§ EQUITY
USDCARY
ANGEL OAK INCOME ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
81 increased/new, 21 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 5.7M | 0.0% | n/a |
| Bank of America Corp | 5.0M | 0.0% | +103779% |
| Wells Fargo & Company | 4.4M | n/a | +12% |
| Arkadios Wealth Advisors | 3.6M | 1.2% | +14% |
| IFC Advisors LLC | 3.0M | 8.8% | n/a |
| UBS Group AG | 2.4M | 0.0% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for CARY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER51.4% · 89 holders
DEALER / BANK48.3% · 10 holders
TACTICAL / MACRO0.3% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CARY in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CARY yet.