FINS

Angel Oak Financial Strategies Income Term Trust
$12.71-0.09 (-0.70%)TechnologyNYSE

Institutional Holders

48

as of Q4 2025

Total Shares Held

1.0285734111952171e+234B

Total Value

$1.350001400095148e+116T

% of Float

—

Price History

$12.56$12.81$13.07$13.32$13.57Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SIT INVESTMENT ASSOCIATES INC10,285,734$135.0M2.70%Share
2WELLS FARGO & COMPANY/MN1,119,521$14.0M0.00%Share
3UBS Group AG720,275$9.5M0.00%Share
4MORGAN STANLEY655,562$8.0M0.00%Share
5NATIONS FINANCIAL GROUP INC, /IA/ /ADV484,445$6.4M0.34%Share
6STIFEL FINANCIAL CORP418,161$5.0M0.00%Share
7ROYAL BANK OF CANADA409,551$5.0M0.00%Share
8Advisors Asset Management, Inc.364,071$4.0M0.07%Share
9ENVESTNET ASSET MANAGEMENT INC363,954$4.0M0.00%Share
10Noble Wealth Management PBC247,035$3.2M1.72%Share
11Noble Wealth Management PBC235,820$3.1M1.56%Share
12Thomas J. Herzfeld Advisors, Inc.216,513$2.9M0.97%Share
13RIVERBRIDGE PARTNERS LLC215,510$2.8M0.05%Share
14WELLS FARGO & COMPANY/MN182,021$2.0M0.00%Share
15LPL Financial LLC183,115$2.0M0.00%Share
16FIRST TRUST ADVISORS LP187,327$2.0M0.00%Share
17Closed-End Fund Advisors, Inc.121,264$1.6M0.95%Share
18Shaker Financial Services, LLC105,239$1.4M0.44%Share
19Dakota Wealth Management77,835$1.0M0.02%Share
20Twelve Points Wealth Management LLC71,524$942K0.21%Share
21Invesco Ltd.39,727$524K0.00%Share
22Corient Private Wealth LLC30,000$396K0.00%Share
23CHOREO, LLC28,746$379K0.00%Share
24Summit Asset Management, LLC26,000$343K0.05%Share
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC24,370$322K0.00%Share
26Live Oak Private Wealth LLC21,670$286K0.04%Share
27PFG Investments, LLC10,080$133K0.01%Share
28COMERICA BANK4,327$57K0.00%Share
29Mountain Hill Investment Partners Corp.3,333$44K0.03%Share
30N.E.W. Advisory Services LLC357$4K0.00%Share
31HIGHLINE WEALTH PARTNERS LLC300$3K0.00%Share
32COMERICA BANK119$1K0.00%Share
33&PARTNERS51,181$00.00%Share
34WEDBUSH SECURITIES INC17,980$00.00%Share
35Focus Partners Wealth70,779$00.00%Share
36Kestra Advisory Services, LLC4,000$00.00%Share
37Lido Advisors, LLC13,467$00.00%Share
38Larson Financial Group LLC393$00.00%Share
39MORGAN STANLEY13$00.00%Share
40SUSQUEHANNA INTERNATIONAL GROUP, LLP11,428$00.00%Share
41Cetera Investment Advisers56,747$00.00%Share
42OSAIC HOLDINGS, INC.70,780$00.00%Share
43OSAIC HOLDINGS, INC.404$00.00%Share
44COMMONWEALTH EQUITY SERVICES, LLC10,189$00.00%Share
45Rockefeller Capital Management L.P.18,186$00.00%Share
46StoneX Group Inc.15,349$00.00%Share
47RAYMOND JAMES FINANCIAL INC5,522$00.00%Share
48RAYMOND JAMES FINANCIAL INC74,560$00.00%Share