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Equibles

CAPTRUST FINANCIAL ADVISORS

Position in MIN — Aberdeen Intermediate Income Fund

CIK 1512024 RALEIGH, NC
Back to MIN Full portfolio

Position in MIN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$134,978
-$36,610 QoQ
Shares Held
54,647
-20.1% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 80 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in MIN Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $546,284,842 across 130 Asset Management names. MIN ranks #117 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BPRE
Bluerock Private Real Estate Fund
 7,712,982 $100,345,895
2 AMP
Ameriprise Financial Inc
 193,792 $88,904,017
3 PHYS
Sprott Physical Gold Trust
 2,536,730 $76,533,144
4 BLK
BlackRock, Inc.
 39,779 $38,249,895
5 BX
Blackstone Inc.
 193,361 $22,752,788
6 BN
BROOKFIELD Corp /ON/
 395,612 $16,849,115
7 UTG
Reaves Utility Income Fund
 380,508 $15,494,285
8 KKR
KKR & Co. Inc.
 165,846 $15,221,345

All Filings in MIN

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $134,978 54,647
2026-03-31 $171,588 68,362
2025-12-31 $151,737 58,137
2025-09-30 $146,453 54,647
2025-06-30 $148,093 54,647
2025-03-31 $147,000 54,647
2024-12-31 $145,361 54,647
2024-09-30 $148,639 54,647
2024-06-30 $145,361 54,647
2024-03-31 $145,361 54,647
2023-12-31 $307,253 114,647
2023-09-30 $307,253 114,647
2023-06-30 $313,721 114,497
2023-03-31 $166,615 60,150