CARY · Insider trading · 13F holders · Congress trades
Angel Oak Funds Trust (CARY)
Who is buying and selling CARY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 30
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CARY at a glance
- No open-market insider purchases or sales of CARY were filed in the last 90 days.
- 30 13F filers hold CARY among their 50 largest positions, worth $302.7M combined. The biggest bets by portfolio weight are Sage Advisory Services, Ltd.Co. (8.5%), IFC Advisors LLC (7.8%) and Channel Wealth LLC (6.2%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
- No member of Congress has disclosed a trade in CARY.
CARY insider trading
No open-market insider purchases or sales of CARY were filed in the last 90 days.
Who owns CARY? Hedge funds and superinvestors
30 13F filers hold CARY among their 50 largest positions, worth $302.7M combined. The biggest bets by portfolio weight are Sage Advisory Services, Ltd.Co. (8.5%), IFC Advisors LLC (7.8%) and Channel Wealth LLC (6.2%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| IFC Advisors LLCWealth manager | 7.8% | $61.8M | 2,973,070 | +0.1% shares | Q2 2026 |
| Arkadios Wealth AdvisorsWealth manager | 0.9% | $60.0M | 2,889,043 | -18.9% shares | Q2 2026 |
| Channel Wealth LLCWealth manager | 6.2% | $27.8M | 1,339,350 | +11.8% shares | Q2 2026 |
| Sage Advisory Services, Ltd.Co.Institutional asset manager | 8.5% | $15.9M | 787,954 | +187.2% shares | Q3 2026 |
| Tortoise Investment Management, LLCWealth manager | 1.0% | $13.5M | 651,023 | -1.8% shares | Q2 2026 |
| Altfest L J & Co IncInvestment manager | 1.3% | $12.6M | 626,550 | — | Q3 2026 |
| Crescent Grove Advisors, LLCWealth manager | 1.0% | $12.2M | 604,209 | +7.5% shares | Q3 2026 |
| MBL Wealth, LLCWealth manager | 0.6% | $10.8M | 537,221 | +1.2% shares | Q3 2026 |
| Greenwich Wealth Management LLCWealth manager | 0.4% | $10.2M | 490,759 | +10.4% shares | Q2 2026 |
| Lifestyle Asset Management, Inc.Wealth manager | 2.4% | $10.1M | 503,683 | +7.4% shares | Q3 2026 |
| OneAscent Financial Services LLCWealth manager | 0.4% | $8.7M | 417,876 | — | Q2 2026 |
| Legacy CG, LLCWealth manager | 2.2% | $8.6M | 412,073 | +4.5% shares | Q2 2026 |
| Beacon Capital Management, Inc.Asset manager | 0.5% | $7.2M | 356,711 | -2.9% shares | Q3 2026 |
| Ssi Investment Management LLCAsset manager | 1.0% | $6.2M | 298,053 | — | Q2 2026 |
| Precision Wealth Strategies, LLCWealth manager | 1.3% | $4.3M | 208,150 | -9.5% shares | Q2 2026 |
| Weaver Consulting GroupWealth manager | 0.7% | $3.6M | 181,388 | +24.5% shares | Q3 2026 |
| Mendel Money ManagementWealth manager | 1.2% | $3.3M | 158,094 | +10.8% shares | Q2 2026 |
| Sonoma Allocations LLCWealth manager | 1.0% | $3.2M | 154,425 | +42.0% shares | Q2 2026 |
| Camarda Financial Advisors, LLCWealth manager | 0.9% | $2.9M | 140,367 | +7.7% shares | Q2 2026 |
| Lewis Asset Management, LLCWealth manager | 0.8% | $2.4M | 118,649 | +19.8% shares | Q3 2026 |
| Rareview Capital LLCAsset manager | 1.3% | $2.3M | 110,405 | +10.8% shares | Q2 2026 |
| Islay Capital Management, LLCWealth manager | 1.1% | $2.3M | 113,300 | +8.0% shares | Q3 2026 |
| OneAscent Wealth Management LLCWealth manager | 0.7% | $2.3M | 109,382 | — | Q2 2026 |
| J. Team Financial, Inc.Wealth manager | 2.1% | $2.2M | 105,156 | +25.1% shares | Q2 2026 |
| Noble Wealth Management PBCWealth manager | 1.0% | $2.1M | 105,634 | +8.6% shares | Q3 2026 |
| Legacy Capital Group California, Inc.Institutional asset manager | 0.5% | $1.7M | 80,379 | +8.1% shares | Q2 2026 |
| Able Wealth Management LLCWealth manager | 0.4% | $1.6M | 81,608 | -0.3% shares | Q3 2026 |
| 9823 Capital, L.P.Hedge fund | 1.0% | $1.5M | 70,899 | -9.8% shares | Q2 2026 |
| Independent Wealth Advisors LLCWealth manager | 0.7% | $804K | 39,953 | +37.0% shares | Q3 2026 |
| Omnitrust Wealth Management, IncWealth manager | 0.7% | $546K | 26,299 | +1.4% shares | Q1 2026 |
Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 17, Q1 2026: 1). Screen CARY in the grand portfolio →
CARY stock trades by members of Congress
No member of Congress has disclosed a trade in CARY.
CARY questions and answers
Are insiders buying CARY stock?
No open-market insider purchases or sales of CARY were filed in the last 90 days.
Which hedge funds own CARY?
30 13F filers hold CARY among their 50 largest positions, worth $302.7M combined. The biggest bets by portfolio weight are Sage Advisory Services, Ltd.Co. (8.5%), IFC Advisors LLC (7.8%) and Channel Wealth LLC (6.2%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
Has Congress traded CARY?
No member of Congress has disclosed a trade in CARY.
Who is the largest holder of CARY?
Among 13F filers, IFC Advisors LLC reports the largest CARY position, $61.8M (2,973,070 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sage Advisory Services, Ltd.Co.'s: 8.5% of its portfolio.
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