Bank of New York Mellon
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Bank of New York Mellon’s Angel Oak Income ETF CARY Stock Holding History

Bank of New York Mellon’s Portfolio CARY Stock Details CARY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.5M Sell
937,679
-9,231
-1% -$192K ﹤0.01% 1640
2026
Q1 		$19.7M Sell
946,910
-15,959
-2% -$334K ﹤0.01% 1553
2025
Q4 		$20.1M Sell
962,869
-31,560
-3% -$661K ﹤0.01% 1538
2025
Q3 		$20.8M Buy
994,429
+982,553
+8,273% +$20.5M ﹤0.01% 1533
2025
Q2 		$247K Buy
+11,876
New +$245K ﹤0.01% 3895

Other funds holding CARY

IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Bank of New York Mellon's CARY Position: Q2 2026 in Review

Bank of New York Mellon reduced its Angel Oak Income ETF (CARY) stake by 0.97% in Q2 2026, selling an estimated $192K and leaving 937,679 shares worth $19.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Bank of New York Mellon first reported a position in CARY in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.8M in Q3 2025. 69 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Bank of New York Mellon held 937,679 shares of Angel Oak Income ETF worth $19.5M as of Q2 2026.
  • Bank of New York Mellon sold 9,231 Angel Oak Income ETF shares in Q2 2026, an estimated $192K.
  • Angel Oak Income ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #1640 holding.
  • Bank of New York Mellon first reported a position in Angel Oak Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Bank of New York Mellon's Angel Oak Income ETF position peaked at $20.8M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.