ANGEL OAK FINL STRATEGIES IN (FINS)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
43
Reporting holders
$158.1M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Karpus Management, Inc. | $59.6M | 4,654,677 | 1.71% | 15q | -0.9%-$552.6K |
| WELLS FARGO & COMPANY/MN | $16.5M | 1,290,468 | 0.00% | 29q | -49.2%-$16.0M |
| Atlas Wealth LLC | $14.1M | 1,100,004 | 2.01% | new | NEW |
| UBS Group AG | $9.1M | 707,959 | 0.00% | 29q | -4.4%-$417.7K |
| MORGAN STANLEY | $8.0M | 627,001 | 0.00% | 29q | +0.7%+$52.5K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $6.2M | 484,445 | 0.30% | 18q | HELD |
| ROYAL BANK OF CANADA | $5.3M | 417,457 | 0.00% | 29q | +2.3%+$117.6K |
| STIFEL FINANCIAL CORP | $4.9M | 383,477 | 0.00% | 22q | +3.2%+$153.4K |
| Advisors Asset Management, Inc. | $4.5M | 351,208 | 0.07% | 7q | -0.7%-$31.4K |
| ENVESTNET ASSET MANAGEMENT INC | $3.8M | 300,777 | 0.00% | 11q | +25.6%+$785.6K |
| RIVERBRIDGE PARTNERS LLC | $3.0M | 235,363 | 0.08% | 8q | +0.8%+$24.1K |
| Noble Wealth Management PBC | $3.0M | 231,615 | 1.33% | 6q | -1.6%-$49.3K |
| Thomas J. Herzfeld Advisors, Inc. | $2.8M | 222,390 | 0.87% | 5q | +15.0%+$370.7K |
| FIRST TRUST ADVISORS LP | $2.6M | 203,462 | 0.00% | 16q | HELD |
| LPL Financial LLC | $2.3M | 180,224 | 0.00% | 28q | +1.5%+$33.0K |
| Closed-End Fund Advisors, Inc. | $1.5M | 118,848 | 1.49% | 3q | -1.5%-$23.7K |
| Corient Private Wealth LP | $1.0M | 81,332 | 0.00% | 5q | +171.1%+$657.0K |
| Dakota Wealth Management | $996.3K | 77,835 | 0.02% | 15q | -3.7%-$38.4K |
| Twelve Points Wealth Management LLC | $989.0K | 77,263 | 0.20% | 19q | -2.4%-$24.2K |
| OSAIC HOLDINGS, INC. | $977.3K | 76,348 | 0.00% | 24q | +4.6%+$43.1K |
| Focus Partners Wealth | $944.4K | 73,779 | 0.00% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $938.8K | 73,346 | 0.00% | 7q | -7.2%-$72.4K |
| &PARTNERS | $721.6K | 56,376 | 0.00% | 6q | +3.8%+$26.2K |
| Cetera Investment Advisers | $556.3K | 43,462 | 0.00% | 10q | +15.2%+$73.4K |
| Invesco Ltd. | $541.9K | 42,333 | 0.00% | 3q | -0.7%-$3.7K |
| CHOREO, LLC | $385.3K | 30,101 | 0.00% | 5q | +15.7%+$52.2K |
| Shaker Financial Services, LLC | $374.3K | 29,245 | 0.12% | 9q | +144.6%+$221.3K |
| Summit Asset Management, LLC | $332.8K | 26,000 | 0.04% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $312.7K | 24,370 | 0.00% | 11q | HELD |
| Live Oak Private Wealth LLC | $277.4K | 21,670 | 0.03% | 18q | HELD |
| Rockefeller Capital Management L.P. | $254.2K | 19,858 | 0.00% | 5q | +0.9%+$2.2K |
| Mayflower Financial Advisors, LLC | $239.4K | 18,700 | 0.02% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $144.7K | 11,303 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $141.3K | 11,039 | 0.00% | new | NEW |
| SIT INVESTMENT ASSOCIATES INC | $140.3K | 10,962,663 | 2.66% | 20q | +0.8%+$1.1K |
| CITADEL ADVISORS LLC | $139.0K | 10,859 | 0.00% | new | NEW |
| Mariner, LLC | $128.0K | 10,001 | 0.00% | new | NEW |
| Arax Advisory Partners | $116.3K | 9,084 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $56.9K | 4,446 | 0.00% | 2q | HELD |
| IFG Advisory, LLC | $51.3K | 4,009 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $46.1K | 3,600 | 0.00% | new | NEW |
| Mountain Hill Investment Partners Corp. | $42.7K | 3,333 | 0.02% | 7q | HELD |
| N.E.W. Advisory Services LLC | $4.6K | 357 | 0.00% | 6q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.8K | 300 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 43 | $158.1M | 12,349,724 | 8 | 14 | 10 | 0.0% |
| Q1 2026 | 40 | $157.4M | 12,343,201 | 4 | 13 | 11 | 0.0% |
| Q4 2025 | 41 | $162.1M | 12,269,902 | 6 | 15 | 10 | 0.0% |
| Q3 2025 | 37 | $157.6M | 12,022,363 | 2 | 13 | 10 | 0.0% |
| Q2 2025 | 37 | $158.3M | 12,193,573 | 8 | 20 | 5 | 0.0% |
| Q1 2025 | 33 | $122.5M | 9,086,725 | 2 | 15 | 9 | 0.0% |
| Q4 2024 | 36 | $115.4M | 9,082,519 | 7 | 10 | 9 | 0.0% |
| Q3 2024 | 31 | $123.3M | 9,327,619 | 5 | 10 | 8 | 0.0% |
| Q2 2024 | 32 | $126.7M | 10,237,525 | 4 | 11 | 8 | 0.0% |
| Q1 2024 | 31 | $176.5M | 14,133,884 | 2 | 13 | 9 | 0.0% |
| Q4 2023 | 37 | $144.3M | 12,115,063 | 11 | 11 | 10 | 0.0% |
| Q3 2023 | 29 | $124.2M | 10,314,766 | 3 | 12 | 5 | 0.0% |
| Q2 2023 | 32 | $118.8M | 10,052,768 | 3 | 8 | 13 | 0.0% |
| Q1 2023 | 37 | $112.9M | 9,162,430 | 3 | 14 | 11 | 0.0% |
| Q4 2022 | 38 | $109.8M | 8,650,016 | 7 | 8 | 14 | 0.0% |
| Q3 2022 | 42 | $109.0M | 8,146,556 | 6 | 16 | 12 | 0.0% |
| Q2 2022 | 41 | $102.3M | 7,018,694 | 9 | 11 | 15 | 0.0% |
| Q1 2022 | 32 | $112.9M | 7,164,434 | 2 | 11 | 11 | 0.0% |
| Q4 2021 | 36 | $145.0M | 8,520,508 | 7 | 15 | 7 | 0.0% |
| Q3 2021 | 29 | $98.5M | 5,782,165 | 8 | 11 | 3 | 0.0% |
| Q2 2021 | 23 | $90.1M | 4,981,064 | 4 | 10 | 7 | 0.0% |
| Q1 2021 | 21 | $83.0M | 4,717,266 | 3 | 10 | 7 | 0.0% |
| Q4 2020 | 25 | $71.1M | 4,228,438 | 8 | 6 | 10 | 0.0% |
| Q3 2020 | 20 | $64.6M | 3,838,911 | 4 | 10 | 3 | 0.0% |
| Q2 2020 | 21 | $80.2M | 4,794,078 | 4 | 11 | 5 | 0.0% |
| Q1 2020 | 21 | $25.6M | 1,495,601 | 7 | 5 | 6 | 0.0% |
| Q4 2019 | 15 | $28.4M | 1,371,313 | 5 | 8 | 1 | 0.0% |
| Q3 2019 | 9 | $23.8M | 1,177,802 | 3 | 5 | 0 | 0.0% |
| Q2 2019 | 6 | $14.0M | 698,291 | 6 | 0 | 0 | 0.0% |