Latest Period
Q1 2026
Security Snapshot
Angel Oak Financial Strategies Income Term Trust - Common (FINS) Institutional Ownership
CUSIP: 03464A100
13F Institutional Holders and Ownership History from Q2 2019 to Q1 2026
Institutions Reporting
42
Shares (Excl. Options)
21,965,905
Price
$12.75
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- Security type / class
- Equity / Common
- Symbol
- FINS on NYSE
- Shares outstanding
- 33,412,845
- Reported price per share
- $12.97
- Price from insider filings
- $12.97
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 21,965,905
- Total reported value
- $280,062,818
- Portfolio coverage rank
- 0%
- Share change
- -178,139
- Value change
- -$2,285,411
- Number of holders
- 42
Security identity
Issuer context
Latest holder snapshot
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- FINS - Angel Oak Financial Strategies Income Term Trust - Common is tracked under CUSIP 03464A100.
- 42 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 43 to 42 between Q4 2025 and Q1 2026.
- Reported value moved from $292,975,412 to $280,062,818.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 42 institutions filings for Q1 2026.
Security key
03464A100
Latest holder period
Q1 2026
13F holders
42
13D/G owners
4
CIK / CUSIP context first
Open Q1 2026 holders
FINS full holder history
Angel Oak Financial Strategies Income Term Trust SEC filings
Angel Oak Financial Strategies Income Term Trust insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 03464A100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
FINS
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 29% | +39% | $126,178,359 | +$58,253,241 | 9,580,741 | +86% | Sit Investment Associates, Inc. | 30 May 2025 |
| Karpus Management, Inc. | 14% | -9.5% | $60,273,364 | -$6,115,343 | 4,697,846 | -9.2% | KARPUS MANAGEMENT, INC. | 31 Mar 2026 |
| WELLS FARGO & COMPANY/MN | 4.1% | -26% | $17,649,989 | +$279,256 | 1,373,540 | +1.6% | Wells Fargo & Company | 30 Jun 2025 |
| MORGAN STANLEY | 3.5% | $11,564,317 | 877,414 | MORGAN STANLEY | 07 Jan 2025 |
As of 31 Mar 2026, 42 institutional investors reported holding 21,965,905 shares of Angel Oak Financial Strategies Income Term Trust - Common (FINS). This represents 66% of the company’s total 33,412,845 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
65%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 33% | 10,873,638 | +5.7% | 2.8% | $138,639,000 |
| Karpus Management, Inc. | 14% | 4,697,846 | -8.8% | 1.9% | $59,897,542 |
| WELLS FARGO & COMPANY/MN | 3.8% | 1,269,741 | -2.4% | 0% | $16,189,203 |
| UBS Group AG | 2.2% | 740,594 | +2.8% | 0% | $9,442,574 |
| MORGAN STANLEY | 1.9% | 622,896 | -5% | 0% | $7,941,927 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.4% | 484,445 | 0% | 0.32% | $6,176,674 |
| ROYAL BANK OF CANADA | 1.2% | 408,270 | -0.31% | 0% | $5,205,000 |
| STIFEL FINANCIAL CORP | 1.1% | 371,496 | -11% | 0% | $4,736,621 |
| Advisors Asset Management, Inc. | 1.1% | 353,662 | -2.9% | 0.08% | $4,509,191 |
| ENVESTNET ASSET MANAGEMENT INC | 0.72% | 239,403 | -34% | 0% | $3,052,386 |
| Noble Wealth Management PBC | 0.7% | 235,470 | -0.15% | 1.5% | $3,002,243 |
| RIVERBRIDGE PARTNERS LLC | 0.7% | 233,477 | +8.3% | 0.07% | $2,976,834 |
| FIRST TRUST ADVISORS LP | 0.61% | 203,077 | +8.4% | 0% | $2,589,231 |
| Thomas J. Herzfeld Advisors, Inc. | 0.58% | 193,430 | -11% | 0.84% | $2,466,233 |
| LPL Financial LLC | 0.53% | 177,645 | -3% | 0% | $2,264,972 |
| Closed-End Fund Advisors, Inc. | 0.36% | 120,700 | -0.47% | 1.6% | $1,538,925 |
| Dakota Wealth Management | 0.24% | 80,835 | +3.9% | 0.02% | $1,030,647 |
| Twelve Points Wealth Management LLC | 0.24% | 79,150 | +11% | 0.22% | $1,009,163 |
| RAYMOND JAMES FINANCIAL INC | 0.24% | 78,999 | -1.4% | 0% | $1,007,239 |
| Focus Partners Wealth | 0.22% | 73,779 | +4.2% | 0% | $940,683 |
| OSAIC HOLDINGS, INC. | 0.22% | 72,979 | +2.5% | 0% | $930,478 |
| &PARTNERS | 0.16% | 54,329 | +6.2% | 0% | $692,695 |
| Invesco Ltd. | 0.13% | 42,624 | +7.3% | 0% | $543,456 |
| Cetera Investment Advisers | 0.11% | 37,729 | -34% | 0% | $481,039 |
| CHOREO, LLC | 0.08% | 26,020 | -9.5% | 0% | $331,755 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
28
Latest
Q1 2026
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 21,965,905 | $280,062,818 | -$2,285,411 | $12.75 | 42 |
| 2025 Q4 | 22,178,490 | $292,975,412 | +$532,600 | $13.21 | 43 |
| 2025 Q3 | 22,017,706 | $288,655,589 | +$4,502,898 | $13.11 | 40 |
| 2025 Q2 | 21,480,970 | $278,826,987 | +$94,911,538 | $12.98 | 39 |
| 2025 Q1 | 14,405,228 | $194,178,297 | +$3,435,995 | $13.48 | 35 |
| 2024 Q4 | 14,156,236 | $179,820,727 | +$16,872,913 | $12.70 | 38 |
| 2024 Q3 | 12,635,996 | $167,024,740 | -$2,276,334 | $13.22 | 35 |
| 2024 Q2 | 12,866,146 | $159,167,852 | +$11,396,509 | $12.37 | 34 |
| 2024 Q1 | 11,942,811 | $149,147,767 | +$15,977,343 | $12.49 | 33 |
| 2023 Q4 | 10,687,896 | $127,322,391 | -$4,055,113 | $11.91 | 40 |
| 2023 Q3 | 11,014,031 | $132,579,118 | +$4,572,364 | $12.04 | 33 |
| 2023 Q2 | 10,635,598 | $125,645,130 | +$5,218,994 | $11.81 | 35 |
| 2023 Q1 | 10,175,518 | $125,438,877 | +$6,052,228 | $12.33 | 41 |
| 2022 Q4 | 9,666,556 | $123,886,965 | +$10,423,427 | $12.81 | 46 |
| 2022 Q3 | 8,126,486 | $108,729,938 | +$15,023,556 | $13.40 | 42 |
| 2022 Q2 | 7,018,502 | $102,295,621 | -$2,793,725 | $14.58 | 40 |
| 2022 Q1 | 7,164,434 | $112,899,000 | -$1,326,732 | $15.79 | 32 |
| 2021 Q4 | 8,520,508 | $145,018,000 | +$41,550,010 | $17.06 | 36 |
| 2021 Q3 | 5,782,165 | $98,514,000 | +$525,530 | $17.02 | 29 |
| 2021 Q2 | 4,981,064 | $90,123,000 | +$5,581,404 | $17.98 | 23 |
| 2021 Q1 | 4,672,080 | $82,236,240 | +$7,792,137 | $17.42 | 21 |
| 2020 Q4 | 4,228,438 | $71,120,000 | +$6,569,692 | $16.84 | 25 |
| 2020 Q3 | 3,838,911 | $64,634,000 | -$16,237,354 | $16.85 | 20 |
| 2020 Q2 | 4,794,078 | $80,176,000 | +$54,895,184 | $16.90 | 21 |
| 2020 Q1 | 1,495,601 | $25,575,000 | +$2,123,887 | $17.10 | 21 |
| 2019 Q4 | 1,371,313 | $28,373,000 | +$3,836,869 | $20.69 | 15 |
| 2019 Q3 | 1,177,802 | $23,755,000 | +$9,671,046 | $20.17 | 9 |
| 2019 Q2 | 698,291 | $14,037,000 | +$14,037,000 | $20.10 | 6 |