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Get Institutions for : 
Angel Oak Income Etf (CARY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 19    9
Total shares held : 
 4,173,827  
% of shares held : 
 46.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 1,530,087  
% of shares held change : 
   17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 792,114
 18.98%
 
Increased Positions :
6
 1,330,135
 31.87%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
2
-568,878
-13.63%
 
Closed Positions :
2
-23,284
-0.56%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 9 *New 2024-03-31 1,871,709 $38,445,000 1,871,709
   Arkadios Wealth Advisors - 2024-03-31 1,537,038 $31,571,000 129,217
   Congress Wealth Management LLC / DE / 105 - 2024-03-31 753,129 $15,469,000 24,133
   CHANNEL WEALTH LLC 1 - 2024-03-31 688,997 $14,152,000 252,640
   MBL Wealth LLC 25 - 2024-03-31 408,413 $8,389,000 174,647
   Crescent Grove Advisors LLC - 2024-03-31 397,537 $8,208,000 72,922
   AXXCESS WEALTH MANAGEMENT LLC 87 - 2023-12-31 379,163 $7,758,000 289,460
   STIFEL FINANCIAL CORP 921 *New 2023-12-31 349,686 $7,155,000 349,686
   Precision Wealth Strategies LLC 6 *New 2024-03-31 189,990 $3,902,000 189,990
   CAMARDA FINANCIAL ADVISORS, LLC 35 *New 2023-12-31 91,011 $1,862,000 91,011
   JANE STREET GROUP LLC 3438 - 2023-12-31 39,378 $806,000 6,846
   Rockefeller Capital Management L.P. 1237 *New 2023-12-31 36,372 $744,000 36,372
   RAYMOND JAMES & ASSOCIATES 2828 - 2024-03-31 33,450 $687,000 14,708
   Baird Financial Group Inc. 1269 *New 2023-12-31 32,197 $659,000 32,197
   Concurrent Investment Advisors LLC 545 - 2023-12-31 19,761 $404,000 0
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv - 2024-03-31 13,982 $287,000 2,396
   HARTLINE INVESTMENT CORP/ 292 *New 2024-03-31 13,982 $287,000 13,982
   Bridge Advisory LLC 89 - 2024-03-31 13,469 $277,000 -38,714
   TRANSAMERICA FINANCIAL ADVISORS, INC. 223 - 2023-12-31 13,200 $271,000 1,165
   BENJAMIN EDWARDS INC 292 *New 2024-03-31 13,159 $270,000 13,159
   UBS Group AG 4961 *New 2023-12-31 4,606 $94,000 4,606
   CWM LLC 4082 *New 2024-03-31 30 $1,000 30
   Advisor Group Holdings Inc. 6497 *New 2023-12-31 50 $1,000 50
   Goss Wealth Management LLC 3549 *Closed 2023-12-31 0 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  25 Records found
  1    
  Page 1 of 1
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