Angel Oak Financial Strategies Income Term Trust

Institutional holders · 13F as of Mar 31, 2026

Holder	Value	Shares	% of shares
KARPUS MANAGEMENT, INC.	$59.90M	4,697,846	—
WELLS FARGO & COMPANY/MN	$17.19M	1,301,542	—
UBS Group AG	$9.51M	720,275	—
Morgan Stanley	$8.66M	655,575	—
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	$6.18M	484,445	—
STIFEL FINANCIAL CORP	$5.52M	418,161	—
Royal Bank of Canada	$5.21M	408,270	—
ENVESTNET ASSET MANAGEMENT INC	$4.81M	363,954	—
Advisors Asset Management, Inc.	$4.51M	353,662	—
Noble Wealth Management PBC	$3.12M	235,820	—
RIVERBRIDGE PARTNERS LLC	$2.98M	233,477	—
Thomas J. Herzfeld Advisors, Inc.	$2.86M	216,513	—
FIRST TRUST ADVISORS LP	$2.59M	203,077	—
LPL Financial LLC	$2.31M	180,224	—
Closed-End Fund Advisors, Inc.	$1.60M	121,264	—
Shaker Financial Services, LLC	$1.39M	105,239	—
RAYMOND JAMES FINANCIAL INC	$1.06M	80,082	—
Dakota Wealth Management	$996.3K	77,835	—
Twelve Points Wealth Management LLC	$989.0K	77,263	—
OSAIC HOLDINGS, INC.	$940.3K	71,184	—
Focus Partners Wealth	$935.0K	70,779	—
Cetera Investment Advisers	$749.6K	56,747	—
&PARTNERS	$692.7K	54,329	—
Invesco Ltd.	$524.8K	39,727	—
Corient Private Wealth LLC	$396.3K	30,000	—
CHOREO, LLC	$379.2K	28,746	—
Summit Asset Management, LLC	$343.5K	26,000	—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$322.4K	24,370	—
Live Oak Private Wealth LLC	$286.3K	21,670	—
Rockefeller Capital Management L.P.	$240.2K	18,186	—
StoneX Group Inc.	$202.8K	15,349	—
Lido Advisors, LLC	$176.6K	13,467	—
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$151.0K	11,428	—
Sit Investment Associates, Inc.	$135.9K	10,285,734	—
COMMONWEALTH EQUITY SERVICES, LLC	$134.6K	10,189	—
PFG Investments, LLC	$133.2K	10,080	—
COMERICA BANK	$58.7K	4,446	—
Kestra Advisory Services, LLC	$52.8K	4,000	—
Mountain Hill Investment Partners Corp.	$44.0K	3,333	—
BANK OF AMERICA CORP /DE	$39.5K	3,010	—
Larson Financial Group LLC	$5.2K	393	—
N.E.W. Advisory Services LLC	$4.7K	357	—
HIGHLINE WEALTH PARTNERS LLC	$4.0K	300	—
WEDBUSH SECURITIES INC	$240	18,807	—