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, Q3 2025
Institutional positions in Angel Oak Financial Strategies Income Term Trust as of Sep 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
- 40
- +1 vs. Q2 2025
- Shares held
- 22.0M
- +536.7K (+2.5%) vs. Q2 2025
- Total value
- $288.7M
- +$9.83M (+3.5%) vs. Q2 2025
- New holders
- 4
- 15 more added
- Sold out
- 3
- 12 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Angel Oak Financial Strategies Income Term Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 9,969,217 | $130.7M | 2.65% | +340,320+3.5% | Added |
| Karpus Management, Inc. | 5,313,982 | $69.7M | 2.21% | −217,353−3.9% | Reduced |
| Wells Fargo & Company | 1,436,710 | $18.8M | 0.00% | +63,171+4.6% | Added |
| UBS Group AG | 792,877 | $10.4M | 0.00% | −159,310−16.7% | Reduced |
| Morgan Stanley | 744,980 | $9.77M | 0.00% | −2,689−0.4% | Reduced |
| Nations Financial Group Inc, | 510,445 | $6.69M | 0.42% | −7,617−1.5% | Reduced |
| Royal Bank of Canada | 402,366 | $5.28M | 0.00% | +62,596+18.4% | Added |
| Stifel Financial Corp | 400,776 | $5.25M | 0.00% | −572−0.1% | Reduced |
| Advisors Asset Management, Inc. | 367,451 | $4.82M | 0.08% | +14,220+4.0% | Added |
| Envestnet Asset Management Inc | 323,212 | $4.24M | 0.00% | +175,483+118.8% | Added |
| Noble Wealth Management PBC | 247,035 | $3.24M | 1.72% | +247,035 | New |
| Thomas J. Herzfeld Advisors, Inc. | 207,513 | $2.72M | 0.93% | +4,067+2.0% | Added |
| LPL Financial LLC | 178,962 | $2.35M | 0.00% | −383−0.2% | Reduced |
| First Trust Advisors LP | 175,967 | $2.31M | 0.00% | +35,568+25.3% | Added |
| Shaker Financial Services, LLC | 144,976 | $1.90M | 0.65% | −18,754−11.5% | Reduced |
| Riverbridge Partners LLC | 124,754 | $1.64M | 0.03% | +3,091+2.5% | Added |
| Raymond James Financial Inc | 94,082 | $1.23M | 0.00% | +13,987+17.5% | Added |
| Twelve Points Wealth Management LLC | 85,812 | $1.12M | 0.28% | −414−0.5% | Reduced |
| Dakota Wealth Management | 77,835 | $1.02M | 0.02% | −5,600−6.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 70,779 | $927.9K | 0.00% | +5,561+8.5% | Added |
| Advisor Group Holdings, Inc. | 66,393 | $870.7K | 0.00% | −1,249−1.8% | Reduced |
| Cetera Investment Advisers | 50,628 | $663.7K | 0.00% | +13,845+37.6% | Added |
| CI Private Wealth, LLC | 30,000 | $393.3K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 27,381 | $359.0K | 0.00% | +816+3.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 24,370 | $322.5K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 21,670 | $284.1K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 19,052 | $249.8K | 0.00% | +773+4.2% | Added |
| Rockefeller Capital Management L.P. | 18,182 | $238.4K | 0.00% | +367+2.1% | Added |
| Wedbush Securities Inc | 16,086 | $211.0K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 16,052 | $210.4K | 0.13% | 00.0% | Unchanged |
| Lido Advisors, LLC | 13,467 | $176.6K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 11,452 | $150.1K | 0.02% | −168−1.4% | Reduced |
| PFG Investments, LLC | 10,075 | $132.1K | 0.01% | +10,075 | New |
| Commonwealth Equity Services, LLC | 10,040 | $132.0K | 0.00% | +10,040 | New |
| Comerica Bank | 6,799 | $89.1K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 3,333 | $43.7K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 3,010 | $39.5K | 0.00% | −7,858−72.3% | Reduced |
| Larson Financial Group LLC | 383 | $5.03K | 0.00% | +9+2.4% | Added |
| N.E.W. Advisory Services LLC | 357 | $4.68K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $3.93K | 0.00% | +300 | New |
| StoneX Group Inc. | 0 | $0 | 0.00% | −21,455−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −15,334−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −5,833−100.0% | Sold out |