FINS Angel Oak Financial Strategies Income Term Trust Common Shares of Beneficial Interest
NYSE · N/A close Oct 2, 2026FINS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
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Profitability Gross, operating and net margins; ROE, ROA, ROIC
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Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
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Capital Efficiency Asset turnover, inventory turnover, receivables turnover
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value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 16, 2026 | $0.12 | USD | ≈11.2% |
| Aug 17, 2026 | $0.12 | USD | ≈11.0% |
| Jul 17, 2026 | $0.12 | USD | ≈10.9% |
| Jun 16, 2026 | $0.12 | USD | ≈10.8% |
| May 15, 2026 | $0.12 | USD | ≈10.7% |
| Apr 16, 2026 | $0.12 | USD | ≈10.6% |
| Mar 17, 2026 | $0.12 | USD | ≈10.7% |
| Feb 13, 2026 | $0.12 | USD | ≈10.2% |
| Jan 16, 2026 | $0.12 | USD | ≈10.2% |
| Dec 17, 2025 | $0.12 | USD | ≈10.3% |
| Nov 14, 2025 | $0.12 | USD | ≈10.2% |
| Oct 17, 2025 | $0.12 | USD | ≈10.3% |
| Sep 16, 2025 | $0.12 | USD | ≈9.9% |
| Aug 15, 2025 | $0.12 | USD | ≈10.0% |
| Jul 17, 2025 | $0.11 | USD | ≈10.1% |
| Jun 16, 2025 | $0.11 | USD | ≈10.3% |
| May 2, 2025 | $0.11 | USD | ≈9.9% |
| Apr 16, 2025 | $0.11 | USD | ≈10.1% |
| Mar 4, 2025 | $0.11 | USD | ≈9.8% |
| Feb 14, 2025 | $0.11 | USD | ≈9.8% |
Institutional owners (13F) 46 filers · $158.4M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 8 (+2 vs prior Q) | 6 (+3 vs prior Q) | 17 (+4 vs prior Q) | 7 (-6 vs prior Q) | +1.3M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Karpus Management, Inc. | $59,579,866 | 4,654,677 | 37.61% | Shares |
| WELLS FARGO & COMPANY/MN | $16,517,998 | 1,290,468 | 10.43% | Shares |
| Atlas Wealth LLC | $14,080,051 | 1,100,004 | 8.89% | Shares |
| UBS Group AG | $9,061,875 | 707,959 | 5.72% | Shares |
| MORGAN STANLEY | $8,025,617 | 627,001 | 5.07% | Shares |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $6,200,896 | 484,445 | 3.91% | Shares |
| ROYAL BANK OF CANADA | $5,343,000 | 417,457 | 3.37% | Shares |
| STIFEL FINANCIAL CORP | $4,908,505 | 383,477 | 3.10% | Shares |
| Advisors Asset Management, Inc. | $4,823,315 | 365,126 | 3.04% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $3,849,949 | 300,777 | 2.43% | Shares |
| RIVERBRIDGE PARTNERS LLC | $3,012,646 | 235,363 | 1.90% | Shares |
| Thomas J. Herzfeld Advisors, Inc. | $2,846,592 | 222,390 | 1.80% | Shares |
| Noble Wealth Management PBC | $2,733,640 | 229,140 | 1.73% | Shares |
| FIRST TRUST ADVISORS LP | $2,604,313 | 203,462 | 1.64% | Shares |
| LPL Financial LLC | $2,306,862 | 180,224 | 1.46% | Shares |
| Closed-End Fund Advisors, Inc. | $1,521,254 | 118,848 | 0.96% | Shares |
| Dakota Wealth Management | $996,288 | 77,835 | 0.63% | Shares |
| Twelve Points Wealth Management LLC | $988,966 | 77,263 | 0.62% | Shares |
| OSAIC HOLDINGS, INC. | $977,260 | 76,348 | 0.62% | Shares |
| Focus Partners Wealth | $944,372 | 73,779 | 0.60% | Shares |
| RAYMOND JAMES FINANCIAL INC | $938,832 | 73,346 | 0.59% | Shares |
| &PARTNERS | $721,613 | 56,376 | 0.46% | Shares |
| Carnick & Kubik Group, LLC | $584,358 | 43,350 | 0.37% | Shares |
| Cetera Investment Advisers | $556,308 | 43,462 | 0.35% | Shares |
| Invesco Ltd. | $541,862 | 42,333 | 0.34% | Shares |
| Corient Private Wealth LP | $520,525 | 40,666 | 0.33% | Shares |
| CHOREO, LLC | $385,293 | 30,101 | 0.24% | Shares |
| Shaker Financial Services, LLC | $374,336 | 29,245 | 0.24% | Shares |
| Summit Asset Management, LLC | $332,800 | 26,000 | 0.21% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $312,667 | 24,370 | 0.20% | Shares |
| Live Oak Private Wealth LLC | $277,376 | 21,670 | 0.18% | Shares |
| Rockefeller Capital Management L.P. | $254,193 | 19,858 | 0.16% | Shares |
| Mayflower Financial Advisors, LLC | $239,360 | 18,700 | 0.15% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $144,678 | 11,303 | 0.09% | Shares |
| Private Advisor Group, LLC | $141,299 | 11,039 | 0.09% | Shares |
| SIT INVESTMENT ASSOCIATES INC | $140,322 | 10,962,663 | 0.09% | Shares |
| CITADEL ADVISORS LLC | $138,995 | 10,859 | 0.09% | Shares |
| Mariner, LLC | $128,013 | 10,001 | 0.08% | Shares |
| Arax Advisory Partners | $116,275 | 9,084 | 0.07% | Shares |
| COMERICA BANK | $58,732 | 4,446 | 0.04% | Shares |
| FIFTH THIRD BANCORP | $56,909 | 4,446 | 0.04% | Shares |
| IFG Advisory, LLC | $51,316 | 4,009 | 0.03% | Shares |
| Mountain Hill Investment Partners Corp. | $42,662 | 3,333 | 0.03% | Shares |
| GHP Investment Advisors, Inc. | $31,875 | 2,500 | 0.02% | Shares |
| N.E.W. Advisory Services LLC | $4,570 | 357 | 0.00% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $3,840 | 300 | 0.00% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| KARPUS MANAGEMENT, INC. | July 16, 2025 | 16.50% | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 15 insiders · 2 officers · 4 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| William Eldredge | Chief Compliance Officer | Aug. 5, 2025 P | 2,940 | 0 | 0 | $0 |
| John R Hsu | Secretary | Oct. 14, 2021 X | 2,667 | 0 | 0 | $0 |
| Ira P Cohen | Director | Feb. 20, 2026 P | 379 | 1 | 0 | $4,991 |
| Andrea Mullins | Director | Aug. 12, 2025 P | 7,585 | 0 | 0 | $0 |
| Alvin R Albe Jr | Director | May 22, 2025 P | 20,000 | 0 | 0 | $0 |
| Cheryl Pate | Director | May 14, 2025 X | 8,554 | 0 | 0 | $0 |
| MetLife Investment Management, LLC | 10% owner | July 8, 2026 P | · | 0 | 0 | $0 |
| Kevin Parks | · | Sept. 25, 2026 P | 7,667 | 2 | 0 | $24,430 |
| Michael Fierman | · | Dec. 12, 2025 P | 125,420 | 3 | 0 | $214,088 |
| Sreeniwas Prabhu | · | Nov. 20, 2025 P | 175,180 | 1 | 0 | $118,535 |
| Johannes Palsson | · | May 14, 2025 X | 68,789 | 0 | 0 | $0 |
| Angel Oak Capital Partners II, LLC | · | Sept. 13, 2022 S | 0 | 0 | 0 | $0 |
| Navid Abghari | · | Oct. 19, 2021 X | 4,024 | 0 | 0 | $0 |
| Daniel Asher | · | Feb. 11, 2021 S | 1,029,454 | 0 | 0 | $0 |
| Angel Oak Capital Advisors, LLC | · | Jan. 8, 2021 S | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
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