Angel Oak Financial Strategies Income Term Trust
FINS- Exchange
- NYSE
- SEC CIK
- 0001745059
In the last 90 days, Angel Oak Financial Strategies Income Term Trust insiders filed 1 open-market purchase and 0 sales; 43 institutions reported holding it in 13F filings for Q2 2026, worth $297.8M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Angel Oak Financial Strategies Income Term Trust as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 23
- +2 vs. Q1 2021
- Shares held
- 4.98M
- +309.0K (+6.6%) vs. Q1 2021
- Total value
- $90.1M
- +$7.89M (+9.6%) vs. Q1 2021
- New holders
- 4
- 10 more added
- Sold out
- 2
- 6 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FINS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 43 | $297.8M |
| Q1 2026 | 43 | $280.1M |
| Q4 2025 | 43 | $293.0M |
| Q3 2025 | 40 | $288.7M |
| Q2 2025 | 39 | $278.8M |
| Q1 2025 | 35 | $194.2M |
| Q4 2024 | 38 | $179.8M |
| Q3 2024 | 35 | $167.0M |
| Q2 2024 | 34 | $159.2M |
| Q1 2024 | 33 | $149.1M |
| Q4 2023 | 40 | $127.3M |
| Q3 2023 | 33 | $132.6M |
| Q2 2023 | 35 | $125.6M |
| Q1 2023 | 42 | $125.4M |
| Q4 2022 | 46 | $123.9M |
| Q3 2022 | 43 | $108.7M |
| Q2 2022 | 41 | $102.3M |
| Q1 2022 | 33 | $112.9M |
| Q4 2021 | 36 | $145.0M |
| Q3 2021 | 29 | $98.5M |
| Q2 2021 | 23 | $90.1M |
| Q1 2021 | 21 | $82.2M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Angel Oak Financial Strategies Income Term Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 186 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 921 | $16.0K | 0.00% | +741+411.7% | Added |
| Equitec Proprietary Markets, LLC | 6,161 | $111.0K | 0.08% | +6,161 | New |
| HRT Financial LP | 11,700 | $210.0K | 0.00% | +11,700 | New |
| Jane Street Group, LLC | 13,811 | $248.0K | 0.00% | +13,811 | New |
| Advisor Group Holdings, Inc. | 16,462 | $298.0K | 0.00% | +14,383+691.8% | Added |
| Howard Wealth Management, LLC | 17,180 | $308.0K | 0.17% | +1,100+6.8% | Added |
| Stifel Financial Corp | 17,993 | $324.0K | 0.00% | +5,159+40.2% | Added |
| Pathstone Family Office, LLC | 22,358 | $402.0K | 0.01% | +22,358 | New |
| Wedbush Securities Inc | 29,124 | $524.0K | 0.02% | +3,338+12.9% | Added |
| Matisse Capital | 33,057 | $594.0K | 0.19% | −11,943−26.5% | Reduced |
| Bank of America Corp | 57,398 | $1.03M | 0.00% | +12,645+28.3% | Added |
| D.A. Davidson & Co. | 79,769 | $1.43M | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 85,671 | $1.56M | 0.12% | +2,761+3.3% | Added |
| Shaker Financial Services, LLC | 98,314 | $1.77M | 0.66% | −74,435−43.1% | Reduced |
| Wells Fargo & Company | 101,206 | $1.82M | 0.00% | −10,603−9.5% | Reduced |
| LPL Financial LLC | 254,543 | $4.58M | 0.00% | +21,255+9.1% | Added |
| Royal Bank of Canada | 382,234 | $6.87M | 0.00% | −15,346−3.9% | Reduced |
| Wolverine Trading, LLC | 432,453 | $7.90M | 0.21% | 00.0% | Unchanged |
| Raymond James & Associates | 449,695 | $8.09M | 0.01% | +83,217+22.7% | Added |
| UBS Group AG | 828,839 | $14.9M | 0.01% | −5,713−0.7% | Reduced |
| Vivaldi Capital Management, LLC | 898,081 | $16.6M | 3.32% | −199,037−18.1% | Reduced |
| Morgan Stanley | 1,143,908 | $20.6M | 0.00% | +634,947+124.8% | Added |
| Invesco Ltd. | 0 | $0 | 0.00% | −183,480−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −24,035−100.0% | Sold out |