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FINS · Angel Oak Financial Strategies Income Term Trust · Holdings

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$11.96 +0.07 (+0.59%) At close · Oct 9
Rebalance outlook locked
Market Cap
$399.67M
Shares
33.42M
Volume · Oct 9 21.7K Avg daily vol (3M) 44.35K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 43
Total Value: $297,600,897
Total Shares: 23,265,646

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 43 13F filers
Top Holder
47.1%
Sep 2023 → Jun 2026 · range 32.5% – 49.4%
of institutional value
Top 5
80.4%
Sep 2023 → Jun 2026 · range 74.1% – 86.8%
of institutional value
Top 10
90.2%
Sep 2023 → Jun 2026 · range 88.9% – 94.4%
of institutional value
HHI
2,709
Sep 2023 → Jun 2026 · range 1,687 – 2,973
Highly concentrated
Showing 43 of 43
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
SIT INVESTMENT ASSOCIATES INC $140,322,086 47.15% 10,962,663
Karpus Management, Inc. $59,579,865 20.02% 4,654,677
WELLS FARGO & COMPANY/MN $16,517,990 5.55% 1,290,468
Atlas Wealth LLC $14,080,051 4.73% 1,100,004
UBS Group AG $9,061,874 3.04% 707,959
MORGAN STANLEY $8,025,611 2.70% 627,001
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $6,200,896 2.08% 484,445
ROYAL BANK OF CANADA $5,343,449 1.80% 417,457
STIFEL FINANCIAL CORP $4,908,505 1.65% 383,477
Advisors Asset Management, Inc. $4,495,462 1.51% 351,208
ENVESTNET ASSET MANAGEMENT INC $3,849,945 1.29% 300,777
RIVERBRIDGE PARTNERS LLC $3,012,646 1.01% 235,363
Thomas J. Herzfeld Advisors, Inc. $2,846,592 0.96% 222,390
Noble Wealth Management PBC $2,733,640 0.92% 229,140
FIRST TRUST ADVISORS LP $2,604,313 0.88% 203,462
LPL Financial LLC $2,306,867 0.78% 180,224
Closed-End Fund Advisors, Inc. $1,521,254 0.51% 118,848
Dakota Wealth Management $996,288 0.33% 77,835
Twelve Points Wealth Management LLC $988,966 0.33% 77,263
OSAIC HOLDINGS, INC. $977,253 0.33% 76,348
Focus Partners Wealth $944,371 0.32% 73,779
RAYMOND JAMES FINANCIAL INC $938,828 0.32% 73,346
&PARTNERS $721,612 0.24% 56,376
Cetera Investment Advisers $556,313 0.19% 43,462
Invesco Ltd. $541,862 0.18% 42,333
Corient Private Wealth LLC $520,524 0.17% 40,666
CHOREO, LLC $385,292 0.13% 30,101
Shaker Financial Services, LLC $374,336 0.13% 29,245
Summit Asset Management, LLC $332,800 0.11% 26,000
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $311,936 0.10% 24,370
Live Oak Private Wealth LLC $277,376 0.09% 21,670
Rockefeller Capital Management L.P. $254,181 0.09% 19,858
Mayflower Financial Advisors, LLC $239,360 0.08% 18,700
SUSQUEHANNA INTERNATIONAL GROUP, LLP $144,678 0.05% 11,303
Private Advisor Group, LLC $141,299 0.05% 11,039
CITADEL ADVISORS LLC $138,995 0.05% 10,859
Mariner, LLC $128,012 0.04% 10,001
Arax Advisory Partners $116,275 0.04% 9,084
FIFTH THIRD BANCORP $56,908 0.02% 4,446
IFG Advisory, LLC $51,315 0.02% 4,009
Mountain Hill Investment Partners Corp. $42,662 0.01% 3,333
N.E.W. Advisory Services LLC $4,569 0.00% 357
HIGHLINE WEALTH PARTNERS LLC $3,840 0.00% 300
Key facts CIK 1745059 CUSIP 03464A100 13F (30d) 2 filings 2 filers Visit website