Angel Oak Financ StratFINS
13F holders, Q1 2025 (March 31)35holders −3
2new positions
5sold out
$13.48avg. 13F price*
At the end of Q1 2025, 35 institutions reported holding Angel Oak Financ Strat Inc. (FINS) in their 13F filings, down 3 from Q4 2024. 2 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($71.5M), Karpus Management, Inc. ($47.8M) and Wells Fargo & Company ($18.2M).
- Company
- Angel Oak Financ Strat Inc.
- CUSIP
- 03464A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $211K |
| Exits | 5 | $775K |
All 13F filers, Q4 2024 → Q1 2025: 759,107 shares bought and 509,061 shares sold, net +250,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Sit Investment Associates Inc. | 1.68% | Add +2.8% | 5,301,917 | $71.5M |
| Karpus Management, Inc. | 1.55% | Reduce -6.1% | 3,542,306 | $47.8M |
| Wells Fargo & Company | 0.00% | Add +21.8% | 1,351,807 | $18.2M |
| Morgan Stanley | 0.00% | Reduce -8.1% | 806,726 | $10.9M |
| UBS Group AG | 0.00% | Add +8.6% | 754,697 | $10.2M |
| Nations Financial Group Inc, /Ia/ | 0.53% | Reduce -1.5% | 511,062 | $6.9M |
| Stifel Financial Corp. | 0.00% | Add +10.9% | 325,364 | $4.4M |
| Royal Bank of Canada | 0.00% | Add +2.9% | 288,945 | $3.9M |
| Advisors Asset Management, Inc. | 0.06% | Add +149.8% | 253,803 | $3.4M |
| Noble Wealth Management PBC | 1.79% | Add +1.6% | 193,715 | $2.6M |
| LPL Financial LLC | 0.00% | Add +1.4% | 134,685 | $1.8M |
| Shaker Financial Services, LLC | 0.70% | Reduce -13.8% | 133,384 | $1.8M |
| Riverbridge Partners LLC | 0.03% | Add +10.1% | 117,073 | $1.6M |
| Twelve Points Wealth Management LLC | 0.32% | Reduce -1.0% | 86,534 | $1.2M |
| First Trust Advisors LP | 0.00% | Add +20.2% | 85,847 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +74.8% | 75,656 | $1.0M |
| Dakota Wealth Management | 0.02% | No change | 61,850 | $834K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 58,585 | $790K |
| Envestnet Asset Management Inc. | 0.00% | Add +110.7% | 53,657 | $723K |
| StoneX Group Inc. | 0.04% | Add +4.0% | 48,913 | $659K |
| Transform Wealth, LLC | 0.04% | Add +1.3% | 43,350 | $584K |
| Cetera Investment Advisers | 0.00% | Add +54.4% | 35,459 | $478K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 24,370 | $329K |
| Wedbush Securities Inc. | 0.01% | Reduce -6.6% | 16,586 | $224K |
| Catalina Capital Group, LLC | 0.14% | No change | 16,052 | $216K |
| &partners | 0.00% | New | 14,900 | $201K |
| SFI Advisors, LLC | 0.13% | No change | 13,513 | $182K |
| Lido Advisors, LLC | 0.00% | No change | 13,467 | $182K |
| Live Oak Private Wealth LLC | 0.02% | No change | 10,630 | $143K |
| Ignite Planners, LLC | 0.03% | Reduce -6.2% | 10,349 | $137K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -91.0% | 10,138 | $134K |
| Comerica Bank | 0.00% | Reduce -62.5% | 7,365 | $99K |
| Mountain Hill Investment Partners Corp. | 0.03% | No change | 2,500 | $34K |
| N.E.W. Advisory Services LLC | 0.00% | New | 714 | $10K |
| Larson Financial Group LLC | 0.00% | Add +2.3% | 364 | $5K |
"% 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.