How many institutions held FINS - Angel Oak Financial Strategies Income Term Trust - Common in Q4 2025?

43 institutional investors reported FINS - Angel Oak Financial Strategies Income Term Trust - Common for Q4 2025. 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

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class: Equity / Common
Shares outstanding: 33,426,938
Total 13F shares: 22,178,490
Share change: +39,520
Total reported value: $292,975,412
Price per share: $13.21
Number of holders: 43
Value change: +$532,600
Number of buys: 23
Number of sells: 15

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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Back to full security ownership history for the broader multi-quarter picture.
Latest 13F filings for newly reported positions across managers.
Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
SEC investors directory for manager drilldown.

Explore More Reporting Periods

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

Newer quarter: Q1 2026
Previous quarter: Q3 2025

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
SIT INVESTMENT ASSOCIATES INC	13F 13D/G	Company	29% from 13D/G	9,969,217	$130,696,000	—	30 Sep 2025	13F 13D/G
Karpus Management, Inc.	13F 13D/G	Company	15% from 13D/G	5,313,982	$69,666,304	—	30 Sep 2025	13F 13D/G
WELLS FARGO & COMPANY/MN	13F 13D/G	Company · Wells Fargo & Company	4.1% from 13D/G	1,436,710	$18,835,281	—	30 Sep 2025	13F 13D/G
MORGAN STANLEY	13D/G 13F	Company	3.5%	877,414	$11,564,317	$0	07 Jan 2025	13D/G 13F
UBS Group AG	13F	Company	2.4%	792,877	$10,394,617	—	30 Sep 2025	13F
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	13F	Company	1.5%	510,445	$6,691,934	—	30 Sep 2025	13F
ROYAL BANK OF CANADA	13F	Company	1.2%	402,366	$5,275,000	—	30 Sep 2025	13F
STIFEL FINANCIAL CORP	13F	Company	1.2%	400,776	$5,254,185	—	30 Sep 2025	13F
Advisors Asset Management, Inc.	13F	Company	1.1%	366,396	$4,803,452	—	30 Sep 2025	13F
ENVESTNET ASSET MANAGEMENT INC	13F	Company	0.97%	323,212	$4,237,306	—	30 Sep 2025	13F
Noble Wealth Management PBC	13F	Company	0.74%	247,035	$3,238,629	—	30 Sep 2025	13F
Thomas J. Herzfeld Advisors, Inc.	13F	Company	0.62%	207,513	$2,720,495	—	30 Sep 2025	13F
LPL Financial LLC	13F	Company	0.54%	178,962	$2,346,197	—	30 Sep 2025	13F
FIRST TRUST ADVISORS LP	13F	Company	0.53%	175,967	$2,306,927	—	30 Sep 2025	13F
Sreeniwas Prabhu	3/4/5	INVESTMENT ADVISER PRINCIPAL	0.52%	175,180	$2,256,318	+$118,535	20 Nov 2025	3/4/5
Shaker Financial Services, LLC	13F	Company	0.43%	144,976	$1,900,636	—	30 Sep 2025	13F
Michael Fierman	3/4/5	INVESTMENT ADVISER PRINCIPAL	0.38%	125,420	$1,641,747	+$217,078	06 Nov 2025	3/4/5
RIVERBRIDGE PARTNERS LLC	13F	Company	0.37%	124,754	$1,635,528	—	30 Sep 2025	13F
RAYMOND JAMES FINANCIAL INC	13F	Company	0.28%	94,082	$1,233,414	—	30 Sep 2025	13F
Twelve Points Wealth Management LLC	13F	Company	0.26%	85,812	$1,124,995	—	30 Sep 2025	13F
Dakota Wealth Management	13F	Company	0.23%	77,835	$1,020,417	—	30 Sep 2025	13F
Kovitz Investment Group Partners, LLC	13F	Company	0.21%	70,779	$927,913	—	30 Sep 2025	13F
Johannes Palsson	3/4/5	Portfolio Manager	— class O/S missing	68,789	$910,073	—	14 May 2025	3/4/5
OSAIC HOLDINGS, INC.	13F	Company	0.2%	66,393	$870,746	—	30 Sep 2025	13F
Cetera Investment Advisers	13F	Company	0.15%	50,628	$663,746	—	30 Sep 2025	13F
Corient Private Wealth LLC	13F	Company	0.09%	30,000	$393,300	—	30 Sep 2025	13F
CHOREO, LLC	13F	Company	0.08%	27,381	$358,965	—	30 Sep 2025	13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13F	Company	0.07%	24,370	$322,537	—	30 Sep 2025	13F
Live Oak Private Wealth LLC	13F	Company	0.06%	21,670	$284,094	—	30 Sep 2025	13F
Alvin R. Albe Jr.	3/4/5	Director	— class O/S missing	20,000	$262,492	+$262,492	22 May 2025	3/4/5
&PARTNERS	13F	Company	0.06%	19,052	$249,768	—	30 Sep 2025	13F
Rockefeller Capital Management L.P.	13F	Company	0.05%	18,182	$238,366	—	30 Sep 2025	13F
WEDBUSH SECURITIES INC	13F	Company	0.05%	16,086	$211,000	—	30 Sep 2025	13F
Catalina Capital Group, LLC	13F	Company	0.05%	16,052	$210,442	—	30 Sep 2025	13F
Lido Advisors, LLC	13F	Company	0.04%	13,467	$176,552	—	30 Sep 2025	13F
Ignite Planners, LLC	13F	Company	0.03%	11,452	$150,136	—	30 Sep 2025	13F
PFG Investments, LLC	13F	Company	0.03%	10,075	$132,084	—	30 Sep 2025	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	0.03%	10,040	$132,000	—	30 Sep 2025	13F
Cheryl Pate	3/4/5	Director, Portfolio Manager	— class O/S missing	8,554	$113,163	—	14 May 2025	3/4/5
Andrea Mullins	3/4/5	Director	— class O/S missing	7,585	$99,756	+$99,756	12 Aug 2025	3/4/5
COMERICA BANK	13F	Company	0.02%	6,799	$89,135	—	30 Sep 2025	13F
Kevin Parks	3/4/5	Portfolio Manager	— class O/S missing	5,667	$72,707	+$12,830	02 Jun 2025	3/4/5
Navid Abghari	3/4/5	Portfolio Manager	— class O/S missing	4,024	$47,564	—	19 Oct 2021	3/4/5
Mountain Hill Investment Partners Corp.	13F	Company	0.01%	3,333	$43,696	—	30 Sep 2025	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.01%	3,010	$39,461	—	30 Sep 2025	13F
William Eldredge	3/4/5	Chief Compliance Officer	0.01%	2,940	$38,514	+$25,152	05 Aug 2025	3/4/5
John R. Hsu	3/4/5	Secretary	— class O/S missing	2,667	$31,524	—	14 Oct 2021	3/4/5
Larson Financial Group LLC	13F	Company	0%	383	$5,025	—	30 Sep 2025	13F
N.E.W. Advisory Services LLC	13F	Company	0%	357	$4,680	—	30 Sep 2025	13F
HIGHLINE WEALTH PARTNERS LLC	13F	Company	0%	300	$3,933	—	30 Sep 2025	13F

Institutional Holders of Angel Oak Financial Strategies Income Term Trust - Common (FINS) as of Q4 2025

As of 31 Dec 2025, Angel Oak Financial Strategies Income Term Trust - Common (FINS) was held by 43 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 22,178,490 shares. The largest 10 holders included SIT INVESTMENT ASSOCIATES INC, Karpus Management, Inc., WELLS FARGO & COMPANY/MN, UBS Group AG, MORGAN STANLEY, NATIONS FINANCIAL GROUP INC, /IA/ /ADV, STIFEL FINANCIAL CORP, ROYAL BANK OF CANADA, Advisors Asset Management, Inc., and ENVESTNET ASSET MANAGEMENT INC. This page lists 43 institutional shareholders reporting positions in this security for the Q4 2025 filing period.

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

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders

Q4 2025 holders

Holder diff

Investor	Q3 2025 Shares	Q4 2025 Shares	Share Diff	Share Chg %	Q3 2025 Value $	Q4 2025 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.