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Disclosery

FINS ANGEL OAK FINL STRATEGIES IN

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COM BEN INT (fund), issuer CIK 1745059

40 managers (40 13F filers) reported a position in FINS shares at 2025-06-30, 21,482,026 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
40
13F filers
40
New
8
Added
21
Reduced
7
Sold out
2
Shares held by filers
21,482,026

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC9,628,897$125M2.67%+4,326,98013F-HRTimelineGroup
Karpus Management, Inc.5,531,335$71.8M2.32%+1,989,02913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,373,539$17.8M<0.01%+21,73213F-HRTimelineGroup
UBS Group AGin group UBS Group AG952,187$12.4M<0.01%+197,49013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY747,669$9.7M<0.01%-59,05713F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV518,062$6.72M0.46%+7,00013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP401,348$5.21M0.01%+75,98413F-HRTimelineGroup
Advisors Asset Management, Inc.353,231$4.58M0.08%+99,42813F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA339,770$4.41M<0.01%+50,82513F-HR/ATimelineGroup
Thomas J. Herzfeld Advisors, Inc.203,446$2.64M0.94%new13F-HRTimeline
LPL Financial LLC179,345$2.33M<0.01%+44,66013F-HRTimeline
Shaker Financial Services, LLC163,730$2.13M0.77%+30,34613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC147,729$1.92M<0.01%+94,07213F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP140,399$1.82M<0.01%+54,55213F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC121,663$1.58M0.03%+4,59013F-HRTimeline
Twelve Points Wealth Management LLC86,226$1.12M0.3%-30813F-HRTimeline
Dakota Wealth Management83,435$1.08M0.02%+21,58513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC80,095$1.04M<0.01%+21,51013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,642$878K<0.01%-8,01413F-HR/ATimelineGroup
NorthCoast Asset Management LLC65,218$847K<0.01%new13F-HRTimeline
Cetera Investment Advisers36,783$477K<0.01%+1,32413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,000$389K<0.01%new13F-HR/ATimelineGroup
CHOREO, LLC26,565$345K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,370$320K<0.01%013F-HRTimeline
Live Oak Private Wealth LLC21,670$281K0.04%+11,04013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.21,455$278K0.01%-27,45813F-HRTimelineGroup
&PARTNERS18,279$237K<0.01%+3,37913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,815$231K<0.01%new13F-HR/ATimelineGroup
WEDBUSH SECURITIES INC16,086$209K0.01%-50013F-HRTimeline
Catalina Capital Group, LLC16,052$208K0.14%013F-HRTimeline
HighTower Advisors, LLC15,334$199K<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,467$175K<0.01%013F-HRTimelineGroup
Ignite Planners, LLC11,620$150K0.03%+1,27113F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,868$141K<0.01%new13F-HRTimelineGroup
COMERICA BANK6,799$88.3K<0.01%-56613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,833$75.7K<0.01%new13F-HRTimelineGroup
Mountain Hill Investment Partners Corp.3,333$43.3K0.04%+83313F-HRTimeline
Larson Financial Group LLC374$4.85K<0.01%+1013F-HRTimeline
N.E.W. Advisory Services LLC357$4.63K<0.01%-35713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.