Angel OAK Financ Strat Inc (FINS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Nations Financial Group Inc,

INCREASED

Shares504,445 from 484,445

Change+20,000 (+4%)

Value$6.0M (-$182.9K)

Filed 2026-11-05

Noble Wealth Management PBC

DECREASED

Shares229,140 from 231,615

Change-2,475 (-1%)

Value$2.7M (-$231.0K)

Filed 2026-10-01

LPL Financial LLC

DECREASED

Shares178,243 from 180,224

Change-1,981 (-1%)

Value$2.1M (-$180.4K)

Filed 2026-11-06

Riverbridge Partners LLC

DECREASED

Shares139,729 from 235,363

Change-95,634 (-41%)

Value$1.7M (-$1.3M)

Filed 2026-11-05

Closed-End Fund Advisors, Inc.

DECREASED

Shares115,622 from 118,848

Change-3,226 (-3%)

Value$1.4M (-$141.9K)

Filed 2026-11-04

Twelve Points Wealth Management LLC

DECREASED

Shares53,450 from 77,263

Change-23,813 (-31%)

Value$635.0K (-$354.0K)

Filed 2026-11-03

Choreo, LLC

DECREASED

Shares30,016 from 30,101

Change-85 (0%)

Value$358.1K (-$27.2K)

Filed 2026-10-28

Summit Asset Management, LLC

UNCHANGED

Shares26,000 from 26,000

Change0 (0%)

Value$310.2K (-$22.6K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares24,370 from 24,370

Change0 (0%)

Value$289.8K (-$22.9K)

Filed 2026-10-13

Live Oak Private Wealth LLC

UNCHANGED

Shares21,670 from 21,670

Change0 (0%)

Value$258.5K (-$18.9K)

Filed 2026-11-02

Chicago Partners Investment Group LLC

NEW

Shares16,566

Change+16,566

Value$193.7K

Filed 2026-10-27

PNC Financial Services Group, Inc.

NEW

Shares4,600

Change+4,600

Value$54.9K

Filed 2026-11-06

Fifth Third Bancorp

DECREASED

Shares4,371 from 4,446

Change-75 (-2%)

Value$52.1K (-$4.8K)

Filed 2026-11-05

Mountain Hill Investment Partners Corp.

INCREASED

Shares4,333 from 3,333

Change+1,000 (+30%)

Value$51.7K (+$9.0K)

Filed 2026-10-23

United Financial Planning Group LLC

NEW

Shares375

Change+375

Value$4.5K

Filed 2026-11-04

Highline Wealth Partners LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$3.6K (-$261)

Filed 2026-10-19

Shaker Financial Services, LLC

CLOSED

Shares0 from 29,245

Change-29,245 (-100%)

Value$0 (-$374.3K)

Filed 2026-10-14

SIT Investment Associates Inc

N/A

Shares— from 10,962,663

Change-10,962,663 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 4,654,677

Change-4,654,677 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,290,468

Change-1,290,468 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 1,100,004

Change-1,100,004 (-100%)

Value—

UBS Group AG

N/A

Shares— from 707,959

Change-707,959 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 627,001

Change-627,001 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 417,457

Change-417,457 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 383,477

Change-383,477 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 351,208

Change-351,208 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 300,777

Change-300,777 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 222,390

Change-222,390 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 203,462

Change-203,462 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 77,835

Change-77,835 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 76,348

Change-76,348 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 73,779

Change-73,779 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 73,346

Change-73,346 (-100%)

Value—

&partners

N/A

Shares— from 56,376

Change-56,376 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 43,462

Change-43,462 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 42,333

Change-42,333 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 19,858

Change-19,858 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 18,700

Change-18,700 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,303

Change-11,303 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 11,039

Change-11,039 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 10,859

Change-10,859 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,001

Change-10,001 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 9,084

Change-9,084 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 4,009

Change-4,009 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 553

Change-553 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 357

Change-357 (-100%)

Value—

	Status
Nations Financial Group Inc,	INCREASED	504,445	484,445	+20,000	+4%	$6.2M	$6.0M	-$182.9K	2026-11-05
Noble Wealth Management PBC	DECREASED	229,140	231,615	-2,475	-1%	$3.0M	$2.7M	-$231.0K	2026-10-01
LPL Financial LLC	DECREASED	178,243	180,224	-1,981	-1%	$2.3M	$2.1M	-$180.4K	2026-11-06
Riverbridge Partners LLC	DECREASED	139,729	235,363	-95,634	-41%	$3.0M	$1.7M	-$1.3M	2026-11-05
Closed-End Fund Advisors, Inc.	DECREASED	115,622	118,848	-3,226	-3%	$1.5M	$1.4M	-$141.9K	2026-11-04
Twelve Points Wealth Management LLC	DECREASED	53,450	77,263	-23,813	-31%	$989.0K	$635.0K	-$354.0K	2026-11-03
Choreo, LLC	DECREASED	30,016	30,101	-85	0%	$385.3K	$358.1K	-$27.2K	2026-10-28
Summit Asset Management, LLC	UNCHANGED	26,000	26,000	0	0%	$332.8K	$310.2K	-$22.6K	2026-11-05
Wealth Enhancement Advisory Services, LLC	UNCHANGED	24,370	24,370	0	0%	$312.7K	$289.8K	-$22.9K	2026-10-13
Live Oak Private Wealth LLC	UNCHANGED	21,670	21,670	0	0%	$277.4K	$258.5K	-$18.9K	2026-11-02
Chicago Partners Investment Group LLC	NEW	16,566	—	+16,566	—	—	$193.7K	—	2026-10-27
PNC Financial Services Group, Inc.	NEW	4,600	—	+4,600	—	—	$54.9K	—	2026-11-06
Fifth Third Bancorp	DECREASED	4,371	4,446	-75	-2%	$56.9K	$52.1K	-$4.8K	2026-11-05
Mountain Hill Investment Partners Corp.	INCREASED	4,333	3,333	+1,000	+30%	$42.7K	$51.7K	+$9.0K	2026-10-23
United Financial Planning Group LLC	NEW	375	—	+375	—	—	$4.5K	—	2026-11-04
Highline Wealth Partners LLC	UNCHANGED	300	300	0	0%	$3.8K	$3.6K	-$261	2026-10-19
Shaker Financial Services, LLC	CLOSED	0	29,245	-29,245	-100%	$374.3K	$0	-$374.3K	2026-10-14
SIT Investment Associates Inc	N/A	—	10,962,663	-10,962,663	-100%	$140.3M	—	—	—
Karpus Management, Inc.	N/A	—	4,654,677	-4,654,677	-100%	$59.6M	—	—	—
Wells Fargo & Company	N/A	—	1,290,468	-1,290,468	-100%	$16.5M	—	—	—
Atlas Wealth LLC	N/A	—	1,100,004	-1,100,004	-100%	$14.1M	—	—	—
UBS Group AG	N/A	—	707,959	-707,959	-100%	$9.1M	—	—	—
Morgan Stanley	N/A	—	627,001	-627,001	-100%	$8.0M	—	—	—
Royal Bank of Canada	N/A	—	417,457	-417,457	-100%	$5.3M	—	—	—
Stifel Financial Corp	N/A	—	383,477	-383,477	-100%	$4.9M	—	—	—
Advisors Asset Management, Inc.	N/A	—	351,208	-351,208	-100%	$4.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	300,777	-300,777	-100%	$3.8M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	222,390	-222,390	-100%	$2.8M	—	—	—
First Trust Advisors LP	N/A	—	203,462	-203,462	-100%	$2.6M	—	—	—
Dakota Wealth Management	N/A	—	77,835	-77,835	-100%	$996.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	76,348	-76,348	-100%	$977.3K	—	—	—
Focus Partners Wealth	N/A	—	73,779	-73,779	-100%	$944.4K	—	—	—
Raymond James Financial Inc	N/A	—	73,346	-73,346	-100%	$938.8K	—	—	—
&partners	N/A	—	56,376	-56,376	-100%	$721.6K	—	—	—
Cetera Investment Advisers	N/A	—	43,462	-43,462	-100%	$556.3K	—	—	—
Invesco Ltd.	N/A	—	42,333	-42,333	-100%	$541.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	19,858	-19,858	-100%	$254.2K	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	18,700	-18,700	-100%	$239.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	11,303	-11,303	-100%	$144.7K	—	—	—
Private Advisor Group, LLC	N/A	—	11,039	-11,039	-100%	$141.3K	—	—	—
Citadel Advisors LLC	N/A	—	10,859	-10,859	-100%	$139.0K	—	—	—
Mariner, LLC	N/A	—	10,001	-10,001	-100%	$128.0K	—	—	—
Arax Advisory Partners	N/A	—	9,084	-9,084	-100%	$116.3K	—	—	—
IFG Advisory, LLC	N/A	—	4,009	-4,009	-100%	$51.3K	—	—	—
BFC Planning, Inc.	N/A	—	553	-553	-100%	$7.1K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	357	-357	-100%	$4.6K	—	—	—

Showing 46 of 46 institutions