ATLANTA, GA
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUSTFINS— Latest position per institution from SEC 13F filings
15
Institutional holders
23.57M
Total shares held
160.81M
Estimated value
1.18M
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
10.96M
Value
140.32K
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
4.65M
Value
59.58M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.29M
Value
16.52M
Filed
Jun 30, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
1.10M
Value
14.08M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
707.96K
Value
9.06M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
627K
Value
8.03M
Filed
Jun 30, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 1109767
Shares
484.44K
Value
6.20M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
469.65K
Value
5.65M
Filed
Sep 30, 2023
ROYAL BANK OF CANADA
CIK 1000275
Shares
417.46K
Value
5.34M
Filed
Jun 30, 2026
WOLVERINE TRADING, LLC
CIK 927337
Shares
415.60K
Value
4.95M
Filed
Dec 31, 2023
STIFEL FINANCIAL CORP
CIK 720672
Shares
383.48K
Value
4.91M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
351.21K
Value
4.50M
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
300.78K
Value
3.85M
Filed
Jun 30, 2026
RIVERBRIDGE PARTNERS LLC
CIK 1112325
Shares
235.36K
Value
3.01M
Filed
Jun 30, 2026
NOBLE WEALTH MANAGEMENT PBC
CIK 2055065
Shares
231.62K
Value
2.96M
Filed
Jun 30, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
222.39K
Value
2.85M
Filed
Jun 30, 2026
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
203.46K
Value
2.60M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
180.22K
Value
2.31M
Filed
Jun 30, 2026
GRANITESHARES ADVISORS LLC
CIK 1839545
Shares
174.41K
Value
2.23M
Filed
Dec 31, 2022
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 1034546
Shares
158.76K
Value
2.03M
Filed
Dec 31, 2022
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 10.96M | 140.32K | Jun 30, 2026 |
| 2 | KARPUS MANAGEMENT, INC. | 1048703 | 4.65M | 59.58M | Jun 30, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 1.29M | 16.52M | Jun 30, 2026 |
| 4 | ATLAS WEALTH LLC | 1964106 | 1.10M | 14.08M | Jun 30, 2026 |
| 5 | UBS GROUP AG | 1610520 | 707.96K | 9.06M | Jun 30, 2026 |
| 6 | MORGAN STANLEY | 895421 | 627K | 8.03M | Jun 30, 2026 |
| 7 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1109767 | 484.44K | 6.20M | Jun 30, 2026 |
| 8 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 469.65K | 5.65M | Sep 30, 2023 |
| 9 | ROYAL BANK OF CANADA | 1000275 | 417.46K | 5.34M | Jun 30, 2026 |
| 10 | WOLVERINE TRADING, LLC | 927337 | 415.60K | 4.95M | Dec 31, 2023 |
| 11 | STIFEL FINANCIAL CORP | 720672 | 383.48K | 4.91M | Jun 30, 2026 |
| 12 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 351.21K | 4.50M | Jun 30, 2026 |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 300.78K | 3.85M | Jun 30, 2026 |
| 14 | RIVERBRIDGE PARTNERS LLC | 1112325 | 235.36K | 3.01M | Jun 30, 2026 |
| 15 | NOBLE WEALTH MANAGEMENT PBC | 2055065 | 231.62K | 2.96M | Jun 30, 2026 |
| 16 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 222.39K | 2.85M | Jun 30, 2026 |
| 17 | FIRST TRUST ADVISORS LP | 1125816 | 203.46K | 2.60M | Jun 30, 2026 |
| 18 | LPL FINANCIAL LLC | 1403438 | 180.22K | 2.31M | Jun 30, 2026 |
| 19 | GRANITESHARES ADVISORS LLC | 1839545 | 174.41K | 2.23M | Dec 31, 2022 |
| 20 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1034546 | 158.76K | 2.03M | Dec 31, 2022 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.