ATLANTA, GA
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUSTFINS— Latest position per institution from SEC 13F filings
15
Institutional holders
23.14M
Total shares held
155.57M
Estimated value
1.16M
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
10.87M
Value
138.64K
Filed
Mar 31, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
4.70M
Value
59.90M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.27M
Value
16.19M
Filed
Mar 31, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
818.84K
Value
10.11M
Filed
Jun 30, 2024
UBS GROUP AG
CIK 1610520
Shares
740.59K
Value
9.44M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
622.90K
Value
7.94M
Filed
Mar 31, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 1109767
Shares
484.44K
Value
6.18M
Filed
Mar 31, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
469.65K
Value
5.65M
Filed
Sep 30, 2023
WOLVERINE TRADING, LLC
CIK 927337
Shares
415.60K
Value
4.95M
Filed
Dec 31, 2023
ROYAL BANK OF CANADA
CIK 1000275
Shares
408.27K
Value
5.21M
Filed
Mar 31, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
371.50K
Value
4.74M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
353.66K
Value
4.51M
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
239.40K
Value
3.05M
Filed
Mar 31, 2026
NOBLE WEALTH MANAGEMENT PBC
CIK 2055065
Shares
235.47K
Value
3M
Filed
Mar 31, 2026
RIVERBRIDGE PARTNERS LLC
CIK 1112325
Shares
233.48K
Value
2.98M
Filed
Mar 31, 2026
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
203.08K
Value
2.59M
Filed
Mar 31, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
193.43K
Value
2.47M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
177.65K
Value
2.26M
Filed
Mar 31, 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 | 10.87M | 138.64K | Mar 31, 2026 |
| 2 | KARPUS MANAGEMENT, INC. | 1048703 | 4.70M | 59.90M | Mar 31, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 1.27M | 16.19M | Mar 31, 2026 |
| 4 | ATLAS WEALTH LLC | 1964106 | 818.84K | 10.11M | Jun 30, 2024 |
| 5 | UBS GROUP AG | 1610520 | 740.59K | 9.44M | Mar 31, 2026 |
| 6 | MORGAN STANLEY | 895421 | 622.90K | 7.94M | Mar 31, 2026 |
| 7 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1109767 | 484.44K | 6.18M | Mar 31, 2026 |
| 8 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 469.65K | 5.65M | Sep 30, 2023 |
| 9 | WOLVERINE TRADING, LLC | 927337 | 415.60K | 4.95M | Dec 31, 2023 |
| 10 | ROYAL BANK OF CANADA | 1000275 | 408.27K | 5.21M | Mar 31, 2026 |
| 11 | STIFEL FINANCIAL CORP | 720672 | 371.50K | 4.74M | Mar 31, 2026 |
| 12 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 353.66K | 4.51M | Mar 31, 2026 |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 239.40K | 3.05M | Mar 31, 2026 |
| 14 | NOBLE WEALTH MANAGEMENT PBC | 2055065 | 235.47K | 3M | Mar 31, 2026 |
| 15 | RIVERBRIDGE PARTNERS LLC | 1112325 | 233.48K | 2.98M | Mar 31, 2026 |
| 16 | FIRST TRUST ADVISORS LP | 1125816 | 203.08K | 2.59M | Mar 31, 2026 |
| 17 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 193.43K | 2.47M | Mar 31, 2026 |
| 18 | LPL FINANCIAL LLC | 1403438 | 177.65K | 2.26M | Mar 31, 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.