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 | 08/12/2026 | 10.96 M | $140.32 M | 0.82% | 39.03% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 4.65 M | $59.58 M | -0.92% | 16.57% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.29 M | $16.52 M | 1.63% | 4.59% |
| ATLAS WEALTH LLC | 07/28/2026 | 1.10 M | $14.08 M | 100.00% | 3.92% |
| UBS GROUP AG | 08/13/2026 | 707.96 K | $9.06 M | -4.41% | 2.52% |
| MORGAN STANLEY | 08/13/2026 | 627.00 K | $8.03 M | 0.66% | 2.23% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 484.45 K | $6.20 M | 0.00% | 1.72% |
| ROYAL BANK OF CANADA | 08/14/2026 | 417.46 K | $5.34 M | 2.25% | 1.49% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 383.48 K | $4.91 M | 3.23% | 1.37% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 351.21 K | $4.50 M | -0.69% | 1.25% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 300.78 K | $3.85 M | 25.64% | 1.07% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 235.36 K | $3.01 M | 0.81% | 0.84% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 231.62 K | $2.96 M | -1.64% | 0.82% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 222.39 K | $2.85 M | 14.97% | 0.79% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 203.46 K | $2.60 M | 0.19% | 0.72% |
| LPL FINANCIAL LLC | 08/07/2026 | 180.22 K | $2.31 M | 1.45% | 0.64% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 118.85 K | $1.52 M | -1.53% | 0.42% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 77.84 K | $996.29 K | -3.71% | 0.28% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 08/07/2026 | 77.26 K | $988.97 K | -2.38% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 76.35 K | $977.26 K | 4.62% | 0.27% |
| COLONY GROUP, LLC | 08/12/2026 | 73.78 K | $944.37 K | 0.00% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 73.35 K | $938.83 K | -7.16% | 0.26% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 56.38 K | $721.61 K | 3.77% | 0.20% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 43.46 K | $556.31 K | 15.20% | 0.15% |
| INVESCO LTD. | 08/14/2026 | 42.33 K | $541.86 K | -0.68% | 0.15% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 40.67 K | $520.53 K | 35.55% | 0.14% |
| CHOREO, LLC | 08/04/2026 | 30.10 K | $385.29 K | 15.68% | 0.11% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 29.25 K | $374.34 K | 144.65% | 0.10% |
| SUMMIT ASSET MANAGEMENT, LLC | 08/06/2026 | 26.00 K | $332.80 K | 0.00% | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 24.37 K | $312.67 K | 0.00% | 0.09% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 21.67 K | $277.38 K | 0.00% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 19.86 K | $254.19 K | 0.87% | 0.07% |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 07/09/2026 | 18.70 K | $239.36 K | 0.00% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 11.30 K | $144.68 K | 100.00% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 11.04 K | $141.30 K | 100.00% | 0.04% |
| CITADEL ADVISORS LLC | 09/02/2026 | 10.86 K | $139.00 K | 100.00% | 0.04% |
| MARINER, LLC | 08/13/2026 | 10.00 K | $128.01 K | 100.00% | 0.04% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 9.08 K | $116.28 K | 100.00% | 0.03% |
| FIFTH THIRD BANCORP | 08/05/2026 | 4.45 K | $56.91 K | 0.00% | 0.02% |
| IFG ADVISORY, LLC | 08/14/2026 | 4.01 K | $51.32 K | 100.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 3.60 K | $46.08 K | 100.00% | 0.01% |
| MOUNTAIN HILL INVESTMENT PARTNERS CORP. | 07/16/2026 | 3.33 K | $42.66 K | 0.00% | 0.01% |
| N.E.W. ADVISORY SERVICES LLC | 08/06/2026 | 357 | $4.57 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 300 | $3.84 K | 0.00% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
| GHP INVESTMENT ADVISORS, INC. | 07/20/2026 | 0 | $0 | -100.00% | 0.00% |
| LIDO ADVISORS, LLC | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 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, 61 institutional investors and hedge funds held shares of Angel Oak Financial Strategies Income Term Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 10.96 M
Karpus Management, Inc.: 4.65 M
WELLS FARGO & COMPANY/MN: 1.29 M
Atlas Wealth LLC: 1.1 M
UBS Group AG: 707,959
MORGAN STANLEY: 627,001
82.84% of Angel Oak Financial Strategies Income Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 24.65 M shares in the last 24 months. This purchase volume represents approximately $316.48 M in transactions.