ENVESTNET ASSET MANAGEMENT INC
Position in FINS — Angel Oak Financial Strategies Income Term Trust
CIK 1407543
Berwyn, PA
Position in FINS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,849,945
+$797,557 QoQ
Shares Held
300,777
+25.6% QoQ
Ownership
0.900%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 44 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FINS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,091,770,619 across 275 Asset Management names. FINS ranks #61 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
534,831 | $514,272,096 | |
| 2 | APO |
Apollo Global Management, Inc.
|
884,185 | $104,607,927 | |
| 3 | AMP |
Ameriprise Financial Inc
|
227,772 | $104,492,682 | |
| 4 | ARES |
Ares Management Corp
|
856,458 | $95,332,339 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,190,049 | $93,274,186 | |
| 6 | KKR |
KKR & Co. Inc.
|
817,969 | $75,073,194 | |
| 7 | STT |
State Street Corp
|
426,809 | $72,386,806 | |
| 8 | RJF |
Raymond James Financial Inc
|
472,067 | $71,768,346 |
All Filings in FINS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,849,945 | 300,777 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,052,388 | 239,403 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,807,832 | 363,954 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,237,309 | 323,212 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,917,522 | 147,729 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $723,296 | 53,657 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $323,418 | 25,466 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $321,272 | 24,302 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $208,051 | 16,819 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $161,283 | 12,913 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $126,424 | 10,615 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $1,148,120 | 93,116 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,107,360 | 86,445 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $661,330 | 49,353 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $895,941 | 61,450 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $941,541 | 59,629 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $856,582 | 50,210 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||