How many institutions held FINS - Angel Oak Financial Strategies Income Term Trust - Common in Q2 2023?

35 institutional investors reported FINS - Angel Oak Financial Strategies Income Term Trust - Common for Q2 2023. Use the holders table for investor-level position and value details.

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

Q: What does CUSIP 03464A100 represent in this 13F holders report?

CUSIP 03464A100 is the security identifier for FINS - Angel Oak Financial Strategies Income Term Trust - Common used to aggregate holder disclosures.

CUSIP: 03464A100

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class: Equity / Common
Shares outstanding: 33,426,938
Total 13F shares: 10,635,598
Share change: +460,080
Total reported value: $125,645,130
Price per share: $11.81
Number of holders: 35
Value change: +$5,218,994
Number of buys: 12
Number of sells: 24

Quarterly Holders Quick Answers

What is CUSIP 03464A100?
CUSIP 03464A100 identifies FINS - Angel Oak Financial Strategies Income Term Trust - Common in SEC institutional holdings data.

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Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q3 2023
Previous quarter: Q1 2023

Recent filing periods for CUSIP 03464A100:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of FINS - Angel Oak Financial Strategies Income Term Trust - Common (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
MORGAN STANLEY	13F	Company	6.7%	2,247,351	$27,709,838	—	31 Mar 2023	13F
Karpus Management, Inc.	13F	Company	6.7%	2,227,657	$27,467,011	—	31 Mar 2023	13F
UBS Group AG	13F	Company	2.8%	926,322	$11,421,550	—	31 Mar 2023	13F
Atlas Wealth LLC	13F	Company	2.1%	716,140	$8,830,006	—	31 Mar 2023	13F
Saba Capital Management, L.P.	13F	Company	1.9%	637,005	$7,854,272	—	31 Mar 2023	13F
SIT INVESTMENT ASSOCIATES INC	13F	Company	1.6%	546,099	$6,733,000	—	31 Mar 2023	13F
WOLVERINE TRADING, LLC	13F	Company	1.2%	415,601	$5,141,000	—	31 Mar 2023	13F
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	13F	Company	0.82%	272,865	$3,364,425	—	31 Mar 2023	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.76%	254,502	$3,138,018	—	31 Mar 2023	13F
Thomas J. Herzfeld Advisors, Inc.	13F	Company	0.65%	218,277	$2,691,355	—	31 Mar 2023	13F
ROYAL BANK OF CANADA	13F	Company	0.63%	210,670	$2,598,000	—	31 Mar 2023	13F
EQUITEC PROPRIETARY MARKETS, LLC	13F	Company	0.63%	210,039	$2,589,781	—	31 Mar 2023	13F
LPL Financial LLC	13F	Company	0.57%	190,374	$2,347,314	—	31 Mar 2023	13F
Chicago Partners Investment Group LLC	13F	Company	0.38%	128,446	$1,551,622	—	31 Mar 2023	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	0.35%	116,965	$1,442,178	—	31 Mar 2023	13F
STIFEL FINANCIAL CORP	13F	Company	0.34%	113,258	$1,396,478	—	31 Mar 2023	13F
Twelve Points Wealth Management LLC	13F	Company	0.33%	109,586	$1,351,195	—	31 Mar 2023	13F
ENVESTNET ASSET MANAGEMENT INC	13F	Company	0.28%	93,116	$1,148,123	—	31 Mar 2023	13F
Matisse Capital	13F	Company	0.24%	80,000	$986,400	—	31 Mar 2023	13F
CORRADO ADVISORS, LLC	13F	Company	0.18%	60,744	$748,974	—	31 Mar 2023	13F
OSAIC HOLDINGS, INC.	13F	Company	0.18%	61,201	$745,032	—	31 Mar 2023	13F
Shaker Financial Services, LLC	13F	Company	0.15%	49,910	$615,391	—	31 Mar 2023	13F
GUGGENHEIM CAPITAL LLC	13F	Company	0.14%	48,055	$592,518	—	31 Mar 2023	13F
WEDBUSH SECURITIES INC	13F	Company	0.11%	37,882	$467,000	—	31 Mar 2023	13F
Dakota Wealth Management	13F	Company	0.11%	35,950	$443,264	—	31 Mar 2023	13F
SFI Advisors, LLC	13F	Company	0.07%	22,043	$271,790	—	31 Mar 2023	13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	13F	Company	0.07%	21,911	$270,163	—	31 Mar 2023	13F
FIRST TRUST ADVISORS LP	13F	Company	0.06%	20,875	$257,388	—	31 Mar 2023	13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F	Company	0.05%	17,522	$216,046	—	31 Mar 2023	13F
D.A. DAVIDSON & CO.	13F	Company	0.05%	15,075	$185,878	—	31 Mar 2023	13F
Claybrook Capital, LLC	13F	Company	0.04%	13,455	$165,900	—	31 Mar 2023	13F
Rockefeller Capital Management L.P.	13F	Company	0.04%	13,334	$164,000	—	31 Mar 2023	13F
Pekin Hardy Strauss, Inc.	13F	Company	0.04%	12,952	$159,698	—	31 Mar 2023	13F
Live Oak Private Wealth LLC	13F	Company	0.03%	10,630	$131,068	—	31 Mar 2023	13F
Weiss Asset Management LP	13F	Company	0.03%	10,351	$127,628	—	31 Mar 2023	13F
Elequin Capital, LP	13F	Company	0.01%	4,946	$60,984	—	31 Mar 2023	13F
Navid Abghari	3/4/5	Portfolio Manager	— class O/S missing	4,024	$47,564	—	19 Oct 2021	3/4/5
John R. Hsu	3/4/5	Secretary	— class O/S missing	2,667	$31,524	—	14 Oct 2021	3/4/5
BANK OF AMERICA CORP /DE/	13F	Company	0.01%	1,900	$23,427	—	31 Mar 2023	13F
Advisory Services Network, LLC	13F	Company	0.01%	1,817	$22,404	—	31 Mar 2023	13F
Spire Wealth Management	13F	Company	0%	281	$3,465	—	31 Mar 2023	13F
CWM, LLC	13F	Company	0%	225	$3,000	—	31 Mar 2023	13F
Steward Partners Investment Advisory, LLC	13F	Company	0%	186	$2,293	—	31 Mar 2023	13F
JPMORGAN CHASE & CO	13F	Company	0%	53	$1,000	—	31 Mar 2023	13F
Sun Life Assurance Co of Canada	3/4/5	10%+ Owner	— mixed-class rows	57,500,000 mixed-class rows	—	—	08 Jul 2021	3/4/5
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	3/4/5	10%+ Owner	— mixed-class rows	48,600,000 mixed-class rows	—	—	08 Jul 2021	3/4/5

Institutional Holders of Angel Oak Financial Strategies Income Term Trust - Common (FINS) as of Q2 2023

As of 30 Jun 2023, Angel Oak Financial Strategies Income Term Trust - Common (FINS) was held by 35 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 10,635,598 shares. The largest 10 holders included Karpus Management, Inc., MORGAN STANLEY, UBS Group AG, Atlas Wealth LLC, SIT INVESTMENT ASSOCIATES INC, Saba Capital Management, L.P., WOLVERINE TRADING, LLC, WELLS FARGO & COMPANY/MN, NATIONS FINANCIAL GROUP INC, /IA/ /ADV, and EQUITEC PROPRIETARY MARKETS, LLC. This page lists 35 institutional shareholders reporting positions in this security for the Q2 2023 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders

Q2 2023 holders

Holder diff

-6

Investor	Q1 2023 Shares	Q2 2023 Shares	Share Diff	Share Chg %	Q1 2023 Value $	Q2 2023 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.