Latest Period
Q4 2025
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
43
Shares (Excl. Options)
22,178,490
Price
$13.21
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- Type / Class
- Equity / Common
- Symbol
- FINS on NYSE
- Shares outstanding
- 33,426,938
- Price per share
- $12.83
- 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
- $12.83
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- FINS - Angel Oak Financial Strategies Income Term Trust - Common is tracked under CUSIP 03464A100.
- 43 institutions reported positions in Q4 2025.
- 4 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 43 to 21 between Q4 2025 and Q1 2026.
- Reported value moved from $292,975,412 to $30,842,377.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 43 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 03464A100?
CUSIP 03464A100 identifies FINS - Angel Oak Financial Strategies Income Term Trust - Common in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 03464A100:
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 |
|---|---|---|---|---|---|
| 2026 Q1 | 2,419,183 | $30,842,377 | -$659,388 | $12.75 | 21 |
| 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 |