Security key
03464A100
Angel Oak Financial Strategies Income Term Trust - Common (FINS)
CUSIP: 03464A100
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Common
- Total 13F shares
- 231,615
- Total 13F value
- $2,964,672
- Share change
- -11,113
- SEC-reported price per share
- $12.80
- Number of holders
- 1
- Value change
- -$141,893
- Number of sells
- 2
- Shares outstanding
- 33,412,845
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
1
Top holders
1
FINS full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
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
MetLife Investment Manage...
Disclosed value leader
SIT INVESTMENT ASSOCIATES...
Comparable rows
15/15
Latest evidence
31 May 2026
13D/G
3/4/5
13F
Lead comparable stake: 100%
13D/G row: MetLife Investment Management, LLC
Showing 1-6 of 15 holder rows.
Quick read
MetLife Investment Management, LLC leads the comparable SEC ownership view at 100%.
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 MetLife Investment Management, LLC's linked filing trail.
Comparable ownership
Top 5
MetLife Investment Management, LLC
100%
SIT INVESTMENT ASSOCIATES INC
29%
Karpus Management, Inc.
14%
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 |
|---|---|---|---|---|---|
| MetLife Investment Management, LLC |
13D/G
3/4/5
10%+ Owner
|
100%
|
—
2,000,000 shares
|
$0 | 31 May 2026 |
| SIT INVESTMENT ASSOCIATES INC |
13F
13D/G
Company
|
29%
from 13D/G
|
$138,639,000
10,873,638 shares
|
— | 31 Mar 2026 |
| Karpus Management, Inc. |
13D/G
13F
Company
|
14%
|
$60,273,364
4,697,846 shares
|
-$6,115,343 | 31 Mar 2026 |
| WELLS FARGO & COMPANY/MN |
13D/G
13F
Wells Fargo & Company · Company
|
4.1%
|
$17,649,989
1,373,540 shares
|
+$279,256 | 30 Jun 2025 |
| MORGAN STANLEY |
13D/G
13F
Company
|
3.5%
|
$11,564,317
877,414 shares
|
$0 | 07 Jan 2025 |
| Sreeniwas Prabhu |
3/4/5
INVESTMENT ADVISER PRINCIPAL
|
0.52%
|
$2,256,318
175,180 shares
|
+$118,535 | 20 Nov 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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
231,615
Rows available
1
| 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 2026 vs Q1 2026 Across Filers
Q1 2026 holders
42
Q2 2026 holders
1
Holder diff
-41
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend