Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / Common Shares of Beneficial Interest
-
Shares outstanding
-
33.5M
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
14.4M
-
Shares change
-
+249K
-
Total reported value, excl. options
-
$194M
-
Value change
-
+$3.44M
-
Number of buys
-
18
-
Number of sells
-
-15
-
Price
-
$13.48
Significant Holders of Angel Oak Financial Strategies Income Term Trust - Common Shares of Beneficial Interest (FINS) as of Q1 2025
40 filings reported holding FINS - Angel Oak Financial Strategies Income Term Trust - Common Shares of Beneficial Interest as of Q1 2025.
Angel Oak Financial Strategies Income Term Trust - Common Shares of Beneficial Interest (FINS) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.4M shares
of 33.5M outstanding shares and own 43% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (5.3M shares), Karpus Management, Inc. (3.54M shares), WELLS FARGO & COMPANY/MN (1.35M shares), MORGAN STANLEY (807K shares), UBS Group AG (755K shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (511K shares), STIFEL FINANCIAL CORP (325K shares), Royal Bank of Canada (289K shares), Advisors Asset Management, Inc. (253K shares), and Noble Wealth Management PBC (194K shares).
This table shows the top 35 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.