FINSANGEL OAK FINL STRATEGIES IN
CUSIP 03464A100 · Yahoo Finance ↗ · Google Finance ↗
Angel Oak Finl Strategies In (FINS) has 42 institutional holders in Filings Flow’s 13F database, together reporting 21.97M shares worth $280M as of Q1 2026. The largest reported holders are Sit Investment Associates Inc, Karpus Management, Inc., and Wells Fargo & Company/Mn.
Institutional Holders
42
Q1 2026
Reported Value
$280M
Ticker
FINS
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC$4.9B AUM | 2.81% | $139M | 10.87M | Q1 2026 |
| Karpus Management, Inc.$3.2B AUM | 1.87% | $60M | 4.70M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $16M | 1.27M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 740.6K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $8M | 622.9K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.32% | $6M | 484.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 408.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 371.5K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.08% | $5M | 353.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 239.4K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 1.51% | $3M | 235.5K | Q1 2026 |
| RIVERBRIDGE PARTNERS LLC$3.6B AUM | 0.07% | $3M | 233.5K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $3M | 203.1K | Q1 2026 |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.84% | $2M | 193.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 177.6K | Q1 2026 |
| Closed-End Fund Advisors, Inc.$98M AUM | 1.57% | $2M | 120.7K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.02% | $1M | 80.8K | Q1 2026 |
| Twelve Points Wealth Management LLC$455M AUM | 0.22% | $1M | 79.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 79.0K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $940,683 | 73.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $930,478 | 73.0K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $927,913 | 70.8K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $792,600 | 60.0K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $692,695 | 54.3K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $543,456 | 42.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $481,039 | 37.7K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $331,755 | 26.0K | Q1 2026 |
| Summit Asset Management, LLC$719M AUM | 0.05% | $331,500 | 26.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $308,281 | 24.4K | Q1 2026 |
| Live Oak Private Wealth LLC$717M AUM | 0.04% | $276,293 | 21.7K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $251,001 | 19.7K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $240,000 | 18.8K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.03% | $238,425 | 18.7K | Q1 2026 |
| Catalina Capital Group, LLC$168M AUM | 0.13% | $210,442 | 16.1K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $202,760 | 15.3K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $199,035 | 15.3K | Q2 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $171,704 | 13.5K | Q1 2026 |
| Shaker Financial Services, LLC$287M AUM | 0.05% | $152,414 | 12.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $150,964 | 11.4K | Q4 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.02% | $150,136 | 11.5K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $131,880 | 10.3K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $128,522 | 10.1K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $92,549 | 7.3K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $75,712 | 5.8K | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $58,732 | 4.4K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $56,686 | 4.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $52,840 | 4.0K | Q4 2025OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.03% | $42,496 | 3.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $39,461 | 3.0K | Q3 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $31,875 | 2.5K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $5,104 | 400 | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $4,552 | 357 | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $3,825 | 300 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.