FINS institutional holders
ANGEL OAK FINL STRATEGIES IN · 13F, 2026Q2
| Managers holding | 44 |
|---|
| Shares held | 23,271,721 |
|---|
| Reported value | $297.9m |
|---|
| Quarter flows | 8 new, 17 added, 9 trimmed, 7 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| SIT INVESTMENT ASSOCIATES INC | 10,962,663 | $140.3m | 2.7% |
| Karpus Management, Inc. | 4,654,677 | $59.6m | 1.7% |
| WELLS FARGO & COMPANY/MN | 1,290,468 | $16.5m | 0.0% |
| Atlas Wealth LLC | 1,100,004 | $14.1m | 2.1% |
| UBS Group AG | 707,959 | $9.1m | 0.0% |
| MORGAN STANLEY | 627,001 | $8.0m | 0.0% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484,445 | $6.2m | 0.3% |
| ROYAL BANK OF CANADA | 417,457 | $5.3m | 0.0% |
| STIFEL FINANCIAL CORP | 383,477 | $4.9m | 0.0% |
| Advisors Asset Management, Inc. | 351,208 | $4.5m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 300,777 | $3.8m | 0.0% |
| RIVERBRIDGE PARTNERS LLC | 235,363 | $3.0m | 0.1% |
| Noble Wealth Management PBC | 231,615 | $3.0m | 1.3% |
| Thomas J. Herzfeld Advisors, Inc. | 222,390 | $2.8m | 0.9% |
| FIRST TRUST ADVISORS LP | 203,462 | $2.6m | 0.0% |
| LPL Financial LLC | 180,224 | $2.3m | 0.0% |
| Closed-End Fund Advisors, Inc. | 118,848 | $1.5m | 1.5% |
| Dakota Wealth Management | 77,835 | $996,288 | 0.0% |
| Twelve Points Wealth Management LLC | 77,263 | $988,966 | 0.2% |
| OSAIC HOLDINGS, INC. | 76,348 | $977,260 | 0.0% |
| Focus Partners Wealth | 73,779 | $944,372 | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 73,346 | $938,832 | 0.0% |
| &PARTNERS | 56,376 | $721,613 | 0.0% |
| Cetera Investment Advisers | 43,462 | $556,308 | 0.0% |
| Invesco Ltd. | 42,333 | $541,862 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FINS"). FINS price history · All 13F data
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