Security key
03464A100
Angel Oak Financial Strategies Income Term Trust - Common (FINS)
CUSIP: 03464A100
Q3 2026 13F Holders as of 30 Sep 2026
- Security type / class
- Equity / Common
- Total 13F shares
- 1,166,016
- Total 13F value
- $13,902,949
- Share change
- -116,537
- SEC-reported price per share
- $11.93
- Number of holders
- 13
- Value change
- -$1,418,514
- Number of buys
- 4
- Number of sells
- 6
- Shares outstanding
- 33,403,345
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2026
Institutions
13
Top holders
10
FINS full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q2 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
4/15
Latest evidence
08 Jul 2026
3/4/5
13D/G
13F
Lead comparable stake: 100%
11 rows are not safely comparable across share classes.
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%.
4 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 4
MetLife Investment Management, LLC
100%
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 |
3/4/5
13D/G
10%+ Owner
|
100%
Reported 13D/G
· 31 May 2026
|
—
2,000,000 shares
|
— | 08 Jul 2026 |
| Karpus Management, Inc. |
13D/G
13F
Company
|
14%
Reported 13D/G
· 31 Mar 2026
|
$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%
Reported 13D/G
· 30 Jun 2025
|
$17,649,989
1,373,540 shares
|
+$279,256 | 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 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
13
Shares
1,166,016
Rows available
13
| 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 2026 vs Q2 2026 Across Filers
Q2 2026 holders
43
Q3 2026 holders
13
Holder diff
-30
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend