Rockefeller Capital Management
CARY icon

Rockefeller Capital Management’s Angel Oak Income ETF CARY Stock Holding History

Rockefeller Capital Management’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 		$2.29M Buy
110,307
+10,696
+11% +$224K ﹤0.01% 1244
2025
Q4 		$2.07M Buy
99,611
+26,781
+37% +$561K ﹤0.01% 1231
2025
Q3 		$1.52M Buy
72,830
+18,415
+34% +$385K ﹤0.01% 1258
2025
Q2 		$1.13M Buy
54,415
+21,389
+65% +$442K ﹤0.01% 1279
2025
Q1 		$686K Buy
33,026
+12,670
+62% +$262K ﹤0.01% 1387
2024
Q4 		$419K Buy
20,356
+807
+4% +$16.8K ﹤0.01% 1518
2024
Q3 		$414K Sell
19,549
-324
-2% -$6.8K ﹤0.01% 1481
2024
Q2 		$409K Sell
19,873
-800
-4% -$16.4K ﹤0.01% 1492
2024
Q1 		$425K Sell
20,673
-15,699
-43% -$322K ﹤0.01% 1517
2023
Q4 		$744K Buy
+36,372
New +$734K ﹤0.01% 1242

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

Rockefeller Capital Management's CARY Position: Q1 2026 in Review

Rockefeller Capital Management increased its Angel Oak Income ETF (CARY) stake by 11% in Q1 2026, buying an estimated $224K and bringing the position to 110,307 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Rockefeller Capital Management 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.

  • Rockefeller Capital Management held 110,307 shares of Angel Oak Income ETF worth $2.29M as of Q1 2026.
  • Rockefeller Capital Management bought 10,696 Angel Oak Income ETF shares in Q1 2026, an estimated $224K.
  • Angel Oak Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1244 holding.
  • Rockefeller Capital Management 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 Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.