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 2026
Institutional positions in Aberdeen Intermediate Income Fund as of Jun 30, 2026. 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
- 81
- −2 vs. Q1 2026
- Shares held
- 64.2M
- +3.30M (+5.4%) vs. Q1 2026
- Total value
- $158.6M
- +$5.64M (+3.7%) vs. Q1 2026
- New holders
- 9
- 22 more added
- Sold out
- 11
- 24 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Country Trust Bank | 150 | $371 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 333 | $823 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 355 | $877 | 0.00% | +355 | New |
| SOA Wealth Advisors, LLC. | 500 | $1.24K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 625 | $1.54K | 0.00% | +14+2.3% | Added |
| Harbour Investments, Inc. | 660 | $1.63K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 900 | $2.22K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,600 | $3.95K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,771 | $4.37K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2,611 | $6.45K | 0.00% | −389−13.0% | Reduced |
| NBC Securities, Inc. | 2,682 | $6.62K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $9.53K | 0.00% | +3,857 | New |
| Anchor Investment Management, LLC | 4,000 | $9.88K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 5,000 | $12.3K | 0.01% | +5,000 | New |
| Farther Finance Advisors, LLC | 6,878 | $17.0K | 0.00% | −7,885−53.4% | Reduced |
| Mariner, LLC | 10,000 | $24.7K | 0.00% | +10,000 | New |
| Clear Street Group Inc. | 10,123 | $25.0K | 0.00% | +10,123 | New |
| EP Wealth Advisors, LLC | 10,225 | $25.3K | 0.00% | +10,225 | New |
| Rossmore Private Capital | 10,275 | $25.4K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 10,551 | $26.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,714 | $26.5K | 0.00% | +714+7.1% | Added |
| HighTower Advisors, LLC | 11,333 | $28.0K | 0.00% | −2,500−18.1% | Reduced |
| Commonwealth Financial Services, LLC | 12,000 | $29.6K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,777 | $31.6K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,000 | $32.1K | 0.00% | −2,000−13.3% | Reduced |
| XTX Topco Ltd | 13,455 | $33.2K | 0.00% | −3,255−19.5% | Reduced |
| Jane Street Group, LLC | 14,979 | $37.0K | 0.00% | −60,196−80.1% | Reduced |
| Rhodes Investment Advisors Inc | 15,200 | $37.5K | 0.03% | −500−3.2% | Reduced |
| Philadelphia Trust Co | 16,100 | $40.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 16,785 | $41.5K | 0.01% | +377+2.3% | Added |
| StoneX Group Inc. | 16,861 | $41.6K | 0.00% | +16,861 | New |
| Advisory Solutions Group, LLC | 17,577 | $43.4K | 0.01% | +17,577 | New |
| GWM Advisors LLC | 17,800 | $44.0K | 0.00% | −21,600−54.8% | Reduced |
| Argent Trust Co | 21,032 | $51.9K | 0.00% | −4,968−19.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,393 | $55.0K | 0.00% | +133+0.6% | Added |
| Sanctuary Advisors, LLC | 23,828 | $58.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 25,875 | $63.9K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 25,884 | $63.9K | 0.00% | +87+0.3% | Added |
| Integrity Alliance, LLC. | 26,372 | $65.1K | 0.00% | +311+1.2% | Added |
| RSM US Wealth Management LLC | 27,015 | $66.7K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 27,170 | $67.1K | 0.00% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 28,615 | $70.7K | 0.01% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 30,000 | $74.1K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 34,133 | $84.3K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 40,089 | $99.0K | 0.00% | −4,417−9.9% | Reduced |
| Wealthspire Advisors, LLC | 40,374 | $99.7K | 0.00% | −2,651−6.2% | Reduced |
| Two Sigma Securities, LLC | 42,763 | $105.6K | 0.01% | −58,073−57.6% | Reduced |
| Ethos Financial Group, LLC | 44,027 | $108.7K | 0.01% | −1,056−2.3% | Reduced |
| Captrust Financial Advisors | 54,647 | $135.0K | 0.00% | −13,715−20.1% | Reduced |
| Cresset Asset Management, LLC | 54,787 | $135.3K | 0.00% | +8,587+18.6% | Added |
| Oppenheimer & Co Inc | 60,000 | $148.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 67,413 | $166.5K | 0.00% | +270.0% | Added |
| Susquehanna International Group, LLP | 70,810 | $174.9K | 0.00% | −12,314−14.8% | Reduced |
| Dakota Wealth Management | 72,350 | $178.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 85,000 | $209.9K | 0.00% | +85,000 | New |
| Smith, Moore & Co. | 91,319 | $225.6K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 91,521 | $226.0K | 0.00% | −12,766−12.2% | Reduced |
| Wells Fargo & Company | 104,232 | $257.5K | 0.00% | −738−0.7% | Reduced |
| Stephens Inc | 128,255 | $316.8K | 0.00% | 00.0% | Unchanged |
| Tolleson Wealth Management, Inc. | 136,417 | $336.9K | 0.05% | +6,791+5.2% | Added |
| Shaker Financial Services, LLC | 142,034 | $350.8K | 0.11% | −214,800−60.2% | Reduced |
| UBS Group AG | 150,333 | $371.3K | 0.00% | −13,709−8.4% | Reduced |
| Decision Investments, Inc | 172,900 | $427.1K | 0.39% | +9,900+6.1% | Added |
| Fortitude Advisory Group L.L.C. | 219,928 | $543.2K | 0.21% | −7,883−3.5% | Reduced |
| Kingsview Wealth Management, LLC | 235,530 | $581.8K | 0.01% | +748+0.3% | Added |
| Advisors Asset Management, Inc. | 301,288 | $744.2K | 0.01% | −514−0.2% | Reduced |
| Colony Group, LLC | 314,646 | $777.2K | 0.00% | +50,452+19.1% | Added |
| Ameritas Advisory Services, LLC | 333,668 | $824.2K | 0.02% | +65,151+24.3% | Added |
| GatePass Capital, LLC | 601,200 | $1.48M | 0.57% | +575,200+2,212.3% | Added |
| Equitable Holdings, Inc. | 696,905 | $1.72M | 0.01% | −31,752−4.4% | Reduced |
| Raymond James Financial Inc | 725,969 | $1.79M | 0.00% | +110,514+18.0% | Added |
| LPL Financial LLC | 978,962 | $2.42M | 0.00% | −4,502−0.5% | Reduced |
| Bank of America Corp | 991,304 | $2.45M | 0.00% | +20,857+2.1% | Added |
| Invesco Ltd. | 1,104,329 | $2.73M | 0.00% | +18,577+1.7% | Added |
| Morgan Stanley | 1,427,180 | $3.53M | 0.00% | +107,595+8.2% | Added |
| Advisor Group Holdings, Inc. | 2,057,827 | $5.08M | 0.01% | +1,637,260+389.3% | Added |
| Allspring Global Investments Holdings, LLC | 4,134,958 | $10.2M | 0.02% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 4,448,916 | $11.0M | 0.96% | −1,885,656−29.8% | Reduced |
| Ameriprise Financial Inc | 4,708,407 | $11.6M | 0.00% | +492,223+11.7% | Added |
| Karpus Management, Inc. | 5,323,675 | $13.1M | 0.38% | +47,765+0.9% | Added |
| Sit Investment Associates Inc | 33,381,994 | $82.5M | 1.56% | +2,931,118+9.6% | Added |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −347,425−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −113,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −40,648−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −19,687−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −15,330−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |