ANGEL OAK FUNDS TRUST

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CARY·03463K760·US·ETF

CARY (ANGEL OAK FUNDS TRUST) is held by 34 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($186.9M), MORGAN STANLEY ($169.5M), WELLS FARGO & COMPANY/MN ($114.5M). Net institutional sentiment: Bullish.

34

Holders

(5 Elite)

$753.4M

Total Value

73% (41)

Consensus

30 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)82

Insider (Form 4)44

Activist (13D/13G)76

Congressional (STOCK Act)70

Holder Quality

84

★★★★★

Elite

58

★★★★

Strong

12

★★★

Solid

50

★★

Below

27

★

Weak

Held by 34 funds

5 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CARY.

Top Holders

Top Holders (34)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	9M(+81.6%)	$186.9M	0.0%	-0.66%	47
MORGAN STANLEY	Increased	8.2M(+43.8%)	$169.5M	0.0%	+0.95%	41
WELLS FARGO & COMPANY/MN	Increased	5.5M(+25.8%)	$114.5M	0.0%	+2.71%	37
UBS Group AG	Increased	3.2M(+33.5%)	$66.7M	0.0%	+1.98%	38
RAYMOND JAMES FINANCIAL INC	Increased	1.5M(+12.2%)	$30.7M	0.0%	+2.03%	32
FWFocus Partners Wealth	Increased	1.5M(+1466x)	$30.5M	0.0%	-1.41%	46
OSAIC HOLDINGS, INC.	Increased	1.2M(+2.4%)	$25.2M	0.0%	+2.74%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	1.1M(+103.7%)	$23M	0.0%	+0.59%	46
Bank of New York Mellon Corp	Decreased	937,679(-1.0%)	$19.5M	0.0%	+1.71%	0
EP Wealth Advisors, LLC	Increased	902,108(+1817.5%)	$18.7M	0.1%	-1.31%	46
STIFEL FINANCIAL CORP	Increased	596,599(+18.2%)	$12.4M	0.0%	+5.31%	33
LPL Financial LLC	Increased	565,204(+30.9%)	$11.7M	0.0%	+3.13%	35
Baird Financial Group, Inc.	Increased	552,850(+1.7%)	$11.5M	0.0%	+10.73%	28
AXXCESS WEALTH MANAGEMENT, LLC	New	430,895	$9M	0.1%	-1.41%	46
Envestnet Portfolio Solutions, Inc.	New	203,620	$4.2M	0.0%	-1.41%	37
EXCHANGE TRADED CONCEPTS, LLC	Increased	159,443(+11.9%)	$3.3M	0.0%	-0.19%	30
Rockefeller Capital Management L.P.	Increased	122,946(+11.5%)	$2.6M	0.0%	+3.87%	29
TRUIST FINANCIAL CORP	Increased	109,845(+9.2%)	$2.3M	0.0%	+1.33%	28
Sanctuary Advisors, LLC	Increased	105,505(+10.2%)	$2.2M	0.0%	+5.68%	29
GAGotham Asset Management, LLC	New	95,969	$2M	0.0%	-1.41%	36

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CARYANGEL OAK FUNDS TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer