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, 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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 30,000 | $383 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $3.83K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 357 | $4.55K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 400 | $5.10K | 0.00% | +7+1.8% | Added |
| GHP Investment Advisors, Inc. | 2,500 | $31.9K | 0.00% | +2,500 | New |
| Mountain Hill Investment Partners Corp. | 3,333 | $42.5K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,446 | $56.7K | 0.00% | +4,446 | New |
| CoreCap Advisors, LLC | 7,258 | $92.5K | 0.00% | +7,258 | New |
| PFG Investments, LLC | 10,080 | $128.5K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,343 | $131.9K | 0.00% | +154+1.5% | Added |
| Shaker Financial Services, LLC | 11,954 | $152.4K | 0.05% | −93,285−88.6% | Reduced |
| Lido Advisors, LLC | 13,467 | $171.7K | 0.00% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 18,700 | $238.4K | 0.03% | +18,700 | New |
| Wedbush Securities Inc | 18,807 | $240.0K | 0.01% | +827+4.6% | Added |
| Rockefeller Capital Management L.P. | 19,686 | $251.0K | 0.00% | +1,500+8.2% | Added |
| Live Oak Private Wealth LLC | 21,670 | $276.3K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 24,370 | $308.3K | 0.00% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 26,000 | $331.5K | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 26,020 | $331.8K | 0.00% | −2,726−9.5% | Reduced |
| Cetera Investment Advisers | 37,729 | $481.0K | 0.00% | −19,018−33.5% | Reduced |
| Invesco Ltd. | 42,624 | $543.5K | 0.00% | +2,897+7.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 54,329 | $692.7K | 0.00% | +3,148+6.2% | Added |
| Advisor Group Holdings, Inc. | 72,979 | $930.5K | 0.00% | +1,795+2.5% | Added |
| Colony Group, LLC | 73,779 | $940.7K | 0.00% | +3,000+4.2% | Added |
| Raymond James Financial Inc | 78,999 | $1.01M | 0.00% | −1,083−1.4% | Reduced |
| Twelve Points Wealth Management LLC | 79,150 | $1.01M | 0.22% | +7,626+10.7% | Added |
| Dakota Wealth Management | 80,835 | $1.03M | 0.02% | +3,000+3.9% | Added |
| Closed-End Fund Advisors, Inc. | 120,700 | $1.54M | 1.57% | −564−0.5% | Reduced |
| LPL Financial LLC | 177,645 | $2.26M | 0.00% | −5,470−3.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 193,430 | $2.47M | 0.84% | −23,083−10.7% | Reduced |
| First Trust Advisors LP | 203,077 | $2.59M | 0.00% | +15,750+8.4% | Added |
| Riverbridge Partners LLC | 233,477 | $2.98M | 0.07% | +17,967+8.3% | Added |
| Noble Wealth Management PBC | 235,470 | $3.00M | 1.54% | −350−0.1% | Reduced |
| Envestnet Asset Management Inc | 239,403 | $3.05M | 0.00% | −124,551−34.2% | Reduced |
| Advisors Asset Management, Inc. | 353,662 | $4.51M | 0.08% | −11,464−3.1% | Reduced |
| Stifel Financial Corp | 371,496 | $4.74M | 0.00% | −46,665−11.2% | Reduced |
| Royal Bank of Canada | 408,270 | $5.21M | 0.00% | −1,281−0.3% | Reduced |
| Nations Financial Group Inc, | 484,445 | $6.18M | 0.32% | 00.0% | Unchanged |
| Morgan Stanley | 622,896 | $7.94M | 0.00% | −32,679−5.0% | Reduced |
| UBS Group AG | 740,594 | $9.44M | 0.00% | +20,319+2.8% | Added |
| Wells Fargo & Company | 1,269,741 | $16.2M | 0.00% | −31,801−2.4% | Reduced |
| Karpus Management, Inc. | 4,697,846 | $59.9M | 1.87% | −453,195−8.8% | Reduced |
| Sit Investment Associates Inc | 10,873,638 | $138.6M | 2.81% | +587,904+5.7% | Added |
| 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 |