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Disclosery

FINS ANGEL OAK FINL STRATEGIES IN

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COM BEN INT (fund), issuer CIK 1745059

43 managers (43 13F filers) reported a position in FINS shares at 2025-12-31, 22,179,545 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
43
13F filers
43
New
6
Added
17
Reduced
11
Sold out
4
Shares held by filers
22,179,545

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC10,285,734$136M2.67%+316,51713F-HRTimelineGroup
Karpus Management, Inc.5,151,041$68M2.09%-162,94113F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,301,542$17.2M<0.01%-135,16813F-HRTimelineGroup
UBS Group AGin group UBS Group AG720,275$9.51M<0.01%-72,60213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY655,575$8.66M<0.01%-89,40513F-HR/ATimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV484,445$6.4M0.34%-26,00013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP418,161$5.52M<0.01%+17,38513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA409,551$5.41M<0.01%+7,18513F-HRTimelineGroup
Advisors Asset Management, Inc.365,126$4.82M0.08%-2,32513F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC363,954$4.81M<0.01%+40,74213F-HRTimelineGroup
Noble Wealth Management PBC235,820$3.12M1.57%-11,21513F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.216,513$2.86M0.97%+9,00013F-HRTimeline
RIVERBRIDGE PARTNERS LLC215,510$2.85M0.05%+90,75613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP187,327$2.47M<0.01%+11,36013F-HRTimelineGroup
LPL Financial LLC183,115$2.42M<0.01%+4,15313F-HRTimeline
Closed-End Fund Advisors, Inc.121,264$1.6M0.95%13F-HRTimeline
Shaker Financial Services, LLC105,239$1.39M0.44%-39,73713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC80,082$1.06M<0.01%-14,00013F-HRTimelineGroup
Dakota Wealth Management77,835$1.03M0.02%013F-HR/ATimeline
Twelve Points Wealth Management LLC71,524$943K0.21%-14,28813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.71,184$940K<0.01%+4,79113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth70,779$935K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers56,747$750K<0.01%+6,11913F-HRTimeline
&PARTNERS51,181$676K<0.01%+32,12913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.39,727$525K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP30,000$396K<0.01%013F-HR/ATimelineGroup
CHOREO, LLC28,746$379K<0.01%+1,36513F-HRTimeline
Summit Asset Management, LLC26,000$343K0.05%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,370$322K<0.01%013F-HRTimeline
Live Oak Private Wealth LLC21,670$286K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,186$240K<0.01%+413F-HR/ATimelineGroup
WEDBUSH SECURITIES INC17,980$238K0.01%+1,89413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,349$203K0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC13,467$177K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,428$151K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,189$135K<0.01%+14913F-HRTimeline
PFG Investments, LLC10,080$133K0.01%+513F-HRTimeline
COMERICA BANK4,446$58.7K<0.01%-2,35313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,000$52.8K<0.01%new13F-HRTimelineGroup
Mountain Hill Investment Partners Corp.3,333$44K0.03%013F-HRTimeline
Larson Financial Group LLC393$5.2K<0.01%+1013F-HRTimeline
N.E.W. Advisory Services LLC357$4.72K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC300$3.96K<0.01%013F-HRTimeline