ANGEL OAK FINL STRATEGIES IN

Historical 13F Holders

Symbol
FINS
CUSIP
03464A100
All holders as of
Q2 2026
Type
Equity
Class
COM BEN INT
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 03464A100 since 12/18/2024, newest first.

Filer % of Class Filed
Karpus Management, Inc. 13G/A Amendment 5 14.1% 5/14/2026
Event 3/31/2026
Karpus Management, Inc. 13G/A Amendment 4 15.5% 11/14/2025
Event 11/12/2025
Wells Fargo & Company/MN 13G/A Amendment 1 4.1% 8/6/2025
Event 6/30/2025
Karpus Management, Inc. 13D 16.5% 7/16/2025
Event 7/14/2025
Sit Investment Associates, Inc. 13G/A Amendment 3
28.7% 6/5/2025
Event 5/30/2025
Wells Fargo & Company/MN 13G 5.4% 4/25/2025
Event 3/31/2025
Karpus Management, Inc. 13G/A Amendment 3 15.1% 2/14/2025
Event 12/31/2024
Morgan Stanley 13G/A Amendment 5
3.5% 1/7/2025
Event 1/7/2025
Sit Investment Associates, Inc. 13G/A Amendment 2
20.6% 1/6/2025
Event 12/31/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 1 229 k $2.73 M
2026 Q2 43 23.3 M $298 M
2026 Q1 43 22.0 M $280 M
2025 Q4 45 22.2 M $293 M
2025 Q3 41 22.0 M $289 M
2025 Q2 42 21.8 M $283 M
2025 Q1 36 14.4 M $194 M
2024 Q4 39 14.2 M $180 M
2024 Q3 36 12.6 M $167 M
2024 Q2 36 15.1 M $187 M
2024 Q1 36 16.5 M $206 M
2023 Q4 43 13.0 M $154 M
2023 Q3 34 11.0 M $133 M
2023 Q2 36 10.6 M $126 M
2023 Q1 43 10.2 M $125 M
2022 Q4 48 9.75 M $125 M
2022 Q3 45 8.15 M $109 M
2022 Q2 42 7.02 M $102 M
2022 Q1 34 7.19 M $113 M
2021 Q4 37 8.52 M $145 M
2021 Q3 30 5.78 M $98.5 M
2021 Q2 24 4.98 M $90.1 M
2021 Q1 24 4.72 M $83.0 M
2020 Q4 27 4.23 M $71.1 M
2020 Q3 21 3.84 M $64.6 M
2020 Q2 23 4.79 M $80.2 M
2020 Q1 23 1.50 M $25.6 M
2019 Q4 16 1.37 M $28.4 M
2019 Q3 10 1.18 M $23.8 M
2019 Q2 7 698 k $14.0 M