Osaic Holdings
CARY icon

Osaic Holdings’s Angel Oak Income ETF CARY Stock Holding History

Osaic Holdings’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 		$24.7M Buy
1,186,704
+95,077
+9% +$1.99M 0.04% 502
2025
Q4 		$22.7M Buy
1,091,627
+59,730
+6% +$1.25M 0.03% 524
2025
Q3 		$21.6M Buy
1,031,897
+805,914
+357% +$16.8M 0.03% 590
2025
Q2 		$4.7M Buy
225,983
+2,495
+1% +$51.6K 0.01% 1291
2025
Q1 		$4.64M Buy
223,488
+53,640
+32% +$1.11M 0.01% 1078
2024
Q4 		$3.5M Buy
169,848
+33,003
+24% +$689K 0.01% 1247
2024
Q3 		$2.9M Buy
136,845
+48,547
+55% +$1.02M 0.01% 1420
2024
Q2 		$1.81M Buy
88,298
+20,425
+30% +$418K ﹤0.01% 1715
2024
Q1 		$1.39M Buy
67,873
+67,823
+135,646% +$1.39M ﹤0.01% 2002
2023
Q4 		$1.02K Buy
+50
New +$1.01K ﹤0.01% 6747

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings's CARY Position: Q1 2026 in Review

Osaic Holdings increased its Angel Oak Income ETF (CARY) stake by 8.7% in Q1 2026, buying an estimated $1.99M and bringing the position to 1,186,704 shares worth $24.7M. The position accounts for 0.04% of the portfolio, ranked #502.

Osaic Holdings first reported a position in CARY in Q4 2023 and has held it in 10 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Osaic Holdings held 1,186,704 shares of Angel Oak Income ETF worth $24.7M as of Q1 2026.
  • Osaic Holdings bought 95,077 Angel Oak Income ETF shares in Q1 2026, an estimated $1.99M.
  • Angel Oak Income ETF made up 0.04% of Osaic Holdings's portfolio in Q1 2026, its #502 holding.
  • Osaic Holdings first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.