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, Q4 2024
Institutional positions in Angel Oak Financial Strategies Income Term Trust as of Dec 31, 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
- 38
- +4 vs. Q3 2024
- Shares held
- 14.2M
- +1.58M (+12.6%) vs. Q3 2024
- Total value
- $179.8M
- +$13.6M (+8.2%) vs. Q3 2024
- New holders
- 10
- 13 more added
- Sold out
- 6
- 10 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Angel Oak Financial Strategies Income Term Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,157,564 | $65.5M | 1.49% | +1,877,565+57.2% | Added |
| Karpus Management, Inc. | 3,771,451 | $47.9M | 1.42% | −563,605−13.0% | Reduced |
| Wells Fargo & Company | 1,110,241 | $14.1M | 0.00% | +935,731+536.2% | Added |
| Morgan Stanley | 878,020 | $11.2M | 0.00% | −1,243,786−58.6% | Reduced |
| UBS Group AG | 694,928 | $8.83M | 0.00% | −1180.0% | Reduced |
| Nations Financial Group Inc, | 519,062 | $6.59M | 0.48% | −21,732−4.0% | Reduced |
| Stifel Financial Corp | 293,440 | $3.73M | 0.00% | +38,027+14.9% | Added |
| Royal Bank of Canada | 280,799 | $3.57M | 0.00% | +2,548+0.9% | Added |
| Noble Wealth Management PBC | 190,665 | $2.42M | 1.68% | +190,665 | New |
| Shaker Financial Services, LLC | 154,668 | $1.96M | 0.75% | +55,865+56.5% | Added |
| LPL Financial LLC | 132,850 | $1.69M | 0.00% | +1,284+1.0% | Added |
| Chicago Partners Investment Group LLC | 113,016 | $1.47M | 0.05% | +245+0.2% | Added |
| Riverbridge Partners LLC | 106,333 | $1.35M | 0.02% | +31,324+41.8% | Added |
| Advisors Asset Management, Inc. | 101,605 | $1.29M | 0.02% | +101,605 | New |
| Twelve Points Wealth Management LLC | 87,401 | $1.11M | 0.32% | −9,345−9.7% | Reduced |
| First Trust Advisors LP | 71,436 | $907.2K | 0.00% | +9,154+14.7% | Added |
| Dakota Wealth Management | 61,850 | $785.5K | 0.02% | −750−1.2% | Reduced |
| Raymond James Financial Inc | 59,050 | $749.9K | 0.00% | +59,050 | New |
| StoneX Group Inc. | 47,023 | $597.2K | 0.03% | +47,023 | New |
| Advisor Group Holdings, Inc. | 43,281 | $549.7K | 0.00% | −3,751−8.0% | Reduced |
| Transform Wealth, LLC | 42,800 | $543.6K | 0.03% | +42,800 | New |
| Envestnet Asset Management Inc | 25,466 | $323.4K | 0.00% | +1,164+4.8% | Added |
| Jefferies Financial Group Inc. | 25,000 | $317.5K | 0.00% | +25,000 | New |
| Wealth Enhancement Advisory Services, LLC | 24,370 | $309.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,972 | $291.7K | 0.00% | −146−0.6% | Reduced |
| Comerica Bank | 19,612 | $249.1K | 0.00% | +12,096+160.9% | Added |
| Wedbush Securities Inc | 17,759 | $226.0K | 0.01% | +1,900+12.0% | Added |
| Catalina Capital Group, LLC | 16,052 | $203.9K | 0.07% | +16,052 | New |
| SFI Advisors, LLC | 13,513 | $171.6K | 0.12% | 00.0% | Unchanged |
| Lido Advisors, LLC | 13,467 | $171.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,800 | $162.6K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 11,028 | $142.4K | 0.03% | −240−2.1% | Reduced |
| Worth Asset Management, LLC | 10,964 | $139.2K | 0.07% | +10,964 | New |
| Readystate Asset Management LP | 10,848 | $137.8K | 0.01% | +10,848 | New |
| Live Oak Private Wealth LLC | 10,630 | $135.0K | 0.02% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 2,500 | $31.8K | 0.03% | +2,500 | New |
| Steward Partners Investment Advisory, LLC | 1,417 | $18.0K | 0.00% | −1,583−52.8% | Reduced |
| Larson Financial Group LLC | 356 | $4.52K | 0.00% | +9+2.6% | Added |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −30,919−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −11,667−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |