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Disclosery

FINS ANGEL OAK FINL STRATEGIES IN

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COM BEN INT (fund), issuer CIK 1745059

36 managers (36 13F filers) reported a position in FINS shares at 2025-03-31, 14,406,283 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
36
13F filers
36
New
2
Added
16
Reduced
10
Sold out
5
Shares held by filers
14,406,283

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC5,301,917$71.5M1.68%+144,35313F-HRTimelineGroup
Karpus Management, Inc.3,542,306$47.8M1.55%-229,14513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,351,807$18.2M<0.01%+241,56613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY806,726$10.9M<0.01%-71,29413F-HRTimelineGroup
UBS Group AGin group UBS Group AG754,697$10.2M<0.01%+59,76913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV511,062$6.89M0.53%-8,00013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP325,364$4.39M<0.01%+31,92413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA288,945$3.9M<0.01%+8,14613F-HR/ATimelineGroup
Advisors Asset Management, Inc.253,803$3.42M0.06%+152,19813F-HR/ATimeline
Noble Wealth Management PBC193,715$2.61M1.79%+3,05013F-HRTimeline
LPL Financial LLC134,685$1.82M<0.01%+1,83513F-HRTimeline
Shaker Financial Services, LLC133,384$1.8M0.7%-21,28413F-HRTimeline
RIVERBRIDGE PARTNERS LLC117,073$1.58M0.03%+10,74013F-HRTimeline
Twelve Points Wealth Management LLC86,534$1.17M0.32%-86713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP85,847$1.16M<0.01%+14,41113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,656$1.02M<0.01%+32,37513F-HRTimelineGroup
Dakota Wealth Management61,850$834K0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,585$790K<0.01%-46513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,657$723K<0.01%+28,19113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.48,913$659K0.04%+1,89013F-HR/ATimelineGroup
Transform Wealth, LLC43,350$584K0.04%+55013F-HRTimeline
Cetera Investment Advisers35,459$478K<0.01%+12,48713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,370$329K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC16,586$224K0.01%-1,17313F-HRTimeline
Catalina Capital Group, LLC16,052$216K0.14%013F-HRTimeline
&PARTNERS14,900$201K<0.01%new13F-HRTimeline
SFI Advisors, LLC13,513$182K0.13%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,467$182K<0.01%013F-HRTimelineGroup
Live Oak Private Wealth LLC10,630$143K0.02%013F-HRTimeline
Ignite Planners, LLC10,349$137K0.03%-67913F-HRTimeline
Chicago Partners Investment Group LLC10,138$134K<0.01%-102,87813F-HRTimeline
COMERICA BANK7,365$99.3K<0.01%-12,24713F-HRTimeline
Mountain Hill Investment Partners Corp.2,500$33.7K0.03%013F-HRTimeline
N.E.W. Advisory Services LLC714$9.62K<0.01%new13F-HRTimeline
Larson Financial Group LLC364$4.91K<0.01%+813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.