Angel Oak Financial Strategies Income Term Trust (FINS)
Angel Oak Financial Strategies Income Term Trust (FINS) is listed on the New York Stock Exchange.
- Listed On
- the New York Stock Exchange
- Market Cap
- $394M
About Angel Oak Financial Strategies Income Term Trust
Angel Oak Financial Strats Income Term Trust is a non-diversified, closed-end management investment company. The fund's objective is to seek current income with a secondary objective of total return. In pursuing its investment objective, the fund invests mainly in debt issued by financial institutions, including subordinated debt, unrated debt, senior debt, and high-yield securities.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 43 institutions reported holding FINS, with 22.9 million shares worth $293.4 million in aggregate. The largest reported holder was Sit Investment Associates, with 11.0 million shares worth $140.3 million. Of the 5 largest holders listed below, 1 opened a new position in FINS, 2 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Sit Investment Associates | 10,962,663 | $140M | Added 0.82% |
| Karpus Management | 4,654,677 | $60M | Reduced 0.92% |
| Wells Fargo & Company/MN | 1,290,468 | $17M | Added 1.63% |
| Atlas Wealth | 1,100,004 | $14M | New position |
| UBS Group | 707,959 | $9M | Reduced 4.41% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is FINS?
Angel Oak Financial Strategies Income Term Trust (FINS) is listed on the New York Stock Exchange.
Who are the largest institutional holders of FINS?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of FINS were Sit Investment Associates, Karpus Management and Wells Fargo & Company/MN.
How many institutions own FINS?
43 institutions reported a position in FINS for the quarter ended June 30, 2026, worth $293.4 million in total.
Did institutions buy or sell FINS last quarter?
Of the 5 largest reported holders, 1 opened a new position in FINS, 2 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for FINS.
Every reported institutional holder, plus insider and congressional trades in FINS, on SentiSense.