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, Q4 2025
Institutional positions in Angel Oak Financial Strategies Income Term Trust as of Dec 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
- 43
- +3 vs. Q3 2025
- Shares held
- 22.2M
- +160.8K (+0.7%) vs. Q3 2025
- Total value
- $293.0M
- +$4.32M (+1.5%) vs. Q3 2025
- New holders
- 7
- 17 more added
- Sold out
- 4
- 11 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Angel Oak Financial Strategies Income Term Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 10,285,734 | $135.9M | 2.67% | +316,517+3.2% | Added |
| Karpus Management, Inc. | 5,151,041 | $68.0M | 2.09% | −162,941−3.1% | Reduced |
| Wells Fargo & Company | 1,301,542 | $17.2M | 0.00% | −135,168−9.4% | Reduced |
| UBS Group AG | 720,275 | $9.51M | 0.00% | −72,602−9.2% | Reduced |
| Morgan Stanley | 655,575 | $8.66M | 0.00% | −89,405−12.0% | Reduced |
| Nations Financial Group Inc, | 484,445 | $6.40M | 0.34% | −26,000−5.1% | Reduced |
| Stifel Financial Corp | 418,161 | $5.52M | 0.00% | +17,385+4.3% | Added |
| Royal Bank of Canada | 409,551 | $5.41M | 0.00% | +7,185+1.8% | Added |
| Advisors Asset Management, Inc. | 365,126 | $4.82M | 0.08% | −2,325−0.6% | Reduced |
| Envestnet Asset Management Inc | 363,954 | $4.81M | 0.00% | +40,742+12.6% | Added |
| Noble Wealth Management PBC | 235,820 | $3.12M | 1.57% | −11,215−4.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 216,513 | $2.86M | 0.97% | +9,000+4.3% | Added |
| Riverbridge Partners LLC | 215,510 | $2.85M | 0.05% | +90,756+72.7% | Added |
| First Trust Advisors LP | 187,327 | $2.47M | 0.00% | +11,360+6.5% | Added |
| LPL Financial LLC | 183,115 | $2.42M | 0.00% | +4,153+2.3% | Added |
| Closed-End Fund Advisors, Inc. | 121,264 | $1.60M | 0.95% | +121,264 | New |
| Shaker Financial Services, LLC | 105,239 | $1.39M | 0.44% | −39,737−27.4% | Reduced |
| Raymond James Financial Inc | 80,082 | $1.06M | 0.00% | −14,000−14.9% | Reduced |
| Dakota Wealth Management | 77,835 | $1.03M | 0.02% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 71,524 | $943.0K | 0.21% | −14,288−16.7% | Reduced |
| Advisor Group Holdings, Inc. | 71,184 | $940.3K | 0.00% | +4,791+7.2% | Added |
| Colony Group, LLC | 70,779 | $935.0K | 0.00% | +70,779 | New |
| Cetera Investment Advisers | 56,747 | $749.6K | 0.00% | +6,119+12.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 51,181 | $676.1K | 0.00% | +32,129+168.6% | Added |
| Invesco Ltd. | 39,727 | $524.8K | 0.00% | +39,727 | New |
| CI Private Wealth, LLC | 30,000 | $396.3K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 28,746 | $379.2K | 0.00% | +1,365+5.0% | Added |
| Summit Asset Management, LLC | 26,000 | $343.5K | 0.05% | +26,000 | New |
| Wealth Enhancement Advisory Services, LLC | 24,370 | $322.4K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 21,670 | $286.3K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 18,186 | $240.2K | 0.00% | +40.0% | Added |
| Wedbush Securities Inc | 17,980 | $238.0K | 0.01% | +1,894+11.8% | Added |
| StoneX Group Inc. | 15,349 | $202.8K | 0.01% | +15,349 | New |
| Lido Advisors, LLC | 13,467 | $176.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,428 | $151.0K | 0.00% | +11,428 | New |
| Commonwealth Equity Services, LLC | 10,189 | $134.6K | 0.00% | +149+1.5% | Added |
| PFG Investments, LLC | 10,080 | $133.2K | 0.01% | +50.0% | Added |
| Comerica Bank | 4,446 | $58.7K | 0.00% | −2,353−34.6% | Reduced |
| Kestra Advisory Services, LLC | 4,000 | $52.8K | 0.00% | +4,000 | New |
| Mountain Hill Investment Partners Corp. | 3,333 | $44.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 393 | $5.20K | 0.00% | +10+2.6% | Added |
| N.E.W. Advisory Services LLC | 357 | $4.72K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $3.96K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −70,779−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −16,052−100.0% | Sold out |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −11,452−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |