Latest Period
Q2 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 Q2 2026
Institutions Reporting
44
Shares (Excl. Options)
23,271,721
Price
$12.80
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- Security type / class
- Equity / Common
- Symbol
- FINS on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 23,271,721
- Total 13F value
- $297,878,246
- Portfolio coverage rank
- 0%
- Share change
- +1,265,150
- Value change
- +$16,196,820
- Number of holders
- 44
- Shares outstanding
- 33,412,845
- SEC-reported price per share
- $12.59
- Insider filing price
- $12.59
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- FINS - Angel Oak Financial Strategies Income Term Trust - Common is tracked under CUSIP 03464A100.
- 44 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 42 to 44 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $280,062,818 to $297,878,246.
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 44 institutions filings for Q2 2026.
Security key
03464A100
Latest holder period
Q2 2026
13F holders
44
13D/G owners
4
CIK / CUSIP context first
Open Q2 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 30 Jun 2026, 44 institutional investors reported holding 23,271,721 shares of Angel Oak Financial Strategies Income Term Trust - Common (FINS). This represents 70% 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
69%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 33% | 10,962,663 | +0.82% | 2.7% | $140,322,000 |
| Karpus Management, Inc. | 14% | 4,654,677 | -0.92% | 1.7% | $59,579,866 |
| WELLS FARGO & COMPANY/MN | 3.9% | 1,290,468 | +1.6% | 0% | $16,517,998 |
| Atlas Wealth LLC | 3.3% | 1,100,004 | 2% | $14,080,051 | |
| UBS Group AG | 2.1% | 707,959 | -4.4% | 0% | $9,061,875 |
| MORGAN STANLEY | 1.9% | 627,001 | +0.66% | 0% | $8,025,617 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.4% | 484,445 | 0% | 0.3% | $6,200,896 |
| ROYAL BANK OF CANADA | 1.2% | 417,457 | +2.3% | 0% | $5,343,000 |
| STIFEL FINANCIAL CORP | 1.1% | 383,477 | +3.2% | 0% | $4,908,505 |
| Advisors Asset Management, Inc. | 1.1% | 351,208 | -0.69% | 0.07% | $4,495,462 |
| ENVESTNET ASSET MANAGEMENT INC | 0.9% | 300,777 | +26% | 0% | $3,849,949 |
| RIVERBRIDGE PARTNERS LLC | 0.7% | 235,363 | +0.81% | 0.08% | $3,012,646 |
| Noble Wealth Management PBC | 0.69% | 231,615 | -1.6% | 1.4% | $2,964,672 |
| Thomas J. Herzfeld Advisors, Inc. | 0.67% | 222,390 | +15% | 0.87% | $2,846,592 |
| FIRST TRUST ADVISORS LP | 0.61% | 203,462 | +0.19% | 0% | $2,604,313 |
| LPL Financial LLC | 0.54% | 180,224 | +1.5% | 0% | $2,306,862 |
| Closed-End Fund Advisors, Inc. | 0.36% | 118,848 | -1.5% | 1.5% | $1,521,254 |
| Dakota Wealth Management | 0.23% | 77,835 | -3.7% | 0.02% | $996,288 |
| Twelve Points Wealth Management LLC | 0.23% | 77,263 | -2.4% | 0.2% | $988,966 |
| OSAIC HOLDINGS, INC. | 0.23% | 76,348 | +4.6% | 0% | $977,260 |
| Focus Partners Wealth | 0.22% | 73,779 | 0% | 0% | $944,372 |
| RAYMOND JAMES FINANCIAL INC | 0.22% | 73,346 | -7.2% | 0% | $938,832 |
| &PARTNERS | 0.17% | 56,376 | +3.8% | 0% | $721,613 |
| Cetera Investment Advisers | 0.13% | 43,462 | +15% | 0% | $556,308 |
| Invesco Ltd. | 0.13% | 42,333 | -0.68% | 0% | $541,862 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
29
Latest
Q2 2026
Rows shown
1-25 of 29
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 23,271,721 | $297,878,246 | +$16,196,820 | $12.80 | 44 |
| 2026 Q1 | 21,965,905 | $280,062,818 | -$2,298,862 | $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 |