Angel Oak Financial Strategies Income Term Trust (FINS) — Institutional Holders, Q2 2026
44 institutional investment managers reported a FINS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $297.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FINS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Atlas WealthNew · +1,100,004 sh+$14.1M
- SIT INVESTMENT ASSOCIATESAdded · +89,025 sh+$1.1M
- ENVESTNET ASSET MANAGEMENTAdded · +61,374 sh+$785.6K
- Thomas J. Herzfeld AdvisorsAdded · +28,960 sh+$370.7K
- WELLS FARGO & COMPANYAdded · +20,727 sh+$265.3K
Biggest sellers
- Karpus ManagementTrimmed · -43,169 sh-$552.6K
- UBS Group AGTrimmed · -32,635 sh-$417.7K
- WEDBUSH SECURITIESSold out · -18,807 sh-$240.7K
- Lido AdvisorsSold out · -13,467 sh-$172.4K
- COMMONWEALTH EQUITY SERVICESSold out · -10,343 sh-$132.4K
FINS 13F holders ranked 1–44 of 44
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES#1 · 10,962,663 sh | 10,962,663 | $140.3M | 2.66% | +0.8% |
| 2 | Karpus Management#2 · 4,654,677 sh | 4,654,677 | $59.6M | 1.71% | -0.9% |
| 3 | WELLS FARGO & COMPANY#3 · 1,290,468 sh | 1,290,468 | $16.5M | <0.01% | +1.6% |
| 4 | Atlas Wealth#4 · 1,100,004 sh | 1,100,004 | $14.1M | 2.01% | New |
| 5 | UBS Group AG#5 · 707,959 sh | 707,959 | $9.1M | <0.01% | -4.4% |
| 6 | MORGAN STANLEY#6 · 627,001 sh | 627,001 | $8.0M | <0.01% | +0.7% |
| 7 | NATIONS FINANCIAL GROUP , /IA#7 · 484,445 sh | 484,445 | $6.2M | 0.30% | 0.0% |
| 8 | ROYAL BANK OF CANADA#8 · 417,457 sh | 417,457 | $5.3M | <0.01% | +2.3% |
| 9 | STIFEL FINANCIAL#9 · 383,477 sh | 383,477 | $4.9M | <0.01% | +3.2% |
| 10 | Advisors Asset Management#10 · 351,208 sh | 351,208 | $4.5M | 0.07% | -0.7% |
| 11 | ENVESTNET ASSET MANAGEMENT#11 · 300,777 sh | 300,777 | $3.8M | <0.01% | +25.6% |
| 12 | RIVERBRIDGE PARTNERS#12 · 235,363 sh | 235,363 | $3.0M | 0.08% | +0.8% |
| 13 | Noble Wealth Management PBC#13 · 231,615 sh | 231,615 | $3.0M | — | -1.6% |
| 14 | Thomas J. Herzfeld Advisors#14 · 222,390 sh | 222,390 | $2.8M | 0.87% | +15.0% |
| 15 | FIRST ADVISORS#15 · 203,462 sh | 203,462 | $2.6M | <0.01% | +0.2% |
| 16 | LPL Financial#16 · 180,224 sh | 180,224 | $2.3M | <0.01% | +1.5% |
| 17 | Closed-End Fund Advisors#17 · 118,848 sh | 118,848 | $1.5M | 1.49% | -1.5% |
| 18 | Dakota Wealth Management#18 · 77,835 sh | 77,835 | $996.3K | 0.02% | -3.7% |
| 19 | Twelve Points Wealth Management#19 · 77,263 sh | 77,263 | $989.0K | 0.20% | -2.4% |
| 20 | OSAIC#20 · 76,348 sh | 76,348 | $977.3K | <0.01% | +4.6% |
| 21 | Focus Partners Wealth#21 · 73,779 sh | 73,779 | $944.4K | <0.01% | 0.0% |
| 22 | RAYMOND JAMES FINANCIAL#22 · 73,346 sh | 73,346 | $938.8K | <0.01% | -7.2% |
| 23 | WILEY BROS.-AINTREE CAPITAL#23 · 56,376 sh | 56,376 | $721.6K | <0.01% | +3.8% |
| 24 | Cetera Investment Advisers#24 · 43,462 sh | 43,462 | $556.3K | <0.01% | +15.2% |
| 25 | Invesco Ltd.#25 · 42,333 sh | 42,333 | $541.9K | 0.00% | -0.7% |
| 26 | Corient Private Wealth#26 · 40,666 sh | 40,666 | $520.5K | <0.01% | +35.6% |
| 27 | CHOREO#27 · 30,101 sh | 30,101 | $385.3K | <0.01% | +15.7% |
| 28 | Shaker Financial Services#28 · 29,245 sh | 29,245 | $374.3K | — | +144.6% |
| 29 | Summit Asset Management#29 · 26,000 sh | 26,000 | $332.8K | 0.04% | 0.0% |
| 30 | WEALTH ENHANCEMENT ADVISORY SERVICES#30 · 24,370 sh | 24,370 | $312.7K | — | 0.0% |
| 31 | Live Oak Private Wealth#31 · 21,670 sh | 21,670 | $277.4K | 0.03% | 0.0% |
| 32 | Rockefeller Capital Management L.P.#32 · 19,858 sh | 19,858 | $254.2K | <0.01% | +0.9% |
| 33 | Mayflower Financial Advisors#33 · 18,700 sh | 18,700 | $239.4K | 0.02% | 0.0% |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#34 · 11,303 sh | 11,303 | $144.7K | 0.00% | New |
| 35 | Private Advisor Group#35 · 11,039 sh | 11,039 | $141.3K | <0.01% | New |
| 36 | CITADEL ADVISORS#36 · 10,859 sh | 10,859 | $139.0K | 0.00% | New |
| 37 | Mariner#37 · 10,001 sh | 10,001 | $128.0K | <0.01% | New |
| 38 | SRS Capital Advisors#38 · 9,084 sh | 9,084 | $116.3K | <0.01% | New |
| 39 | FIFTH THIRD BANCORP#39 · 4,446 sh | 4,446 | $56.9K | <0.01% | 0.0% |
| 40 | IFG Advisory#40 · 4,009 sh | 4,009 | $51.3K | <0.01% | New |
| 41 | Integrated Wealth Concepts#41 · 3,600 sh | 3,600 | $46.1K | <0.01% | New |
| 42 | Mountain Hill Investment Partners#42 · 3,333 sh | 3,333 | $42.7K | — | 0.0% |
| 43 | N.E.W. Advisory Services#43 · 357 sh | 357 | $4.6K | <0.01% | 0.0% |
| 44 | HIGHLINE WEALTH PARTNERS#44 · 300 sh | 300 | $3.8K | — | 0.0% |
Funds that sold out of FINS in Q2 2026 (7)
Held FINS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| WEDBUSH SECURITIES18,807 sh | 18,807 | $240.0K |
| Lido Advisors13,467 sh | 13,467 | $171.7K |
| COMMONWEALTH EQUITY SERVICES10,343 sh | 10,343 | $131.9K |
| PFG Investments10,080 sh | 10,080 | $128.5K |
| CoreCap Advisors7,258 sh | 7,258 | $92.5K |
| GHP Investment Advisors2,500 sh | 2,500 | $31.9K |
| Larson Financial Group400 sh | 400 | $5.1K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.