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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+10,85910,859$139.00KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+10,666+35.6%40,666$520.52KQ2 2026Aug 27, 2026
Karpus Management, Inc.Sell-43,169-0.9%4,654,677$59.58MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+42,33342,333$541.86KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+20,727+1.6%1,290,468$16.52MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+11,30311,303$144.68KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+9,187+2.3%417,457$5.34MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-5,653-7.2%73,346$938.83KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+4,0094,009$51.32KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,369+4.6%76,348$977.26KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-2,454-0.7%351,208$4.50MQ2 2026Aug 14, 2026
&PartnersBuy+2,047+3.8%56,376$721.61KQ2 2026Aug 14, 2026
Ubs Group AgSell-32,635-4.4%707,959$9.06MQ2 2026Aug 13, 2026
Mariner, LlcBuy+10,00110,001$128.01KQ2 2026Aug 13, 2026
Morgan StanleyBuy+4,105+0.7%627,001$8.03MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+172+0.9%19,858$254.19KQ2 2026Aug 13, 2026
Sit Investment Associates IncBuy+89,025+0.8%10,962,663$140.32MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+11,981+3.2%383,477$4.91MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+5,733+15.2%43,462$556.31KQ2 2026Aug 12, 2026
First Trust Advisors LpBuy+385+0.2%203,462$2.60MQ2 2026Aug 11, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+28,960+15.0%222,390$2.85MQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+9,0849,084$116.28KQ2 2026Aug 10, 2026
Dakota Wealth ManagementSell-3,000-3.7%77,835$996.29KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+2,579+1.5%180,224$2.31MQ2 2026Aug 07, 2026
Twelve Points Wealth Management LlcSell-1,887-2.4%77,263$988.97KQ2 2026Aug 07, 2026
Choreo, LlcBuy+4,081+15.7%30,101$385.29KQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+61,374+25.6%300,777$3.85MQ2 2026Aug 03, 2026
Atlas Wealth LlcBuy+1,100,0041,100,004$14.08MQ2 2026Jul 28, 2026
Private Advisor Group, LlcBuy+11,03911,039$141.30KQ2 2026Jul 27, 2026
Closed-End Fund Advisors, Inc.Sell-1,852-1.5%118,848$1.52MQ2 2026Jul 27, 2026
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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.