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.
Holders of 5% or more of FINS
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Angel Oak Financial Strategies Income Term Trust, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 13G/A | 28.70%9.58M shares | +8.10 ppfrom 20.60% | Jan 6, 20252 filings | Jun 5, 2025 | SEC |
| Karpus Management, Inc. | 13G/A | 15.48%5.17M shares | −1.02 ppfrom 16.50% | Feb 14, 20253 filings | Nov 14, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
8 Schedule 13D and 13G filings on Angel Oak Financial Strategies Income Term Trust, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Nov 14, 20254:08 PM ET | Karpus Management, Inc. | 13G/A | 15.48%5.17M shares | −1.02 ppfrom 16.50% | Nov 12, 2025 | SEC |
| Aug 6, 20254:45 PM ET | Wells Fargo & Company | 13G/A | 4.10%1.37M shares | −1.30 ppfrom 5.40%Below 5% | Jun 30, 2025 | SEC |
| Jul 16, 202510:51 AM ET | Karpus Management, Inc. | 13D | 16.50%5.51M shares | +1.45 ppfrom 15.05% | Jul 14, 2025 | SEC |
| Jun 5, 202512:43 PM ET | Sit Investment Associates Incand 1 other | 13G/A | 28.70%9.58M shares | +8.10 ppfrom 20.60% | May 30, 2025 | SEC |
| Apr 25, 20259:57 AM ET | Wells Fargo & Company | 13G | 5.40%1.35M shares | New | Mar 31, 2025 | SEC |
| Feb 14, 20254:03 PM ET | Karpus Management, Inc. | 13G/A | 15.05%3.77M shares | – | Dec 31, 2024 | SEC |
| Jan 7, 20258:32 PM ET | Morgan Stanleyand 1 other | 13G/A | 3.50%877.4K shares | –Below 5% | Jan 7, 2025 | SEC |
| Jan 6, 202512:28 PM ET | Sit Investment Associates Incand 1 other | 13G/A | 20.60%5.16M shares | – | Dec 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Angel Oak Financial Strategies Income Term Trust shares.
No Form 144 notices for Angel Oak Financial Strategies Income Term Trust are on file.