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