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, Q1 2025
Institutional positions in Angel Oak Financial Strategies Income Term Trust as of Mar 31, 2025. 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
- −3 vs. Q4 2024
- Shares held
- 14.4M
- +250.0K (+1.8%) vs. Q4 2024
- Total value
- $194.2M
- +$14.4M (+8.0%) vs. Q4 2024
- New holders
- 2
- 16 more added
- Sold out
- 5
- 10 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Angel Oak Financial Strategies Income Term Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,301,917 | $71.5M | 1.68% | +144,353+2.8% | Added |
| Karpus Management, Inc. | 3,542,306 | $47.8M | 1.55% | −229,145−6.1% | Reduced |
| Wells Fargo & Company | 1,351,807 | $18.2M | 0.00% | +241,566+21.8% | Added |
| Morgan Stanley | 806,726 | $10.9M | 0.00% | −71,294−8.1% | Reduced |
| UBS Group AG | 754,697 | $10.2M | 0.00% | +59,769+8.6% | Added |
| Nations Financial Group Inc, | 511,062 | $6.89M | 0.53% | −8,000−1.5% | Reduced |
| Stifel Financial Corp | 325,364 | $4.39M | 0.00% | +31,924+10.9% | Added |
| Royal Bank of Canada | 288,945 | $3.90M | 0.00% | +8,146+2.9% | Added |
| Advisors Asset Management, Inc. | 253,803 | $3.42M | 0.06% | +152,198+149.8% | Added |
| Noble Wealth Management PBC | 193,715 | $2.61M | 1.79% | +3,050+1.6% | Added |
| LPL Financial LLC | 134,685 | $1.82M | 0.00% | +1,835+1.4% | Added |
| Shaker Financial Services, LLC | 133,384 | $1.80M | 0.70% | −21,284−13.8% | Reduced |
| Riverbridge Partners LLC | 117,073 | $1.58M | 0.03% | +10,740+10.1% | Added |
| Twelve Points Wealth Management LLC | 86,534 | $1.17M | 0.32% | −867−1.0% | Reduced |
| First Trust Advisors LP | 85,847 | $1.16M | 0.00% | +14,411+20.2% | Added |
| Advisor Group Holdings, Inc. | 75,656 | $1.02M | 0.00% | +32,375+74.8% | Added |
| Dakota Wealth Management | 61,850 | $833.7K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Inc | 58,585 | $789.7K | 0.00% | −465−0.8% | Reduced |
| Envestnet Asset Management Inc | 53,657 | $723.3K | 0.00% | +28,191+110.7% | Added |
| StoneX Group Inc. | 48,913 | $659.3K | 0.04% | +1,890+4.0% | Added |
| Transform Wealth, LLC | 43,350 | $584.4K | 0.04% | +550+1.3% | Added |
| Cetera Investment Advisers | 35,459 | $478.0K | 0.00% | +12,487+54.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 24,370 | $328.5K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,586 | $224.0K | 0.01% | −1,173−6.6% | Reduced |
| Catalina Capital Group, LLC | 16,052 | $216.4K | 0.14% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,900 | $201.3K | 0.00% | +14,900 | New |
| SFI Advisors, LLC | 13,513 | $182.2K | 0.13% | 00.0% | Unchanged |
| Lido Advisors, LLC | 13,467 | $181.5K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,630 | $143.3K | 0.02% | 00.0% | Unchanged |
| Ignite Planners, LLC | 10,349 | $137.3K | 0.03% | −679−6.2% | Reduced |
| Chicago Partners Investment Group LLC | 10,138 | $133.6K | 0.00% | −102,878−91.0% | Reduced |
| Comerica Bank | 7,365 | $99.3K | 0.00% | −12,247−62.4% | Reduced |
| Mountain Hill Investment Partners Corp. | 2,500 | $33.7K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 714 | $9.63K | 0.00% | +714 | New |
| Larson Financial Group LLC | 364 | $4.91K | 0.00% | +8+2.2% | Added |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −10,964−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −10,848−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,417−100.0% | Sold out |