Who owns Angel Oak Financial Strategies Income Term Trust?
Institutional ownership of FINS from SEC Form 13F filings across 30 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.
30
13F holders
$69.5M
value, 2026 filers
21.7%
of shares outstanding (5.4M sh)
6
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 | WELLS FARGO & COMPANY/MN | 1.3M | $16.5M | 0.0% | 5.2% | +1.6% |
| 2 | UBS Group AG | 707,959 | $9.1M | 0.0% | 2.8% | -4.4% |
| 3 | MORGAN STANLEY | 627,001 | $8.0M | 0.0% | 2.5% | +0.7% |
| 4 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484,445 | $6.2M | 0.3% | 1.9% | 0.0% |
| 5 | ROYAL BANK OF CANADA | 417,457 | $5.3M | 0.0% | 1.7% | +2.3% |
| 6 | STIFEL FINANCIAL CORP | 383,477 | $4.9M | 0.0% | 1.5% | +3.2% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 300,777 | $3.8M | 0.0% | 1.2% | +25.6% |
| 8 | Thomas J. Herzfeld Advisors, Inc. | 222,390 | $2.8M | 0.9% | 0.9% | +15.0% |
| 9 | FIRST TRUST ADVISORS LP | 203,462 | $2.6M | 0.0% | 0.8% | +0.2% |
| 10 | LPL Financial LLC | 180,224 | $2.3M | 0.0% | 0.7% | +1.5% |
| 11 | Dakota Wealth Management | 77,835 | $996,288 | 0.0% | 0.3% | -3.7% |
| 12 | OSAIC HOLDINGS, INC. | 76,348 | $977,260 | 0.0% | 0.3% | +4.6% |
| 13 | Focus Partners Wealth | 73,779 | $944,372 | 0.0% | 0.3% | 0.0% |
| 14 | RAYMOND JAMES FINANCIAL INC | 73,346 | $938,832 | 0.0% | 0.3% | -7.2% |
| 15 | &PARTNERS | 56,376 | $721,613 | 0.0% | 0.2% | +3.8% |
| 16 | Cetera Investment Advisers | 43,462 | $556,308 | 0.0% | 0.2% | +15.2% |
| 17 | Invesco Ltd. | 42,333 | $541,862 | 0.0% | 0.2% | -0.7% |
| 18 | Corient Private Wealth LP | 40,666 | $520,525 | 0.0% | 0.2% | +35.6% |
| 19 | CHOREO, LLC | 30,101 | $385,293 | 0.0% | 0.1% | +15.7% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,370 | $312,667 | 0.0% | 0.1% | 0.0% |
| 21 | Rockefeller Capital Management L.P. | 19,858 | $254,193 | 0.0% | 0.1% | +0.9% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 11,303 | $144,678 | 0.0% | 0% | new |
| 23 | CITADEL ADVISORS LLCNEW | 10,859 | $138,995 | 0.0% | 0% | new |
| 24 | Mariner, LLCNEW | 10,001 | $128,013 | 0.0% | 0% | new |
| 25 | Arax Advisory PartnersNEW | 9,084 | $116,275 | 0.0% | 0% | new |
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.