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, Q1 2026
Institutional positions in Angel Oak Financial Strategies Income Term Trust as of Mar 31, 2026. 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
- +1 vs. Q4 2025
- Shares held
- 22.0M
- −179.2K (−0.8%) vs. Q4 2025
- Total value
- $280.1M
- −$12.9M (−4.4%) vs. Q4 2025
- New holders
- 4
- 14 more added
- Sold out
- 3
- 15 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Angel Oak Financial Strategies Income Term Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 10,873,638 | $138.6M | 2.81% | +587,904+5.7% | Added |
| Karpus Management, Inc. | 4,697,846 | $59.9M | 1.87% | −453,195−8.8% | Reduced |
| Wells Fargo & Company | 1,269,741 | $16.2M | 0.00% | −31,801−2.4% | Reduced |
| UBS Group AG | 740,594 | $9.44M | 0.00% | +20,319+2.8% | Added |
| Morgan Stanley | 622,896 | $7.94M | 0.00% | −32,679−5.0% | Reduced |
| Nations Financial Group Inc, | 484,445 | $6.18M | 0.32% | 00.0% | Unchanged |
| Royal Bank of Canada | 408,270 | $5.21M | 0.00% | −1,281−0.3% | Reduced |
| Stifel Financial Corp | 371,496 | $4.74M | 0.00% | −46,665−11.2% | Reduced |
| Advisors Asset Management, Inc. | 353,662 | $4.51M | 0.08% | −11,464−3.1% | Reduced |
| Envestnet Asset Management Inc | 239,403 | $3.05M | 0.00% | −124,551−34.2% | Reduced |
| Noble Wealth Management PBC | 235,470 | $3.00M | 1.54% | −350−0.1% | Reduced |
| Riverbridge Partners LLC | 233,477 | $2.98M | 0.07% | +17,967+8.3% | Added |
| First Trust Advisors LP | 203,077 | $2.59M | 0.00% | +15,750+8.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 193,430 | $2.47M | 0.84% | −23,083−10.7% | Reduced |
| LPL Financial LLC | 177,645 | $2.26M | 0.00% | −5,470−3.0% | Reduced |
| Closed-End Fund Advisors, Inc. | 120,700 | $1.54M | 1.57% | −564−0.5% | Reduced |
| Dakota Wealth Management | 80,835 | $1.03M | 0.02% | +3,000+3.9% | Added |
| Twelve Points Wealth Management LLC | 79,150 | $1.01M | 0.22% | +7,626+10.7% | Added |
| Raymond James Financial Inc | 78,999 | $1.01M | 0.00% | −1,083−1.4% | Reduced |
| Colony Group, LLC | 73,779 | $940.7K | 0.00% | +3,000+4.2% | Added |
| Advisor Group Holdings, Inc. | 72,979 | $930.5K | 0.00% | +1,795+2.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 54,329 | $692.7K | 0.00% | +3,148+6.2% | Added |
| Invesco Ltd. | 42,624 | $543.5K | 0.00% | +2,897+7.3% | Added |
| Cetera Investment Advisers | 37,729 | $481.0K | 0.00% | −19,018−33.5% | Reduced |
| RSM US Wealth Management LLC | 26,020 | $331.8K | 0.00% | −2,726−9.5% | Reduced |
| Summit Asset Management, LLC | 26,000 | $331.5K | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 24,370 | $308.3K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 21,670 | $276.3K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 19,686 | $251.0K | 0.00% | +1,500+8.2% | Added |
| Wedbush Securities Inc | 18,807 | $240.0K | 0.01% | +827+4.6% | Added |
| Mayflower Financial Advisors, LLC | 18,700 | $238.4K | 0.03% | +18,700 | New |
| Lido Advisors, LLC | 13,467 | $171.7K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 11,954 | $152.4K | 0.05% | −93,285−88.6% | Reduced |
| Commonwealth Equity Services, LLC | 10,343 | $131.9K | 0.00% | +154+1.5% | Added |
| PFG Investments, LLC | 10,080 | $128.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7,258 | $92.5K | 0.00% | +7,258 | New |
| Fifth Third Bancorp | 4,446 | $56.7K | 0.00% | +4,446 | New |
| Mountain Hill Investment Partners Corp. | 3,333 | $42.5K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,500 | $31.9K | 0.00% | +2,500 | New |
| Larson Financial Group LLC | 400 | $5.10K | 0.00% | +7+1.8% | Added |
| N.E.W. Advisory Services LLC | 357 | $4.55K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $3.83K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 30,000 | $383 | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 0 | $0 | 0.00% | −15,349−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,428−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |