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Disclosery

FINS ANGEL OAK FINL STRATEGIES IN

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COM BEN INT (fund), issuer CIK 1745059

39 managers (39 13F filers) reported a position in FINS shares at 2024-12-31, 14,156,237 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
39
13F filers
39
New
7
Added
13
Reduced
10
Sold out
6
Shares held by filers
14,156,237

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 INC5,157,564$65.5M1.49%+1,877,56513F-HRTimelineGroup
Karpus Management, Inc.3,771,451$47.9M1.42%-563,60513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,110,241$14.1M<0.01%+935,73113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY878,020$11.2M<0.01%-1,243,78613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG694,928$8.83M<0.01%-11813F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV519,062$6.59M0.48%-21,73213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP293,440$3.73M<0.01%+38,02713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA280,799$3.57M<0.01%+2,54813F-HRTimelineGroup
Noble Wealth Management PBC190,665$2.42M1.68%13F-HRTimeline
Shaker Financial Services, LLC154,668$1.96M0.75%+55,86513F-HRTimeline
LPL Financial LLC132,850$1.69M<0.01%+1,28413F-HRTimeline
Chicago Partners Investment Group LLC113,016$1.47M0.05%+24513F-HRTimeline
RIVERBRIDGE PARTNERS LLC106,333$1.35M0.02%+31,32413F-HRTimeline
Advisors Asset Management, Inc.101,605$1.29M0.02%new13F-HR/ATimeline
Twelve Points Wealth Management LLC87,401$1.11M0.32%-9,34513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP71,436$907K<0.01%+9,15413F-HRTimelineGroup
Dakota Wealth Management61,850$785K0.02%-75013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,050$750K<0.01%13F-HR/ATimelineGroup
StoneX Group Inc.in group StoneX Group Inc.47,023$597K0.03%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,281$550K<0.01%-3,75113F-HR/ATimelineGroup
Transform Wealth, LLC42,800$544K0.03%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,466$323K<0.01%+1,16413F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.25,000$318K<0.01%new13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,370$309K<0.01%013F-HR/ATimeline
Cetera Investment Advisers22,972$292K<0.01%-14613F-HRTimeline
COMERICA BANK19,612$249K<0.01%+12,09613F-HR/ATimeline
WEDBUSH SECURITIES INC17,759$226K0.01%+1,90013F-HRTimeline
Catalina Capital Group, LLC16,052$204K0.07%new13F-HRTimeline
SFI Advisors, LLC13,513$172K0.12%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,467$171K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.12,800$163K<0.01%013F-HRTimeline
Ignite Planners, LLC11,028$142K0.03%-24013F-HRTimeline
Worth Asset Management, LLC10,964$139K0.07%new13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP10,848$138K0.01%new13F-HRTimeline
Live Oak Private Wealth LLC10,630$135K0.02%013F-HRTimeline
Mountain Hill Investment Partners Corp.2,500$31.8K0.03%13F-HRTimeline
Steward Partners Investment Advisory, L…1,417$18K<0.01%-1,58313F-HRTimeline
Larson Financial Group LLC356$4.52K<0.01%+913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.