Angel Oak Financ StratFINS
13F holders, Q2 2026 (June 30)43holders
7new positions
7sold out
1famous investor
$12.80avg. 13F price*
At the end of Q2 2026, 43 institutions reported holding Angel Oak Financ Strat Inc. (FINS) in their 13F filings, unchanged from Q1 2026. 7 opened new positions and 7 sold out. The largest holders were Sit Investment Associates Inc. ($140.3M), Karpus Management, Inc. ($59.6M) and Wells Fargo & Company ($16.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Angel Oak Financ Strat Inc.
- CUSIP
- 03464A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $14.8M |
| Exits | 7 | $802K |
All 13F filers, Q1 2026 → Q2 2026: 1,429,867 shares bought and 157,651 shares sold, net +1,272,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Sit Investment Associates Inc. | 2.66% | Add +0.8% | 10,962,663 | $140.3M |
| Karpus Management, Inc. | 1.71% | Reduce -0.9% | 4,654,677 | $59.6M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 1,290,468 | $16.5M |
| Atlas Wealth LLC | 2.28% | New | 1,100,004 | $14.1M |
| UBS Group AG | 0.00% | Reduce -4.4% | 707,959 | $9.1M |
| Morgan Stanley | 0.00% | Add +0.7% | 627,001 | $8.0M |
| Nations Financial Group Inc, /Ia/ | 0.30% | No change | 484,445 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 417,457 | $5.3M |
| Stifel Financial Corp. | 0.00% | Add +3.2% | 383,477 | $4.9M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -0.7% | 351,208 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.6% | 300,777 | $3.8M |
| Riverbridge Partners LLC | 0.08% | Add +0.8% | 235,363 | $3.0M |
| Noble Wealth Management PBC | 1.35% | Reduce -1.6% | 231,615 | $3.0M |
| Thomas J. Herzfeld Advisors, Inc. | 0.87% | Add +15.0% | 222,390 | $2.8M |
| First Trust Advisors LP | 0.00% | Add +0.2% | 203,462 | $2.6M |
| LPL Financial LLC | 0.00% | Add +1.4% | 180,224 | $2.3M |
| Closed-End Fund Advisors, Inc. | 1.49% | Reduce -1.5% | 118,848 | $1.5M |
| Dakota Wealth Management | 0.02% | Reduce -3.7% | 77,835 | $996K |
| Twelve Points Wealth Management LLC | 0.20% | Reduce -2.4% | 77,263 | $989K |
| Osaic Holdings, Inc. | 0.00% | Add +4.6% | 76,348 | $977K |
| Focus Partners Wealth | 0.00% | No change | 73,779 | $944K |
| Raymond James Financial Inc. | 0.00% | Reduce -7.2% | 73,346 | $939K |
| &partners | 0.00% | Add +3.8% | 56,376 | $722K |
| Cetera Investment Advisers | 0.00% | Add +15.2% | 43,462 | $556K |
| Invesco Ltd. | 0.00% | Reduce -0.7% | 42,333 | $542K |
| Corient Private Wealth LP | 0.00% | Add +35.5% | 40,666 | $521K |
| Choreo, LLC | 0.00% | Add +15.7% | 30,101 | $385K |
| Shaker Financial Services, LLC | 0.12% | Add +144.7% | 29,245 | $374K |
| Summit Asset Management, LLC | 0.04% | No change | 26,000 | $333K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 24,370 | $313K |
| Live Oak Private Wealth LLC | 0.03% | No change | 21,670 | $277K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.9% | 19,858 | $254K |
| Mayflower Financial Advisors, LLC | 0.02% | No change | 18,700 | $239K |
| Susquehanna International Group, LLP | 0.00% | New | 11,303 | $145K |
| Private Advisor Group, LLC | 0.00% | New | 11,039 | $141K |
| Citadel Advisors | 0.00% | New | 10,859 | $139K |
| Mariner, LLC | 0.00% | New | 10,001 | $128K |
| Arax Advisory Partners | 0.00% | New | 9,084 | $116K |
| Fifth Third Bancorp | 0.00% | No change | 4,446 | $57K |
| IFG Advisory, LLC | 0.00% | New | 4,009 | $51K |
| Mountain Hill Investment Partners Corp. | 0.02% | No change | 3,333 | $43K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 357 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 300 | $4K |
"% of holder's portfolio" is FINS's weight in each manager's 13F, not the share of Angel Oak Financ Strat Inc. the manager owns.