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, Q2 2026
Institutional positions in Angel Oak Financial Strategies Income Term Trust as of Jun 30, 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
- 0 vs. Q1 2026
- Shares held
- 23.3M
- +1.27M (+5.8%) vs. Q1 2026
- Total value
- $297.8M
- +$17.8M (+6.3%) vs. Q1 2026
- New holders
- 7
- 17 more added
- Sold out
- 7
- 9 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Angel Oak Financial Strategies Income Term Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 10,962,663 | $140.3M | 2.66% | +89,025+0.8% | Added |
| Karpus Management, Inc. | 4,654,677 | $59.6M | 1.71% | −43,169−0.9% | Reduced |
| Wells Fargo & Company | 1,290,468 | $16.5M | 0.00% | +20,727+1.6% | Added |
| Atlas Wealth LLC | 1,100,004 | $14.1M | 2.01% | +1,100,004 | New |
| UBS Group AG | 707,959 | $9.06M | 0.00% | −32,635−4.4% | Reduced |
| Morgan Stanley | 627,001 | $8.03M | 0.00% | +4,105+0.7% | Added |
| Nations Financial Group Inc, | 484,445 | $6.20M | 0.30% | 00.0% | Unchanged |
| Royal Bank of Canada | 417,457 | $5.34M | 0.00% | +9,187+2.3% | Added |
| Stifel Financial Corp | 383,477 | $4.91M | 0.00% | +11,981+3.2% | Added |
| Advisors Asset Management, Inc. | 351,208 | $4.50M | 0.07% | −2,454−0.7% | Reduced |
| Envestnet Asset Management Inc | 300,777 | $3.85M | 0.00% | +61,374+25.6% | Added |
| Riverbridge Partners LLC | 235,363 | $3.01M | 0.08% | +1,886+0.8% | Added |
| Noble Wealth Management PBC | 231,615 | $2.96M | 1.35% | −3,855−1.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 222,390 | $2.85M | 0.87% | +28,960+15.0% | Added |
| First Trust Advisors LP | 203,462 | $2.60M | 0.00% | +385+0.2% | Added |
| LPL Financial LLC | 180,224 | $2.31M | 0.00% | +2,579+1.5% | Added |
| Closed-End Fund Advisors, Inc. | 118,848 | $1.52M | 1.49% | −1,852−1.5% | Reduced |
| Dakota Wealth Management | 77,835 | $996.3K | 0.02% | −3,000−3.7% | Reduced |
| Twelve Points Wealth Management LLC | 77,263 | $989.0K | 0.20% | −1,887−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 76,348 | $977.3K | 0.00% | +3,369+4.6% | Added |
| Colony Group, LLC | 73,779 | $944.4K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 73,346 | $938.8K | 0.00% | −5,653−7.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 56,376 | $721.6K | 0.00% | +2,047+3.8% | Added |
| Cetera Investment Advisers | 43,462 | $556.3K | 0.00% | +5,733+15.2% | Added |
| Invesco Ltd. | 42,333 | $541.9K | 0.00% | −291−0.7% | Reduced |
| CI Private Wealth, LLC | 40,666 | $520.5K | 0.00% | +10,666+35.6% | Added |
| RSM US Wealth Management LLC | 30,101 | $385.3K | 0.00% | +4,081+15.7% | Added |
| Shaker Financial Services, LLC | 29,245 | $374.3K | 0.12% | +17,291+144.6% | Added |
| Summit Asset Management, LLC | 26,000 | $332.8K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 24,370 | $312.7K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 21,670 | $277.4K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 19,858 | $254.2K | 0.00% | +172+0.9% | Added |
| Mayflower Financial Advisors, LLC | 18,700 | $239.4K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,303 | $144.7K | 0.00% | +11,303 | New |
| Private Advisor Group, LLC | 11,039 | $141.3K | 0.00% | +11,039 | New |
| Citadel Advisors LLC | 10,859 | $139.0K | 0.00% | +10,859 | New |
| Mariner, LLC | 10,001 | $128.0K | 0.00% | +10,001 | New |
| SRS Capital Advisors, Inc. | 9,084 | $116.3K | 0.00% | +9,084 | New |
| Fifth Third Bancorp | 4,446 | $56.9K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,009 | $51.3K | 0.00% | +4,009 | New |
| Mountain Hill Investment Partners Corp. | 3,333 | $42.7K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 357 | $4.57K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $3.84K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −18,807−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −13,467−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,343−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −10,080−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −7,258−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |