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MIN · Aberdeen Intermediate Income Fund

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$2.40 +0.01 (+0.42%) At close · Jul 28
Market Cap
$271.98M
Shares
113.80M

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 83
Total Value: $151,067,861
Total Shares: 60,197,891

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 85 13F filers
Top Holder
50.1%
Jun 2023 → Mar 2026 · range 38.5% – 50.1%
of institutional value
Top 5
82.9%
Jun 2023 → Mar 2026 · range 80.1% – 86.5%
of institutional value
Top 10
91.3%
Jun 2023 → Mar 2026 · range 90.9% – 93.1%
of institutional value
HHI
2,807
Jun 2023 → Mar 2026 · range 2,174 – 2,807
Highly concentrated
Showing 83 of 83
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid SIT INVESTMENT ASSOCIATES INC $76,431,698 50.59% 30,450,876
Small 1607 Capital Partners, LLC $15,899,775 10.52% 6,334,572
Mid Karpus Management, Inc. $13,242,534 8.77% 5,275,910
Mega AMERIPRISE FINANCIAL INC $10,582,621 7.01% 4,216,184
Large Allspring Global Investments Holdings, LLC $10,378,744 6.87% 4,134,958
Mega MORGAN STANLEY $3,312,158 2.19% 1,319,585
Mega Invesco Ltd. $2,725,237 1.80% 1,085,752
Mega LPL Financial LLC $2,468,494 1.63% 983,464
Mega BANK OF AMERICA CORP /DE/ Bank $2,435,821 1.61% 970,447
Mid Equitable Holdings, Inc. $1,828,929 1.21% 728,657
Mega RAYMOND JAMES FINANCIAL INC $1,544,791 1.02% 615,455
Large OSAIC HOLDINGS, INC. $1,055,623 0.70% 420,567
Mid Advisors Asset Management, Inc. $757,523 0.50% 301,802
Small Ameritas Advisory Services, LLC $673,977 0.45% 268,517
Large Focus Partners Wealth $663,126 0.44% 264,194
Mid Kingsview Wealth Management, LLC $589,302 0.39% 234,782
Small Fortitude Advisory Group L.L.C. $543,222 0.36% 219,928
Micro DECISION INVESTMENTS, INC $427,063 0.28% 172,900
Mega UBS Group AG $411,744 0.27% 164,042
Small Shaker Financial Services, LLC $350,823 0.23% 142,034
Mid STEPHENS INC /AR/ $321,920 0.21% 128,255
Mid EVOKE WEALTH, LLC $283,630 0.19% 113,000
Mega WELLS FARGO & COMPANY/MN $263,474 0.17% 104,970
Mega ROYAL BANK OF CANADA Bank $261,760 0.17% 104,287
Small TWO SIGMA SECURITIES, LLC Broker-Dealer $253,098 0.17% 100,836
Small SMITH, MOORE & CO. $229,210 0.15% 91,319
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $208,641 0.14% 83,124
Mega JANE STREET GROUP, LLC $188,689 0.12% 75,175
Mid Dakota Wealth Management $181,598 0.12% 72,350
Large CAPTRUST FINANCIAL ADVISORS $171,588 0.11% 68,362
Large COMMONWEALTH EQUITY SERVICES, LLC $169,138 0.11% 67,386
Mid OPPENHEIMER & CO INC $150,600 0.10% 60,000
Large Cresset Asset Management, LLC $115,962 0.08% 46,200
Small Ethos Financial Group, LLC $113,158 0.07% 45,083
Large Cetera Investment Advisers $111,710 0.07% 44,506
Mid Wealthspire Advisors, LLC $107,992 0.07% 43,025
Mega CITADEL ADVISORS LLC $102,026 0.07% 40,648
Large NewEdge Advisors, LLC $98,894 0.07% 39,400
Small MELFA WEALTH MANAGEMENT, INC. $84,308 0.06% 34,133
Mid EVOLVE PRIVATE WEALTH, LLC $75,300 0.05% 30,000
Small BTG Pactual Asset Management US LLC $71,823 0.05% 28,615
Mid CHOREO, LLC $67,807 0.04% 27,015
Mid BENJAMIN EDWARDS INC $67,109 0.04% 27,170
Small INTEGRITY ALLIANCE, LLC. $65,413 0.04% 26,061
Mid Argent Trust Co Bank $65,260 0.04% 26,000
Small GatePass Capital, LLC $65,260 0.04% 26,000
Mid Compound Planning, Inc. $64,750 0.04% 25,797
Mid CARY STREET PARTNERS FINANCIAL LLC $63,911 0.04% 25,875
Mid Sanctuary Advisors, LLC $59,808 0.04% 23,828
Large Cambridge Investment Research Advisors, Inc. $55,310 0.04% 22,393
Mid WOLVERINE ASSET MANAGEMENT LLC $49,414 0.03% 19,687
Mid XTX Topco Ltd $41,942 0.03% 16,710
Small Register Financial Advisors LLC $41,458 0.03% 16,785
Mid PHILADELPHIA TRUST CO Bank $40,411 0.03% 16,100
Micro RHODES INVESTMENT ADVISORS INC /ADV $39,407 0.03% 15,700
Mid Integrated Wealth Concepts LLC $38,478 0.03% 15,330
Mid Moors & Cabot, Inc. $37,650 0.02% 15,000
Large HighTower Advisors, LLC $34,720 0.02% 13,833
Mid PFG Investments, LLC $31,559 0.02% 12,777
Small Commonwealth Financial Services, LLC $29,640 0.02% 12,000
Large TRUIST FINANCIAL CORP $29,492 0.02% 11,750
Small Wealth Quarterback LLC $26,060 0.02% 10,551
Small Rossmore Private Capital $25,790 0.02% 10,275
Mid Advisory Services Network, LLC $25,100 0.02% 10,000
Mega PNC FINANCIAL SERVICES GROUP, INC. $20,331 0.01% 8,100
Mid Farther Finance Advisors, LLC $16,988 0.01% 6,878
Small LifeSteps Financial, Inc. $12,350 0.01% 5,000
Large CWM, LLC $11,295 0.01% 4,500
Small Anchor Investment Management, LLC $10,040 0.01% 4,000
Small Concord Wealth Partners $9,526 0.01% 3,857
Small SHP Wealth Management $7,530 0.00% 3,000
Small NBC SECURITIES, INC. Broker-Dealer $6,624 0.00% 2,682
Micro Marshall & Sterling Wealth Advisors Inc. $4,374 0.00% 1,771
Mid EASTERN BANK Bank $3,952 0.00% 1,600
Small Sunbelt Securities, Inc. Broker-Dealer $2,510 0.00% 1,000
Mid Clearstead Advisors, LLC $2,259 0.00% 900
Mid HARBOUR INVESTMENTS, INC. $1,656 0.00% 660
Micro PFS Partners, LLC $1,543 0.00% 625
Small SOA Wealth Advisors, LLC. $1,235 0.00% 500
Small JFS WEALTH ADVISORS, LLC $876 0.00% 355
Mid Bogart Wealth, LLC $822 0.00% 333
Mid COUNTRY TRUST BANK Bank $370 0.00% 150
Mid Western Wealth Management, LLC $107 0.00% 43
Key facts CIK 826735 CUSIP 55273C107 13F (30d) 22 filings 22 filers Visit website Investor relations

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