Angel Oak Financial Strategies Income Term Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 10.29 M | $135.88 M | 3.17% | 40.71% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 5.15 M | $68.05 M | -3.07% | 20.39% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.30 M | $17.19 M | -9.41% | 5.15% |
| UBS GROUP AG | 01/29/2026 | 720.28 K | $9.51 M | -9.16% | 2.85% |
| MORGAN STANLEY | 02/13/2026 | 655.58 K | $8.66 M | -12.00% | 2.59% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 484.45 K | $6.40 M | -5.09% | 1.92% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 418.16 K | $5.52 M | 4.34% | 1.66% |
| ROYAL BANK OF CANADA | 02/17/2026 | 409.55 K | $5.41 M | 1.79% | 1.62% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 364.07 K | $4.81 M | -0.63% | 1.44% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 363.95 K | $4.81 M | 12.61% | 1.44% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 235.82 K | $3.12 M | -4.54% | 0.93% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 216.51 K | $2.86 M | 4.34% | 0.86% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 215.51 K | $2.85 M | 72.75% | 0.85% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 187.33 K | $2.47 M | 6.46% | 0.74% |
| LPL FINANCIAL LLC | 02/11/2026 | 183.12 K | $2.42 M | 2.32% | 0.72% |
| 02/11/2026 | 121.26 K | $1.60 M | 100.00% | 0.48% | |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 105.24 K | $1.39 M | -27.41% | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 80.08 K | $1.06 M | -14.88% | 0.32% |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 77.84 K | $1.03 M | 0.00% | 0.31% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 01/23/2026 | 71.52 K | $942.97 K | -16.65% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 71.18 K | $940.34 K | 7.22% | 0.28% |
| COLONY GROUP, LLC | 02/13/2026 | 70.78 K | $934.99 K | 100.00% | 0.28% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 56.75 K | $749.64 K | 12.09% | 0.22% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 51.18 K | $676.11 K | 168.64% | 0.20% |
| INVESCO LTD. | 02/19/2026 | 39.73 K | $524.79 K | 100.00% | 0.16% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 30.00 K | $396.30 K | 0.00% | 0.12% |
| CHOREO, LLC | 01/23/2026 | 28.75 K | $379.20 K | 4.99% | 0.11% |
| SUMMIT ASSET MANAGEMENT, LLC | 02/09/2026 | 26.00 K | $343.46 K | 100.00% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 24.37 K | $322.42 K | 0.00% | 0.10% |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 21.67 K | $286.26 K | 0.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 18.19 K | $240.24 K | 0.02% | 0.07% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 17.98 K | $238.00 K | 11.77% | 0.07% |
| STONEX GROUP INC. | 02/12/2026 | 15.35 K | $202.76 K | 100.00% | 0.06% |
| LIDO ADVISORS, LLC | 02/10/2026 | 13.47 K | $176.55 K | 0.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 11.43 K | $150.96 K | 100.00% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 10.19 K | $134.59 K | 1.48% | 0.04% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 10.08 K | $133.16 K | 0.05% | 0.04% |
| COMERICA BANK | 01/29/2026 | 4.45 K | $58.73 K | -34.61% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 4.00 K | $52.84 K | 100.00% | 0.02% |
| MOUNTAIN HILL INVESTMENT PARTNERS CORP. | 01/26/2026 | 3.33 K | $44.03 K | 0.00% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 393 | $5.20 K | 2.61% | 0.00% |
| N.E.W. ADVISORY SERVICES LLC | 01/28/2026 | 357 | $4.72 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 300 | $3.96 K | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/20/2026 | 0 | $0 | -100.00% | 0.00% |
| IGNITE PLANNERS, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| CATALINA CAPITAL GROUP, LLC | 01/16/2026 | 0 | $0 | -100.00% | 0.00% |
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Angel Oak Financial Strategies Income Term Trust institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of Angel Oak Financial Strategies Income Term Trust. The most heavily invested institutionals were:
UBS Group AG: 740,594
NATIONS FINANCIAL GROUP INC, /IA/ /ADV: 484,445
ENVESTNET ASSET MANAGEMENT INC: 239,403
Noble Wealth Management PBC: 235,470
RIVERBRIDGE PARTNERS LLC: 233,477
Twelve Points Wealth Management LLC: 79,150
87.78% of Angel Oak Financial Strategies Income Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 23.38 M shares in the last 24 months. This purchase volume represents approximately $300.21 M in transactions.