Who owns CARY
Which tracked institutional funds hold CARY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CARY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CARY is one-sided between 2026-Q1 and 2026-Q2: 41 added or opened and 9 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CARY’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CARY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CARY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 104 tracked filers holding CARY, 78 increased or opened the position and 35 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CARY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 14
- N10 WEALTH, LLC$21M
- Lifestyle Asset Management, Inc.$10M
- AXXCESS WEALTH MANAGEMENT, LLC$9M
- OneAscent Financial Services LLC$9M
- SSI INVESTMENT MANAGEMENT LLC$6M
- VERUS CAPITAL PARTNERS, LLC$5M
Full exits 5
- Greenwich Wealth Management LLC$9M
- CITADEL ADVISORS LLC$3M
- Janney Montgomery Scott LLC$1M
- HighTower Advisors, LLC$724K
- Omnitrust Wealth Management, Inc$546K
Largest adds
- BANK OF AMERICA CORP /DE/$84M
- MORGAN STANLEY$52M
- WELLS FARGO & COMPANY/MN$23M
- EP Wealth Advisors, LLC$18M
- UBS Group AG$17M
- ENVESTNET ASSET MANAGEMENT INC$12M
Largest trims
- Arkadios Wealth Advisors$14M
- Belpointe Asset Management LLC$596K
- Precision Wealth Strategies, LLC$452K
- RFG Advisory, LLC$347K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 8,992,908 | $187M | 17.1% | 2026-Q2 |
| MORGAN STANLEY added | 8,156,835 | $169M | 15.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,508,838 | $114M | 10.5% | 2026-Q2 |
| UBS Group AG added | 3,210,615 | $67M | 6.1% | 2026-Q2 |
| IFC Advisors LLC added | 2,973,070 | $62M | 5.7% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 2,889,043 | $60M | 5.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,479,191 | $31M | 2.8% | 2026-Q2 |
| Focus Partners Wealth added | 1,466,700 | $30M | 2.8% | 2026-Q2 |
| CHANNEL WEALTH LLC added | 1,339,350 | $28M | 2.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,214,579 | $25M | 2.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,107,410 | $23M | 2.1% | 2026-Q2 |
| N10 WEALTH, LLC new | 1,006,181 | $21M | 1.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 937,679 | $19M | 1.8% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 902,108 | $19M | 1.7% | 2026-Q2 |
| Tortoise Investment Management, LLC trimmed | 651,023 | $14M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 596,599 | $12M | 1.1% | 2026-Q2 |
| LPL Financial LLC added | 565,204 | $12M | 1.1% | 2026-Q2 |
| Crescent Grove Advisors, LLC added | 561,797 | $12M | 1.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 552,850 | $11M | 1.1% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 530,615 | $11M | 1.0% | 2026-Q2 |
| Lifestyle Asset Management, Inc. new | 469,008 | $10M | 0.9% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 430,895 | $9M | 0.8% | 2026-Q2 |
| OneAscent Financial Services LLC added | 417,876 | $9M | 0.8% | 2026-Q2 |
| Legacy CG, LLC added | 412,073 | $9M | 0.8% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 403,816 | $8M | 0.8% | 2026-Q2 |
| Beacon Capital Management, Inc. added | 367,245 | $8M | 0.7% | 2026-Q2 |
| SSI INVESTMENT MANAGEMENT LLC new | 298,053 | $6M | 0.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 274,920 | $6M | 0.5% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. added | 274,360 | $6M | 0.5% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC new | 252,589 | $5M | 0.5% | 2026-Q2 |
| Precision Wealth Strategies, LLC trimmed | 208,150 | $4M | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. new | 203,620 | $4M | 0.4% | 2026-Q2 |
| Heritage Trust Co added | 199,018 | $4M | 0.4% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 159,443 | $3M | 0.3% | 2026-Q2 |
| Mendel Money Management added | 158,094 | $3M | 0.3% | 2026-Q2 |
| Sonoma Allocations LLC added | 154,425 | $3M | 0.3% | 2026-Q2 |
| Weaver Consulting Group added | 145,704 | $3M | 0.3% | 2026-Q2 |
| Camarda Financial Advisors, LLC added | 140,367 | $3M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 137,884 | $3M | 0.3% | 2026-Q2 |
| Central Pacific Bank - Trust Division new | 130,780 | $3M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 122,946 | $3M | 0.2% | 2026-Q2 |
| Fiduciary Trust Co added | 118,877 | $2M | 0.2% | 2026-Q2 |
| Rareview Capital LLC added | 110,405 | $2M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 109,845 | $2M | 0.2% | 2026-Q2 |
| OneAscent Wealth Management LLC new | 109,382 | $2M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 105,505 | $2M | 0.2% | 2026-Q2 |
| J. Team Financial, Inc. added | 105,156 | $2M | 0.2% | 2026-Q2 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 104,900 | $2M | 0.2% | 2026-Q2 |
| Lewis Asset Management, LLC added | 99,041 | $2M | 0.2% | 2026-Q2 |
| Noble Wealth Management PBC added | 97,261 | $2M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC new | 95,969 | $2M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 93,573 | $2M | 0.2% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 93,164 | $2M | 0.2% | 2026-Q2 |
| Xcelsior Advisor Partners LLC added | 92,386 | $2M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 84,846 | $2M | 0.2% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 81,868 | $2M | 0.2% | 2026-Q2 |
| Legacy Capital Group California, Inc. added | 80,379 | $2M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 73,587 | $2M | 0.1% | 2026-Q2 |
| 9823 Capital, L.P. trimmed | 70,899 | $1M | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 54,635 | $1M | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 51,747 | $1M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 45,439 | $944K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 43,377 | $901K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 43,269 | $899K | 0.1% | 2026-Q2 |
| Sage Mountain Advisors LLC | 40,258 | $837K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 37,746 | $784K | 0.1% | 2026-Q2 |
| Independent Wealth Advisors LLC added | 29,170 | $606K | 0.1% | 2026-Q2 |
| PFG Advisors new | 27,399 | $569K | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC added | 26,474 | $550K | 0.1% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC new | 25,152 | $525K | 0.0% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 23,652 | $492K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 23,524 | $489K | 0.0% | 2026-Q2 |
| &PARTNERS added | 22,814 | $474K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 21,478 | $446K | 0.0% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS LLC added | 21,291 | $442K | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 21,147 | $439K | 0.0% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 19,737 | $410K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 19,379 | $403K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 16,987 | $353K | 0.0% | 2026-Q2 |
| Argent Trust Co added | 15,250 | $317K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 15,139 | $315K | 0.0% | 2026-Q2 |
| N10 ASSETS, LLC new | 14,123 | $293K | 0.0% | 2026-Q2 |
| DAVENPORT & Co LLC | 13,983 | $291K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 13,893 | $289K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 13,854 | $288K | 0.0% | 2026-Q2 |
| Diversified Portfolios, Inc. new | 10,600 | $220K | 0.0% | 2026-Q2 |
| Coastal Bridge Advisors, LLC | 10,500 | $218K | 0.0% | 2026-Q2 |
| Everest Financial Group LLC trimmed | 9,774 | $203K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 9,757 | $203K | 0.0% | 2026-Q2 |
| REICON WEALTH ADVISORS, LLC added | 6,500 | $135K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 5,893 | $122K | 0.0% | 2026-Q2 |
| Raleigh Capital Management Inc. trimmed | 5,871 | $122K | 0.0% | 2026-Q2 |
| Quent Capital, LLC new | 4,180 | $87K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 1,883 | $39K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. trimmed | 1,046 | $22K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 702 | $15K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. | 495 | $10K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 301 | $6K | 0.0% | 2026-Q2 |
| Davis Capital Management | 288 | $6K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 179 | $4K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.