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.
Q2 2026 vs. Q1 2026
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Q2 2026 | Change |
|---|---|---|---|
| Holders | 43 | 43 | 0 |
| Shares | 22.0M | 23.3M | +1.27M (+5.8%) |
| Value | $280.1M | $297.8M | +$17.8M (+6.3%) |
New holders (7)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atlas Wealth LLC | 1,100,004 | $14.1M | 2.01% |
| Susquehanna International Group, LLP | 11,303 | $144.7K | 0.00% |
| Private Advisor Group, LLC | 11,039 | $141.3K | 0.00% |
| Citadel Advisors LLC | 10,859 | $139.0K | 0.00% |
| Mariner, LLC | 10,001 | $128.0K | 0.00% |
| SRS Capital Advisors, Inc. | 9,084 | $116.3K | 0.00% |
| IFG Advisory, LLC | 4,009 | $51.3K | 0.00% |
Sold out (7)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Wedbush Securities Inc | 18,807 | $240.0K |
| Lido Advisors, LLC | 13,467 | $171.7K |
| Commonwealth Equity Services, LLC | 10,343 | $131.9K |
| PFG Investments, LLC | 10,080 | $128.5K |
| CoreCap Advisors, LLC | 7,258 | $92.5K |
| GHP Investment Advisors, Inc. | 2,500 | $31.9K |
| Larson Financial Group LLC | 400 | $5.10K |