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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 13 | $35 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 28 | $76 | 0.00% | +28 | New |
| Key Financial Inc | 75 | $203 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 103 | $279 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 150 | $407 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 163 | $442 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 333 | $902 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 567 | $1.54K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 571 | $1.55K | 0.00% | +12+2.1% | Added |
| Transce3nd, LLC | 596 | $1.61K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $1.71K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 900 | $2.44K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $2.66K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,600 | $4.34K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,771 | $4.80K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,000 | $5.42K | 0.00% | +2,000 | New |
| NBC Securities, Inc. | 2,682 | $7.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $10.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,829 | $13.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,000 | $21.7K | 0.00% | 00.0% | Unchanged |
| Brave Asset Management Inc | 10,000 | $27.1K | 0.01% | 00.0% | Unchanged |
| Rossmore Private Capital | 10,275 | $27.8K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 10,324 | $28.0K | 0.01% | +10,324 | New |
| Wealth Enhancement Advisory Services, LLC | 11,283 | $30.4K | 0.00% | +1,048+10.2% | Added |
| 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 |
| Commonwealth Financial Services, LLC | 12,000 | $32.5K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,777 | $34.6K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,300 | $36.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14,661 | $39.7K | 0.00% | +96+0.7% | Added |
| HRT Financial LP | 14,965 | $40.0K | 0.00% | +14,965 | New |
| Register Financial Advisors LLC | 15,358 | $41.6K | 0.02% | +331+2.2% | Added |
| Philadelphia Trust Co | 16,100 | $44.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 17,000 | $45.7K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 23,828 | $64.6K | 0.00% | +28+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,112 | $65.0K | 0.00% | −3,344−12.2% | Reduced |
| Shaker Financial Services, LLC | 25,050 | $67.9K | 0.02% | +4,680+23.0% | Added |
| L.M. Kohn & Company | 25,710 | $69.7K | 0.02% | +113+0.4% | Added |
| Argent Trust Co | 26,000 | $70.5K | 0.00% | +1,000+4.0% | Added |
| Janney Montgomery Scott LLC | 26,827 | $73.0K | 0.00% | −804−2.9% | Reduced |
| RSM US Wealth Management LLC | 27,015 | $73.2K | 0.00% | −375−1.4% | Reduced |
| Penbrook Management LLC | 27,093 | $73.4K | 0.06% | −8,800−24.5% | Reduced |
| BTG Pactual Asset Management US LLC | 28,615 | $77.5K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 30,318 | $82.2K | 0.00% | +488+1.6% | Added |
| Melfa Wealth Management, LLC | 34,133 | $92.5K | 0.06% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 35,800 | $97.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 39,100 | $106.0K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 41,200 | $111.7K | 0.00% | −1,000−2.4% | Reduced |
| Wealthspire Advisors, LLC | 43,025 | $116.6K | 0.00% | +43,025 | New |
| Cresset Asset Management, LLC | 46,200 | $125.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 48,016 | $130.0K | 0.00% | −6,733−12.3% | Reduced |
| Moors & Cabot, Inc. | 50,397 | $136.6K | 0.01% | −23,232−31.6% | Reduced |
| Ethos Financial Group, LLC | 51,171 | $138.7K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 54,647 | $148.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 57,663 | $156.3K | 0.00% | −1,914−3.2% | Reduced |
| Smith, Moore & Co. | 58,119 | $157.5K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 61,401 | $166.4K | 0.00% | +4,469+7.8% | Added |
| Susquehanna International Group, LLP | 64,497 | $174.8K | 0.00% | −9,847−13.2% | Reduced |
| Dakota Wealth Management | 65,553 | $177.6K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 70,000 | $189.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 81,150 | $219.9K | 0.00% | −12,750−13.6% | Reduced |
| Stephens Inc | 103,755 | $281.2K | 0.00% | −12,000−10.4% | Reduced |
| Royal Bank of Canada | 114,312 | $310.0K | 0.00% | −3,962−3.3% | Reduced |
| Tolleson Wealth Management, Inc. | 129,626 | $351.3K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Inc | 132,779 | $359.8K | 0.00% | +12,998+10.9% | Added |
| Kovitz Investment Group Partners, LLC | 204,095 | $553.1K | 0.00% | +204,095 | New |
| Fortitude Advisory Group L.L.C. | 227,811 | $617.4K | 0.35% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 231,571 | $627.6K | 0.01% | +231,571 | New |
| Kingsview Wealth Management, LLC | 246,860 | $669.0K | 0.01% | +1,180+0.5% | Added |
| M Holdings Securities, Inc. | 260,817 | $703.0K | 0.12% | +260,817 | New |
| Private Advisor Group, LLC | 290,700 | $787.8K | 0.00% | +4,500+1.6% | Added |
| Ameritas Advisory Services, LLC | 326,965 | $886.1K | 0.05% | +77,457+31.0% | Added |
| Evoke Wealth, LLC | 328,000 | $888.9K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 507,027 | $1.37M | 0.01% | +27,453+5.7% | Added |
| Wells Fargo & Company | 544,048 | $1.47M | 0.00% | +3,450+0.6% | Added |
| Bank of America Corp | 712,130 | $1.93M | 0.00% | +43,686+6.5% | Added |
| LPL Financial LLC | 820,164 | $2.22M | 0.00% | −20,743−2.5% | Reduced |
| Invesco Ltd. | 1,122,280 | $3.04M | 0.00% | +22,248+2.0% | Added |
| Morgan Stanley | 1,124,612 | $3.05M | 0.00% | −262,221−18.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,080,926 | $5.64M | 0.01% | +1,956,078+1,566.8% | Added |
| Ameriprise Financial Inc | 3,026,256 | $8.19M | 0.00% | +79,470+2.7% | Added |
| Karpus Management, Inc. | 5,108,866 | $13.8M | 0.45% | −1,941,111−27.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,032,332 | $19.1M | 0.03% | −486,395−6.5% | Reduced |
| 1607 Capital Partners, LLC | 7,651,184 | $20.7M | 1.68% | +280,629+3.8% | Added |
| Sit Investment Associates Inc | 26,308,365 | $71.3M | 1.52% | +1,888,903+7.7% | Added |
| 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 |