Citadel Advisors
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Citadel Advisors’s Angel Oak Income ETF CARY Stock Holding History

Citadel Advisors’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
Q1 		$2.63M Buy
+126,442
New +$2.65M ﹤0.01% 5520
2025
Q3 		– Sell
-18,453
Closed -$384K – 12847
2025
Q2 		$384K Sell
18,453
-22,334
-55% -$462K ﹤0.01% 9240
2025
Q1 		$847K Buy
40,787
+19,378
+91% +$401K ﹤0.01% 7325
2024
Q4 		$441K Buy
21,409
+2,907
+16% +$60.7K ﹤0.01% 8835
2024
Q3 		$392K Buy
+18,502
New +$388K ﹤0.01% 8762

Other funds holding CARY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors's CARY Position: Q1 2026 in Review

Citadel Advisors opened a new position in Angel Oak Income ETF (CARY) in Q1 2026: 126,442 shares worth $2.63M. The stake represents ﹤0.01% of the portfolio and ranks #5520 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in CARY as recently as Q2 2025.

Citadel Advisors first reported a position in CARY in Q3 2024 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Citadel Advisors held 126,442 shares of Angel Oak Income ETF worth $2.63M as of Q1 2026.
  • Angel Oak Income ETF was a new Citadel Advisors position in Q1 2026.
  • Angel Oak Income ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #5520 holding.
  • Citadel Advisors first reported a position in Angel Oak Income ETF in Q3 2024 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.