As of the latest SEC filings, ANGEL OAK FUNDS TRUST (CARY) is held by 3 institutional funds. The largest fund shareholder is Ocean Park Tactical Core Income Fund (SSIRX), holding an estimated $29,999,099.25 in market value, representing 2.76% of its portfolio.
Funds holding ANGEL OAK FUNDS TRUST (CARY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CARY
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SSIRX
Ocean Park Tactical Core Income Fund
|
MF | Independent / Boutique | 2.76% | $29,999,099.25 | 3,440,264 | Mar 31, 2026 | May 29, 2026 |
|
BCMDX
Beacon Dynamic Allocation Fund
|
MF | Independent / Boutique | 4.51% | $3,205,515.05 | 152,281 | Feb 28, 2026 | Apr 28, 2026 |
|
RDFI
Rareview Dynamic Fixed Income ETF
|
ETF | Independent / Boutique | 2.53% | $1,861,002.57 | 89,588 | Mar 31, 2026 | May 28, 2026 |
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