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, 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 |
|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 357 | $4.63K | 0.00% | −357−50.0% | Reduced |
| Larson Financial Group LLC | 374 | $4.85K | 0.00% | +10+2.7% | Added |
| Mountain Hill Investment Partners Corp. | 3,333 | $43.3K | 0.04% | +833+33.3% | Added |
| Northwestern Mutual Wealth Management Co | 5,833 | $75.7K | 0.00% | +5,833 | New |
| Comerica Bank | 6,799 | $88.3K | 0.00% | −566−7.7% | Reduced |
| Bank of America Corp | 10,868 | $141.1K | 0.00% | +10,868 | New |
| Ignite Planners, LLC | 11,620 | $150.5K | 0.03% | +1,271+12.3% | Added |
| Lido Advisors, LLC | 13,467 | $174.8K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,334 | $199.0K | 0.00% | +15,334 | New |
| Catalina Capital Group, LLC | 16,052 | $208.4K | 0.14% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,086 | $209.0K | 0.01% | −500−3.0% | Reduced |
| Rockefeller Capital Management L.P. | 17,815 | $231.2K | 0.00% | +17,815 | New |
| Wiley Bros.-Aintree Capital, LLC | 18,279 | $237.3K | 0.00% | +3,379+22.7% | Added |
| StoneX Group Inc. | 21,455 | $278.5K | 0.01% | −27,458−56.1% | Reduced |
| Live Oak Private Wealth LLC | 21,670 | $281.3K | 0.04% | +11,040+103.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 24,370 | $319.7K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 26,565 | $344.8K | 0.00% | +26,565 | New |
| CI Private Wealth, LLC | 30,000 | $389.4K | 0.00% | +30,000 | New |
| Cetera Investment Advisers | 36,783 | $477.4K | 0.00% | +1,324+3.7% | Added |
| Kovitz Investment Group Partners, LLC | 65,218 | $846.5K | 0.00% | +65,218 | New |
| Advisor Group Holdings, Inc. | 67,642 | $878.0K | 0.00% | −8,014−10.6% | Reduced |
| Raymond James Financial Inc | 80,095 | $1.04M | 0.00% | +21,510+36.7% | Added |
| Dakota Wealth Management | 83,435 | $1.08M | 0.02% | +21,585+34.9% | Added |
| Twelve Points Wealth Management LLC | 86,226 | $1.12M | 0.30% | −308−0.4% | Reduced |
| Riverbridge Partners LLC | 121,663 | $1.58M | 0.03% | +4,590+3.9% | Added |
| First Trust Advisors LP | 140,399 | $1.82M | 0.00% | +54,552+63.5% | Added |
| Envestnet Asset Management Inc | 147,729 | $1.92M | 0.00% | +94,072+175.3% | Added |
| Shaker Financial Services, LLC | 163,730 | $2.13M | 0.77% | +30,346+22.8% | Added |
| LPL Financial LLC | 179,345 | $2.33M | 0.00% | +44,660+33.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 203,446 | $2.64M | 0.94% | +203,446 | New |
| Royal Bank of Canada | 339,770 | $4.41M | 0.00% | +50,825+17.6% | Added |
| Advisors Asset Management, Inc. | 353,231 | $4.58M | 0.08% | +99,428+39.2% | Added |
| Stifel Financial Corp | 401,348 | $5.21M | 0.01% | +75,984+23.4% | Added |
| Nations Financial Group Inc, | 518,062 | $6.72M | 0.46% | +7,000+1.4% | Added |
| Morgan Stanley | 747,669 | $9.70M | 0.00% | −59,057−7.3% | Reduced |
| UBS Group AG | 952,187 | $12.4M | 0.00% | +197,490+26.2% | Added |
| Wells Fargo & Company | 1,373,539 | $17.8M | 0.00% | +21,732+1.6% | Added |
| Karpus Management, Inc. | 5,531,335 | $71.8M | 2.32% | +1,989,029+56.2% | Added |
| Sit Investment Associates Inc | 9,628,897 | $125.0M | 2.67% | +4,326,980+81.6% | Added |
| 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 |