Who owns Angel Oak Financial Strategies Income Term Trust, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
MetLife Investment Management, LLC: 100.0% · 2,000,000 shares
KARPUS MANAGEMENT, INC.: 14.1% · 4,697,846 shares
3 more 5% stakes behind a free account
See every investor who has disclosed crossing 5% of Angel Oak Financial Strategies Income Term Trust.
Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Angel Oak Financial Strategies Income Term Trust they hold.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | $140M | 10,962,663 | 2.66% | — | June 30, 2026 |
| Karpus Management, Inc. | $59.6M | 4,654,677 | 1.71% | — | June 30, 2026 |
52 more institutional holders behind a free account
See every manager reporting Angel Oak Financial Strategies Income Term Trust, how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| First Trust Income Opportunities ETF | $1.66M | 2.21% | — | February 28, 2026 |
| Sit Balanced Fund | $361K | 0.47% | — | June 30, 2026 |
2 more funds behind a free account
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