Security key
03464A100
Angel Oak Financial Strategies Income Term Trust - Common (FINS)
CUSIP: 03464A100
Q2 2025 13F Holders as of 30 Jun 2025
- Security type / class
- Equity / Common
- Total 13F shares
- 21,480,970
- Total 13F value
- $278,826,987
- Share change
- +7,312,807
- SEC-reported price per share
- $12.98
- Number of holders
- 39
- Value change
- +$94,911,538
- Number of buys
- 29
- Number of sells
- 9
- Shares outstanding
- 33,412,845
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2025
Institutions
39
Top holders
10
FINS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Angel Oak Financial Strategies Income Term Trust SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 03464A100
Recent filing periods:
Ownership snapshot
Top reported holders 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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
SIT INVESTMENT ASSOCIATES...
Disclosed value leader
SIT INVESTMENT ASSOCIATES...
Comparable rows
15/15
Latest evidence
30 May 2025
13D/G
13F
Lead comparable stake: 29%
13D/G row: SIT INVESTMENT ASSOCIATES INC
Showing 1-6 of 15 holder rows.
Quick read
SIT INVESTMENT ASSOCIATES INC leads the comparable SEC ownership view at 29%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens SIT INVESTMENT ASSOCIATES INC's linked filing trail.
Comparable ownership
Top 5
SIT INVESTMENT ASSOCIATES INC
29%
WELLS FARGO & COMPANY/MN
4.1%
MORGAN STANLEY
3.5%
Karpus Management, Inc.
11%
UBS Group AG
2.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13D/G
13F
Company
|
29%
|
$126,178,359
9,580,741 shares
|
+$58,253,241 | 30 May 2025 |
| WELLS FARGO & COMPANY/MN |
13F
13D/G
Company · Wells Fargo & Company
|
4.1%
from 13D/G
|
$18,222,368
1,351,807 shares
|
— | 31 Mar 2025 |
| MORGAN STANLEY |
13D/G
13F
Company
|
3.5%
|
$11,564,317
877,414 shares
|
$0 | 07 Jan 2025 |
| Karpus Management, Inc. |
13F
Company
|
11%
|
$47,750,288
3,542,306 shares
|
— | 31 Mar 2025 |
| UBS Group AG |
13F
Company
|
2.3%
|
$10,173,316
754,697 shares
|
— | 31 Mar 2025 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
13F
Company
|
1.5%
|
$6,889,116
511,062 shares
|
— | 31 Mar 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
39
Shares
21,480,970
Rows available
39
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
35
Q2 2025 holders
39
Holder diff
4
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend