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Disclosery

FINS ANGEL OAK FINL STRATEGIES IN

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COM BEN INT (common), issuer CIK 1745059

44 managers (44 13F filers) reported a position in FINS shares at 2026-06-30, 23,271,721 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
44
13F filers
44
New
8
Added
17
Reduced
9
Sold out
7
Shares held by filers
23,271,721

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC10,962,663$140M2.66%+89,02513F-HRTimelineGroup
Karpus Management, Inc.4,654,677$59.6M1.71%-43,16913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,290,468$16.5M<0.01%+20,72713F-HRTimelineGroup
Atlas Wealth LLC1,100,004$14.1M2.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG707,959$9.06M<0.01%-32,63513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY627,001$8.03M<0.01%+4,10513F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV484,445$6.2M0.3%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA417,457$5.34M<0.01%+9,18713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP383,477$4.91M<0.01%+11,98113F-HRTimelineGroup
Advisors Asset Management, Inc.351,208$4.5M0.07%-2,45413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC300,777$3.85M<0.01%+61,37413F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC235,363$3.01M0.08%+1,88613F-HRTimeline
Noble Wealth Management PBC231,615$2.96M1.35%-3,85513F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.222,390$2.85M0.87%+28,96013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP203,462$2.6M<0.01%+38513F-HRTimelineGroup
LPL Financial LLC180,224$2.31M<0.01%+2,57913F-HRTimeline
Closed-End Fund Advisors, Inc.118,848$1.52M1.49%-1,85213F-HRTimeline
Dakota Wealth Management77,835$996K0.02%-3,00013F-HRTimeline
Twelve Points Wealth Management LLC77,263$989K0.2%-1,88713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.76,348$977K<0.01%+3,36913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth73,779$944K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,346$939K<0.01%-5,65313F-HRTimelineGroup
&PARTNERS56,376$722K<0.01%+2,04713F-HRTimeline
Cetera Investment Advisers43,462$556K<0.01%+5,73313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.42,333$542K<0.01%-29113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP40,666$521K<0.01%+10,66613F-HR/ATimelineGroup
CHOREO, LLC30,101$385K<0.01%+4,08113F-HRTimeline
Shaker Financial Services, LLC29,245$374K0.12%+17,29113F-HRTimeline
Summit Asset Management, LLC26,000$333K0.04%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,370$313K<0.01%013F-HRTimeline
Live Oak Private Wealth LLC21,670$277K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,858$254K<0.01%+17213F-HRTimelineGroup
Mayflower Financial Advisors, LLC18,700$239K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,303$145K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC11,039$141K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,859$139K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,001$128K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners9,084$116K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,446$56.9K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC4,009$51.3K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC3,600$46.1K<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.3,333$42.7K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC357$4.57K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC300$3.84K<0.01%013F-HRTimeline