FINS · Angel Oak Financial Strategies Income Term Trust

$12.55 -0.02 (-0.12%)

Market Cap

$419.72M

33.42M

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.

Quarter:

Holders: 44

Total Value: $297,878,009

Total Shares: 23,271,721

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 44 13F filers · Δ vs Mar 31, 2026

Top Holder

47.1%

−2.3 pts

Top 5

80.4%

−2.3 pts

Top 10

90.1%

−1.1 pts

HHI

2,708

Highly concentrated−265

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +1

Institutional value: +6.2%

Shares held: +5.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid SIT INVESTMENT ASSOCIATES INC	+89,025	10,962,663
Mega ENVESTNET ASSET MANAGEMENT INC	+61,374	300,777
Small Thomas J. Herzfeld Advisors, Inc.	+28,960	222,390
Mega WELLS FARGO & COMPANY/MN	+20,727	1,290,468
Small Shaker Financial Services, LLC	+17,291	29,245

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Karpus Management, Inc.	−43,169	4,654,677
Mega UBS Group AG	−32,635	707,959
Mega RAYMOND JAMES FINANCIAL INC	−5,653	73,346
Small Noble Wealth Management PBC	−3,855	231,615
Mid Dakota Wealth Management	−3,000	77,835

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Atlas Wealth LLC	1,100,004	$14,080,051
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	11,303	$144,678
Mid Private Advisor Group, LLC	11,039	$141,299
Mega CITADEL ADVISORS LLC	10,859	$138,995
Large Mariner, LLC	10,001	$128,012

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid WEDBUSH SECURITIES INC	18,807	$239,789
Large Lido Advisors, LLC	13,467	$171,704
Large COMMONWEALTH EQUITY SERVICES, LLC	10,343	$131,873
Mid PFG Investments, LLC	10,080	$128,520
Mid CoreCap Advisors, LLC	7,258	$92,539

Filter: New 8 Increased 17 Reduced 9 Sold out 7 Unchanged 10

Showing 44 of 44

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

SIT INVESTMENT ASSOCIATES INC

$140,322,086

47.11%

10,962,663

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	10,962,663	$140,322,086	100.0%	Sole

Karpus Management, Inc.

$59,579,865

20.00%

4,654,677

WELLS FARGO & COMPANY/MN

$16,517,990

5.55%

1,290,468

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,106,564	$14,164,019	85.7%	Defined
WELLS FARGO CLEARING SERVICES, LLC	183,904	$2,353,971	14.3%	Defined

Atlas Wealth LLC

$14,080,051

4.73%

1,100,004

UBS Group AG

$9,061,874

3.04%

707,959

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	707,958	$9,061,862	100.0%	Defined
UBS Securities LLC	1	$12	0.0%	Defined

MORGAN STANLEY

$8,025,611

2.69%

627,001

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	2,864	$36,659	0.5%	Defined
MORGAN STANLEY SMITH BARNEY LLC	624,137	$7,988,952	99.5%	Defined

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

$6,200,896

2.08%

484,445

ROYAL BANK OF CANADA

$5,343,449

1.79%

417,457

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	417,457	$5,343,449	100.0%	Defined

STIFEL FINANCIAL CORP

$4,908,505

1.65%

383,477

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	383,477	$4,908,505	100.0%	Defined

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

Noble Wealth Management PBC

$2,964,672

1.00%

231,615

Thomas J. Herzfeld Advisors, Inc.

$2,846,592

0.96%

222,390

FIRST TRUST ADVISORS LP

$2,604,313

0.87%

203,462

LPL Financial LLC

$2,306,867

0.77%

180,224

Closed-End Fund Advisors, Inc.

$1,521,254

0.51%

118,848

Dakota Wealth Management

$996,288

0.33%

77,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Karpus Management Inc.	77,835	$996,288	100.0%	Defined

Twelve Points Wealth Management LLC

$988,966

0.33%

77,263

OSAIC HOLDINGS, INC.

$977,253

0.33%

76,348

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,216	$15,564	1.6%	Defined
Osaic Advisory Services, LLC	75,132	$961,689	98.4%	Defined

Focus Partners Wealth

$944,371

0.32%

73,779

RAYMOND JAMES FINANCIAL INC

$938,828

0.32%

73,346

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	71,393	$913,830	97.3%	Defined
Raymond James Financial Services Advisors, Inc.	1,953	$24,998	2.7%	Defined

&PARTNERS

$721,612

0.24%

56,376

Cetera Investment Advisers

$556,313

0.19%

43,462

Invesco Ltd.

$541,862

0.18%

42,333

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	42,333	$541,862	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER TRUST COMPANY, N.A.	1,187	$15,193	6.0%	Defined
ROCKEFELLER FINANCIAL LLC	18,671	$238,988	94.0%	Defined

Mayflower Financial Advisors, LLC

$239,360

0.08%

18,700

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$144,678

0.05%

11,303

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	11,303	$144,678	100.0%	Other

Private Advisor Group, LLC

$141,299

0.05%

11,039

CITADEL ADVISORS LLC

$138,995

0.05%

10,859

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	10,859	$138,995	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	4,446	$56,908	100.0%	Defined

IFG Advisory, LLC

$51,315

0.02%

4,009

Integrated Wealth Concepts LLC

$46,080

0.02%

3,600

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) 37 filings 35 filers Visit website