Who Owns ANGEL OAK FINANCIAL (FINS)? -- Institutional Holders (2026-06-30)

50 institutions reported holding $297.8M of ANGEL OAK FINANCIAL (FINS) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($140.3M), Karpus Management, Inc. ($59.6M), WELLS FARGO & COMPANY/MN ($16.5M), Atlas Wealth LLC ($14.1M), UBS Group AG ($9.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SIT INVESTMENT ASSOCIATES INC$140.3M11.0MAdded
2Karpus Management, Inc.$59.6M4.7MTrimmed
3WELLS FARGO & COMPANY/MN$16.5M1.3MAdded
4Atlas Wealth LLC$14.1M1.1MNew
5UBS Group AG$9.1M707,959Trimmed
6MORGAN STANLEY$8.0M627,001Added
7NATIONS FINANCIAL GROUP INC, /IA/ /ADV$6.2M484,445Hold
8Royal Bank of Canada$5.3M417,457Added
9STIFEL FINANCIAL CORP$4.9M383,477Added
10Advisors Asset Management, Inc.$4.5M351,208Trimmed
11ENVESTNET ASSET MANAGEMENT INC$3.8M300,777Added
12RIVERBRIDGE PARTNERS LLC$3.0M235,363Added
13Noble Wealth Management PBC$3.0M231,615Trimmed
14Thomas J. Herzfeld Advisors, Inc.$2.8M222,390Added
15FIRST TRUST ADVISORS LP$2.6M203,462Added
16LPL Financial LLC$2.3M180,224Added
17Closed-End Fund Advisors, Inc.$1.5M118,848Trimmed
18Dakota Wealth Management$996,28877,835Trimmed
19Twelve Points Wealth Management LLC$988,96677,263Trimmed
20OSAIC HOLDINGS, INC.$977,26076,348Added
21Focus Partners Wealth$944,37273,779Hold
22RAYMOND JAMES FINANCIAL INC$938,83273,346Trimmed
23&PARTNERS$721,61356,376Added
24Cetera Investment Advisers$556,30843,462Added
25Invesco Ltd.$541,86242,333Trimmed

Source: SEC Form 13F filings · as of 2026-06-30