Angel Oak Financ StratFINS
13F holders, Q3 2025 (September 30)40holders +1
3new positions
3sold out
$13.11avg. 13F price*
At the end of Q3 2025, 40 institutions reported holding Angel Oak Financ Strat Inc. (FINS) in their 13F filings, up 1 from Q2 2025. 3 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($130.7M), Karpus Management, Inc. ($69.7M) and Wells Fargo & Company ($18.8M).
- Company
- Angel Oak Financ Strat Inc.
- CUSIP
- 03464A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $268K |
| Exits | 3 | $553K |
All 13F filers, Q2 2025 → Q3 2025: 754,289 shares bought and 464,589 shares sold, net +289,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Sit Investment Associates Inc. | 2.65% | Add +3.5% | 9,969,217 | $130.7M |
| Karpus Management, Inc. | 2.21% | Reduce -3.9% | 5,313,982 | $69.7M |
| Wells Fargo & Company | 0.00% | Add +4.6% | 1,436,710 | $18.8M |
| UBS Group AG | 0.00% | Reduce -16.7% | 792,877 | $10.4M |
| Morgan Stanley | 0.00% | Reduce -0.4% | 744,980 | $9.8M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Reduce -1.5% | 510,445 | $6.7M |
| Royal Bank of Canada | 0.00% | Add +18.4% | 402,366 | $5.3M |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 400,776 | $5.3M |
| Advisors Asset Management, Inc. | 0.08% | Add +4.0% | 367,451 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +118.8% | 323,212 | $4.2M |
| Noble Wealth Management PBC | 1.72% | — | 247,035 | $3.2M |
| Thomas J. Herzfeld Advisors, Inc. | 0.93% | Add +2.0% | 207,513 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 178,962 | $2.3M |
| First Trust Advisors LP | 0.00% | Add +25.3% | 175,967 | $2.3M |
| Shaker Financial Services, LLC | 0.65% | Reduce -11.4% | 144,976 | $1.9M |
| Riverbridge Partners LLC | 0.03% | Add +2.5% | 124,754 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +17.5% | 94,082 | $1.2M |
| Twelve Points Wealth Management LLC | 0.28% | Reduce -0.5% | 85,812 | $1.1M |
| Dakota Wealth Management | 0.02% | Reduce -6.7% | 77,835 | $1.0M |
| NorthCoast Asset Management LLC | 0.00% | Add +8.5% | 70,779 | $928K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.9% | 66,393 | $871K |
| Cetera Investment Advisers | 0.00% | Add +37.6% | 50,628 | $664K |
| Corient Private Wealth LP | 0.00% | No change | 30,000 | $393K |
| Choreo, LLC | 0.00% | Add +3.1% | 27,381 | $359K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 24,370 | $323K |
| Live Oak Private Wealth LLC | 0.04% | No change | 21,670 | $284K |
| &partners | 0.00% | Add +4.2% | 19,052 | $250K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.1% | 18,182 | $238K |
| Wedbush Securities Inc. | 0.01% | No change | 16,086 | $211K |
| Catalina Capital Group, LLC | 0.13% | No change | 16,052 | $210K |
| Lido Advisors, LLC | 0.00% | No change | 13,467 | $177K |
| Ignite Planners, LLC | 0.02% | Reduce -1.4% | 11,452 | $150K |
| PFG Investments, LLC | 0.01% | New | 10,075 | $132K |
| Commonwealth Equity Services, LLC | 0.00% | New | 10,040 | $132K |
| Comerica Bank | 0.00% | No change | 6,799 | $89K |
| Mountain Hill Investment Partners Corp. | 0.04% | No change | 3,333 | $44K |
| Bank of America Corp. | 0.00% | Reduce -72.3% | 3,010 | $39K |
| Larson Financial Group LLC | 0.00% | Add +2.4% | 383 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 357 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 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.