Angel Oak Financial Strategies Income Term Trust - FINS

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

Quarter snapshot

Latest / Compare

Q3 2026 · Q2 2026

Value (USD)

Total reported value ($000)

$297M

QoQ value delta ($000)

-$826K (-0.28%)

Implied price effect (QoQ)

-0.11%

Total shares

23,230,622

QoQ shares delta

-38,052 (-0.16%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (FINS)

Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list

Partial Q3 2026 data: 8 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
SIT INVESTMENT ASSOCIATES INC	140,322	10,962,663	2.66%
Karpus Management, Inc.	59,579	4,654,677	1.71%
WELLS FARGO & COMPANY/MN	16,517	1,290,468	0.0%
Atlas Wealth LLC	14,080	1,100,004	2.01%
UBS Group AG	9,061	707,959	0.0%
MORGAN STANLEY	8,025	627,001	0.0%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	6,200	484,445	0.3%
ROYAL BANK OF CANADA	5,343	417,457	0.0%
STIFEL FINANCIAL CORP	4,908	383,477	0.0%
Advisors Asset Management, Inc.	4,495	351,208	0.07%
ENVESTNET ASSET MANAGEMENT INC	3,849	300,777	0.0%
RIVERBRIDGE PARTNERS LLC	3,012	235,363	0.08%
Thomas J. Herzfeld Advisors, Inc.	2,846	222,390	0.87%
Noble Wealth Management PBC	2,733	229,140	1.22%
FIRST TRUST ADVISORS LP	2,604	203,462	0.0%
LPL Financial LLC	2,306	180,224	0.0%
Closed-End Fund Advisors, Inc.	1,521	118,848	1.49%
Dakota Wealth Management	996	77,835	0.02%
OSAIC HOLDINGS, INC.	977	76,348	0.0%
Focus Partners Wealth	944	73,779	0.0%
RAYMOND JAMES FINANCIAL INC	938	73,346	0.0%
&PARTNERS	721	56,376	0.0%
Twelve Points Wealth Management LLC	634	53,450	0.12%
Cetera Investment Advisers	556	43,462	0.0%
Invesco Ltd.	541	42,333	0.0%