Who owns Angel Oak Financial Strategies Income Term Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FINS from SEC Form 13F filings across 43 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 43 institutions disclosed 23.3M shares of Angel Oak Financial Strategies Income Term Trust worth $297.8M — about 92.9% of shares outstanding; the largest disclosed holder is SIT INVESTMENT ASSOCIATES INC. Source: SEC Form 13F filings, parsed by EvidInvest.
43
13F holders
$297.8M
value, 2026 filers
92.9%
of shares outstanding (23.3M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FINS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 11.0M | $140.3M | 2.7% | 43.8% | +0.8% |
| 2 | Karpus Management, Inc. | 4.7M | $59.6M | 1.7% | 18.6% | -0.9% |
| 3 | WELLS FARGO & COMPANY/MN | 1.3M | $16.5M | 0.0% | 5.2% | +1.6% |
| 4 | Atlas Wealth LLCNEW | 1.1M | $14.1M | 2.0% | 4.4% | new |
| 5 | UBS Group AG | 707,959 | $9.1M | 0.0% | 2.8% | -4.4% |
| 6 | MORGAN STANLEY | 627,001 | $8.0M | 0.0% | 2.5% | +0.7% |
| 7 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484,445 | $6.2M | 0.3% | 1.9% | 0.0% |
| 8 | ROYAL BANK OF CANADA | 417,457 | $5.3M | 0.0% | 1.7% | +2.3% |
| 9 | STIFEL FINANCIAL CORP | 383,477 | $4.9M | 0.0% | 1.5% | +3.2% |
| 10 | Advisors Asset Management, Inc. | 351,208 | $4.5M | 0.1% | 1.4% | -0.7% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 300,777 | $3.8M | 0.0% | 1.2% | +25.6% |
| 12 | RIVERBRIDGE PARTNERS LLC | 235,363 | $3.0M | 0.1% | 0.9% | +0.8% |
| 13 | Noble Wealth Management PBC | 231,615 | $3.0M | 1.3% | 0.9% | -1.6% |
| 14 | Thomas J. Herzfeld Advisors, Inc. | 222,390 | $2.8M | 0.9% | 0.9% | +15.0% |
| 15 | FIRST TRUST ADVISORS LP | 203,462 | $2.6M | 0.0% | 0.8% | +0.2% |
| 16 | LPL Financial LLC | 180,224 | $2.3M | 0.0% | 0.7% | +1.5% |
| 17 | Closed-End Fund Advisors, Inc. | 118,848 | $1.5M | 1.5% | 0.5% | -1.5% |
| 18 | Dakota Wealth Management | 77,835 | $996,288 | 0.0% | 0.3% | -3.7% |
| 19 | Twelve Points Wealth Management LLC | 77,263 | $988,966 | 0.2% | 0.3% | -2.4% |
| 20 | OSAIC HOLDINGS, INC. | 76,348 | $977,260 | 0.0% | 0.3% | +4.6% |
| 21 | Focus Partners Wealth | 73,779 | $944,372 | 0.0% | 0.3% | 0.0% |
| 22 | RAYMOND JAMES FINANCIAL INC | 73,346 | $938,832 | 0.0% | 0.3% | -7.2% |
| 23 | &PARTNERS | 56,376 | $721,613 | 0.0% | 0.2% | +3.8% |
| 24 | Cetera Investment Advisers | 43,462 | $556,308 | 0.0% | 0.2% | +15.2% |
| 25 | Invesco Ltd. | 42,333 | $541,862 | 0.0% | 0.2% | -0.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.