Institutional Ownership
Angel Oak Finl Strategies In
CUSIP 03464A100COM BEN INTFINSQ1 2026
13D / 13G Filings
21
Schedule 13D/13G on record
Beneficial Filers
7
Distinct reporting persons
Largest Stake
28.7%
Max % of class reported
Institutional Holders
43
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
21 filings · latest Nov 14, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 14, 2025 | Karpus Management, Inc. | 13G/A | 15.5% | 5.17M | SEC |
| 2 | Aug 6, 2025 | Wells Fargo &Amp; Company | 13G/A | 4.1% | 1.37M | SEC |
| 3 | Jul 16, 2025 | Karpus Management, Inc. | 13D | 16.5% | — | SEC |
| 4 | Jun 5, 2025 | Sit Investment Associates, Inc. | 13G/A | 28.7% | 9.58M | SEC |
| 5 | Apr 25, 2025 | Wells Fargo &Amp; Company | 13G | 5.4% | 1.35M | SEC |
| 6 | Feb 14, 2025 | Karpus Management, Inc. | 13G/A | 15.1% | 3.77M | SEC |
| 7 | Jan 7, 2025 | Morgan Stanley | 13G/A | 3.5% | 877.4K | SEC |
| 8 | Jan 6, 2025 | Sit Investment Associates, Inc. | 13G/A | 20.6% | 5.16M | SEC |
| 9 | Sep 3, 2024 | Asher Daniel | 13G/A | 1.0% | 10.2K | SEC |
| 10 | May 2, 2024 | Sit Investment Associates Inc | 13G/A | 10.1% | 2.54M | SEC |
11 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Angel Oak Finl Strategies In.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Karpus Management, Inc. | 4.70M | $59.90M |
| 2 | Wells Fargo & Company/Mn | 1.27M | $16.19M |
| 3 | Ubs Group AG | 740.6K | $9.44M |
| 4 | Morgan Stanley | 622.9K | $7.94M |
| 5 | Nations Financial Group Inc, /Ia/ /Adv | 484.4K | $6.18M |
| 6 | Royal Bank Of Canada | 408.3K | $5.21M |
| 7 | Stifel Financial Corp | 371.5K | $4.74M |
| 8 | Advisors Asset Management, Inc. | 353.7K | $4.51M |
| 9 | Envestnet Asset Management Inc | 239.4K | $3.05M |
| 10 | Noble Wealth Management Pbc | 235.5K | $3.00M |