ABRDN AUSTRALIA EQUITY FD IN (IAF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
28
Reporting holders
$40.5M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | $18.3M | 1,480,239 | 0.03% | 3q | +0.6%+$114.1K |
| Karpus Management, Inc. | $10.2M | 822,927 | 0.29% | 3q | +15.7%+$1.4M |
| 1607 Capital Partners, LLC | $4.2M | 337,687 | 0.36% | 3q | -26.5%-$1.5M |
| 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 |
| 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% |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $576 | 46,546 | 0.00% | new | NEW |
| 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 | 28 | $40.5M | 3,268,314 | 5 | 15 | 5 | 0.0% |
| Q1 2026 | 27 | $39.1M | 3,226,861 | 4 | 12 | 4 | 0.0% |
| Q4 2025 | 25 | $38.2M | 2,955,378 | 23 | 0 | 0 | 0.0% |
| Q3 2025 | 26 | $37.0M | 8,060,857 | 3 | 10 | 7 | 0.0% |
| Q2 2025 | 29 | $35.0M | 7,828,871 | 5 | 15 | 3 | 0.0% |
| Q1 2025 | 28 | $30.3M | 7,519,818 | 3 | 10 | 8 | 0.0% |
| Q4 2024 | 30 | $30.0M | 7,147,797 | 6 | 9 | 5 | 0.0% |
| Q3 2024 | 30 | $31.8M | 6,742,428 | 3 | 13 | 6 | 0.0% |
| Q2 2024 | 30 | $27.6M | 6,363,643 | 4 | 10 | 10 | 0.0% |
| Q1 2024 | 36 | $29.0M | 6,809,079 | 7 | 21 | 2 | 0.0% |
| Q4 2023 | 31 | $22.6M | 5,206,943 | 5 | 8 | 8 | 0.0% |
| Q3 2023 | 28 | $16.9M | 4,265,940 | 4 | 16 | 2 | 0.0% |
| Q2 2023 | 26 | $15.6M | 3,617,468 | 4 | 16 | 4 | 0.0% |
| Q1 2023 | 31 | $12.1M | 2,761,260 | 4 | 19 | 3 | 0.0% |
| Q4 2022 | 29 | $10.0M | 2,284,328 | 8 | 8 | 6 | 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% |