108 tracked 13F filers disclose a position in CARY as of the latest SEC 13F filings, a combined $845.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $117.9M | 5.7M | ▲+18% Added · +882K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $102.9M | 5.0M | ▲1k× Added · +4.9M sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $91.0M | 4.4M | ▲+12% Added · +465K sh | Q1 2026 | |
| 4 | IFC Advisors LLC | $61.8M | 3.0M | ▲+0.1% Added · +2K sh | Q2 2026 | |
| 5 | Arkadios Wealth Advisors | $60.0M | 2.9M | ▼−19% Reduced · −673K sh | Q2 2026 | |
| 6 | UBS Group AG | $50.0M | 2.4M | ▲+11% Added · +231K sh | Q1 2026 | |
| 7 | CHANNEL WEALTH LLC | $27.8M | 1.3M | ▲+12% Added · +141K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $27.4M | 1.3M | ▲+25% Added · +268K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $24.7M | 1.2M | ▲+8.7% Added · +95K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | $19.7M | 947K | ▼−1.6% Reduced · −16K sh | Q1 2026 | |
| 11 | EP Wealth Advisors, LLC | $18.7M | 902K | ▲19× Added · +855K sh | Q2 2026 | |
| 12 | Tortoise Investment Management, LLC | $13.5M | 651K | ▼−1.8% Reduced · −12K sh | Q2 2026 | |
| 13 | Crescent Grove Advisors, LLC | $11.7M | 562K | ▲+3.4% Added · +19K sh | Q2 2026 | |
| 14 | Baird Financial Group, Inc. | $11.3M | 544K | ▼−1.5% Reduced · −8K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $11.3M | 544K | ▲+13% Added · +61K sh | Q1 2026 | |
| 16 | MBL Wealth, LLC | $11.0M | 531K | ▼−1.8% Reduced · −10K sh | Q2 2026 | |
| 17 | STIFEL FINANCIAL CORP | $10.5M | 505K | ▲+16% Added · +70K sh | Q1 2026 | |
| 18 | Lifestyle Asset Management, Inc. | $9.7M | 469K | ▲New +469K sh | Q2 2026 | |
| 19 | LPL Financial LLC | $9.0M | 432K | ▲+32% Added · +105K sh | Q1 2026 | |
| 20 | AXXCESS WEALTH MANAGEMENT, LLC | $9.0M | 431K | ▲Added Added · +431K sh | Q2 2026 | |
| 21 | OneAscent Financial Services LLC | $8.7M | 418K | ▲New +418K sh | Q2 2026 | |
| 22 | Legacy CG, LLC | $8.6M | 412K | ▲+4.5% Added · +18K sh | Q2 2026 | |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $8.4M | 404K | ▲+245% Added · +287K sh | Q2 2026 | |
| 24 | Beacon Capital Management, Inc. | $7.6M | 367K | ▲+1.1% Added · +4K sh | Q2 2026 | |
| 25 | SSI INVESTMENT MANAGEMENT LLC | $6.2M | 298K | ▲New +298K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 14 funds opened a new position in CARY and 27 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 52 funds | $4.8B |
| MICROSOFT CORPMSFT | 52 funds | $3.1B |
| AMAZON.COM INCAMZN | 51 funds | $3.5B |
| BROADCOM INCAVGO | 51 funds | $2.2B |
| NVIDIA CORPNVDA | 50 funds | $6.4B |
| ALPHABET INC-CL AGOOGL | 49 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 49 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 49 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 48 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 47 funds | $1.9B |
| TESLA INCTSLA | 47 funds | $1.5B |
| JOHNSON & JOHNSONJNJ | 47 funds | $977.8M |
Ranked by how many of CARY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CARYthis pageMF Closed and MF Open | 108 funds | $875.0M |
| UYLDOAK ULTRASHORT | 95 funds | $1.0B |
| MBSMORTGAGE BACKED | 33 funds | $117.1M |
| AOHYmc | 33 funds | $70.2M |
| TRBFTOTAL RETURN ETF | 4 funds | $25.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CARY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CARY/capital-change-brief"
Use Arkolith's capital_change_brief for CARY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CARY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.