DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

FINS

ANGEL OAK FINL STRATEGIES IN

46 institutions still hold ANGEL OAK FINL STRATEGIES IN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 03464A100·46 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 7.6%

vs prior quarter

13F value held

$137M

70.0% inst. owned

of float

Holders

46

-29 QoQ

filers reporting

Activity

+33 / −29

+861 added · −869 reduced

this quarter

Concentration

43.75%

Karpus Management, Inc. #1

top holder share

AI Holders Summary · Q1 2026

46 institutions reported FINS in Q1 2026. Karpus Management, Inc. leads at 43.8% of the visible book. -29 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Karpus Management, Inc.

$60M4.7M1.87%Q1 2026 02

WELLS FARGO & COMPANY/MN

$16M1.3M0.00%Q1 2026 03

$9M741K0.00%Q1 2026 04

$8M623K0.00%Q1 2026 05

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

$6M484K0.32%Q1 2026 06

ROYAL BANK OF CANADA

$5M408K0.00%Q1 2026 07

STIFEL FINANCIAL CORP

$5M371K0.00%Q1 2026 08

Advisors Asset Management, Inc.

$5M354K0.07%Q1 2026 09

ENVESTNET ASSET MANAGEMENT INC

$3M239K0.00%Q1 2026 10

Noble Wealth Management PBC

$3M235K1.51%Q1 2026 11

RIVERBRIDGE PARTNERS LLC

$3M233K0.07%Q1 2026 12

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$3M203K0.00%Q1 2026 13

Thomas J. Herzfeld Advisors, Inc.

$2M193K0.84%Q1 2026 14

LPL Financial LLC

$2M178K0.00%Q1 2026 15

Closed-End Fund Advisors, Inc.

$2M121K1.57%Q1 2026 16

Dakota Wealth Management

$1M81K0.02%Q1 2026 17

Twelve Points Wealth Management LLC

$1M79K0.22%Q1 2026 18

RAYMOND JAMES FINANCIAL INC

$1M79K0.00%Q1 2026 19

Focus Partners Wealth

$934,00071K0.00%Q4 2025 20

OSAIC HOLDINGS, INC.

$930,47873K0.00%Q1 2026

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