Angel Oak Financial Strategies Income Term Trust - Common (FINS) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2019 to Q4 2025

Type / Class
Equity / Common
Symbol
FINS on NYSE
Shares outstanding
33,426,938
Price per share
$13.12
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
22,178,490
Total reported value
$292,975,412
% of total 13F portfolios
0%
Share change
+39,520
Value change
+$532,600
Number of holders
43
Price from insider filings
$13.12
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Angel Oak Financial Strategies Income Term Trust - Common (FINS) based on Schedule 13D/G filings

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. 15% -6.4% $67,837,564 -$4,444,683 5,174,490 -6.1% KARPUS MANAGEMENT, INC. 12 Nov 2025
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 Dec 2025, 43 institutional investors reported holding 22,178,490 shares of Angel Oak Financial Strategies Income Term Trust - Common (FINS). This represents 66% of the company’s total 33,426,938 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Angel Oak Financial Strategies Income Term Trust - Common (FINS) together control 66% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 31% 10,285,734 +3.2% 2.7% $135,875,000
Karpus Management, Inc. 15% 5,151,041 -3.1% 2.1% $68,045,249
WELLS FARGO & COMPANY/MN 3.9% 1,301,542 -9.4% 0% $17,193,377
UBS Group AG 2.2% 720,275 -9.2% 0% $9,514,833
MORGAN STANLEY 2% 655,575 -12% 0% $8,660,150
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1.4% 484,445 -5.1% 0.34% $6,399,518
STIFEL FINANCIAL CORP 1.3% 418,161 +4.3% 0% $5,523,909
ROYAL BANK OF CANADA 1.2% 409,551 +1.8% 0% $5,410,000
Advisors Asset Management, Inc. 1.1% 364,071 -0.63% 0.08% $4,809,378
ENVESTNET ASSET MANAGEMENT INC 1.1% 363,954 +13% 0% $4,807,832
Noble Wealth Management PBC 0.71% 235,820 -4.5% 1.6% $3,115,182
Thomas J. Herzfeld Advisors, Inc. 0.65% 216,513 +4.3% 0.97% $2,860,137
RIVERBRIDGE PARTNERS LLC 0.64% 215,510 +73% 0.05% $2,846,888
FIRST TRUST ADVISORS LP 0.56% 187,327 +6.5% 0% $2,474,589
LPL Financial LLC 0.55% 183,115 +2.3% 0% $2,418,954
Closed-End Fund Advisors, Inc. 0.36% 121,264 0% 0.95% $1,601,897
Shaker Financial Services, LLC 0.31% 105,239 -27% 0.44% $1,390,208
RAYMOND JAMES FINANCIAL INC 0.24% 80,082 -15% 0% $1,057,884
Dakota Wealth Management 0.23% 77,835 0% 0.02% $1,028,201
Twelve Points Wealth Management LLC 0.21% 71,524 -17% 0.21% $942,973
OSAIC HOLDINGS, INC. 0.21% 71,184 +7.2% 0% $940,343
Focus Partners Wealth 0.21% 70,779 0% $934,991
Cetera Investment Advisers 0.17% 56,747 +12% 0% $749,636
&PARTNERS 0.15% 51,181 +169% 0% $676,106
Invesco Ltd. 0.12% 39,727 0% $524,794

Institutional Holders of Angel Oak Financial Strategies Income Term Trust - Common (FINS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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