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.
Q4 2025 vs. Q3 2025
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 40 | 43 | +3 |
| Shares | 22.0M | 22.2M | +160.8K (+0.7%) |
| Value | $288.7M | $293.0M | +$4.32M (+1.5%) |
New holders (7)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Closed-End Fund Advisors, Inc. | 121,264 | $1.60M | 0.95% |
| Colony Group, LLC | 70,779 | $935.0K | 0.00% |
| Invesco Ltd. | 39,727 | $524.8K | 0.00% |
| Summit Asset Management, LLC | 26,000 | $343.5K | 0.05% |
| StoneX Group Inc. | 15,349 | $202.8K | 0.01% |
| Susquehanna International Group, LLP | 11,428 | $151.0K | 0.00% |
| Kestra Advisory Services, LLC | 4,000 | $52.8K | 0.00% |
Sold out (4)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Kovitz Investment Group Partners, LLC | 70,779 | $927.9K |
| Catalina Capital Group, LLC | 16,052 | $210.4K |
| Ignite Planners, LLC | 11,452 | $150.1K |
| Bank of America Corp | 3,010 | $39.5K |