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

CUSIP: 03464A100

Q3 2025 13F Holders as of 30 Sep 2025

Holder snapshot 6 signals
Share change
+343,021
SEC-reported price per share
$13.11
Number of holders
40
Value change
+$4,502,898
Number of buys
19
Number of sells
15
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
33,403,345

Security key

03464A100

Report period

Q3 2025

Institutions

40

Top holders

10

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
WELLS FARGO & COMPANY/MN
Disclosed value leader
SIT INVESTMENT ASSOCIATES...
Comparable rows
2/15
Latest evidence
30 Jun 2025
13F 13D/G 3/4/5 Lead comparable stake: 4.1% 13 rows are not safely comparable across share classes. 13D/G row: WELLS FARGO & COMPANY/MN Showing 1-6 of 15 holder rows.

Quick read

WELLS FARGO & COMPANY/MN leads the comparable SEC ownership view at 4.1%.

2 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 WELLS FARGO & COMPANY/MN's linked filing trail.
Comparable ownership Top 2
WELLS FARGO & COMPANY/MN 4.1%
MORGAN STANLEY 3.5%

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
WELLS FARGO & COMPANY/MN
13F 13D/G
Company · Wells Fargo & Company
4.1%
Reported 13D/G · 30 Jun 2025
$17,828,546
1,373,539 shares
— 30 Jun 2025
MORGAN STANLEY
13D/G 13F
Company
3.5%
Reported 13D/G · 07 Jan 2025
$11,564,317
877,414 shares
$0 07 Jan 2025
Sun Life Assurance Co of Canada
3/4/5
10%+ Owner
—
mixed-class rows
—
57,500,000 shares
mixed-class rows
— 08 Jul 2021
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
3/4/5
10%+ Owner
—
mixed-class rows
—
48,600,000 shares
mixed-class rows
— 08 Jul 2021
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
—
denominator unverified
$124,983,000
9,628,897 shares
— 30 Jun 2025
Karpus Management, Inc.
13F
Company
13F
—
denominator unverified
$71,796,730
5,531,335 shares
— 30 Jun 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 Q3 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
40
Shares
22,017,706
Rows available
40
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 Q3 2025 vs Q2 2026 Across Filers

Q2 2026 holders
43
Q3 2025 holders
40
Holder diff
-3
Investor Q2 2026 Shares Q3 2025 Shares Share Diff Share Chg % Q2 2026 value Q3 2025 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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