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, Q3 2024
Institutional positions in Angel Oak Financial Strategies Income Term Trust as of Sep 30, 2024. 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
- 35
- +1 vs. Q2 2024
- Shares held
- 12.6M
- −230.2K (−1.8%) vs. Q2 2024
- Total value
- $167.0M
- +$7.86M (+4.9%) vs. Q2 2024
- New holders
- 7
- 11 more added
- Sold out
- 6
- 12 more reduced
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Angel Oak Financial Strategies Income Term Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 4,335,056 | $57.3M | 1.59% | −112,135−2.5% | Reduced |
| Sit Investment Associates Inc | 3,279,999 | $43.4M | 0.97% | +671,393+25.7% | Added |
| Morgan Stanley | 2,121,806 | $28.1M | 0.00% | −93,971−4.2% | Reduced |
| UBS Group AG | 695,046 | $9.19M | 0.00% | −3,806−0.5% | Reduced |
| Nations Financial Group Inc, | 540,794 | $7.15M | 0.52% | +25,960+5.0% | Added |
| Royal Bank of Canada | 278,251 | $3.68M | 0.00% | +7,099+2.6% | Added |
| Stifel Financial Corp | 255,413 | $3.38M | 0.00% | +24,981+10.8% | Added |
| Wells Fargo & Company | 174,510 | $2.31M | 0.00% | +2,789+1.6% | Added |
| LPL Financial LLC | 131,566 | $1.74M | 0.00% | −201−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 112,771 | $1.47M | 0.05% | −296−0.3% | Reduced |
| Shaker Financial Services, LLC | 98,803 | $1.31M | 0.49% | +14,732+17.5% | Added |
| Twelve Points Wealth Management LLC | 96,746 | $1.28M | 0.40% | −450.0% | Reduced |
| Riverbridge Partners LLC | 75,009 | $991.6K | 0.01% | +75,009 | New |
| Dakota Wealth Management | 62,600 | $827.6K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 62,282 | $823.4K | 0.00% | +9,399+17.8% | Added |
| Raymond James & Associates | 62,097 | $820.9K | 0.00% | −14,407−18.8% | Reduced |
| Advisor Group Holdings, Inc. | 47,032 | $621.8K | 0.00% | −689−1.4% | Reduced |
| HighTower Advisors, LLC | 30,919 | $405.0K | 0.00% | +30,919 | New |
| Wealth Enhancement Advisory Services, LLC | 24,370 | $322.2K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 24,302 | $321.3K | 0.00% | +7,483+44.5% | Added |
| Cetera Investment Advisers | 23,118 | $305.6K | 0.00% | +6,515+39.2% | Added |
| Wedbush Securities Inc | 15,859 | $210.0K | 0.01% | −4,156−20.8% | Reduced |
| SFI Advisors, LLC | 13,513 | $178.6K | 0.13% | −300−2.2% | Reduced |
| Lido Advisors, LLC | 13,467 | $178.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,800 | $169.2K | 0.00% | −3,500−21.5% | Reduced |
| Commonwealth Equity Services, LLC | 11,667 | $154.0K | 0.00% | +11,667 | New |
| Ignite Planners, LLC | 11,268 | $149.0K | 0.03% | −1,158−9.3% | Reduced |
| Live Oak Private Wealth LLC | 10,630 | $140.5K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 7,516 | $99.4K | 0.00% | +370+5.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,000 | $39.7K | 0.00% | +1,583+111.7% | Added |
| Old Point Trust & Financial Services N A | 2,000 | $26.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 852 | $11.0K | 0.00% | +852 | New |
| Plante Moran Financial Advisors, LLC | 586 | $7.75K | 0.00% | +586 | New |
| Larson Financial Group LLC | 347 | $4.58K | 0.00% | +347 | New |
| FMR LLC | 1 | $13 | 0.00% | +1 | New |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −818,837−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −30,138−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −24,997−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −12,384−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −15−100.0% | Sold out |