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Angel Oak Financial Strategies Income Term Trust
$12.82 +0.03 (+0.23%) At close · Jul 2
Market Cap
$428.40M
Shares
33,416,851

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.

The Jun 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.
Holders: 43
Total Value: $280,410,200
Total Shares: 21,992,050

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 43 13F filers
Top Holder
49.4%
Jun 2023 → Mar 2026 · range 31.2% – 49.4%
of institutional value
Top 5
82.8%
Jun 2023 → Mar 2026 · range 72.5% – 86.8%
of institutional value
Top 10
91.2%
Jun 2023 → Mar 2026 · range 88.0% – 94.4%
of institutional value
HHI
2,973
Jun 2023 → Mar 2026 · range 1,628 – 2,973
Highly concentrated
Showing 43 of 43
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid SIT INVESTMENT ASSOCIATES INC $138,638,884 49.44% 10,873,638
Mid Karpus Management, Inc. $59,897,536 21.36% 4,697,846
Mega WELLS FARGO & COMPANY/MN $16,189,197 5.77% 1,269,741
Mega UBS Group AG $9,442,572 3.37% 740,594
Mega MORGAN STANLEY $7,941,923 2.83% 622,896
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $6,176,673 2.20% 484,445
Mega ROYAL BANK OF CANADA Bank $5,205,442 1.86% 408,270
Large STIFEL FINANCIAL CORP $4,736,574 1.69% 371,496
Mid Advisors Asset Management, Inc. $4,509,190 1.61% 353,662
Mega ENVESTNET ASSET MANAGEMENT INC $3,052,388 1.09% 239,403
Mid RIVERBRIDGE PARTNERS LLC $2,976,831 1.06% 233,477
Small Noble Wealth Management PBC $2,964,672 1.06% 231,615
Mega FIRST TRUST ADVISORS LP $2,589,231 0.92% 203,077
Small Thomas J. Herzfeld Advisors, Inc. $2,466,232 0.88% 193,430
Mega LPL Financial LLC $2,264,973 0.81% 177,645
Micro Closed-End Fund Advisors, Inc. $1,538,925 0.55% 120,700
Mid Dakota Wealth Management $1,030,646 0.37% 80,835
Small Twelve Points Wealth Management LLC $1,009,162 0.36% 79,150
Mega RAYMOND JAMES FINANCIAL INC $1,007,236 0.36% 78,999
Large Focus Partners Wealth $940,682 0.34% 73,779
Large OSAIC HOLDINGS, INC. $930,482 0.33% 72,979
Large &PARTNERS $692,694 0.25% 54,329
Mega Invesco Ltd. $543,456 0.19% 42,624
Large Cetera Investment Advisers $481,044 0.17% 37,729
Large Corient Private Wealth LLC $382,500 0.14% 30,000
Mid CHOREO, LLC $331,755 0.12% 26,020
Small Summit Asset Management, LLC $331,500 0.12% 26,000
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $310,717 0.11% 24,370
Small Live Oak Private Wealth LLC $276,292 0.10% 21,670
Large Rockefeller Capital Management L.P. $250,996 0.09% 19,686
Mid WEDBUSH SECURITIES INC Broker-Dealer $239,789 0.09% 18,807
Small Mayflower Financial Advisors, LLC $238,425 0.09% 18,700
Large Lido Advisors, LLC $171,704 0.06% 13,467
Small Shaker Financial Services, LLC $152,413 0.05% 11,954
Large COMMONWEALTH EQUITY SERVICES, LLC $131,873 0.05% 10,343
Mid PFG Investments, LLC $128,520 0.05% 10,080
Small CoreCap Advisors, LLC $92,539 0.03% 7,258
Large FIFTH THIRD BANCORP Bank $56,686 0.02% 4,446
Small Mountain Hill Investment Partners Corp. $42,495 0.02% 3,333
Mid GHP Investment Advisors, Inc. $31,875 0.01% 2,500
Mid Larson Financial Group LLC $5,100 0.00% 400
Small N.E.W. Advisory Services LLC $4,551 0.00% 357
Small HIGHLINE WEALTH PARTNERS LLC $3,825 0.00% 300
Key facts CIK 1745059 CUSIP 03464A100 13F (30d) 1 filings 1 filers Visit website

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