Angel Oak Financial Strategies Income Term Trust - Common (FINS)

Historical Holders from Q2 2019 to Q4 2025

Type / Class
Equity / Common
Symbol
FINS on NYSE
Shares outstanding
33,426,938
Price per share
$13.22
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
22,017,706
Holdings value
$288,655,589
% of all portfolios
0%
Share change
+343,021
Value change
+$4,502,920
Average buys %
+0%
Average sells %
-0%
Number of holders
40
Price from insider filings
$13.10
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Angel Oak Financial Strategies Income Term Trust - Common (FINS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 29% +39% $126,178,359 +$58,253,241 9,580,741 +86% Sit Investment Associates, Inc. 30 May 2025
Karpus Management, Inc. 15% -6.4% $67,837,564 -$4,444,683 5,174,490 -6.1% KARPUS MANAGEMENT, INC. 12 Nov 2025
WELLS FARGO & COMPANY/MN 4.1% -26% $18,089,522 +$286,210 1,373,540 +1.6% Wells Fargo & Company 30 Jun 2025
MORGAN STANLEY 3.5% $11,459,027 877,414 MORGAN STANLEY 07 Jan 2025
As of 30 Sep 2025, Angel Oak Financial Strategies Income Term Trust - Common (FINS) has 40 institutional shareholders filing 13F forms. They hold 22,017,706 shares of 33,426,938 outstanding shares (66%) .

Top 25 institutional shareholders own 65% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 30% 9,969,217 +3.5% 2.7% $130,696,000
Karpus Management, Inc. 16% 5,313,982 -3.9% 2.2% $69,666,304
WELLS FARGO & COMPANY/MN 4.3% 1,436,710 +4.6% 0% $18,835,281
UBS Group AG 2.4% 792,877 -17% 0% $10,394,617
MORGAN STANLEY 2.2% 744,980 -0.36% 0% $9,766,693
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1.5% 510,445 -1.5% 0.42% $6,691,934
ROYAL BANK OF CANADA 1.2% 402,366 +18% 0% $5,275,000
STIFEL FINANCIAL CORP 1.2% 400,776 -0.14% 0% $5,254,185
Advisors Asset Management, Inc. 1.1% 366,396 +4% 0.08% $4,803,452
ENVESTNET ASSET MANAGEMENT INC 0.97% 323,212 +119% 0% $4,237,306
Noble Wealth Management PBC 0.74% 247,035 +28% 1.7% $3,238,629
Thomas J. Herzfeld Advisors, Inc. 0.62% 207,513 +2% 0.93% $2,720,495
LPL Financial LLC 0.54% 178,962 -0.21% 0% $2,346,197
FIRST TRUST ADVISORS LP 0.53% 175,967 +25% 0% $2,306,927
Shaker Financial Services, LLC 0.43% 144,976 -11% 0.65% $1,900,636
RIVERBRIDGE PARTNERS LLC 0.37% 124,754 +2.5% 0.03% $1,635,528
RAYMOND JAMES FINANCIAL INC 0.28% 94,082 +17% 0% $1,233,414
Twelve Points Wealth Management LLC 0.26% 85,812 -0.48% 0.28% $1,124,995
Dakota Wealth Management 0.23% 77,835 -6.7% 0.02% $1,020,417
Kovitz Investment Group Partners, LLC 0.21% 70,779 +8.5% 0% $927,913
OSAIC HOLDINGS, INC. 0.2% 66,393 -1.8% 0% $870,746
Cetera Investment Advisers 0.15% 50,628 +38% 0% $663,746
Corient Private Wealth LLC 0.09% 30,000 0% 0% $393,300
CHOREO, LLC 0.08% 27,381 +3.1% 0% $358,965
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% 24,370 0% 0% $322,537

Institutional Holders of Angel Oak Financial Strategies Income Term Trust - Common (FINS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 260,190 $3,437,597 -$148,150 $13.22 2
2025 Q3 22,017,706 $288,655,589 +$4,502,920 $13.11 40
2025 Q2 21,480,970 $278,826,987 +$94,911,572 $12.98 39
2025 Q1 14,405,228 $194,178,297 +$3,435,989 $13.48 35
2024 Q4 14,156,328 $179,821,883 +$16,874,043 $12.70 38
2024 Q3 12,635,996 $167,024,740 -$2,276,354 $13.22 35
2024 Q2 12,866,146 $159,167,852 +$11,396,502 $12.37 34
2024 Q1 11,942,811 $149,147,767 +$15,931,443 $12.49 33
2023 Q4 8,421,001 $100,323,672 -$4,004,792 $11.91 39
2023 Q3 11,014,031 $132,579,118 +$4,366,352 $12.04 33
2023 Q2 10,635,598 $125,645,130 +$5,218,995 $11.81 35
2023 Q1 10,175,518 $125,438,877 +$6,052,228 $12.33 41
2022 Q4 9,666,556 $123,886,965 +$10,746,422 $12.81 46
2022 Q3 8,126,486 $108,729,938 +$14,846,456 $13.40 42
2022 Q2 6,989,017 $101,861,621 -$2,793,732 $14.58 39
2022 Q1 7,164,434 $112,899,000 -$1,326,726 $15.79 32
2021 Q4 8,520,508 $145,018,000 +$41,550,032 $17.06 36
2021 Q3 5,782,165 $98,514,000 +$525,500 $17.02 29
2021 Q2 4,981,064 $90,123,000 +$5,581,413 $17.98 23
2021 Q1 4,672,080 $82,236,240 +$7,792,131 $17.42 21
2020 Q4 4,228,438 $71,120,000 +$6,569,680 $16.84 25
2020 Q3 3,838,911 $64,634,000 -$16,237,312 $16.85 20
2020 Q2 4,794,078 $80,176,000 +$54,895,134 $16.90 21
2020 Q1 1,495,601 $25,575,000 +$2,123,886 $17.10 21
2019 Q4 1,371,313 $28,373,000 +$3,836,877 $20.69 15
2019 Q3 1,177,802 $23,755,000 +$9,671,043 $20.17 9
2019 Q2 698,291 $14,037,000 +$14,036,991 $20.10 6