Who Owns ANGEL OAK FINL STRATEGIES IN (FINS)? -- Institutional Holders (2026-06-30)
51 institutions reported holding $297.9M of ANGEL OAK FINL STRATEGIES IN (FINS) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($140.3M), Karpus Management, Inc. ($59.6M), WELLS FARGO & COMPANY/MN ($16.5M), Atlas Wealth LLC ($14.1M), UBS Group AG ($9.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $140.3M | 11.0M | Added |
| 2 | Karpus Management, Inc. | $59.6M | 4.7M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $16.5M | 1.3M | Added |
| 4 | Atlas Wealth LLC | $14.1M | 1.1M | New |
| 5 | UBS Group AG | $9.1M | 707,959 | Trimmed |
| 6 | MORGAN STANLEY | $8.0M | 627,001 | Added |
| 7 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $6.2M | 484,445 | Hold |
| 8 | Royal Bank of Canada | $5.3M | 417,457 | Added |
| 9 | STIFEL FINANCIAL CORP | $4.9M | 383,477 | Added |
| 10 | Advisors Asset Management, Inc. | $4.5M | 351,208 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 300,777 | Added |
| 12 | RIVERBRIDGE PARTNERS LLC | $3.0M | 235,363 | Added |
| 13 | Noble Wealth Management PBC | $3.0M | 231,615 | Trimmed |
| 14 | Thomas J. Herzfeld Advisors, Inc. | $2.8M | 222,390 | Added |
| 15 | FIRST TRUST ADVISORS LP | $2.6M | 203,462 | Added |
| 16 | LPL Financial LLC | $2.3M | 180,224 | Added |
| 17 | Closed-End Fund Advisors, Inc. | $1.5M | 118,848 | Trimmed |
| 18 | Dakota Wealth Management | $996,288 | 77,835 | Trimmed |
| 19 | Twelve Points Wealth Management LLC | $988,966 | 77,263 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $977,260 | 76,348 | Added |
| 21 | Focus Partners Wealth | $944,372 | 73,779 | Hold |
| 22 | RAYMOND JAMES FINANCIAL INC | $938,832 | 73,346 | Trimmed |
| 23 | &PARTNERS | $721,613 | 56,376 | Added |
| 24 | Cetera Investment Advisers | $556,308 | 43,462 | Added |
| 25 | Invesco Ltd. | $541,862 | 42,333 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30