Institutional Ownership Angel Oak Financial Strategies Income Term Trust (FINS)
This table provides information about the institutional ownership of Angel Oak Financial Strategies Income Term Trust (FINS). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 22.2 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
9,969,217
shares
|
$130 Million
2.65% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
5,313,982
shares
|
$69.6 Million
2.86% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,436,710
shares
|
$18.8 Million
0.0% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
792,877
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
744,980
shares
|
$9.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
510,445
shares
|
$6.68 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
402,366
shares
|
$5.27 Million
0.0% of portfolio
|
Q2 2025
Added 17.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
400,776
shares
|
$5.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
366,396
shares
|
$4.8 Million
0.09% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
323,212
shares
|
$4.23 Million
0.0% of portfolio
|
Q3 2025
Added 118.79%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
235,820
shares
|
$3.09 Million
2.26% of portfolio
|
Q4 2025
Reduced 4.54%
|
|
|
Riverbridge Partners LLC
|
Jan 13, 2026 Q4 2025 |
215,510
shares
|
$2.82 Million
0.05% of portfolio
|
Q4 2025
Added 72.75%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
207,513
shares
|
$2.72 Million
0.93% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
178,962
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
175,967
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
Added 25.33%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
144,976
shares
|
$1.9 Million
0.67% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
94,082
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Added 17.46%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
85,812
shares
|
$1.12 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
77,835
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
70,779
shares
|
$926,497
0.0% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
66,393
shares
|
$869,084
0.0% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,097
shares
|
$812,849
0.0% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
50,628
shares
|
$662,720
0.0% of portfolio
|
Q3 2025
Added 37.64%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
43,350
shares
|
$567,451
0.04% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
30,000
shares
|
$392,700
0.0% of portfolio
|
Q2 2025
New holding
|
|