Grundlæggende statistik
| Institutionelle ejere | 71 total, 71 long only, 0 short only, 0 long/short - change of 24,14% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5257 % - change of -2,45% MRQ |
| Institutionelle aktier (lange) | 21.077.127 (ex 13D/G) - change of 4,18MM shares 24,72% MRQ |
| Institutionel værdi (lang) | $ 430.354 USD ($1000) |
Institutionelt ejerskab og aktionærer
Angel Oak Funds Trust - Angel Oak Income ETF (US:CARY) har 71 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 21,077,127 aktier. Største aktionærer omfatter Wells Fargo & Company/mn, Arkadios Wealth Advisors, Morgan Stanley, Advocacy Wealth Management Services, LLC, Colony Group, LLC, Channel Wealth Llc, UBS Group AG, Congress Wealth Management LLC / DE /, Tortoise Investment Management, LLC, and Baird Financial Group, Inc. .
Angel Oak Funds Trust - Angel Oak Income ETF (NasdaqGM:CARY) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 21,02 / share. Previously, on September 13, 2024, the share price was 21,24 / share. This represents a decline of 1,06% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Rareview Capital LLC | 68.709 | 1,34 | 1.429 | 1,56 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 153.661 | -0,32 | 3.196 | -0,12 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 94.504 | 1.966 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 28.058 | 584 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21.155 | 440 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 225.983 | 1,12 | 4.700 | 1,31 | ||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 427.158 | 40,81 | 8.885 | 41,08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.592 | -53,50 | 75 | -53,75 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 102.541 | 7,48 | 2.133 | 7,68 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 23.118 | 36,25 | 481 | 36,36 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 521.598 | -4,12 | 10.849 | -4,33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 368.613 | 7,21 | 7.667 | 7,43 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 13.250 | 0,00 | 276 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17.065 | 355 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10.334 | 5,13 | 215 | 4,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.814.675 | 66,91 | 58.545 | 67,24 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 61.455 | 56,64 | 1.278 | 57,00 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 9.949 | 0,00 | 207 | 0,00 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 21.054 | 0,30 | 438 | 0,46 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 47.467 | 0,01 | 987 | 0,20 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 24.359 | 47,28 | 507 | 47,52 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 131.790 | 13,00 | 2.741 | 13,22 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18.453 | -54,76 | 384 | -54,73 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 296.490 | 2,72 | 6.167 | 2,90 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 316.224 | -0,42 | 6.577 | -0,23 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 4.500 | 0,00 | 94 | 0,00 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 85.472 | 1.778 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 158.131 | 245,94 | 3 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 34.906 | 726 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 75.516 | -2,54 | 1.571 | 156.900,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.189.547 | 5.266,67 | 45.543 | 5.283,22 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 124.342 | 8,39 | 2.586 | 8,61 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 811.224 | 4,30 | 16.873 | 4,50 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 2.058.325 | 7,31 | 42.813 | 7,52 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 288 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 54.415 | 64,76 | 1.132 | 65,11 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 383.809 | 7.983 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 96.567 | 47,04 | 2.009 | 47,32 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 59.347 | 1.234 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 143.860 | 8,95 | 2.992 | 9,16 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 167 | 3 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 6.626 | 138 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 8.228 | 471,39 | 171 | 489,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 241.047 | 10,06 | 5.014 | 10,27 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.374.357 | 4,92 | 28.587 | 5,12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 52.472 | 31,54 | 1.091 | 31,76 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 558.813 | -0,43 | 11.623 | -0,23 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2.291.182 | 1,66 | 47.657 | 1,86 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 1.053.012 | -12,77 | 21.903 | -12,61 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20.001 | 416 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 198.740 | 103,86 | 4 | 100,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 269 | 31,37 | ||||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 27.856 | 1 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 133 | 3 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 469.620 | 0,29 | 9.768 | 0,48 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 11.876 | 247 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.835 | 38 | ||||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 59.257 | 2,45 | 1.233 | 2,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 358.408 | 7.455 | ||||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 139.969 | 2.897 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 110.380 | 2.296 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 599.336 | 1,64 | 12.466 | 1,84 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15.188 | -2,08 | 316 | -2,17 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 15.190 | 316 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 939.991 | 39,16 | 19.552 | 39,42 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10.935 | 227 | ||||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 31.175 | 645 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22.437 | 73,67 | 467 | 73,88 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 183.692 | -7,24 | 3.821 | -7,08 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13.925 | 290 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 10.500 | 218 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 149.275 | 276,15 | 3.105 | 277,16 |
