$FINS

$11.78 +$0.09 (0.77%) Close

$FINS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 33.4M shares outstanding

Who owns FINS?

By type of holder

Institutions 69.6% Insiders 1.3% Everyone else 29.1%

Concentration Top 10 holders own 62.8%

Sit Investment Associates Inc 32.8% · Karpus Management, Inc. 13.9%

Institutional ownership

69.6%

+3.8 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

+1.3M

by institutions in Q2 2026

New / sold out

6 / 7

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Atlas Wealth LLC NEW +1.1M
Sit Investment Associates Inc +89.0K

Biggest sellers in Q2 2026

Karpus Management, Inc. −43.2K
UBS Group AG −32.6K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Angel Oak Financial Strategies Income Term Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Angel Oak Financial Strategies Income Term Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years16% 3–5 years71% 1–3 years6% Under 1 year7%

Quarterly turnover

3.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting FINS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SI Sit Investment Associates Inc	11.0M	32.80%	+89.0K (+0.8%)	2021	2.7%
Shares held by quarter Peak holding11.0M (Q2'26) Change over 8 quarters+7.7M Share of the company32.800% Sit Investment Associates Inc's full portfolio →
KM Karpus Management, Inc.	4.7M	13.93%	−43.2K (−0.9%)	2022	1.7%
Shares held by quarter Peak holding5.5M (Q2'25) Change over 8 quarters+319.6K Share of the company13.930% Karpus Management, Inc.'s full portfolio →

Sit Investment Associates Inc

11.0M

% of company

32.80%

Change vs last qtr

+89.0K (+0.8%)

Held since

2021

Karpus Management, Inc.

4.7M

% of company

13.93%

Change vs last qtr

−43.2K (−0.9%)

Held since

2022

28 more super investors behind a free account

See every manager holding Angel Oak Financial Strategies Income Term Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FINS on Form N-PORT; together they hold 0.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FT First Trust Income Opportunities ETF First Trust Exchange-Traded Fund VIII	$1.53M	120.5K	0.36%	1.85%	August 31, 2026
SB Sit Balanced Fund Sit Mutual Funds Inc	$361K	28.2K	0.08%	0.47%	June 30, 2026

First Trust Income Opportunities ETF

First Trust Exchange-Traded Fund VIII

Position value

$1.53M

% of company

0.36%

% of the fund

1.85%

As of

August 31, 2026

Sit Balanced Fund

Sit Mutual Funds Inc

Position value

$361K

% of company

0.08%

% of the fund

0.47%

As of

June 30, 2026

2 more funds behind a free account

See every fund holding Angel Oak Financial Strategies Income Term Trust and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PS Prabhu Sreeniwas Insider	175.2K	0.52%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.520% Prabhu Sreeniwas's insider activity →
FM Fierman Michael Insider	125.4K	0.38%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.380% Fierman Michael's insider activity →

Prabhu Sreeniwas

Insider

175.2K

% of company

0.52%

Change vs last qtr

—

Held since

—

Fierman Michael

Insider

125.4K

% of company

0.38%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of Angel Oak Financial Strategies Income Term Trust.

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