Angel Oak Financial Strategies Income Term Trust
Institutional Ownership & Holdings Analysis
About
angel-oak-financial-strategies-income-term-trust is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC(2025-03-31) | $71.5M |
| 2 | Karpus Management, Inc.(2025-03-31) | $47.8M |
| 3 | WELLS FARGO & COMPANY/MN(2025-03-31) | $18.2M |
| 4 | MORGAN STANLEY(2025-03-31) | $10.9M |
| 5 | UBS Group AG(2025-03-31) | $10.2M |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV(2025-03-31) | $6.9M |
| 7 | STIFEL FINANCIAL CORP(2025-03-31) | $4.4M |
| 8 | ROYAL BANK OF CANADA(2025-03-31) | $3.9M |
| 9 | Advisors Asset Management, Inc.(2025-03-31) | $3.4M |
| 10 | Noble Wealth Management PBC(2025-03-31) | $2.6M |
| 11 | LPL Financial LLC(2025-03-31) | $1.8M |
| 12 | Shaker Financial Services, LLC(2025-03-31) | $1.8M |
| 13 | RIVERBRIDGE PARTNERS LLC(2025-03-31) | $1.6M |
| 14 | Twelve Points Wealth Management LLC(2025-03-31) | $1.2M |
| 15 | FIRST TRUST ADVISORS LP(2025-03-31) | $1.2M |
| 16 | OSAIC HOLDINGS, INC.(2025-03-31) | $1.0M |
| 17 | Dakota Wealth Management(2025-03-31) | $833.7K |
| 18 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $789.7K |
| 19 | ENVESTNET ASSET MANAGEMENT INC(2025-03-31) | $723.3K |
| 20 | StoneX Group Inc.(2025-03-31) | $659.0K |
As of 2025-03-31
Value:$71.5M
As of 2025-03-31
Value:$47.8M
As of 2025-03-31
Value:$18.2M
As of 2025-03-31
Value:$10.9M
As of 2025-03-31
Value:$10.2M
As of 2025-03-31
Value:$6.9M
As of 2025-03-31
Value:$4.4M
As of 2025-03-31
Value:$3.9M
As of 2025-03-31
Value:$3.4M
As of 2025-03-31
Value:$2.6M
As of 2025-03-31
Value:$1.8M
As of 2025-03-31
Value:$1.8M
As of 2025-03-31
Value:$1.6M
As of 2025-03-31
Value:$1.2M
As of 2025-03-31
Value:$1.2M
As of 2025-03-31
Value:$1.0M
As of 2025-03-31
Value:$833.7K
As of 2025-03-31
Value:$789.7K
As of 2025-03-31
Value:$723.3K
As of 2025-03-31
Value:$659.0K
Total Institutional Holders:41
Top 10 Holders Own:92.2%