Public ownership evidence

Angel Oak Income ETF (CARY) Ownership Disclosures

Read CARY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Angel Oak Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Dakota Wealth Management
Report period
2026-03-31
Available
2026-08-27
Reported shares
12,339
Value (USD)
$256,326
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001951757-26-001603
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CARY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CARY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Dakota Wealth Management2026-03-312026-08-2712,339$256,326None
N10 ASSETS, LLC2026-06-302026-08-1814,123$293,476None
Coastal Bridge Advisors, LLC2026-06-302026-08-1810,500$218,190None
Camarda Financial Advisors, LLC2026-06-302026-08-18140,367$2,916,817None
Transamerica Financial Advisors, LLC2026-06-302026-08-1893,164$1,936,056None
Equitable Holdings, Inc.2026-06-302026-08-1845,439$944,218None
N10 WEALTH, LLC2026-06-302026-08-15992,058$20,614,965None
N10 WEALTH, LLC2026-06-302026-08-1514,123$293,476None
9823 Capital, L.P.2026-06-302026-08-1570,899$1,473,288None
Ameritas Advisory Services, LLC2026-06-302026-08-1513,854$287,886None
OSAIC HOLDINGS, INC.2026-06-302026-08-15200,421$4,164,752None
OSAIC HOLDINGS, INC.2026-06-302026-08-15952,924$19,801,761None
OSAIC HOLDINGS, INC.2026-06-302026-08-1561,234$1,272,431None
FLOW TRADERS U.S. LLC2026-06-302026-08-1550,955$1,059,000None
Xcelsior Advisor Partners LLC2026-06-302026-08-1592,386$1,919,781None
Gotham Asset Management, LLC2026-06-302026-08-1595,969$1,994,236None
&PARTNERS2026-06-302026-08-1522,814$474,080None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1543,377$901,374None
ROYAL BANK OF CANADA2026-06-302026-08-15301$6,000None
Larson Financial Group LLC2026-06-302026-08-1516,987$352,993None
IHT Wealth Management, LLC2026-06-302026-08-1521,147$439,445None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1515,939$331,213None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15206,252$4,285,910None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,257,000$26,120,461None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,361,689$69,855,904None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,147,149$44,617,752None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15196,089$4,074,729None
BANK OF AMERICA CORP /DE/2026-06-302026-08-158,796,819$182,797,903None
ISLAY CAPITAL MANAGEMENT, LLC2026-06-302026-08-14104,900$2,179,822None
Sanctuary Advisors, LLC2026-06-302026-08-14105,505$2,192,384None
CreativeOne Wealth, LLC2026-06-302026-08-149,783$203,291None
CreativeOne Wealth, LLC2026-06-302026-08-149,954$206,844None
Rockefeller Capital Management L.P.2026-06-302026-08-14122,946$2,554,829None
UBS Group AG2026-06-302026-08-14282$5,860None
UBS Group AG2026-06-302026-08-143,210,333$66,710,720None
Beacon Capital Management, Inc.2026-06-302026-08-14367,245$7,631,348None
Fiduciary Trust Co2026-06-302026-08-14118,877$2,470,264None
MORGAN STANLEY2026-06-302026-08-141$22None
MORGAN STANLEY2026-06-302026-08-148,156,834$169,499,018None
FMR LLC2026-06-302026-08-14131$272None
Baird Financial Group, Inc.2026-06-302026-08-13552,850$11,488,223None
Focus Partners Wealth2026-06-302026-08-131,466,700$30,478,022None
Greenwich Wealth Management LLC2026-06-302026-08-13490,759$10,198,000None
EP Wealth Advisors, LLC2026-06-302026-08-13902,108$18,745,808None
NewEdge Advisors, LLC2026-06-302026-08-1373,587$1,529,139None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1391$1,891None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13101$2,099None
STIFEL FINANCIAL CORP2026-06-302026-08-13596,599$12,397,312None
OneAscent Wealth Management LLC2026-06-302026-08-12109,382$2,272,958None
OneAscent Financial Services LLC2026-06-302026-08-12417,876$8,683,463None

90-day public filing window, up to 50 source positions.

Dakota Wealth Management ↗N10 ASSETS, LLC ↗Coastal Bridge Advisors, LLC ↗Camarda Financial Advisors, LLC ↗Transamerica Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗N10 WEALTH, LLC ↗N10 WEALTH, LLC ↗9823 Capital, L.P. ↗Ameritas Advisory Services, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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