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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 2026-03-31, 21,995,905 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
43
13F filers
43
New
4
Added
14
Reduced
15
Sold out
3
Shares held by filers
21,995,905

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC10,873,638$139M2.81%+587,90413F-HRTimelineGroup
Karpus Management, Inc.4,697,846$59.9M1.87%-453,19513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,269,741$16.2M<0.01%-31,80113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG740,594$9.44M<0.01%+20,31913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY622,896$7.94M<0.01%-32,67913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV484,445$6.18M0.32%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA408,270$5.21M<0.01%-1,28113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP371,496$4.74M<0.01%-46,66513F-HRTimelineGroup
Advisors Asset Management, Inc.353,662$4.51M0.08%-11,46413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC239,403$3.05M<0.01%-124,55113F-HRTimelineGroup
Noble Wealth Management PBC235,470$3M1.54%-35013F-HRTimeline
RIVERBRIDGE PARTNERS LLC233,477$2.98M0.07%+17,96713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP203,077$2.59M<0.01%+15,75013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.193,430$2.47M0.84%-23,08313F-HRTimeline
LPL Financial LLC177,645$2.26M<0.01%-5,47013F-HRTimeline
Closed-End Fund Advisors, Inc.120,700$1.54M1.57%-56413F-HRTimeline
Dakota Wealth Management80,835$1.03M0.02%+3,00013F-HR/ATimeline
Twelve Points Wealth Management LLC79,150$1.01M0.22%+7,62613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC78,999$1.01M<0.01%-1,08313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth73,779$941K<0.01%+3,00013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.72,979$930K<0.01%+1,79513F-HRTimelineGroup
&PARTNERS54,329$693K<0.01%+3,14813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.42,624$543K<0.01%+2,89713F-HRTimelineGroup
Cetera Investment Advisers37,729$481K<0.01%-19,01813F-HRTimeline
CHOREO, LLC26,020$332K<0.01%-2,72613F-HRTimeline
Summit Asset Management, LLC26,000$332K0.05%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,370$308K<0.01%013F-HRTimeline
Live Oak Private Wealth LLC21,670$276K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,686$251K<0.01%+1,50013F-HRTimelineGroup
WEDBUSH SECURITIES INC18,807$240K0.01%+82713F-HRTimeline
Mayflower Financial Advisors, LLC18,700$238K0.03%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,467$172K<0.01%013F-HRTimelineGroup
Shaker Financial Services, LLC11,954$152K0.05%-93,28513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,343$132K<0.01%+15413F-HRTimeline
PFG Investments, LLC10,080$129K0.01%013F-HRTimeline
CoreCap Advisors, LLC7,258$92.5K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,446$56.7K<0.01%new13F-HRTimelineGroup
Mountain Hill Investment Partners Corp.3,333$42.5K0.03%013F-HRTimeline
GHP Investment Advisors, Inc.2,500$31.9K<0.01%new13F-HRTimeline
Larson Financial Group LLC400$5.1K<0.01%+713F-HRTimeline
N.E.W. Advisory Services LLC357$4.55K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC300$3.83K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,000$383013F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.