13FBOX
ANGEL OAK FINL STRATEGIES IN · 13F 机构持仓分析
期权收益计算器 机构排行
A

ANGEL OAK FINL STRATEGIES IN

FINS
持有机构数
43
机构合计市值 (Q2 2026)
$2.98亿
机构合计股数 (Q2 2026)
2,326.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+142.5万股
23 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-27.6万股
17 · 7 清仓 · ≈
⚖️ 净额
+115.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.98亿
持有机构数
43
新买入
7
加仓
16
减仓
10
清仓
7
持股不变
10
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SIT INVESTMENT ASSOCIATES INC
2.66%2.81%#1$1.40亿1,096.3万股$1.39亿1,087.4万股+8.9万股+0.82%加仓
Karpus Management, Inc.
1.71%1.9%#3$5,958.0万465.5万股$5,989.8万469.8万股-4.3万股-0.92%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#20$1,651.8万129.0万股$1,618.9万127.0万股+2.1万股+1.63%加仓
Atlas Wealth LLC
2.01%#2$1,408.0万110.0万股$00股+110.0万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#22$906.2万70.8万股$944.3万74.1万股-3.3万股-4.41%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#33$802.6万62.7万股$976.7万74.5万股-11.8万股-15.84%减仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.3%0.32%#7$620.1万48.4万股$617.7万48.4万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#26$534.3万41.7万股$520.5万40.8万股+9,187股+2.25%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#18$490.9万38.3万股$473.7万37.1万股+1.2万股+3.23%加仓
顾问资产管理Advisors Asset Management, Inc.
0.07%0.08%#11$449.5万35.1万股$450.9万35.4万股-2,454股-0.69%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#25$385.0万30.1万股$305.2万23.9万股+6.1万股+25.64%加仓
RIVERBRIDGE 合伙人RIVERBRIDGE PARTNERS LLC
0.08%0.07%#10$301.3万23.5万股$297.7万23.3万股+1,886股+0.81%加仓
Noble Wealth Management PBC
1.33%1.51%#5$296.5万23.2万股$300.2万23.5万股-3,855股-1.64%减仓
Thomas J. Herzfeld Advisors, Inc.
0.87%0.84%#6$284.7万22.2万股$246.6万19.3万股+2.9万股+14.97%加仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#21$260.4万20.3万股$258.9万20.3万股+385股+0.19%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#30$230.7万18.0万股$226.5万17.8万股+2,579股+1.45%加仓
Closed-End Fund Advisors, Inc.
1.49%1.57%#4$152.1万11.9万股$153.9万12.1万股-1,852股-1.53%减仓
达科他财富管理Dakota Wealth Management
0.02%0.02%#15$99.6万7.8万股$103.1万8.1万股-3,000股-3.71%减仓
Twelve Points Wealth Management LLC
0.2%0.22%#8$98.9万7.7万股$100.9万7.9万股-1,887股-2.38%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#23$97.7万7.6万股$93.0万7.3万股+3,369股+4.62%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#24$94.4万7.4万股$94.1万7.4万股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#37$93.9万7.3万股$100.7万7.9万股-5,653股-7.16%减仓
&Partners&PARTNERS
<0.01%<0.01%#19$72.2万5.6万股$69.3万5.4万股+2,047股+3.77%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#32$55.6万4.3万股$48.1万3.8万股+5,733股+15.20%加仓
景顺Invesco Ltd.
<0.01%<0.01%#41$54.2万4.2万股$54.3万4.3万股-291股-0.68%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#34$52.1万4.1万股$38.3万3.0万股+1.1万股+35.55%加仓
Choreo资本CHOREO, LLC
<0.01%<0.01%#17$38.5万3.0万股$33.2万2.6万股+4,081股+15.68%加仓
Shaker Financial Services, LLC
0.12%0.05%#9$37.4万2.9万股$15.2万1.2万股+1.7万股+144.65%加仓
Summit Asset Management, LLC
0.04%0.05%#12$33.3万2.6万股$33.2万2.6万股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#31$31.3万2.4万股$30.8万2.4万股00.00%持仓不变
Live Oak Private Wealth LLC
0.03%0.04%#13$27.7万2.2万股$27.6万2.2万股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#35$25.4万2.0万股$25.1万2.0万股+172股+0.87%加仓
Mayflower Financial Advisors, LLC
0.02%0.03%#16$23.9万1.9万股$23.8万1.9万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#43$14.5万1.1万股$00股+1.1万股新买入
Private Advisor集团Private Advisor Group, LLC
<0.01%#29$14.1万1.1万股$00股+1.1万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#42$13.9万1.1万股$00股+1.1万股新买入
MarinerMariner, LLC
<0.01%#39$12.8万1.0万股$00股+1.0万股新买入
Arax顾问Arax Advisory Partners
<0.01%#28$11.6万9,084股$00股+9,084股新买入
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#40$5.7万4,446股$5.7万4,446股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#38$4.6万3,600股$00股+3,600股新买入
Mountain Hill Investment Partners Corp.
0.02%0.03%#14$4.3万3,333股$4.2万3,333股00.00%持仓不变
N.E.W. Advisory Services LLC
<0.01%<0.01%#36$4,570357股$4,552357股00.00%持仓不变
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#27$3,840300股$3,825300股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入