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.
Q1 2026 vs. Q4 2025
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 43 | 1 | 43 | +1 |
| Shares | 22.2M | 4.45K | 22.0M | −179.2K (−0.8%) |
| Value | $293.0M | $58.7K | $280.1M | −$12.9M (−4.4%) |
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mayflower Financial Advisors, LLC | 18,700 | $238.4K | 0.03% |
| CoreCap Advisors, LLC | 7,258 | $92.5K | 0.00% |
| Fifth Third Bancorp | 4,446 | $56.7K | 0.00% |
| GHP Investment Advisors, Inc. | 2,500 | $31.9K | 0.00% |
Sold out (3)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| StoneX Group Inc. | 15,349 | $202.8K |
| Susquehanna International Group, LLP | 11,428 | $151.0K |
| Kestra Advisory Services, LLC | 4,000 | $52.8K |
Not filed for Q1 2026 yet (1)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Comerica Bank | 4,446 | $58.7K |