9 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
Bank of America8,992,908$187MAdded 81.6%
Morgan Stanley8,156,835$169MAdded 43.78%
Wells Fargo & Company/MN5,508,838$114MAdded 25.75%
UBS Group3,210,615$67MAdded 33.49%
Ifc Advisors2,973,070$62MAdded 0.07%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is CARY?

Angel Oak Income ETF (CARY) is an exchange-traded fund listed on Nasdaq, where it has traded since November 7, 2022.

Who are the largest institutional holders of CARY?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CARY were Bank of America, Morgan Stanley and Wells Fargo & Company/MN.

How many institutions own CARY?

109 institutions reported a position in CARY for the quarter ended June 30, 2026, worth $1.1 billion in total.

Did institutions buy or sell CARY last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for CARY.

Every reported institutional holder, plus insider and congressional trades in CARY, on SentiSense.