Angel Oak Financ StratFINS
13F holders, Q4 2025 (December 31)43holders +3
6new positions
4sold out
$13.21avg. 13F price*
At the end of Q4 2025, 43 institutions reported holding Angel Oak Financ Strat Inc. (FINS) in their 13F filings, up 3 from Q3 2025. 6 opened new positions and 4 sold out. The largest holders were Sit Investment Associates Inc. ($135.9M), Karpus Management, Inc. ($68.0M) and Wells Fargo & Company ($17.2M).
- Company
- Angel Oak Financ Strat Inc.
- CUSIP
- 03464A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.2M |
| Exits | 4 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 710,847 shares bought and 671,327 shares sold, net +39,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Sit Investment Associates Inc. | 2.67% | Add +3.2% | 10,285,734 | $135.9M |
| Karpus Management, Inc. | 2.09% | Reduce -3.1% | 5,151,041 | $68.0M |
| Wells Fargo & Company | 0.00% | Reduce -9.4% | 1,301,542 | $17.2M |
| UBS Group AG | 0.00% | Reduce -9.2% | 720,275 | $9.5M |
| Morgan Stanley | 0.00% | Reduce -12.0% | 655,575 | $8.7M |
| Nations Financial Group Inc, /Ia/ | 0.34% | Reduce -5.1% | 484,445 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +4.3% | 418,161 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 409,551 | $5.4M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -0.6% | 365,126 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.6% | 363,954 | $4.8M |
| Noble Wealth Management PBC | 1.56% | Reduce -4.5% | 235,820 | $3.1M |
| Thomas J. Herzfeld Advisors, Inc. | 0.97% | Add +4.3% | 216,513 | $2.9M |
| Riverbridge Partners LLC | 0.05% | Add +72.8% | 215,510 | $2.8M |
| First Trust Advisors LP | 0.00% | Add +6.5% | 187,327 | $2.5M |
| LPL Financial LLC | 0.00% | Add +2.3% | 183,115 | $2.4M |
| Closed-End Fund Advisors, Inc. | 0.95% | — | 121,264 | $1.6M |
| Shaker Financial Services, LLC | 0.44% | Reduce -27.4% | 105,239 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -14.9% | 80,082 | $1.1M |
| Dakota Wealth Management | 0.02% | No change | 77,835 | $1.0M |
| Twelve Points Wealth Management LLC | 0.21% | Reduce -16.6% | 71,524 | $943K |
| Osaic Holdings, Inc. | 0.00% | Add +7.2% | 71,184 | $940K |
| Focus Partners Wealth | 0.00% | New | 70,779 | $935K |
| Cetera Investment Advisers | 0.00% | Add +12.1% | 56,747 | $750K |
| &partners | 0.00% | Add +168.6% | 51,181 | $676K |
| Invesco Ltd. | 0.00% | New | 39,727 | $525K |
| Corient Private Wealth LP | 0.00% | No change | 30,000 | $396K |
| Choreo, LLC | 0.00% | Add +5.0% | 28,746 | $379K |
| Summit Asset Management, LLC | 0.05% | New | 26,000 | $343K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 24,370 | $322K |
| Live Oak Private Wealth LLC | 0.04% | No change | 21,670 | $286K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 18,186 | $240K |
| Wedbush Securities Inc. | 0.01% | Add +11.8% | 17,980 | $238K |
| StoneX Group Inc. | 0.01% | New | 15,349 | $203K |
| Lido Advisors, LLC | 0.00% | No change | 13,467 | $177K |
| Susquehanna International Group, LLP | 0.00% | New | 11,428 | $151K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.5% | 10,189 | $135K |
| PFG Investments, LLC | 0.01% | Add +0.1% | 10,080 | $133K |
| Comerica Bank | 0.00% | Reduce -34.6% | 4,446 | $59K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,000 | $53K |
| Mountain Hill Investment Partners Corp. | 0.03% | No change | 3,333 | $44K |
| Larson Financial Group LLC | 0.00% | Add +2.6% | 393 | $5K |
| 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.