Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Common
-
Shares outstanding
-
33,426,938
-
Number of holders
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39
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Total 13F shares, excl. options
-
21,480,970
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Shares change
-
+7,312,807
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Total reported value, excl. options
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$278,826,987
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Value change
-
+$94,911,538
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Number of buys
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29
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Number of sells
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-9
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Price
-
$12.98
Significant Holders of Angel Oak Financial Strategies Income Term Trust - Common (FINS) as of Q2 2025
41 filings reported holding FINS - Angel Oak Financial Strategies Income Term Trust - Common as of Q2 2025.
Angel Oak Financial Strategies Income Term Trust - Common (FINS) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21,480,970 shares
of 33,426,938 outstanding shares and own 64.26% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (9,628,897 shares), Karpus Management, Inc. (5,531,335 shares), WELLS FARGO & COMPANY/MN (1,373,539 shares), UBS Group AG (952,187 shares), MORGAN STANLEY (747,668 shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (518,062 shares), STIFEL FINANCIAL CORP (401,348 shares), Advisors Asset Management, Inc. (352,176 shares), Royal Bank of Canada (339,770 shares), and Thomas J. Herzfeld Advisors, Inc. (203,446 shares).
This table shows the top 39 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.