ABRDN INCOME CREDIT STRATEGI (ACP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
103
Reporting holders
$126.7M
Reported value
0.0%
Held as options
-11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $69.2M | 13,300,836 | 0.00% | 35q | +5.7%+$3.7M |
| GUGGENHEIM CAPITAL LLC | $17.7M | 3,404,411 | 0.11% | 31q | +4.2%+$718.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5.4M | 1,031,324 | 0.32% | 5q | +7.6%+$380.6K |
| RAYMOND JAMES FINANCIAL INC | $3.1M | 604,503 | 0.00% | 7q | -1.1%-$33.7K |
| LPL Financial LLC | $2.8M | 533,294 | 0.00% | 27q | -9.6%-$293.7K |
| KENNEDY INVESTMENT GROUP, INC. | $2.4M | 467,237 | 0.82% | 8q | -11.7%-$322.0K |
| Shaker Financial Services, LLC | $2.3M | 441,267 | 0.72% | 8q | +35.2%+$597.8K |
| OSAIC HOLDINGS, INC. | $2.1M | 405,201 | 0.00% | 26q | +16.4%+$296.9K |
| UBS Group AG | $1.4M | 261,909 | 0.00% | 31q | -46.1%-$1.2M |
| Capital Investment Advisors, LLC | $1.1M | 217,692 | 0.01% | 14q | -7.9%-$96.8K |
| NewEdge Advisors, LLC | $1.0M | 199,777 | 0.00% | new | NEW |
| 1607 Capital Partners, LLC | $1.0M | 196,439 | 0.09% | 7q | -49.4%-$997.9K |
| Arlington Capital Management, Inc. | $901.9K | 173,445 | 0.56% | 3q | +7.1%+$60.0K |
| ROYAL BANK OF CANADA | $858.0K | 164,772 | 0.00% | 26q | -2.6%-$23.0K |
| Invesco Ltd. | $853.5K | 164,137 | 0.00% | 31q | +15.1%+$111.8K |
| Founders Financial Alliance, LLC | $818.1K | 157,320 | 0.11% | 8q | +12.0%+$87.5K |
| STIFEL FINANCIAL CORP | $750.2K | 144,266 | 0.00% | 8q | HELD |
| Sowell Financial Services LLC | $613.2K | 117,918 | 0.02% | 8q | -6.1%-$39.8K |
| Merit Financial Group, LLC | $596.9K | 114,792 | 0.00% | 8q | +113.0%+$316.7K |
| Cetera Investment Advisers | $569.9K | 109,599 | 0.00% | 8q | +0.8%+$4.7K |
| Savvy Advisors, Inc. | $530.4K | 102,002 | 0.01% | 3q | -1.4%-$7.8K |
| SeaCrest Wealth Management, LLC | $529.2K | 101,769 | 0.06% | 13q | +18.9%+$84.2K |
| CHOREO, LLC | $481.9K | 92,682 | 0.01% | 8q | -4.9%-$24.7K |
| Integrated Wealth Concepts LLC | $448.6K | 86,276 | 0.00% | 14q | -5.7%-$27.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $418.3K | 80,437 | 0.00% | 27q | HELD |
| WELLS FARGO & COMPANY/MN | $391.0K | 75,196 | 0.00% | 31q | +5.7%+$20.9K |
| Advance Capital Management, Inc. | $355.5K | 68,357 | 0.01% | new | NEW |
| Total Wealth Planning & Management, Inc. | $355.1K | 68,294 | 0.24% | 6q | +5.8%+$19.4K |
| Kovack Advisors, Inc. | $354.7K | 68,174 | 0.02% | 3q | +10.3%+$33.1K |
| Global Retirement Partners, LLC | $334.2K | 64,278 | 0.01% | 6q | +14.2%+$41.7K |
| Oxinas Partners, LLC | $323.5K | 62,208 | 0.13% | 14q | -19.9%-$80.3K |
| Kestra Advisory Services, LLC | $316.3K | 60,818 | 0.00% | 8q | +2.4%+$7.5K |
| Mariner, LLC | $293.6K | 56,454 | 0.00% | 8q | -4.8%-$14.8K |
| ACCREDITED INVESTOR SERVICES, LLC | $272.3K | 52,363 | 0.15% | 6q | +2.1%+$5.6K |
| XTX Topco Ltd | $260.8K | 50,145 | 0.00% | 2q | +18.6%+$40.9K |
| NWF Advisory Services Inc. | $259.4K | 49,887 | 0.02% | 6q | -26.8%-$95.1K |
| WHITTIER TRUST CO | $202.2K | 38,517 | 0.00% | 8q | HELD |
| OPPENHEIMER & CO INC | $190.9K | 36,706 | 0.00% | 2q | HELD |
| MELFA WEALTH MANAGEMENT, INC. | $177.0K | 34,042 | 0.10% | 14q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $176.8K | 33,996 | 0.00% | 4q | -15.1%-$31.3K |
| Apollon Wealth Management, LLC | $165.9K | 31,904 | 0.00% | 7q | +2.7%+$4.3K |
| Alpine Global Management, LLC | $160.9K | 30,937 | 0.03% | 2q | -37.8%-$97.8K |
| Pinnacle Wealth Planning Services, Inc. | $152.6K | 29,339 | 0.01% | 3q | -18.1%-$33.8K |
| HARBOUR INVESTMENTS, INC. | $148.1K | 28,473 | 0.00% | 21q | HELD |
| Oxbow Advisors, LLC | $143.5K | 27,604 | 0.01% | 8q | HELD |
| Keating Financial Advisory Services, Inc. | $138.8K | 26,697 | 0.02% | 3q | HELD |
| Occidental Asset Management, LLC | $129.0K | 24,811 | 0.01% | 6q | +3.1%+$3.8K |
| Camelot Portfolios, LLC | $120.7K | 23,221 | 0.08% | 8q | HELD |
| CoreCap Advisors, LLC | $118.2K | 22,730 | 0.00% | 8q | +8.0%+$8.8K |
| Resurgent Financial Advisors LLC | $112.1K | 21,562 | 0.03% | 2q | +7.6%+$8.0K |
| LANARK FINANCIAL, INC. | $111.0K | 21,345 | 0.01% | 11q | HELD |
| MML INVESTORS SERVICES, LLC | $109.4K | 21,046 | 0.00% | 2q | HELD |
| StoneX Group Inc. | $107.3K | 20,438 | 0.00% | 3q | +33.3%+$26.8K |
| Corient Private Wealth LP | $105.0K | 20,190 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $104.6K | 20,117 | 0.00% | 8q | -26.3%-$37.2K |
| NOMURA HOLDINGS INC | $104.0K | 20,000 | 0.00% | 3q | -20.0%-$26.0K |
| BOOTHBAY FUND MANAGEMENT, LLC | $102.9K | 19,796 | 0.00% | 2q | +6.0%+$5.8K |
| JANE STREET GROUP, LLC | $102.9K | 19,783 | 0.00% | 9q | -81.7%-$459.8K |
| Arax Advisory Partners | $100.8K | 19,376 | 0.00% | new | NEW |
| Uncommon Cents Investing LLC | $98.5K | 18,933 | 0.02% | 8q | -2.1%-$2.1K |
| INSIGNEO ADVISORY SERVICES, LLC | $91.9K | 17,679 | 0.00% | 9q | +73.1%+$38.8K |
| TWO SIGMA SECURITIES, LLC | $91.4K | 17,584 | 0.01% | 5q | -5.0%-$4.8K |
| Soltis Investment Advisors LLC | $88.3K | 16,990 | 0.00% | 4q | -67.1%-$180.6K |
| PCM Encore, LLC | $87.5K | 16,836 | 0.02% | 2q | +29.1%+$19.7K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $86.4K | 16,613 | 0.00% | 8q | +1.0% |
| CDKV HOLDINGS LLC | $83.6K | 16,069 | 0.07% | 3q | -2.6%-$2.2K |
| Steward Partners Investment Advisory, LLC | $83.5K | 16,058 | 0.00% | 8q | HELD |
| CITADEL ADVISORS LLC | $83.0K | 15,955 | 0.00% | 2q | -39.3%-$53.7K |
| E&G Advisors, LLC | $82.3K | 15,836 | 0.02% | 8q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $81.1K | 15,542 | 0.00% | 7q | +18.4%+$12.6K |
| KINGSWOOD WEALTH ADVISORS, LLC | $80.2K | 15,427 | 0.00% | 8q | -92.4%-$980.4K |
| EVOLVE PRIVATE WEALTH, LLC | $79.4K | 15,266 | 0.00% | 3q | -21.6%-$21.9K |
| Private Advisor Group, LLC | $73.6K | 14,157 | 0.00% | 8q | +8.3%+$5.6K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $72.8K | 14,000 | 0.00% | 8q | -14.6%-$12.4K |
| Tactive Advisors, LLC | $71.5K | 13,756 | 0.02% | 5q | +5.5%+$3.7K |
| High Net Worth Advisory Group LLC | $70.0K | 13,459 | 0.01% | 10q | HELD |
| Encompass More Asset Management | $60.8K | 11,689 | 0.01% | 7q | +0.9% |
| Insight Advisors, LLC/ PA | $59.1K | 11,360 | 0.01% | 8q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $58.7K | 11,281 | 0.00% | 2q | HELD |
| Modern Wealth Management, LLC | $58.0K | 11,159 | 0.00% | 7q | -49.8%-$57.6K |
| MGO ONE SEVEN LLC | $56.9K | 10,947 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $54.9K | 10,554 | 0.00% | new | NEW |
| PFG Investments, LLC | $53.6K | 10,301 | 0.00% | 2q | +0.9% |
| FIFTH THIRD BANCORP | $51.0K | 9,798 | 0.00% | 2q | -24.4%-$16.4K |
| LGT Financial Advisors LLC | $49.2K | 9,467 | 0.26% | 4q | HELD |
| WPG Advisers, LLC | $48.7K | 9,357 | 0.03% | 7q | +7.0%+$3.2K |
| Spire Wealth Management | $44.8K | 8,613 | 0.00% | 8q | +4.1%+$1.8K |
| BNP PARIBAS FINANCIAL MARKETS | $21.1K | 4,061 | 0.00% | 4q | +2.1% |
| Penserra Capital Management LLC | $18.5K | 3,556,222 | 0.14% | 6q | +4.0% |
| SIT INVESTMENT ASSOCIATES INC | $15.7K | 3,020,168 | 0.30% | 8q | -4.3% |
| HIGHLINE WEALTH PARTNERS LLC | $11.3K | 2,174 | 0.00% | 4q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $9.8K | 1,893 | 0.00% | 8q | HELD |
| Physician Wealth Advisors, Inc. | $9.8K | 1,893 | 0.00% | new | NEW |
| Aventura Private Wealth, LLC | $9.3K | 1,779 | 0.00% | 7q | HELD |
| Financial Gravity Companies, Inc. | $8.5K | 1,628 | 0.00% | 3q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $7.6K | 1,446 | 0.00% | 2q | HELD |
| HM PAYSON & CO | $4.9K | 946 | 0.00% | 8q | HELD |
| Salomon & Ludwin, LLC | $4.5K | 855 | 0.00% | 8q | HELD |
| First Bancorp, Inc /ME/ | $4.0K | 764 | 0.00% | new | NEW |
| COHEN & STEERS, INC. | $3.7K | 705,500 | 0.01% | 8q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-14 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 13.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 103 | $126.7M | 24,346,541 | 11 | 35 | 30 | 0.0% |
| Q1 2026 | 114 | $133.3M | 26,139,992 | 22 | 25 | 44 | 0.0% |
| Q4 2025 | 109 | $153.2M | 28,273,803 | 11 | 33 | 35 | 0.0% |
| Q3 2025 | 115 | $145.1M | 25,005,980 | 15 | 31 | 34 | 0.0% |
| Q2 2025 | 112 | $174.4M | 29,471,490 | 14 | 40 | 26 | 0.0% |
| Q1 2025 | 109 | $167.7M | 28,473,314 | 16 | 37 | 26 | 0.0% |
| Q4 2024 | 110 | $173.8M | 29,100,474 | 15 | 35 | 29 | 0.0% |
| Q3 2024 | 102 | $180.4M | 27,249,744 | 68 | 28 | 1 | 0.0% |
| Q2 2024 | 38 | $25.2M | 3,716,030 | 9 | 9 | 14 | 0.0% |
| Q1 2024 | 37 | $48.0M | 7,080,019 | 4 | 9 | 15 | 0.0% |
| Q4 2023 | 46 | $45.7M | 6,708,266 | 10 | 9 | 18 | 0.0% |
| Q3 2023 | 40 | $45.9M | 6,756,461 | 4 | 10 | 19 | 0.0% |
| Q2 2023 | 40 | $61.9M | 9,046,963 | 5 | 6 | 20 | 0.0% |
| Q1 2023 | 40 | $71.0M | 10,646,924 | 22 | 12 | 2 | 0.0% |
| Q4 2022 | 22 | $10.6M | 1,567,436 | 6 | 5 | 9 | 0.0% |
| Q3 2022 | 24 | $13.8M | 2,128,192 | 2 | 7 | 5 | 0.0% |
| Q2 2022 | 26 | $16.8M | 2,217,588 | 3 | 8 | 9 | 0.0% |
| Q1 2022 | 24 | $21.9M | 2,241,437 | 5 | 8 | 5 | 0.0% |
| Q4 2021 | 32 | $23.1M | 2,268,548 | 10 | 7 | 9 | 0.0% |
| Q3 2021 | 24 | $25.4M | 2,297,877 | 1 | 13 | 4 | 0.0% |
| Q2 2021 | 30 | $34.7M | 3,122,474 | 9 | 10 | 6 | 0.0% |
| Q1 2021 | 23 | $21.5M | 1,855,814 | 1 | 5 | 13 | 0.0% |
| Q4 2020 | 25 | $28.2M | 2,638,188 | 3 | 5 | 12 | 0.0% |
| Q3 2020 | 24 | $29.1M | 2,930,627 | 3 | 4 | 12 | 0.0% |
| Q2 2020 | 26 | $28.0M | 3,132,671 | 3 | 6 | 14 | 0.0% |
| Q1 2020 | 35 | $34.8M | 4,722,532 | 9 | 9 | 13 | 0.0% |
| Q4 2019 | 34 | $49.1M | 4,268,988 | 16 | 10 | 4 | 0.0% |
| Q3 2019 | 21 | $26.0M | 2,089,943 | 4 | 5 | 9 | 0.0% |
| Q2 2019 | 20 | $29.0M | 2,349,850 | 2 | 6 | 9 | 0.0% |
| Q1 2019 | 26 | $36.3M | 2,996,057 | 1 | 7 | 12 | 0.0% |
| Q4 2018 | 33 | $39.1M | 3,715,095 | 0 | 2 | 1 | 0.0% |