IAF · Abrdn Australia Equity Fund, Inc. · Holdings

$13.15 -0.11 (-0.83%) At close · Sep 8

Market Cap

$127.06M

9.58M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 29

Total Value: $40,769,493

Total Shares: 3,293,175

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 29 13F filers · Δ vs Mar 31, 2026

Top Holder

44.9%

−0.8 pts

Top 5

91.5%

−1.6 pts

Top 10

96.4%

−1.0 pts

HHI

2,853

Highly concentrated−26

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +1

Institutional value: +4.5%

Shares held: +2.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Karpus Management, Inc.	+111,740	822,927
Mid WOLVERINE ASSET MANAGEMENT LLC	+43,997	55,093
Large Cetera Investment Advisers	+10,476	318,842
Large Allspring Global Investments Holdings, LLC	+9,213	1,480,239
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+4,676	26,518

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid 1607 Capital Partners, LLC	−121,802	337,687
Small NWF Advisory Services Inc.	−9,477	27,050
Large OSAIC HOLDINGS, INC.	−7,496	30,970
Large NewEdge Advisors, LLC	−958	1,511
Micro Advisory Advocates, LLC	−491	11,063

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Cambridge Investment Research Advisors, Inc.	23,273	$288,119
Large Steward Partners Investment Advisory, LLC	1,440	$17,827
Large TD Waterhouse Canada Inc.	115	$1,423
Large Clear Street Group Inc.	11	$136

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large CWM, LLC	654	$7,926
Large US BANCORP \DE\	40	$484
Mega JPMORGAN CHASE & CO	4	$48

Filter: New 4 Increased 16 Reduced 5 Sold out 3 Unchanged 4

Showing 29 of 29

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Allspring Global Investments Holdings, LLC

$18,325,358

44.95%

1,480,239

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	1,480,239	$18,325,358	100.0%	Defined

Karpus Management, Inc.

$10,187,836

24.99%

822,927

1607 Capital Partners, LLC

$4,180,565

10.25%

337,687

Cetera Investment Advisers

$3,947,263

9.68%

318,842

WOLVERINE ASSET MANAGEMENT LLC

$682,051

1.67%

55,093

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	55,093	$682,051	100.0%	Defined

MORGAN STANLEY

$629,919

1.55%

50,882

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	50,882	$629,919	100.0%	Defined

OSAIC HOLDINGS, INC.

$383,408

0.94%

30,970

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	30,970	$383,408	100.0%	Defined

NWF Advisory Services Inc.

$334,879

0.82%

27,050

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$328,292

0.81%

26,518

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	26,518	$328,292	100.0%	Other

Cambridge Investment Research Advisors, Inc.

$288,119

0.71%

23,273

Dakota Wealth Management

$285,024

0.70%

23,023

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Karpus Management Inc.	23,023	$285,024	100.0%	Defined

LPL Financial LLC

$236,346

0.58%

19,091

PNC FINANCIAL SERVICES GROUP, INC.

$160,915

0.39%

12,998

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	12,998	$160,915	100.0%	Defined

Bridgewealth Advisory Group, LLC

$145,403

0.36%

11,745

RAYMOND JAMES FINANCIAL INC

$145,142

0.36%

11,724

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	8,078	$100,005	68.9%	Defined
Raymond James Financial Services Advisors, Inc.	3,646	$45,137	31.1%	Defined

WELLS FARGO & COMPANY/MN

$144,994

0.36%

11,712

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	11,712	$144,994	100.0%	Defined

Advisory Advocates, LLC

$136,959

0.34%

11,063

ROYAL BANK OF CANADA

$101,652

0.25%

8,211

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	8,211	$101,652	100.0%	Defined

Golden State Wealth Management, LLC

$31,271

0.08%

2,526

BROWN, LISLE/CUMMINGS, INC.

$21,887

0.05%

1,768

NewEdge Advisors, LLC

$18,706

0.05%

1,511

Steward Partners Investment Advisory, LLC

$17,827

0.04%

1,440

ROTHSCHILD INVESTMENT LLC

$14,856

0.04%

1,200

UBS Group AG

$13,890

0.03%

1,122

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,122	$13,890	100.0%	Defined

Triumph Capital Management

$4,122

0.01%

333

TD Waterhouse Canada Inc.

$1,423

0.00%

115

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	115	$1,423	100.0%	Defined

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$1,238

0.00%

100

Clear Street Group Inc.

$136

0.00%

HUNTINGTON NATIONAL BANK

$12

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	40	$484	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	4	$48	100.0%	Defined

Key facts CIK 779336 CUSIP 003011111 13F (30d) 18 filings 18 filers Investor relations