FINS
Angel Oak Financial Strategies Income Term Trust• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC Sit Investment Associates Inc | $140.3M | 10.96M | 2.66% | +0.8% |
| OSAIC HOLDINGS, INC. Advisor Group Holdings, Inc. | $88.7M | 6.21M | 0.05% | -1.1% |
| UBS Group AG Ubs Group Ag | $61.2M | 2.32M | 0.01% | -7.8% |
| Karpus Management, Inc. Karpus Management, Inc. | $59.6M | 4.65M | 1.71% | -0.9% |
| Focus Partners Wealth Colony Group Llc | $55.4M | 1.14M | 0.06% | -1.3% |
| WELLS FARGO & COMPANY/MN Wells Fargo & Company/Mn | $41.7M | 1.81M | 0.00% | +23.0% |
| Greenwich Wealth Management LLC Greenwich Wealth Management Llc | $22.5M | 441.9K | 0.82% | +39.3% |
| RAYMOND JAMES FINANCIAL INC Raymond James Financial Inc | $22M | 486.1K | 0.00% | +48.9% |
| LPL Financial LLC Lpl Financial Llc | $20.5M | 680.1K | 0.00% | +138.8% |
| STIFEL FINANCIAL CORP Stifel Financial Corp | $20M | 680.3K | 0.01% | +3.2% |
| NewEdge Wealth, LLC Newedge Wealth, Llc | $18.8M | 2.18M | 0.19% | -15.9% |
| Janney Montgomery Scott LLC Janney Montgomery Scott Llc | $15.6M | 306.2K | 0.03% | +12.1% |
| FIRST NATIONAL BANK OF OMAHA First National Bank Of Omaha | $15.5M | 302.8K | 0.41% | +5.3% |
| Heritage Trust Co Heritage Trust Co | $15.4M | 302.4K | 1.26% | +1.9% |
| Atlas Wealth LLC Atlas Wealth Llc | $14.1M | 1.10M | 2.01% | New Position |
| IFC Advisors LLC Ifc Advisors Llc | $13.7M | 269.0K | 1.74% | -14.3% |
| Crescent Grove Advisors, LLC Crescent Grove Advisors, Llc | $12M | 233.4K | 1.00% | -4.3% |
| ISLAY CAPITAL MANAGEMENT, LLC Islay Capital Management, Llc | $11.1M | 218.5K | 5.15% | +24.5% |
| Vise Technologies, Inc. Vise Technologies, Inc. | $9.7M | 202.1K | 0.11% | +119.8% |
| INDEPENDENT FINANCIAL GROUP, LLC Independent Financial Group, Llc | $8.8M | 172.3K | 0.16% | +18.6% |
| MORGAN STANLEY Morgan Stanley | $8.2M | 630.1K | 0.00% | Unchanged |
| Sage Mountain Advisors LLC Sage Mountain Advisors Llc | $7.9M | 155.4K | 0.49% | +23.1% |
| Goldstone Financial Group, LLC Goldstone Financial Group, Llc | $6.9M | 797.9K | 0.63% | +170.0% |
| Precision Wealth Strategies, LLC Precision Wealth Strategies, Llc | $6.1M | 119.5K | 1.84% | -27.6% |
| ROYAL BANK OF CANADA Royal Bank Of Canada | $5.3M | 417.5K | 0.00% | Exited |
| MML INVESTORS SERVICES, LLC Mml Investors Services, Llc | $5.2M | 505.5K | 0.01% | +37.5% |
| NewEdge Advisors, LLC Newedge Advisors, Llc | $5.1M | 585.5K | 0.01% | New Position |
| Advisors Asset Management, Inc. Advisors Asset Management, Inc. | $4.5M | 351.2K | 0.07% | -0.7% |
| CITADEL ADVISORS LLC Citadel Advisors | $3.4M | 259.1K | 0.00% | -21.4% |
| Arkadios Wealth Advisors Arkadios Wealth Advisors | $3.4M | 65.7K | 0.03% | +36.6% |
| Angel Oak Capital Advisors, LLC Angel Oak Capital Advisors, Llc | $3.2M | 374.7K | 4.08% | -49.0% |
| Thomas J. Herzfeld Advisors, Inc. Thomas J. Herzfeld Advisors, Inc. | $2.8M | 222.4K | 0.87% | +15.0% |
| FIRST TRUST ADVISORS LP First Trust Advisors Lp | $2.6M | 203.5K | 0.00% | +0.2% |
| Transamerica Financial Advisors, LLC Transamerica Financial Advisors, Inc. | $2.3M | 47.9K | 0.20% | -2.2% |
| Brown Financial Advisors Brown Financial Advisors | $2.2M | 43.2K | 0.77% | -0.2% |
| PATTEN & PATTEN INC/TN Patten & Patten Inc/Tn | $2.1M | 241.6K | 0.11% | -0.7% |
| Corient Private Wealth LP Ci Private Wealth, Llc | $1.9M | 159.4K | 0.00% | +35.5% |
| Camarda Financial Advisors, LLC Camarda Financial Advisors, Llc | $1.6M | 30.7K | 0.47% | +7.0% |
| GOLDMAN SACHS GROUP INC Goldman Sachs Group | $1.5M | 178.7K | 0.00% | Exited |
| Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc. | $1.5M | 29.3K | 0.00% | — |
| Dakota Wealth Management Dakota Wealth Management | $996K | 77.8K | 0.02% | -3.7% |
| Twelve Points Wealth Management LLC Twelve Points Wealth Management Llc | $989K | 77.3K | 0.20% | -2.4% |
| Requisite Capital Management, LLC Requisite Capital Management, Llc | $905K | 48.5K | 0.10% | Unchanged |
| Equitable Holdings, Inc. Equitable Holdings, Inc. | $871K | 33.7K | 0.00% | +27.9% |
| Diversified Portfolios, Inc. Diversified Portfolios, Inc. | $856K | 16.8K | 0.06% | +23.2% |
| Mattson Financial Services, LLC Mattson Financial Services, Llc | $842K | 16.5K | 0.18% | -34.6% |
| &PARTNERS Wiley Bros.-Aintree Capital, Llc | $722K | 56.4K | 0.00% | +3.8% |
| HighTower Advisors, LLC Hightower Advisors, Llc | $721K | 14.1K | 0.00% | -76.1% |
| Copley Financial Group, Inc. Copley Financial Group, Inc. | $707K | 13.9K | 0.43% | -35.5% |
| SHP Wealth Management Shp Wealth Management | $650K | 75.4K | 0.04% | +218.0% |