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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 2025-09-30, 22,018,761 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
40
13F filers
40
New
3
Added
15
Reduced
12
Sold out
3
Shares held by filers
22,018,761

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC9,969,217$131M2.65%+340,32013F-HRTimelineGroup
Karpus Management, Inc.5,313,982$69.7M2.21%-217,35313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,436,710$18.8M<0.01%+63,17113F-HRTimelineGroup
UBS Group AGin group UBS Group AG792,877$10.4M<0.01%-159,31013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY744,980$9.77M<0.01%-2,68913F-HR/ATimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV510,445$6.69M0.42%-7,61713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA402,366$5.28M<0.01%+62,59613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP400,776$5.25M<0.01%-57213F-HRTimelineGroup
Advisors Asset Management, Inc.367,451$4.82M0.08%+14,22013F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC323,212$4.24M<0.01%+175,48313F-HRTimelineGroup
Noble Wealth Management PBC247,035$3.24M1.72%13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.207,513$2.72M0.93%+4,06713F-HRTimeline
LPL Financial LLC178,962$2.35M<0.01%-38313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP175,967$2.31M<0.01%+35,56813F-HRTimelineGroup
Shaker Financial Services, LLC144,976$1.9M0.65%-18,75413F-HRTimeline
RIVERBRIDGE PARTNERS LLC124,754$1.64M0.03%+3,09113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC94,082$1.23M<0.01%+13,98713F-HRTimelineGroup
Twelve Points Wealth Management LLC85,812$1.12M0.28%-41413F-HRTimeline
Dakota Wealth Management77,835$1.02M0.02%-5,60013F-HR/ATimeline
NorthCoast Asset Management LLC70,779$928K<0.01%+5,56113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,393$871K<0.01%-1,24913F-HRTimelineGroup
Cetera Investment Advisers50,628$664K<0.01%+13,84513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,000$393K<0.01%013F-HRTimelineGroup
CHOREO, LLC27,381$359K<0.01%+81613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,370$323K<0.01%013F-HRTimeline
Live Oak Private Wealth LLC21,670$284K0.04%013F-HRTimeline
&PARTNERS19,052$250K<0.01%+77313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,182$238K<0.01%+36713F-HRTimelineGroup
WEDBUSH SECURITIES INC16,086$211K0.01%013F-HRTimeline
Catalina Capital Group, LLC16,052$210K0.13%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,467$177K<0.01%013F-HRTimelineGroup
Ignite Planners, LLC11,452$150K0.02%-16813F-HRTimeline
PFG Investments, LLC10,075$132K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,040$132K<0.01%new13F-HRTimeline
COMERICA BANK6,799$89.1K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.3,333$43.7K0.04%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,010$39.5K<0.01%-7,85813F-HR/ATimelineGroup
Larson Financial Group LLC383$5.03K<0.01%+913F-HRTimeline
N.E.W. Advisory Services LLC357$4.68K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC300$3.93K<0.01%new13F-HRTimeline