Angel Oak Financial Strategies Income Fund(FINS)

$12.55—

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Angel Oak Financial Strategies Income Fund(FINS)

NYSE

$12.55—

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FINS(FINS)

FINS

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Institutional Ownership

Top 60 Institutional Holders

Holder	Shares	Date	Change	% Held
SIT INVESTMENT ASSOCIATES INC	10.96M	Jun 30, 26	+89.03K	43.75%
Karpus Management, Inc.	4.65M	Jun 30, 26	-43.17K	18.58%
WELLS FARGO & COMPANY/MN	1.29M	Jun 30, 26	+20.73K	5.15%
Atlas Wealth LLC	1.10M	Jun 30, 26	+1.10M	4.39%
UBS Group AG	707.96K	Jun 30, 26	-32.63K	2.83%
MORGAN STANLEY	627.00K	Jun 30, 26	+4.11K	2.50%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	484.44K	Jun 30, 26	--	1.93%
ROYAL BANK OF CANADA	417.46K	Jun 30, 26	+9.19K	1.67%
STIFEL FINANCIAL CORP	383.48K	Jun 30, 26	+11.98K	1.53%
Advisors Asset Management, Inc.	351.21K	Jun 30, 26	-2.45K	1.40%
ENVESTNET ASSET MANAGEMENT INC	300.78K	Jun 30, 26	+61.37K	1.20%
RIVERBRIDGE PARTNERS LLC	235.36K	Jun 30, 26	+1.89K	0.94%
Noble Wealth Management PBC	231.62K	Jun 30, 26	-3.85K	0.92%
Thomas J. Herzfeld Advisors, Inc.	222.39K	Jun 30, 26	+28.96K	0.89%
FIRST TRUST ADVISORS LP	203.46K	Jun 30, 26	+385	0.81%
LPL Financial LLC	180.22K	Jun 30, 26	+2.58K	0.72%
Dakota Wealth Management	77.83K	Jun 30, 26	-3.00K	0.31%
Twelve Points Wealth Management LLC	77.26K	Jun 30, 26	-1.89K	0.31%
ADVISOR GROUP HOLDINGS, INC.	76.35K	Jun 30, 26	+3.37K	0.30%
Colony Group, LLC	73.78K	Jun 30, 26	--	0.29%
RAYMOND JAMES FINANCIAL INC	73.35K	Jun 30, 26	-5.65K	0.29%
WILEY BROS.-AINTREE CAPITAL, LLC	56.38K	Jun 30, 26	+2.05K	0.22%
Cetera Investment Advisers	43.46K	Jun 30, 26	+5.73K	0.17%
Invesco Ltd.	42.33K	Jun 30, 26	-291	0.17%
CI Private Wealth, LLC	40.67K	Jun 30, 26	+10.67K	0.16%
CHOREO, LLC	30.10K	Jun 30, 26	+4.08K	0.12%
Shaker Financial Services, LLC	29.25K	Jun 30, 26	+17.29K	0.12%
Summit Asset Management, LLC	26.00K	Jun 30, 26	--	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	24.37K	Jun 30, 26	--	0.10%
Live Oak Private Wealth LLC	21.67K	Jun 30, 26	--	0.09%
Rockefeller Capital Management L.P.	19.86K	Jun 30, 26	+172	0.08%
Mayflower Financial Advisors, LLC	18.70K	Jun 30, 26	--	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	11.30K	Jun 30, 26	+11.30K	0.05%
Private Advisor Group, LLC	11.04K	Jun 30, 26	+11.04K	0.04%
CITADEL ADVISORS LLC	10.86K	Jun 30, 26	+10.86K	0.04%
Mariner, LLC	10.00K	Jun 30, 26	+10.00K	0.04%
SRS Capital Advisors, Inc.	9.08K	Jun 30, 26	+9.08K	0.04%
FIFTH THIRD BANCORP	4.45K	Jun 30, 26	--	0.02%
IFG Advisory, LLC	4.01K	Jun 30, 26	+4.01K	0.02%
Integrated Wealth Concepts LLC	3.60K	Jun 30, 26	+3.60K	0.01%
Mountain Hill Investment Partners Corp.	3.33K	Jun 30, 26	--	0.01%
N.E.W. Advisory Services LLC	357	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	300	Jun 30, 26	--	0.00%
Larson Financial Group LLC	--	Jun 30, 26	-400	--
GHP Investment Advisors, Inc.	--	Jun 30, 26	-2.50K	--
Lido Advisors, LLC	--	Jun 30, 26	-13.47K	--
PFG Investments, LLC	--	Jun 30, 26	-10.08K	--
WEDBUSH SECURITIES INC	--	Jun 30, 26	-18.81K	--
CoreCap Advisors, LLC	--	Jun 30, 26	-7.26K	--
COMMONWEALTH EQUITY SERVICES, LLC	--	Jun 30, 26	-10.34K	--
COMERICA BANK	4.45K	Dec 31, 25	-2.35K	0.02%
Transform Wealth, LLC	43.35K	Mar 31, 25	+550	0.17%
RAYMOND JAMES & ASSOCIATES	62.10K	Sep 30, 24	-14.41K	0.25%
RAYMOND JAMES TRUST N.A.	--	Sep 30, 24	-12.38K	--
Cetera Advisor Networks LLC	12.33K	Mar 31, 24	+12.33K	0.05%
Highlander Capital Management, LLC	500	Mar 31, 24	--	0.00%
Claybrook Capital, LLC	13.46K	Sep 30, 23	--	0.05%
Foresight Wealth Management, LLC	--	Dec 31, 22	-24.11K	--
Hightower 6M Holding, LLC	--	Sep 30, 22	-19.20K	--
SPHINX TRADING, LP	1.24M	Dec 31, 21	+494.20K	4.95%

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Holder

Date

Change

% Held

SIT INVESTMENT ASSOCIATES INC

10.96M

Jun 30, 26

+89.03K

43.75%

Karpus Management, Inc.

4.65M

Jun 30, 26

-43.17K

18.58%

WELLS FARGO & COMPANY/MN

1.29M

Jun 30, 26

+20.73K

5.15%

Atlas Wealth LLC

1.10M

Jun 30, 26

+1.10M

4.39%

UBS Group AG

707.96K

Jun 30, 26

-32.63K

2.83%

MORGAN STANLEY

627.00K

Jun 30, 26

+4.11K

2.50%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

484.44K

Jun 30, 26

1.93%

ROYAL BANK OF CANADA

417.46K

Jun 30, 26

+9.19K

1.67%

STIFEL FINANCIAL CORP

383.48K

Jun 30, 26

+11.98K

1.53%

Advisors Asset Management, Inc.

351.21K

Jun 30, 26

-2.45K

1.40%

ENVESTNET ASSET MANAGEMENT INC

300.78K

Jun 30, 26

+61.37K

1.20%

RIVERBRIDGE PARTNERS LLC

235.36K

Jun 30, 26

+1.89K

0.94%

Noble Wealth Management PBC

231.62K

Jun 30, 26

-3.85K

0.92%

Thomas J. Herzfeld Advisors, Inc.

222.39K

Jun 30, 26

+28.96K

0.89%

FIRST TRUST ADVISORS LP

203.46K

Jun 30, 26

+385

0.81%

LPL Financial LLC

180.22K

Jun 30, 26

+2.58K

0.72%

Dakota Wealth Management

77.83K

Jun 30, 26

-3.00K

0.31%

Twelve Points Wealth Management LLC

77.26K

Jun 30, 26

-1.89K

0.31%

ADVISOR GROUP HOLDINGS, INC.

76.35K

Jun 30, 26

+3.37K

0.30%

Colony Group, LLC

73.78K

Jun 30, 26

0.29%

RAYMOND JAMES FINANCIAL INC

73.35K

Jun 30, 26

-5.65K

0.29%

WILEY BROS.-AINTREE CAPITAL, LLC

56.38K

Jun 30, 26

+2.05K

0.22%

Cetera Investment Advisers

43.46K

Jun 30, 26

+5.73K

0.17%

Invesco Ltd.

42.33K

Jun 30, 26

-291

0.17%

CI Private Wealth, LLC

40.67K

Jun 30, 26

+10.67K

0.16%

CHOREO, LLC

30.10K

Jun 30, 26

+4.08K

0.12%

Shaker Financial Services, LLC

29.25K

Jun 30, 26

+17.29K

0.12%

Summit Asset Management, LLC

26.00K

Jun 30, 26

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

24.37K

Jun 30, 26

0.10%

Live Oak Private Wealth LLC

21.67K

Jun 30, 26

0.09%

Rockefeller Capital Management L.P.

19.86K

Jun 30, 26

+172

0.08%

Mayflower Financial Advisors, LLC

18.70K

Jun 30, 26

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

11.30K

Jun 30, 26

+11.30K

0.05%

Private Advisor Group, LLC

11.04K

Jun 30, 26

+11.04K

0.04%

CITADEL ADVISORS LLC

10.86K

Jun 30, 26

+10.86K

0.04%

Mariner, LLC

10.00K

Jun 30, 26

+10.00K

0.04%

SRS Capital Advisors, Inc.

9.08K

Jun 30, 26

+9.08K

0.04%

FIFTH THIRD BANCORP

4.45K

Jun 30, 26

0.02%

IFG Advisory, LLC

4.01K

Jun 30, 26

+4.01K

0.02%

Integrated Wealth Concepts LLC

3.60K

Jun 30, 26

+3.60K

0.01%

Mountain Hill Investment Partners Corp.

3.33K

Jun 30, 26

0.01%

N.E.W. Advisory Services LLC

357

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

300

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

-400

GHP Investment Advisors, Inc.

Jun 30, 26

-2.50K

Lido Advisors, LLC

Jun 30, 26

-13.47K

PFG Investments, LLC

Jun 30, 26

-10.08K

WEDBUSH SECURITIES INC

Jun 30, 26

-18.81K

CoreCap Advisors, LLC

Jun 30, 26

-7.26K

COMMONWEALTH EQUITY SERVICES, LLC

Jun 30, 26

-10.34K

COMERICA BANK

4.45K

Dec 31, 25

-2.35K

0.02%

Transform Wealth, LLC

43.35K

Mar 31, 25

+550

0.17%

RAYMOND JAMES & ASSOCIATES

62.10K

Sep 30, 24

-14.41K

0.25%

RAYMOND JAMES TRUST N.A.

Sep 30, 24

-12.38K

Cetera Advisor Networks LLC

12.33K

Mar 31, 24

+12.33K

0.05%

Highlander Capital Management, LLC

500

Mar 31, 24

0.00%

Claybrook Capital, LLC

13.46K

Sep 30, 23

0.05%

Foresight Wealth Management, LLC

Dec 31, 22

-24.11K

Hightower 6M Holding, LLC

Sep 30, 22

-19.20K

SPHINX TRADING, LP

1.24M

Dec 31, 21

+494.20K

4.95%