Angel OAK Financial Strategies In (FINS): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it. 1 officer or director bought in 6 months.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of FINS (all 13F filers)
- SIT Investment Associates11.0 MType not verified+89 K
- Karpus Management4.7 MType not verified−43 K
- Wells Fargo1.3 MBank or trading desk+21 K
- Atlas Wealth1.1 MWealth adviser+1.1 M
- UBS Group708 KBank or trading desk−33 K
- Morgan Stanley627 KBank or trading desk+4,105
- Nations Financial Group484 KType not verified0
- Royal Bank of Canada417 KBank or trading desk+9,187
- Stifel Financial383 KWealth adviser+12 K
- Advisors Asset Management351 KType not verified−2,454
- Shares
- 11.0 M
- Change
- +89 K
See more
- Type
- Type not verified
- Value
- $140M
- Shares
- 4.7 M
- Change
- −43 K
See more
- Type
- Type not verified
- Value
- $59.6M
- Shares
- 1.3 M
- Change
- +21 K
See more
- Type
- Bank or trading desk
- Value
- $16.5M
- Atlas Wealth
- Shares
- 1.1 M
- Change
- +1.1 M
See more
- Type
- Wealth adviser
- Value
- $14.1M
- Shares
- 708 K
- Change
- −33 K
See more
- Type
- Bank or trading desk
- Value
- $9.1M
- Shares
- 627 K
- Change
- +4,105
See more
- Type
- Bank or trading desk
- Value
- $8.0M
- Shares
- 484 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $6.2M
- Shares
- 417 K
- Change
- +9,187
See more
- Type
- Bank or trading desk
- Value
- $5.3M
- Shares
- 383 K
- Change
- +12 K
See more
- Type
- Wealth adviser
- Value
- $4.9M
- Shares
- 351 K
- Change
- −2,454
See more
- Type
- Type not verified
- Value
- $4.5M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- SIT Investment Associates33.9%13G · amendmentfiling ↗Event: Oct 30, 2026 · filed: Nov 5, 2026
- Karpus Management14.06%13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: May 14, 2026
- Karpus Management15.48%13G · amendmentfiling ↗Event: Nov 12, 2025 · filed: Nov 14, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
Flagged material events (8-K)
Unregistered sale of equity securities (Item 3.02)
«Angel Oak Financial Strategies Income Term Trust Issues Mandatorily Redeemable Preferred Shares and New Notes and Sets Record Date and Date for Annual Meeting…»
Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.