CUSIP 03464A100
ANGEL OAK FINL STRATEGIES IN
81 institutions · $183.8M total · 24,367,987 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 5,151,041 | $68.0M | 21.13% | 2025-12-31 |
| 2 | WELLS FARGO & COMPANY/MN | 1,119,521 | $14.8M | 4.59% | 2025-12-31 |
| 3 | Atlas Wealth LLC | 818,837 | $10.1M | 3.36% | 2024-06-30 |
| 4 | UBS Group AG | 720,275 | $9.5M | 2.95% | 2025-12-31 |
| 5 | MORGAN STANLEY | 655,562 | $8.7M | 2.69% | 2025-12-31 |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484,445 | $6.4M | 1.98% | 2025-12-31 |
| 7 | Saba Capital Management, L.P. | 469,649 | $5.7M | 1.92% | 2023-12-31 |
| 8 | STIFEL FINANCIAL CORP | 418,161 | $5.5M | 1.71% | 2025-12-31 |
| 9 | Royal Bank of Canada | 409,551 | $5.4M | 1.68% | 2025-12-31 |
| 10 | WOLVERINE TRADING, LLC | 415,601 | $5.0M | 1.70% | 2023-12-31 |
| 11 | Advisors Asset Management, Inc. | 364,071 | $4.8M | 1.49% | 2025-12-31 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 363,954 | $4.8M | 1.49% | 2025-12-31 |
| 13 | Noble Wealth Management PBC | 247,035 | $3.2M | 1.01% | 2025-12-31 |
| 14 | Thomas J. Herzfeld Advisors, Inc. | 216,513 | $2.9M | 0.88% | 2025-12-31 |
| 15 | RIVERBRIDGE PARTNERS LLC | 215,510 | $2.8M | 0.88% | 2025-12-31 |
| 16 | FIRST TRUST ADVISORS LP | 187,327 | $2.5M | 0.76% | 2025-12-31 |
| 17 | LPL Financial LLC | 183,115 | $2.4M | 0.75% | 2025-12-31 |
| 18 | Closed-End Fund Advisors, Inc. | 121,264 | $1.6M | 0.49% | 2025-12-31 |
| 19 | Shaker Financial Services, LLC | 105,239 | $1.4M | 0.43% | 2025-12-31 |
| 20 | EQUITEC PROPRIETARY MARKETS, LLC | 111,001 | $1.4M | 0.45% | 2024-03-31 |
| 21 | Dakota Wealth Management | 77,835 | $1.0M | 0.31% | 2025-12-31 |
| 22 | RAYMOND JAMES FINANCIAL INC | 74,560 | $984.9K | 0.30% | 2025-12-31 |
| 23 | Matisse Capital | 80,000 | $963.2K | 0.32% | 2023-12-31 |
| 24 | Twelve Points Wealth Management LLC | 71,524 | $943.0K | 0.29% | 2025-12-31 |
| 25 | ADVISOR GROUP HOLDINGS, INC. | 70,780 | $935.0K | 0.29% | 2025-12-31 |
| 26 | Focus Partners Wealth | 70,779 | $935.0K | 0.29% | 2025-12-31 |
| 27 | Kovitz Investment Group Partners, LLC | 70,779 | $927.9K | 0.29% | 2025-09-30 |
| 28 | RAYMOND JAMES & ASSOCIATES | 62,097 | $820.9K | 0.25% | 2024-09-30 |
| 29 | Cetera Investment Advisers | 56,747 | $749.6K | 0.23% | 2025-12-31 |
| 30 | WILEY BROS.-AINTREE CAPITAL, LLC | 51,181 | $676.1K | 0.21% | 2025-12-31 |
| 31 | Transform Wealth, LLC | 43,350 | $584.4K | 0.17% | 2025-03-31 |
| 32 | Invesco Ltd. | 39,727 | $524.8K | 0.16% | 2025-12-31 |
| 33 | CI Private Wealth, LLC | 30,000 | $396.3K | 0.12% | 2025-12-31 |
| 34 | CHOREO, LLC | 28,746 | $379.2K | 0.11% | 2025-12-31 |
| 35 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 30,138 | $372.8K | 0.12% | 2024-06-30 |
| 36 | Summit Asset Management, LLC | 26,000 | $343.5K | 0.10% | 2025-12-31 |
| 37 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,370 | $322.4K | 0.10% | 2025-12-31 |
| 38 | Jefferies Financial Group Inc. | 25,000 | $317.5K | 0.10% | 2024-12-31 |
| 39 | CITADEL ADVISORS LLC | 25,115 | $296.6K | 0.10% | 2023-09-30 |
| 40 | PATHSTONE FAMILY OFFICE, LLC | 20,070 | $292.6K | 0.08% | 2023-12-31 |
| 41 | Live Oak Private Wealth LLC | 21,670 | $286.3K | 0.08% | 2025-12-31 |
| 42 | Rockefeller Capital Management L.P. | 18,186 | $240.2K | 0.07% | 2025-12-31 |
| 43 | GUGGENHEIM CAPITAL LLC | 19,951 | $235.6K | 0.08% | 2023-09-30 |
| 44 | Fisher Asset Management, LLC | 18,481 | $220.1K | 0.07% | 2024-03-31 |
| 45 | Catalina Capital Group, LLC | 16,052 | $210.4K | 0.06% | 2025-09-30 |
| 46 | StoneX Group Inc. | 15,349 | $202.8K | 0.06% | 2025-12-31 |
| 47 | HighTower Advisors, LLC | 15,334 | $199.0K | 0.06% | 2025-06-30 |
| 48 | SFI Advisors, LLC | 13,513 | $182.2K | 0.05% | 2025-03-31 |
| 49 | Lido Advisors, LLC | 13,467 | $176.6K | 0.05% | 2025-12-31 |
| 50 | D.A. DAVIDSON & CO. | 12,800 | $162.6K | 0.05% | 2024-12-31 |
| 51 | Claybrook Capital, LLC | 13,455 | $162.0K | 0.05% | 2023-12-31 |
| 52 | Cetera Advisor Networks LLC | 12,333 | $154.0K | 0.05% | 2024-03-31 |
| 53 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,428 | $151.0K | 0.04% | 2025-12-31 |
| 54 | Ignite Planners, LLC | 11,452 | $150.1K | 0.04% | 2025-09-30 |
| 55 | Worth Asset Management, LLC | 10,964 | $139.2K | 0.04% | 2024-12-31 |
| 56 | READYSTATE ASSET MANAGEMENT LP | 10,848 | $137.8K | 0.04% | 2024-12-31 |
| 57 | SIT INVESTMENT ASSOCIATES INC | 10,285,734 | $135.9K | 42.21% | 2025-12-31 |
| 58 | COMMONWEALTH EQUITY SERVICES, LLC | 10,189 | $134.6K | 0.04% | 2025-12-31 |
| 59 | Chicago Partners Investment Group LLC | 10,138 | $133.6K | 0.04% | 2025-03-31 |
| 60 | PFG Investments, LLC | 10,080 | $133.2K | 0.04% | 2025-12-31 |
| 61 | RAYMOND JAMES TRUST N.A. | 10,679 | $132.1K | 0.04% | 2024-06-30 |
| 62 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,833 | $75.7K | 0.02% | 2025-06-30 |
| 63 | COMERICA BANK | 4,327 | $57.2K | 0.01% | 2025-12-31 |
| 64 | Kestra Advisory Services, LLC | 4,000 | $52.8K | 0.01% | 2025-12-31 |
| 65 | Mountain Hill Investment Partners Corp. | 3,333 | $44.0K | 0.01% | 2025-12-31 |
| 66 | BANK OF AMERICA CORP /DE/ | 3,010 | $39.5K | 0.01% | 2025-12-31 |
| 67 | JPMORGAN CHASE & CO | 2,610 | $31.1K | 0.01% | 2024-12-31 |
| 68 | OLD POINT TRUST & FINANCIAL SERVICES N A | 2,000 | $26.4K | 0.00% | 2024-09-30 |
| 69 | Steward Partners Investment Advisory, LLC | 1,417 | $18.0K | 0.00% | 2024-12-31 |
| 70 | Parkside Financial Bank & Trust | 800 | $9.9K | 0.00% | 2024-06-30 |
| 71 | Plante Moran Financial Advisors, LLC | 586 | $7.7K | 0.00% | 2024-09-30 |
| 72 | Highlander Capital Management, LLC | 500 | $6.2K | 0.00% | 2024-03-31 |
| 73 | Larson Financial Group LLC | 393 | $5.2K | 0.00% | 2025-12-31 |
| 74 | N.E.W. Advisory Services LLC | 357 | $4.7K | 0.00% | 2025-12-31 |
| 75 | HIGHLINE WEALTH PARTNERS LLC | 300 | $4.0K | 0.00% | 2025-12-31 |
| 76 | WEDBUSH SECURITIES INC | 17,980 | $238 | 0.07% | 2025-12-31 |
| 77 | FIFTH THIRD BANCORP | 15 | $186 | 0.00% | 2024-06-30 |
| 78 | CWM, LLC | 1,100 | $13 | 0.00% | 2023-09-30 |
| 79 | FMR LLC | 1 | $13 | 0.00% | 2024-09-30 |
| 80 | BESSEMER GROUP INC | 852 | $11 | 0.00% | 2024-09-30 |
| 81 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |