ANGEL OAK FINANC STRAT INC (FINS) Institutional Ownership Changes & 13F Activity
ANGEL OAK FINANC STRAT INC (FINS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Atlas Wealth Llc, Sit Investment Associates Inc, Envestnet Asset Management Inc, Karpus Management, Inc., and Invesco Ltd..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +10,859 | — | 10,859 | $139.00K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +10,666 | +35.6% | 40,666 | $520.52K | Q2 2026 | Aug 27, 2026 |
| Karpus Management, Inc. | Sell | -43,169 | -0.9% | 4,654,677 | $59.58M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +42,333 | — | 42,333 | $541.86K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +20,727 | +1.6% | 1,290,468 | $16.52M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +11,303 | — | 11,303 | $144.68K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +9,187 | +2.3% | 417,457 | $5.34M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -5,653 | -7.2% | 73,346 | $938.83K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +4,009 | — | 4,009 | $51.32K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,369 | +4.6% | 76,348 | $977.26K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -2,454 | -0.7% | 351,208 | $4.50M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +2,047 | +3.8% | 56,376 | $721.61K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -32,635 | -4.4% | 707,959 | $9.06M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +10,001 | — | 10,001 | $128.01K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +4,105 | +0.7% | 627,001 | $8.03M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +172 | +0.9% | 19,858 | $254.19K | Q2 2026 | Aug 13, 2026 |
| Sit Investment Associates Inc | Buy | +89,025 | +0.8% | 10,962,663 | $140.32M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +11,981 | +3.2% | 383,477 | $4.91M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +5,733 | +15.2% | 43,462 | $556.31K | Q2 2026 | Aug 12, 2026 |
| First Trust Advisors Lp | Buy | +385 | +0.2% | 203,462 | $2.60M | Q2 2026 | Aug 11, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +28,960 | +15.0% | 222,390 | $2.85M | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +9,084 | — | 9,084 | $116.28K | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | Sell | -3,000 | -3.7% | 77,835 | $996.29K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +2,579 | +1.5% | 180,224 | $2.31M | Q2 2026 | Aug 07, 2026 |
| Twelve Points Wealth Management Llc | Sell | -1,887 | -2.4% | 77,263 | $988.97K | Q2 2026 | Aug 07, 2026 |
| Choreo, Llc | Buy | +4,081 | +15.7% | 30,101 | $385.29K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +61,374 | +25.6% | 300,777 | $3.85M | Q2 2026 | Aug 03, 2026 |
| Atlas Wealth Llc | Buy | +1,100,004 | — | 1,100,004 | $14.08M | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +11,039 | — | 11,039 | $141.30K | Q2 2026 | Jul 27, 2026 |
| Closed-End Fund Advisors, Inc. | Sell | -1,852 | -1.5% | 118,848 | $1.52M | Q2 2026 | Jul 27, 2026 |
Frequently asked questions about FINS activity
Which institutional owners are buying FINS?
Institutional owners buying FINS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FINS activity?
"Buy" means an investor increased their reported position in FINS compared to the prior reporting period. This reflects growing exposure to ANGEL OAK FINANC STRAT INC (FINS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FINS increasing?
Institutional interest in FINS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related FINS Institutional Insights
- FINS Overview
- FINS 13F Institutional Holders
- FINS Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- FINS Insider Trading & SEC Form 4 Activity
- FINS Articles
- Top Institutional Investor Stock Rankings