Filing Research | ANGEL OAK FINL STRATEGIES INCM COM BEN INT Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	484.4KSH	$6.2M
2	RIVERBRIDGE PARTNERS LLC	Shares	235.4KSH	$3.0M
3	Noble Wealth Management PBC	Shares	231.6KSH	$3.0M
4	Shaker Financial Services, LLC	Shares	29.2KSH	$374.3K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.4KSH	$312.7K
6	Live Oak Private Wealth LLC	Shares	21.7KSH	$277.4K
7	Mayflower Financial Advisors, LLC	Shares	18.7KSH	$239.4K
8	Mountain Hill Investment Partners Corp.	Shares	3.3KSH	$42.7K
9	HIGHLINE WEALTH PARTNERS LLC	Shares	300SH	$3.8K

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	Shaker Financial Services, LLC added	Shares	+17.3K	+$221.9K	$374.3K
2	RIVERBRIDGE PARTNERS LLC added	Shares	+1.9K	+$35.8K	$3.0M
3	NATIONS FINANCIAL GROUP INC, /IA/ /ADV unchanged	Shares	0	+$24.2K	$6.2M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC unchanged	Shares	0	+$4.4K	$312.7K
5	Live Oak Private Wealth LLC unchanged	Shares	0	+$1.1K	$277.4K
6	Mayflower Financial Advisors, LLC unchanged	Shares	0	+$935	$239.4K
7	Mountain Hill Investment Partners Corp. unchanged	Shares	0	+$166	$42.7K
8	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$15	$3.8K
9	GHP Investment Advisors, Inc. exited	Shares	-2.5K	-$31.9K	$0
10	Noble Wealth Management PBC trimmed	Shares	-3.9K	-$37.6K	$3.0M
11	CoreCap Advisors, LLC exited	Shares	-7.3K	-$92.5K	$0
12	PFG Investments, LLC exited	Shares	-10.1K	-$128.5K	$0

Filing Research | ANGEL OAK FINL STRATEGIES INCM COM BEN INT Institutional Holdings