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 2 open-market purchases 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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 356 | $4.52K | 0.00% | +9+2.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,417 | $18.0K | 0.00% | −1,583−52.8% | Reduced |
| Mountain Hill Investment Partners Corp. | 2,500 | $31.8K | 0.03% | +2,500 | New |
| Live Oak Private Wealth LLC | 10,630 | $135.0K | 0.02% | 00.0% | Unchanged |
| Readystate Asset Management LP | 10,848 | $137.8K | 0.01% | +10,848 | New |
| Worth Asset Management, LLC | 10,964 | $139.2K | 0.07% | +10,964 | New |
| Ignite Planners, LLC | 11,028 | $142.4K | 0.03% | −240−2.1% | Reduced |
| D.A. Davidson & Co. | 12,800 | $162.6K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 13,467 | $171.0K | 0.00% | 00.0% | Unchanged |
| SFI Advisors, LLC | 13,513 | $171.6K | 0.12% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 16,052 | $203.9K | 0.07% | +16,052 | New |
| Wedbush Securities Inc | 17,759 | $226.0K | 0.01% | +1,900+12.0% | Added |
| Comerica Bank | 19,612 | $249.1K | 0.00% | +12,096+160.9% | Added |
| Cetera Investment Advisers | 22,972 | $291.7K | 0.00% | −146−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 24,370 | $309.5K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 25,000 | $317.5K | 0.00% | +25,000 | New |
| Envestnet Asset Management Inc | 25,466 | $323.4K | 0.00% | +1,164+4.8% | Added |
| Transform Wealth, LLC | 42,800 | $543.6K | 0.03% | +42,800 | New |
| Advisor Group Holdings, Inc. | 43,281 | $549.7K | 0.00% | −3,751−8.0% | Reduced |
| StoneX Group Inc. | 47,023 | $597.2K | 0.03% | +47,023 | New |
| Raymond James Financial Inc | 59,050 | $749.9K | 0.00% | +59,050 | New |
| Dakota Wealth Management | 61,850 | $785.5K | 0.02% | −750−1.2% | Reduced |
| First Trust Advisors LP | 71,436 | $907.2K | 0.00% | +9,154+14.7% | Added |
| Twelve Points Wealth Management LLC | 87,401 | $1.11M | 0.32% | −9,345−9.7% | Reduced |
| Advisors Asset Management, Inc. | 101,605 | $1.29M | 0.02% | +101,605 | New |
| Riverbridge Partners LLC | 106,333 | $1.35M | 0.02% | +31,324+41.8% | Added |
| Chicago Partners Investment Group LLC | 113,016 | $1.47M | 0.05% | +245+0.2% | Added |
| LPL Financial LLC | 132,850 | $1.69M | 0.00% | +1,284+1.0% | Added |
| Shaker Financial Services, LLC | 154,668 | $1.96M | 0.75% | +55,865+56.5% | Added |
| Noble Wealth Management PBC | 190,665 | $2.42M | 1.68% | +190,665 | New |
| Royal Bank of Canada | 280,799 | $3.57M | 0.00% | +2,548+0.9% | Added |
| Stifel Financial Corp | 293,440 | $3.73M | 0.00% | +38,027+14.9% | Added |
| Nations Financial Group Inc, | 519,062 | $6.59M | 0.48% | −21,732−4.0% | Reduced |
| UBS Group AG | 694,928 | $8.83M | 0.00% | −1180.0% | Reduced |
| Morgan Stanley | 878,020 | $11.2M | 0.00% | −1,243,786−58.6% | Reduced |
| Wells Fargo & Company | 1,110,241 | $14.1M | 0.00% | +935,731+536.2% | Added |
| Karpus Management, Inc. | 3,771,451 | $47.9M | 1.42% | −563,605−13.0% | Reduced |
| Sit Investment Associates Inc | 5,157,564 | $65.5M | 1.49% | +1,877,565+57.2% | 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 |