Skip to main content
Equibles
CARY logo

CARY · Angel Oak Income ETF ETF

Alerts for CARY

Use CARY with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$20.60 +0.00 (+0.00%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $256,318
Total Shares: 12,339

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2024
Top Holder
100.0%
Dec 2022 → Mar 2026 · range 33.8% – 100.0%
+24.9 pts
Top 5
100.0%
Dec 2022 → Mar 2026 · range 79.4% – 100.0%
+0.5 pts
Top 10
100.0%
Dec 2022 → Mar 2026 · range 97.2% – 100.0%
0.0 pts
HHI
10,000
Dec 2022 → Mar 2026 · range 1,818 – 10,000
Highly concentrated+4,032

Quarterly Activity

vs Mar 31, 2024
New
1
Increased
0
Decreased
0
Sold Out
8
Unchanged
0
Holder count: -7
Institutional value: -97.8%
Shares held: -97.8%

Top New Positions

vs Mar 31, 2024
Institution Acquired Value (USD) Open
Dakota Wealth Management 12,339 $256,318

Top Sold-Out Positions

vs Mar 31, 2024
Institution Previously Held Last Value (USD) Open
AXXCESS WEALTH MANAGEMENT, LLC 416,811 $8,561,297
Transamerica Financial Advisors, LLC 97,537 $2,003,409
Rockefeller Capital Management L.P. 20,673 $424,623
VISTA INVESTMENT PARTNERS LLC 10,969 $225,303
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,055 $124,369
Filter: New 1 Increased 0 Reduced 0 Sold out 8 Unchanged 0
Showing 1 of 1
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Dakota Wealth Management CARY $256,318 100.00% 12,339