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