Angel Oak Financial Strategies Income Term Trust

FINS • NYSE

Angel Oak Financial Strategies Income Term Trust is a publicly traded company on NYSE. As of Q3 2025, 35 institutional investors hold shares in this company, with total holdings valued at $149.1M. Karpus Management, Inc. is the largest holder with a position valued at $69.7M.

Websiteangeloakcapital.com

Overview

Overview of institutional ownership in FINS as of Q3 2025

All Institutions

Institutions: 35
Value Held: $149.1M
Shares Held: 11.4M
Avg Position: $4.3M
Median Position: $870.7K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in FINS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
K Karpus Management, Inc. Institution	-	$69.7M 2.24% of portfolio	0.00% 5.3M shares	Q4 2022 Held for 2y 11m	$3.1B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$18.8M 0.00% of portfolio	0.00% 1.4M shares	Q4 2022 Held for 2y 11m	$488.50B
UBS Group AG Institution	Sergio P. Ermotti CEO	$10.4M 0.00% of portfolio	0.00% 792.9K shares	Q4 2022 Held for 2y 11m	$511.54B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$9.8M 0.00% of portfolio	0.00% 745.0K shares	Q4 2022 Held for 2y 11m	$1.65T
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth	Richard Scott Bennett CEO	$6.7M 0.42% of portfolio	0.00% 510.4K shares	Q4 2022 Held for 2y 11m	$1.6B
S STIFEL FINANCIAL CORP Long Only Manager	Adam Vartan Topalian CIO	$5.3M 0.00% of portfolio	0.00% 400.8K shares	Q4 2022 Held for 2y 11m	$109.37B
Advisors Asset Management, Inc. ETF Provider	Scott Irvin Colyer CEO	$4.8M 0.08% of portfolio	0.00% 366.4K shares	Q4 2024 Held for 11 months	$5.9B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$4.2M 0.00% of portfolio	0.00% 323.2K shares	Q4 2023 Held for 1y 11m	$341.99B
Thomas J. Herzfeld Advisors, Inc. Long Only Manager	Thomas Jay Herzfeld Chairman	$2.7M 0.93% of portfolio	0.00% 207.5K shares	Q2 2025 Held for 5 months	$291.7M
L LPL Financial LLC Institution	-	$2.3M 0.00% of portfolio	0.00% 179.0K shares	Q4 2022 Held for 2y 11m	$340.07B

Net Capital Flow

Institutional buying and selling activity for FINS in Q3 2025

Traded: −$1.6M
Buyers: 15
Sellers: 15
Total Bought: +$4.5M
Total Sold: −$6.1M
Avg Position: $3.9M

Biggest Buyers

Institution	Net Bought	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$2.3M +175.5K shares	$4.2M 323.2K shares
WELLS FARGO & COMPANY/MN Institution	+$828.2K +63.2K shares	$18.8M 1.4M shares
FIRST TRUST ADVISORS LP ETF Provider	+$466.3K +35.6K shares	$2.3M 176.0K shares
Advisors Asset Management, Inc. ETF Provider	+$186.4K +14.2K shares	$4.8M 366.4K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$183.4K +14.0K shares	$1.2M 94.1K shares
Cetera Investment Advisers RIA/Wealth	+$181.5K +13.8K shares	$663.7K 50.6K shares
P PFG Investments, LLC Institution	+$132.1K +10.1K shares	$132.1K 10.1K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	+$72.9K +5.6K shares	$927.9K 70.8K shares
Thomas J. Herzfeld Advisors, Inc. Long Only Manager	+$53.3K +4.1K shares	$2.7M 207.5K shares
RIVERBRIDGE PARTNERS LLC Long Only Manager	+$40.5K +3.1K shares	$1.6M 124.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
K Karpus Management, Inc. Institution	−$2.8M −217.4K shares	$69.7M 5.3M shares
UBS Group AG Institution	−$2.1M −159.3K shares	$10.4M 792.9K shares
INTL FCSTONE INC. Institution	−$278.5K −21.5K shares	Sold Off 0 shares
Shaker Financial Services, LLC RIA/Wealth	−$245.9K −18.8K shares	$1.9M 145.0K shares
HighTower Advisors, LLC RIA/Wealth	−$199.0K −15.3K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$103.0K −7.9K shares	$39.5K 3.0K shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth	−$99.9K −7.6K shares	$6.7M 510.4K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$75.7K −5.8K shares	Sold Off 0 shares
Oakmont Partners LLC RIA/Wealth	−$73.4K −5.6K shares	$1.0M 77.8K shares
MORGAN STANLEY RIA/Wealth	−$35.3K −2.7K shares	$9.8M 745.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FINS in Q3 2025

New Positions: 2
New Value: $136.0K
Exited Positions: 3
Exited Value: $553.2K

New Positions

Institution	Position Value
P PFG Investments, LLC Institution	$132.1K 10.1K shares
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth	$3.9K 300.0 shares

Exited Positions

Institution	Previous Position
INTL FCSTONE INC. Institution	$278.5K 21.5K shares
HighTower Advisors, LLC RIA/Wealth	$199.0K 15.3K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	$75.7K 5.8K shares

Options Activity

Institutions with the largest Call and Put options positions in FINS as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FINS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
K Karpus Management, Inc. Institution	-	2.24% $69.7M	0.00% 5.3M shares	Q4 2022 Held for 2y 11m	$3.1B
Thomas J. Herzfeld Advisors, Inc. Long Only Manager	Thomas Jay Herzfeld Chairman	0.93% $2.7M	0.00% 207.5K shares	Q2 2025 Held for 5 months	$291.7M
Shaker Financial Services, LLC RIA/Wealth	Kathryn Shaker Baummer Partner	0.65% $1.9M	0.00% 145.0K shares	Q3 2020 Held for 5y 2m	$291.6M
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth	Richard Scott Bennett CEO	0.42% $6.7M	0.00% 510.4K shares	Q4 2022 Held for 2y 11m	$1.6B
Twelve Points Wealth Management LLC RIA/Wealth	David Matthew Clayman CEO	0.28% $1.1M	0.00% 85.8K shares	Q4 2022 Held for 2y 11m	$399.1M
Catalina Capital Group, LLC RIA/Wealth	Chris Matthew Frantz Managing Partner	0.13% $210.4K	0.00% 16.1K shares	Q4 2024 Held for 11 months	$160.5M
Advisors Asset Management, Inc. ETF Provider	Scott Irvin Colyer CEO	0.08% $4.8M	0.00% 366.4K shares	Q4 2024 Held for 11 months	$5.9B
Live Oak Private Wealth LLC RIA/Wealth	Andrew Marshall Basinger CEO	0.04% $284.1K	0.00% 21.7K shares	Q4 2022 Held for 2y 11m	$718.0M
Mountain Hill Investment Partners Corp. RIA/Wealth	Andrew John Kaiser CEO	0.04% $43.7K	0.00% 3.3K shares	Q4 2024 Held for 11 months	$114.1M
RIVERBRIDGE PARTNERS LLC Long Only Manager	Mark Albright Thompson Chairman	0.03% $1.6M	0.00% 124.8K shares	Q3 2024 Held for 1y 2m	$5.9B