Angel Oak Financ StratFINS
13F holders, Q2 2025 (June 30)39holders +4
8new positions
2sold out
$12.98avg. 13F price*
At the end of Q2 2025, 39 institutions reported holding Angel Oak Financ Strat Inc. (FINS) in their 13F filings, up 4 from Q1 2025. 8 opened new positions and 2 sold out. The largest holders were Sit Investment Associates Inc. ($125.0M), Karpus Management, Inc. ($71.8M) and Wells Fargo & Company ($17.8M).
- Company
- Angel Oak Financ Strat Inc.
- CUSIP
- 03464A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.9M |
| Exits | 2 | $316K |
All 13F filers, Q1 2025 → Q2 2025: 7,432,719 shares bought and 119,911 shares sold, net +7,312,808 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Sit Investment Associates Inc. | 2.67% | Add +81.6% | 9,628,897 | $125.0M |
| Karpus Management, Inc. | 2.32% | Add +56.1% | 5,531,335 | $71.8M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 1,373,539 | $17.8M |
| UBS Group AG | 0.00% | Add +26.2% | 952,187 | $12.4M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 747,669 | $9.7M |
| Nations Financial Group Inc, /Ia/ | 0.46% | Add +1.4% | 518,062 | $6.7M |
| Stifel Financial Corp. | 0.01% | Add +23.4% | 401,348 | $5.2M |
| Advisors Asset Management, Inc. | 0.08% | Add +39.2% | 353,231 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +17.6% | 339,770 | $4.4M |
| Thomas J. Herzfeld Advisors, Inc. | 0.94% | New | 203,446 | $2.6M |
| LPL Financial LLC | 0.00% | Add +33.2% | 179,345 | $2.3M |
| Shaker Financial Services, LLC | 0.77% | Add +22.8% | 163,730 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +175.3% | 147,729 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +63.5% | 140,399 | $1.8M |
| Riverbridge Partners LLC | 0.03% | Add +3.9% | 121,663 | $1.6M |
| Twelve Points Wealth Management LLC | 0.30% | Reduce -0.4% | 86,226 | $1.1M |
| Dakota Wealth Management | 0.02% | Add +34.9% | 83,435 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +36.7% | 80,095 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.6% | 67,642 | $878K |
| NorthCoast Asset Management LLC | 0.00% | New | 65,218 | $847K |
| Cetera Investment Advisers | 0.00% | Add +3.7% | 36,783 | $477K |
| Corient Private Wealth LP | 0.00% | New | 30,000 | $389K |
| Choreo, LLC | 0.00% | New | 26,565 | $345K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 24,370 | $320K |
| Live Oak Private Wealth LLC | 0.04% | Add +103.9% | 21,670 | $281K |
| StoneX Group Inc. | 0.01% | Reduce -56.1% | 21,455 | $278K |
| &partners | 0.00% | Add +22.7% | 18,279 | $237K |
| Rockefeller Capital Management L.P. | 0.00% | New | 17,815 | $231K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.0% | 16,086 | $209K |
| Catalina Capital Group, LLC | 0.14% | No change | 16,052 | $208K |
| HighTower Advisors, LLC | 0.00% | New | 15,334 | $199K |
| Lido Advisors, LLC | 0.00% | No change | 13,467 | $175K |
| Ignite Planners, LLC | 0.03% | Add +12.3% | 11,620 | $150K |
| Bank of America Corp. | 0.00% | New | 10,868 | $141K |
| Comerica Bank | 0.00% | Reduce -7.7% | 6,799 | $88K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 5,833 | $76K |
| Mountain Hill Investment Partners Corp. | 0.04% | Add +33.3% | 3,333 | $43K |
| Larson Financial Group LLC | 0.00% | Add +2.8% | 374 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 357 | $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.