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Angel OAK Financ Strat Inc (FINS)

CUSIP: 03464A100 | US | Financial Services · Asset Management | Small Cap | 127 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Noble Wealth Management PBC229,140
1.2% of portfolio›$2.7M
Closed-End Fund Advisors, Inc.115,622
1.4% of portfolio›$1.4M
Twelve Points Wealth Management LLC53,450
0.1% of portfolio›$635.0K
Choreo, LLC30,016
0.0% of portfolio›$358.1K
Wealth Enhancement Advisory Services, LLC24,370
0.0% of portfolio›$289.8K
Live Oak Private Wealth LLC21,670
0.0% of portfolio›$258.5K
Chicago Partners Investment Group LLC16,566
0.0% of portfolio›$193.7K
Mountain Hill Investment Partners Corp.4,333
0.0% of portfolio›$51.7K
United Financial Planning Group LLC375
0.0% of portfolio›$4.5K
Highline Wealth Partners LLC300
0.0% of portfolio›$3.6K
StyleTurnoverLocationFiled
Noble Wealth Management PBC
229,140$2.7M1.2%YieldMediumGreenwood Village, CO2026-10-01
Closed-End Fund Advisors, Inc.
115,622$1.4M1.4%YieldMediumRichmond, VA2026-11-04
Twelve Points Wealth Management LLC
53,450$635.0K0.1%ETFMediumConcord, MA2026-11-03
Choreo, LLC
30,016$358.1K0.0%IndexLowRockford, IL2026-10-28
Wealth Enhancement Advisory Services, LLC
24,370$289.8K0.0%CoreLowPlymouth, MN2026-10-13
Live Oak Private Wealth LLC
21,670$258.5K0.0%ValueLowWilmington, NC2026-11-02
Chicago Partners Investment Group LLC
16,566$193.7K0.0%GARPLowChicago, IL2026-10-27
Mountain Hill Investment Partners Corp.
4,333$51.7K0.0%GrowthHighAtlantic Highlands, NJ2026-10-23
United Financial Planning Group LLC
375$4.5K0.0%ETFHighHauppauge, NY2026-11-04
Highline Wealth Partners LLC
300$3.6K0.0%ETFMediumSherman Oaks, CA2026-10-19