ABRDN AUSTRALIA EQUITY FD IN (IAF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | $18.3M | 1,480,239 | 0.03% | 3q | +0.6%+$114.1K |
| 1607 Capital Partners, LLC | $12.5M | 1,013,061 | 0.36% | 3q | +120.5%+$6.9M |
| Karpus Management, Inc. | $10.2M | 822,927 | 0.29% | 3q | +15.7%+$1.4M |
| Cetera Investment Advisers | $3.9M | 318,842 | 0.00% | 3q | +3.4%+$129.7K |
| WOLVERINE ASSET MANAGEMENT LLC | $682.1K | 55,093 | 0.01% | 2q | +396.5%+$544.7K |
| MORGAN STANLEY | $629.9K | 50,882 | 0.00% | 3q | +6.5%+$38.7K |
| Cambridge Investment Research Advisors, Inc. | $576.0K | 46,546 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $383.4K | 30,970 | 0.00% | 3q | -19.5%-$92.8K |
| NWF Advisory Services Inc. | $334.9K | 27,050 | 0.03% | 3q | -25.9%-$117.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $328.3K | 26,518 | 0.00% | 3q | +21.4%+$57.9K |
| Dakota Wealth Management | $285.0K | 23,023 | 0.01% | 2q | +14.2%+$35.5K |
| LPL Financial LLC | $236.3K | 19,091 | 0.00% | 3q | +0.9%+$2.1K |
| PNC Financial Services Group, Inc. | $160.9K | 12,998 | 0.00% | 3q | +15.1%+$21.2K |
| Bridgewealth Advisory Group, LLC | $145.4K | 11,745 | 0.03% | 3q | +2.9%+$4.1K |
| RAYMOND JAMES FINANCIAL INC | $145.1K | 11,724 | 0.00% | 2q | +6.8%+$9.2K |
| WELLS FARGO & COMPANY/MN | $145.0K | 11,712 | 0.00% | 3q | -44.6%-$116.5K |
| Advisory Advocates, LLC | $137.0K | 11,063 | 0.12% | 3q | -4.2%-$6.1K |
| ROYAL BANK OF CANADA | $102.0K | 8,211 | 0.00% | 3q | +1.9%+$1.9K |
| Golden State Wealth Management, LLC | $31.3K | 2,526 | 0.00% | 3q | +2.9% |
| BROWN, LISLE/CUMMINGS, INC. | $21.9K | 1,768 | 0.00% | 3q | HELD |
| NewEdge Advisors, LLC | $18.7K | 1,511 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $17.8K | 1,440 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $14.9K | 1,200 | 0.00% | 3q | +2.8% |
| UBS Group AG | $13.9K | 1,122 | 0.00% | 3q | +3.7% |
| Triumph Capital Management | $4.1K | 333 | 0.00% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $2.2K | 180 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $1.4K | 115 | 0.00% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.2K | 100 | 0.00% | 3q | HELD |
| Clear Street Group Inc. | $136 | 11 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $13 | 1 | 0.00% | 15q | 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 |
|---|---|---|---|
| 2026-08-14 | 13G/A | KARPUS MANAGEMENT, INC. | 8.5% |
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 | 30 | $49.4M | 3,992,002 | 6 | 16 | 4 | 0.0% |
| Q1 2026 | 27 | $39.1M | 3,226,861 | 4 | 12 | 4 | 0.0% |
| Q4 2025 | 26 | $38.2M | 2,956,032 | 24 | 0 | 0 | 0.0% |
| Q3 2025 | 27 | $37.0M | 8,062,819 | 4 | 10 | 7 | 0.0% |
| Q2 2025 | 29 | $35.0M | 7,828,871 | 5 | 15 | 3 | 0.0% |
| Q1 2025 | 29 | $30.3M | 7,530,487 | 3 | 10 | 9 | 0.0% |
| Q4 2024 | 31 | $30.0M | 7,158,596 | 7 | 9 | 5 | 0.0% |
| Q3 2024 | 31 | $31.8M | 6,756,057 | 4 | 13 | 6 | 0.0% |
| Q2 2024 | 31 | $27.6M | 6,375,182 | 5 | 10 | 10 | 0.0% |
| Q1 2024 | 37 | $29.0M | 6,810,303 | 8 | 21 | 2 | 0.0% |
| Q4 2023 | 33 | $22.7M | 5,230,279 | 6 | 8 | 9 | 0.0% |
| Q3 2023 | 30 | $16.9M | 4,282,030 | 5 | 17 | 2 | 0.0% |
| Q2 2023 | 28 | $15.7M | 3,635,421 | 4 | 18 | 4 | 0.0% |
| Q1 2023 | 33 | $12.2M | 2,777,985 | 4 | 21 | 3 | 0.0% |
| Q4 2022 | 32 | $10.1M | 2,300,454 | 10 | 8 | 7 | 0.0% |
| Q3 2022 | 23 | $6.0M | 1,501,172 | 3 | 11 | 5 | 0.0% |
| Q2 2022 | 22 | $6.3M | 1,360,888 | 1 | 11 | 4 | 0.0% |
| Q1 2022 | 25 | $9.5M | 1,504,691 | 4 | 11 | 6 | 0.0% |
| Q4 2021 | 24 | $11.2M | 1,849,221 | 1 | 7 | 4 | 0.0% |
| Q3 2021 | 26 | $11.5M | 1,955,647 | 8 | 12 | 5 | 0.0% |
| Q2 2021 | 22 | $17.5M | 2,704,006 | 4 | 9 | 8 | 0.0% |
| Q1 2021 | 20 | $23.4M | 4,018,264 | 4 | 10 | 3 | 0.0% |
| Q4 2020 | 23 | $21.5M | 4,077,130 | 7 | 6 | 5 | 0.0% |
| Q3 2020 | 20 | $15.2M | 3,411,294 | 2 | 11 | 5 | 0.0% |
| Q2 2020 | 22 | $13.3M | 2,979,381 | 2 | 10 | 3 | 0.0% |
| Q1 2020 | 23 | $10.4M | 2,658,397 | 4 | 8 | 1 | 0.0% |
| Q4 2019 | 24 | $11.5M | 2,135,289 | 3 | 6 | 5 | 0.0% |
| Q3 2019 | 24 | $10.4M | 2,000,506 | 4 | 5 | 4 | 0.0% |
| Q2 2019 | 24 | $10.0M | 1,827,908 | 4 | 6 | 5 | 0.0% |
| Q1 2019 | 25 | $8.1M | 1,488,715 | 1 | 5 | 6 | 0.0% |
| Q4 2018 | 30 | $7.8M | 1,651,580 | 0 | 0 | 1 | 0.0% |