Who Holds Angel Oak Financial Strategies Income Term Trust (FINS)? 44 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 44 holders, $158 million in total.
Largest holders
The 44 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| Karpus Management, Inc. | 4,654,677 | $60 million | -1% | 13F |
| WELLS FARGO & COMPANY/MN | 1,290,468 | $17 million | +2% | 13F |
| Atlas Wealth LLC | 1,100,004 | $14 million | New | 13F |
| UBS Group AG | 707,959 | $9 million | -4% | 13F |
| MORGAN STANLEY | 627,001 | $8 million | +1% | 13F |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484,445 | $6 million | +0% | 13F |
| ROYAL BANK OF CANADA | 417,457 | $5 million | +2% | 13F |
| STIFEL FINANCIAL CORP | 383,477 | $5 million | +3% | 13F |
| Advisors Asset Management, Inc. | 351,208 | $4 million | -1% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 300,777 | $4 million | +26% | 13F |
| RIVERBRIDGE PARTNERS LLC | 235,363 | $3 million | +1% | 13F |
| Noble Wealth Management PBC | 231,615 | $3 million | -2% | 13F |
| Thomas J. Herzfeld Advisors, Inc. | 222,390 | $3 million | +15% | 13F |
| FIRST TRUST ADVISORS LP | 203,462 | $3 million | +0% | 13F |
| LPL Financial LLC | 180,224 | $2 million | +1% | 13F |
| Closed-End Fund Advisors, Inc. | 118,848 | $2 million | -2% | 13F |
| Dakota Wealth Management | 77,835 | $996,288 | -4% | 13F |
| Twelve Points Wealth Management LLC | 77,263 | $988,966 | -2% | 13F |
| OSAIC HOLDINGS, INC. | 76,348 | $977,260 | +5% | 13F |
| Focus Partners Wealth | 73,779 | $944,372 | +0% | 13F |
| RAYMOND JAMES FINANCIAL INC | 73,346 | $938,832 | -7% | 13F |
| &PARTNERS | 56,376 | $721,613 | +4% | 13F |
| Cetera Investment Advisers | 43,462 | $556,308 | +15% | 13F |
| Invesco Ltd. | 42,333 | $541,862 | -1% | 13F |
| Corient Private Wealth LP | 40,666 | $520,525 | +36% | 13F |
| CHOREO, LLC | 30,101 | $385,293 | +16% | 13F |
| Shaker Financial Services, LLC | 29,245 | $374,336 | +145% | 13F |
| Summit Asset Management, LLC | 26,000 | $332,800 | +0% | 13F |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,370 | $312,667 | +0% | 13F |
| Live Oak Private Wealth LLC | 21,670 | $277,376 | +0% | 13F |
| Rockefeller Capital Management L.P. | 19,858 | $254,193 | +1% | 13F |
| Mayflower Financial Advisors, LLC | 18,700 | $239,360 | +0% | 13F |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,303 | $144,678 | New | 13F |
| Private Advisor Group, LLC | 11,039 | $141,299 | New | 13F |
| SIT INVESTMENT ASSOCIATES INC | 10,962,663 | $140,322 | +1% | 13F |
| CITADEL ADVISORS LLC | 10,859 | $138,995 | New | 13F |
| Mariner, LLC | 10,001 | $128,013 | New | 13F |
| Arax Advisory Partners | 9,084 | $116,275 | New | 13F |
| FIFTH THIRD BANCORP | 4,446 | $56,909 | +0% | 13F |
| IFG Advisory, LLC | 4,009 | $51,316 | New | 13F |
| Integrated Wealth Concepts LLC | 3,600 | $46,080 | New | 13F |
| Mountain Hill Investment Partners Corp. | 3,333 | $42,662 | +0% | 13F |
| N.E.W. Advisory Services LLC | 357 | $4,570 | +0% | 13F |
| HIGHLINE WEALTH PARTNERS LLC | 300 | $3,840 | +0% | 13F |
Questions and answers
- How many institutions hold Angel Oak Financial Strategies Income Term Trust?
- 44 managers reported Angel Oak Financial Strategies Income Term Trust on Form 13F for the quarter ended 30 June 2026, against 43 the quarter before.
- Who is the largest institutional holder of Angel Oak Financial Strategies Income Term Trust?
- Karpus Management, Inc., with 4,654,677 shares worth $60 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Angel Oak Financial Strategies Income Term Trust in Q2 2026?
- 8 managers reported a new position and 7 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Angel Oak Financial Strategies Income Term Trust, Q2 2026", https://app.tamarly.ai/holders/angel-oak-financial-strategies-income-term-trust, built from SEC EDGAR.
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