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 2025
Institutional positions in Angel Oak Financial Strategies Income Term Trust as of Jun 30, 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
- 39
- +6 vs. Q1 2025
- Shares held
- 21.5M
- +7.31M (+51.6%) vs. Q1 2025
- Total value
- $278.8M
- +$87.8M (+46.0%) vs. Q1 2025
- New holders
- 8
- 21 more added
- Sold out
- 2
- 7 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Angel Oak Financial Strategies Income Term Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 9,628,897 | $125.0M | 2.67% | +4,326,980+81.6% | Added |
| Karpus Management, Inc. | 5,531,335 | $71.8M | 2.32% | +1,989,029+56.2% | Added |
| Wells Fargo & Company | 1,373,539 | $17.8M | 0.00% | +21,732+1.6% | Added |
| UBS Group AG | 952,187 | $12.4M | 0.00% | +197,490+26.2% | Added |
| Morgan Stanley | 747,669 | $9.70M | 0.00% | −59,057−7.3% | Reduced |
| Nations Financial Group Inc, | 518,062 | $6.72M | 0.46% | +7,000+1.4% | Added |
| Stifel Financial Corp | 401,348 | $5.21M | 0.01% | +75,984+23.4% | Added |
| Advisors Asset Management, Inc. | 353,231 | $4.58M | 0.08% | +99,428+39.2% | Added |
| Royal Bank of Canada | 339,770 | $4.41M | 0.00% | +50,825+17.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 203,446 | $2.64M | 0.94% | +203,446 | New |
| LPL Financial LLC | 179,345 | $2.33M | 0.00% | +44,660+33.2% | Added |
| Shaker Financial Services, LLC | 163,730 | $2.13M | 0.77% | +30,346+22.8% | Added |
| Envestnet Asset Management Inc | 147,729 | $1.92M | 0.00% | +94,072+175.3% | Added |
| First Trust Advisors LP | 140,399 | $1.82M | 0.00% | +54,552+63.5% | Added |
| Riverbridge Partners LLC | 121,663 | $1.58M | 0.03% | +4,590+3.9% | Added |
| Twelve Points Wealth Management LLC | 86,226 | $1.12M | 0.30% | −308−0.4% | Reduced |
| Dakota Wealth Management | 83,435 | $1.08M | 0.02% | +21,585+34.9% | Added |
| Raymond James Financial Inc | 80,095 | $1.04M | 0.00% | +21,510+36.7% | Added |
| Advisor Group Holdings, Inc. | 67,642 | $878.0K | 0.00% | −8,014−10.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 65,218 | $846.5K | 0.00% | +65,218 | New |
| Cetera Investment Advisers | 36,783 | $477.4K | 0.00% | +1,324+3.7% | Added |
| CI Private Wealth, LLC | 30,000 | $389.4K | 0.00% | +30,000 | New |
| RSM US Wealth Management LLC | 26,565 | $344.8K | 0.00% | +26,565 | New |
| Wealth Enhancement Advisory Services, LLC | 24,370 | $319.7K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 21,670 | $281.3K | 0.04% | +11,040+103.9% | Added |
| StoneX Group Inc. | 21,455 | $278.5K | 0.01% | −27,458−56.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 18,279 | $237.3K | 0.00% | +3,379+22.7% | Added |
| Rockefeller Capital Management L.P. | 17,815 | $231.2K | 0.00% | +17,815 | New |
| Wedbush Securities Inc | 16,086 | $209.0K | 0.01% | −500−3.0% | Reduced |
| Catalina Capital Group, LLC | 16,052 | $208.4K | 0.14% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,334 | $199.0K | 0.00% | +15,334 | New |
| Lido Advisors, LLC | 13,467 | $174.8K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 11,620 | $150.5K | 0.03% | +1,271+12.3% | Added |
| Bank of America Corp | 10,868 | $141.1K | 0.00% | +10,868 | New |
| Comerica Bank | 6,799 | $88.3K | 0.00% | −566−7.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,833 | $75.7K | 0.00% | +5,833 | New |
| Mountain Hill Investment Partners Corp. | 3,333 | $43.3K | 0.04% | +833+33.3% | Added |
| Larson Financial Group LLC | 374 | $4.85K | 0.00% | +10+2.7% | Added |
| N.E.W. Advisory Services LLC | 357 | $4.63K | 0.00% | −357−50.0% | Reduced |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −13,513−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −10,138−100.0% | Sold out |
| Noble Wealth Management PBC | – | – | – | – | Not filed |
| Transform Wealth, LLC | – | – | – | – | Not filed |