LPL Financial LLC
Position in FINS — Angel Oak Financial Strategies Income Term Trust
CIK 1403438
FORT MILL, SC
Position in FINS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,306,867
+$41,894 QoQ
Shares Held
180,224
+1.5% QoQ
Ownership
0.539%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 44 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in FINS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. FINS ranks #246 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in FINS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,306,867 | 180,224 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,264,973 | 177,645 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,418,949 | 183,115 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,346,191 | 178,962 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,327,898 | 179,345 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,815,553 | 134,685 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,687,195 | 132,850 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,739,302 | 131,566 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,629,957 | 131,767 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,610,173 | 128,917 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,676,320 | 140,749 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,817,702 | 150,972 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,932,824 | 163,660 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,347,311 | 190,374 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,628,842 | 205,218 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,807,769 | 209,535 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,083,830 | 211,511 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,404,718 | 215,625 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,680,558 | 215,742 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,643,413 | 272,821 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,576,683 | 254,543 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,063,876 | 233,288 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,832,868 | 227,605 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,764,441 | 223,409 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,385,661 | 200,335 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,217,570 | 188,162 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||