IFN · Aberdeen India Fund, Inc. · Holdings
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.
Institutional Ownership Trend
Holder Concentration
Across 66 13F filersWho Holds IFN
Last 8 quarters through Sep 30, 2026 (filing window open)Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter: 66 filers, like-for-like change +17.5%; actively managed books +17.0%; index-like books +19.7%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 47.7% | 37 | +20.5% |
| Adviser | 9.7% | 3 | +74.9% |
| Bank | 9.3% | 7 | +26.2% |
| Broker-dealer | 3.2% | 1 | -12.8% |
| Benefit plan | 3.9% | 2 | +1.1% |
| Holding company | 17.6% | 2 | -1.5% |
| Exempt adviser | 0.0% | 0 | — |
| Unknown | 8.5% | 14 | +19.7% |
| Style | Share | Filers | Change |
|---|---|---|---|
| Index-like | 21.5% | 3 | +19.7% |
| Systematic-like | 0.6% | 1 | -15.0% |
| Concentrated | 12.7% | 8 | +30.0% |
| Diversified active | 65.3% | 54 | +15.1% |
| Not measured | 0.0% | 0 | — |
| Unknown | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 65.3% | 43 | +11.9% |
| Medium turnover | 26.8% | 9 | +16.9% |
| High turnover | 4.9% | 5 | +455.3% |
| Unknown | 3.0% | 9 | +0.2% |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 3.4% | 8 | +30.9% |
| Medium horizon | 6.9% | 7 | +28.4% |
| Long horizon | 85.6% | 47 | +11.4% |
| Unknown | 4.1% | 4 | +1813.7% |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 2.7% | 15 | -4.9% |
| $1B to $10B | 18.4% | 22 | +76.2% |
| $10B to $100B | 43.6% | 19 | +10.8% |
| $100B or more | 35.3% | 10 | +8.7% |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Individuals and high net worth | 16.0% | 29 | +4.0% |
| Pooled investment vehicles | 14.4% | 3 | +71.4% |
| Registered funds and BDCs | 17.2% | 3 | +9.5% |
| Corporations | 0.0% | 1 | 0.0% |
| Other investment advisers | 0.0% | 1 | 0.0% |
| Pension and profit sharing plans | 0.0% | 0 | — |
| Diversified | 0.0% | 0 | — |
| Unknown | 52.3% | 29 | +14.9% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 4.4% | 4 | +757.7% |
| Private equity funds | 0.0% | 1 | -81.5% |
| Other private funds | 13.2% | 5 | +27.1% |
| No private funds | 30.1% | 27 | +5.6% |
| Real estate funds | 0.0% | 0 | -100.0% |
| Private funds, type not stated | 0.0% | 0 | — |
| Unknown | 52.3% | 29 | +14.9% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 83.9% | 59 | +18.2% |
| Outside the US | 16.1% | 7 | +14.1% |
The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Excluded 3 holders with no observed 2026-03-31 13F and 1 holder with no observed 2026-06-30 13F.
Conviction and Crowding
66 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Estimated Holder Cost Basis
Quarter ended Jun 30, 2026, on that quarter's share basisEstimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.
Estimated cost covers 62.6% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.
Fund Ownership of IFN by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 2.66% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 0.00% | 0 |
| Index ETFs | 2.66% | 1,152,147 |
| Active ETFs | 0.07% | 30,096 |
| Active funds | 0.22% | 96,849 |
| Unclassified | 0.00% | 0 |
| All registered funds | 2.95% | 1,279,092 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega MORGAN STANLEY Holding company | $14,504,328 | 17.16% | 1,234,411 | Shares | 2026-08-13 | |
| Large Penserra Capital Management LLC Registered adviser | $13,602,587 | 16.09% | 1,157,667 | Shares | 2026-08-13 | |
| Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Registered adviser | $9,629,301 | 11.39% | 819,515 | Shares | 2026-07-31 | |
| Large Cetera Investment Advisers Registered adviser | $7,540,374 | 8.92% | 641,734 | Shares | 2026-08-12 | |
| Large LAZARD ASSET MANAGEMENT LLC Adviser | $5,966,297 | 7.06% | 507,770 | Shares | 2026-08-14 | |
| Mega RAYMOND JAMES FINANCIAL INC | $4,639,780 | 5.49% | 394,875 | Shares | 2026-08-14 | |
| Mega NORTHERN TRUST CORP Bank | $3,212,802 | 3.80% | 273,430 | Shares | 2026-08-13 | |
| Large STRS OHIO Benefit plan | $2,820,000 | 3.34% | 240,000 | Shares | 2026-07-30 | |
| Mega LPL Financial LLC Broker-dealer | $2,747,620 | 3.25% | 233,840 | Shares | 2026-08-07 | |
| Mega UBS Group AG Bank | $2,412,651 | 2.85% | 205,332 | Shares | 2026-08-13 | |
| Large Janney Montgomery Scott LLC Adviser | $2,279,300 | 2.70% | 193,983 | Shares | 2026-08-05 | |
| Mid WOLVERINE ASSET MANAGEMENT LLC Registered adviser | $2,196,827 | 2.60% | 186,964 | Shares | 2026-08-10 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC Registered adviser | $1,249,424 | 1.48% | 106,334 | Shares | 2026-07-29 | |
| Mid RIVERNORTH CAPITAL MANAGEMENT, LLC Registered adviser | $986,318 | 1.17% | 83,942 | Shares | 2026-08-14 | |
| Small Advocate Investing Services LLC | $983,099 | 1.16% | 83,668 | Shares | 2026-07-29 | |
| Mega BANK OF AMERICA CORP /DE/ Bank | $849,501 | 1.00% | 72,298 | Shares | 2026-08-14 | |
| Mega ROYAL BANK OF CANADA Bank | $804,123 | 0.95% | 68,436 | Shares | 2026-08-14 | |
| Large Focus Partners Wealth Registered adviser | $595,478 | 0.70% | 50,679 | Shares | 2026-08-12 | |
| Mega WELLS FARGO & COMPANY/MN Bank | $552,332 | 0.65% | 47,007 | Shares | 2026-08-14 | |
| Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Benefit plan | $495,509 | 0.59% | 42,171 | Shares | 2026-08-17 | |
| Mid XTX Topco Ltd | $474,982 | 0.56% | 40,424 | Shares | 2026-08-14 | |
| Large EP Wealth Advisors, LLC Registered adviser | $451,576 | 0.53% | 38,432 | Shares | 2026-08-12 | |
| Large OSAIC HOLDINGS, INC. Holding company | $405,962 | 0.48% | 34,550 | Shares | 2026-08-14 | |
| Mid READYSTATE ASSET MANAGEMENT LP Registered adviser | $405,057 | 0.48% | 34,473 | Shares | 2026-08-14 | |
| Large Steward Partners Investment Advisory, LLC Registered adviser | $403,389 | 0.48% | 34,331 | Shares | 2026-08-13 | |
| Mid Indivisible Partners Registered adviser | $371,511 | 0.44% | 31,618 | Shares | 2026-08-04 | |
| Mid Composition Wealth, LLC Registered adviser | $365,648 | 0.43% | 31,119 | Shares | 2026-07-22 | |
| Small SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $334,980 | 0.40% | 28,509 | Shares | 2026-07-24 | |
| Large CIBC WORLD MARKET INC. | $298,696 | 0.35% | 25,421 | Shares | 2026-08-13 | |
| Mid Robertson Stephens Wealth Management, LLC Registered adviser | $287,280 | 0.34% | 27,000 | Shares | 2026-10-16 | |
| Large Beacon Pointe Advisors, LLC Registered adviser | $281,635 | 0.33% | 23,969 | Shares | 2026-08-18 | |
| Large NewEdge Advisors, LLC Registered adviser | $196,601 | 0.23% | 16,732 | Shares | 2026-08-12 | |
| Large Waverly Advisors, LLC Registered adviser | $188,681 | 0.22% | 16,058 | Shares | 2026-08-14 | |
| Micro DECISION INVESTMENTS, INC Registered adviser | $178,326 | 0.21% | 16,760 | Shares | 2026-10-07 | |
| Small Pettinga Financial Advisors LLC Registered adviser | $177,156 | 0.21% | 16,650 | Shares | 2026-10-13 | |
| Small one8zero8, LLC Registered adviser | $176,285 | 0.21% | 15,003 | Shares | 2026-08-10 | |
| Mid C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Registered adviser | $173,400 | 0.21% | 16,297 | Shares | 2026-10-14 | |
| Mid Cooper Financial Group Registered adviser | $142,256 | 0.17% | 13,370 | Shares | 2026-10-07 | |
| Small Hudson Portfolio Management LLC Registered adviser | $127,170 | 0.15% | 10,823 | Shares | 2026-08-12 | |
| Mid NWAM LLC Registered adviser | $125,631 | 0.15% | 10,692 | Shares | 2026-07-23 | |
| Large HRT FINANCIAL LP | $120,555 | 0.14% | 10,260 | Shares | 2026-08-14 | |
| Mega STIFEL FINANCIAL CORP | $120,472 | 0.14% | 10,253 | Shares | 2026-08-12 | |
| Mid Csenge Advisory Group Registered adviser | $118,299 | 0.14% | 10,068 | Shares | 2026-08-10 | |
| Mid LEVIN CAPITAL STRATEGIES, L.P. Registered adviser | $117,500 | 0.14% | 10,000 | Shares | 2026-07-31 | |
| Micro SUCCESSION FINANCIAL, INC. | $113,358 | 0.13% | 10,654 | Shares | 2026-10-14 | |
| Small Private Wealth Asset Management, LLC Registered adviser | $49,420 | 0.06% | 4,206 | Shares | 2026-08-11 | |
| Mega NATIONAL BANK OF CANADA /FI/ Bank | $29,375 | 0.03% | 2,500 | Shares | 2026-08-10 | |
| Large Allworth Financial LP | $29,375 | 0.03% | 2,500 | Shares | 2026-08-11 | |
| Mid Clearstead Advisors, LLC Registered adviser | $29,222 | 0.03% | 2,487 | Shares | 2026-08-06 | |
| Micro Regatta Research & Money Management | $24,346 | 0.03% | 2,072 | Shares | 2026-08-12 | |
| Mid Global Retirement Partners, LLC | $23,958 | 0.03% | 2,039 | Shares | 2026-08-06 | |
| Large Farther Finance Advisors, LLC Registered adviser | $23,408 | 0.03% | 2,200 | Shares | 2026-10-08 | |
| Mid Cullen/Frost Bankers, Inc. Bank | $21,714 | 0.03% | 1,848 | Shares | 2026-07-27 | |
| Mid HARBOUR INVESTMENTS, INC. Registered adviser | $17,918 | 0.02% | 1,525 | Shares | 2026-08-12 | |
| Mid PRIVATE TRUST CO NA | $14,257 | 0.02% | 1,340 | Shares | 2026-10-20 | |
| Mid CoreCap Advisors, LLC Registered adviser | $11,597 | 0.01% | 1,090 | Shares | 2026-10-08 | |
| Small Noble Wealth Management PBC | $7,980 | 0.01% | 750 | Shares | 2026-10-01 | |
| Mid Ancora Advisors LLC Registered adviser | $7,050 | 0.01% | 600 | Shares | 2026-08-14 | |
| Mid Parallel Advisors, LLC Registered adviser | $6,591 | 0.01% | 561 | Shares | 2026-08-05 | |
| Mid Spire Wealth Management Registered adviser | $5,875 | 0.01% | 500 | Shares | 2026-07-15 | |
| Large Federation des caisses Desjardins du Quebec | $5,875 | 0.01% | 500 | Shares | 2026-08-14 | |
| Small JDM Financial Group LLC Registered adviser | $5,240 | 0.01% | 446 | Shares | 2026-08-18 | |
| Small HIGHLINE WEALTH PARTNERS LLC Registered adviser | $2,660 | 0.00% | 250 | Shares | 2026-10-19 | |
| Mid North Star Investment Management Corp. Adviser | $2,361 | 0.00% | 201 | Shares | 2026-07-28 | |
| Small FWL INVESTMENT MANAGEMENT, LLC Registered adviser | $1,292 | 0.00% | 110 | Shares | 2026-08-14 | |
| Small Investors Research Corp Registered adviser | $1,170 | 0.00% | 110 | Shares | 2026-10-07 | |
| Small Blume Capital Management, Inc. Registered adviser | $1,034 | 0.00% | 88 | Shares | 2026-07-27 | |
| Mid Cassaday & Co Wealth Management LLC Registered adviser | $470 | 0.00% | 40 | Shares | 2026-08-10 |