Angel Oak Financ StratFINS
13F holders, Q1 2026 (March 31)43holders
4new positions
3sold out
$12.75avg. 13F price*
At the end of Q1 2026, 43 institutions reported holding Angel Oak Financ Strat Inc. (FINS) in their 13F filings, unchanged from Q4 2025. 4 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($138.6M), Karpus Management, Inc. ($59.9M) and Wells Fargo & Company ($16.2M).
- Company
- Angel Oak Financ Strat Inc.
- CUSIP
- 03464A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $420K |
| Exits | 3 | $407K |
All 13F filers, Q4 2025 → Q1 2026: 698,798 shares bought and 877,992 shares sold, net −179,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Sit Investment Associates Inc. | 2.81% | Add +5.7% | 10,873,638 | $138.6M |
| Karpus Management, Inc. | 1.87% | Reduce -8.8% | 4,697,846 | $59.9M |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 1,269,741 | $16.2M |
| UBS Group AG | 0.00% | Add +2.8% | 740,594 | $9.4M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 622,896 | $7.9M |
| Nations Financial Group Inc, /Ia/ | 0.32% | No change | 484,445 | $6.2M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 408,270 | $5.2M |
| Stifel Financial Corp. | 0.00% | Reduce -11.2% | 371,496 | $4.7M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -3.1% | 353,662 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.2% | 239,403 | $3.1M |
| Noble Wealth Management PBC | 1.54% | Reduce -0.1% | 235,470 | $3.0M |
| Riverbridge Partners LLC | 0.07% | Add +8.3% | 233,477 | $3.0M |
| First Trust Advisors LP | 0.00% | Add +8.4% | 203,077 | $2.6M |
| Thomas J. Herzfeld Advisors, Inc. | 0.84% | Reduce -10.7% | 193,430 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -3.0% | 177,645 | $2.3M |
| Closed-End Fund Advisors, Inc. | 1.57% | Reduce -0.5% | 120,700 | $1.5M |
| Dakota Wealth Management | 0.02% | Add +3.9% | 80,835 | $1.0M |
| Twelve Points Wealth Management LLC | 0.22% | Add +10.7% | 79,150 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.4% | 78,999 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +4.2% | 73,779 | $941K |
| Osaic Holdings, Inc. | 0.00% | Add +2.5% | 72,979 | $930K |
| &partners | 0.00% | Add +6.2% | 54,329 | $693K |
| Invesco Ltd. | 0.00% | Add +7.3% | 42,624 | $543K |
| Cetera Investment Advisers | 0.00% | Reduce -33.5% | 37,729 | $481K |
| Corient Private Wealth LP | 0.00% | No change | 30,000 | $383K |
| Choreo, LLC | 0.00% | Reduce -9.5% | 26,020 | $332K |
| Summit Asset Management, LLC | 0.05% | No change | 26,000 | $332K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 24,370 | $308K |
| Live Oak Private Wealth LLC | 0.04% | No change | 21,670 | $276K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.3% | 19,686 | $251K |
| Wedbush Securities Inc. | 0.01% | Add +4.6% | 18,807 | $240K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 18,700 | $238K |
| Lido Advisors, LLC | 0.00% | No change | 13,467 | $172K |
| Shaker Financial Services, LLC | 0.05% | Reduce -88.6% | 11,954 | $152K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.5% | 10,343 | $132K |
| PFG Investments, LLC | 0.01% | No change | 10,080 | $129K |
| CoreCap Advisors, LLC | 0.00% | New | 7,258 | $93K |
| Fifth Third Bancorp | 0.00% | New | 4,446 | $57K |
| Mountain Hill Investment Partners Corp. | 0.03% | No change | 3,333 | $42K |
| GHP Investment Advisors, Inc. | 0.00% | New | 2,500 | $32K |
| Larson Financial Group LLC | 0.00% | Add +1.8% | 400 | $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.