Aberdeen Intermediate Income Fund
MIN- Exchange
- NYSE
- SEC CIK
- 0000826735
In the last 90 days, Aberdeen Intermediate Income Fund insiders filed 1 open-market purchase and 0 sales; 81 institutions reported holding it in 13F filings for Q2 2026, worth $158.6M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Aberdeen Intermediate Income Fund as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 87
- −2 vs. Q1 2025
- Shares held
- 60.0M
- +2.21M (+3.8%) vs. Q1 2025
- Total value
- $162.6M
- +$7.15M (+4.6%) vs. Q1 2025
- New holders
- 8
- 22 more added
- Sold out
- 10
- 17 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 81 | $158.6M |
| Q1 2026 | 85 | $153.0M |
| Q4 2025 | 86 | $155.9M |
| Q3 2025 | 84 | $159.6M |
| Q2 2025 | 87 | $162.6M |
| Q1 2025 | 90 | $156.0M |
| Q4 2024 | 88 | $152.8M |
| Q3 2024 | 98 | $151.4M |
| Q2 2024 | 92 | $147.2M |
| Q1 2024 | 97 | $143.7M |
| Q4 2023 | 101 | $147.7M |
| Q3 2023 | 91 | $145.8M |
| Q2 2023 | 92 | $147.7M |
| Q1 2023 | 95 | $147.0M |
| Q4 2022 | 91 | $143.3M |
| Q3 2022 | 84 | $139.8M |
| Q2 2022 | 81 | $143.5M |
| Q1 2022 | 81 | $142.5M |
| Q4 2021 | 81 | $151.8M |
| Q3 2021 | 81 | $145.4M |
| Q2 2021 | 81 | $152.5M |
| Q1 2021 | 83 | $157.5M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 26,308,365 | $71.3M | 1.52% | +1,888,903+7.7% | Added |
| 1607 Capital Partners, LLC | 7,651,184 | $20.7M | 1.68% | +280,629+3.8% | Added |
| Allspring Global Investments Holdings, LLC | 7,032,332 | $19.1M | 0.03% | −486,395−6.5% | Reduced |
| Karpus Management, Inc. | 5,108,866 | $13.8M | 0.45% | −1,941,111−27.5% | Reduced |
| Ameriprise Financial Inc | 3,026,256 | $8.19M | 0.00% | +79,470+2.7% | Added |
| Advisor Group Holdings, Inc. | 2,080,926 | $5.64M | 0.01% | +1,956,078+1,566.8% | Added |
| Morgan Stanley | 1,124,612 | $3.05M | 0.00% | −262,221−18.9% | Reduced |
| Invesco Ltd. | 1,122,280 | $3.04M | 0.00% | +22,248+2.0% | Added |
| LPL Financial LLC | 820,164 | $2.22M | 0.00% | −20,743−2.5% | Reduced |
| Bank of America Corp | 712,130 | $1.93M | 0.00% | +43,686+6.5% | Added |
| Wells Fargo & Company | 544,048 | $1.47M | 0.00% | +3,450+0.6% | Added |
| Equitable Holdings, Inc. | 507,027 | $1.37M | 0.01% | +27,453+5.7% | Added |
| Evoke Wealth, LLC | 328,000 | $888.9K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 326,965 | $886.1K | 0.05% | +77,457+31.0% | Added |
| Private Advisor Group, LLC | 290,700 | $787.8K | 0.00% | +4,500+1.6% | Added |
| M Holdings Securities, Inc. | 260,817 | $703.0K | 0.12% | +260,817 | New |
| Kingsview Wealth Management, LLC | 246,860 | $669.0K | 0.01% | +1,180+0.5% | Added |
| Advisors Asset Management, Inc. | 231,571 | $627.6K | 0.01% | +231,571 | New |
| Fortitude Advisory Group L.L.C. | 227,811 | $617.4K | 0.35% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 204,095 | $553.1K | 0.00% | +204,095 | New |
| Raymond James Financial Inc | 132,779 | $359.8K | 0.00% | +12,998+10.9% | Added |
| Tolleson Wealth Management, Inc. | 129,626 | $351.3K | 0.06% | 00.0% | Unchanged |
| Royal Bank of Canada | 114,312 | $310.0K | 0.00% | −3,962−3.3% | Reduced |
| Stephens Inc | 103,755 | $281.2K | 0.00% | −12,000−10.4% | Reduced |
| GWM Advisors LLC | 81,150 | $219.9K | 0.00% | −12,750−13.6% | Reduced |
| Oppenheimer & Co Inc | 70,000 | $189.7K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 65,553 | $177.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 64,497 | $174.8K | 0.00% | −9,847−13.2% | Reduced |
| UBS Group AG | 61,401 | $166.4K | 0.00% | +4,469+7.8% | Added |
| Smith, Moore & Co. | 58,119 | $157.5K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 57,663 | $156.3K | 0.00% | −1,914−3.2% | Reduced |
| Captrust Financial Advisors | 54,647 | $148.1K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 51,171 | $138.7K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 50,397 | $136.6K | 0.01% | −23,232−31.6% | Reduced |
| Commonwealth Equity Services, LLC | 48,016 | $130.0K | 0.00% | −6,733−12.3% | Reduced |
| Cresset Asset Management, LLC | 46,200 | $125.2K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 43,025 | $116.6K | 0.00% | +43,025 | New |
| AlphaCore Capital LLC | 41,200 | $111.7K | 0.00% | −1,000−2.4% | Reduced |
| Colony Group, LLC | 39,100 | $106.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 35,800 | $97.0K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 34,133 | $92.5K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 30,318 | $82.2K | 0.00% | +488+1.6% | Added |
| BTG Pactual Asset Management US LLC | 28,615 | $77.5K | 0.01% | 00.0% | Unchanged |
| Penbrook Management LLC | 27,093 | $73.4K | 0.06% | −8,800−24.5% | Reduced |
| RSM US Wealth Management LLC | 27,015 | $73.2K | 0.00% | −375−1.4% | Reduced |
| Janney Montgomery Scott LLC | 26,827 | $73.0K | 0.00% | −804−2.9% | Reduced |
| Argent Trust Co | 26,000 | $70.5K | 0.00% | +1,000+4.0% | Added |
| L.M. Kohn & Company | 25,710 | $69.7K | 0.02% | +113+0.4% | Added |
| Shaker Financial Services, LLC | 25,050 | $67.9K | 0.02% | +4,680+23.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,112 | $65.0K | 0.00% | −3,344−12.2% | Reduced |
| Sanctuary Advisors, LLC | 23,828 | $64.6K | 0.00% | +28+0.1% | Added |
| Advisory Services Network, LLC | 17,000 | $45.7K | 0.00% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,100 | $44.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 15,358 | $41.6K | 0.02% | +331+2.2% | Added |
| HRT Financial LP | 14,965 | $40.0K | 0.00% | +14,965 | New |
| Farther Finance Advisors, LLC | 14,661 | $39.7K | 0.00% | +96+0.7% | Added |
| HighTower Advisors, LLC | 13,300 | $36.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,777 | $34.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 12,000 | $32.5K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,750 | $31.8K | 0.00% | −4,000−25.4% | Reduced |
| Truist Financial Corp | 11,750 | $31.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,283 | $30.4K | 0.00% | +1,048+10.2% | Added |
| Wealth Quarterback LLC | 10,324 | $28.0K | 0.01% | +10,324 | New |
| Rossmore Private Capital | 10,275 | $27.8K | 0.00% | 00.0% | Unchanged |
| Brave Asset Management Inc | 10,000 | $27.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,000 | $21.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,829 | $13.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $10.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,682 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,000 | $5.42K | 0.00% | +2,000 | New |
| Marshall & Sterling Wealth Advisors Inc. | 1,771 | $4.80K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,600 | $4.34K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $2.66K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 900 | $2.44K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $1.71K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 596 | $1.61K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 571 | $1.55K | 0.00% | +12+2.1% | Added |
| Sachetta, LLC | 567 | $1.54K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 333 | $902 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 163 | $442 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 150 | $407 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 103 | $279 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 75 | $203 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 28 | $76 | 0.00% | +28 | New |
| Principal Securities, Inc. | 13 | $35 | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −73,067−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −28,143−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,374−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,648−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,167−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,454−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Transform Wealth, LLC | – | – | – | – | Not filed |