ABERDEEN MULTI-MARKET INCOME (MMT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
126
Reporting holders
$142.6M
Reported value
0.0%
Held as options
+44
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 | $56.3M | 12,794,540 | 0.00% | 35q | +393.6%+$44.9M |
| Allspring Global Investments Holdings, LLC | $25.2M | 5,726,070 | 0.04% | 17q | +65.9%+$10.0M |
| Advisors Asset Management, Inc. | $5.7M | 1,305,725 | 0.09% | 3q | +47.6%+$1.9M |
| RAYMOND JAMES FINANCIAL INC | $5.7M | 1,291,109 | 0.00% | 7q | +14.5%+$718.9K |
| Focus Partners Wealth | $4.0M | 904,777 | 0.00% | 7q | +3058.6%+$3.9M |
| 1607 Capital Partners, LLC | $3.3M | 752,776 | 0.29% | 17q | +3.1%+$99.0K |
| Shaker Financial Services, LLC | $3.3M | 746,733 | 1.03% | new | NEW |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.2M | 718,955 | 0.15% | 2q | +113.2%+$1.7M |
| Invesco Ltd. | $2.9M | 663,273 | 0.00% | 31q | +2.4%+$68.5K |
| LPL Financial LLC | $2.7M | 610,942 | 0.00% | 31q | +19.0%+$428.8K |
| BANK OF AMERICA CORP /DE/ | $2.4M | 548,778 | 0.00% | 31q | +3569.0%+$2.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 369,123 | 0.00% | 31q | +101.7%+$818.7K |
| WELLS FARGO & COMPANY/MN | $1.3M | 286,813 | 0.00% | 31q | +507.3%+$1.1M |
| RIVERBRIDGE PARTNERS LLC | $1.2M | 280,036 | 0.03% | new | NEW |
| STIFEL FINANCIAL CORP | $1.2M | 277,328 | 0.00% | 31q | +85.2%+$561.2K |
| Pathstone Holdings, LLC | $1.2M | 274,549 | 0.00% | 7q | -37.3%-$717.3K |
| UBS Group AG | $1.1M | 254,366 | 0.00% | 31q | +58.7%+$413.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.0M | 235,831 | 0.00% | 31q | HELD |
| Koshinski Asset Management, Inc. | $889.6K | 202,183 | 0.05% | new | NEW |
| Logan Stone Capital, LLC | $876.2K | 199,145 | 0.19% | new | NEW |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $856.8K | 194,724 | 0.06% | 15q | +22.5%+$157.4K |
| OSAIC HOLDINGS, INC. | $833.8K | 189,494 | 0.00% | 26q | +109.0%+$434.8K |
| NewEdge Advisors, LLC | $824.9K | 187,488 | 0.00% | new | NEW |
| ASHTON THOMAS SECURITIES, LLC | $758.5K | 172,379 | 0.11% | 8q | +241.3%+$536.3K |
| Kestra Advisory Services, LLC | $753.4K | 171,236 | 0.00% | new | NEW |
| Fortitude Advisory Group L.L.C. | $719.3K | 163,481 | 0.27% | 19q | +83.9%+$328.1K |
| ROYAL BANK OF CANADA | $711.0K | 161,608 | 0.00% | 31q | +35.8%+$187.4K |
| WOLVERINE ASSET MANAGEMENT LLC | $486.8K | 110,627 | 0.00% | new | NEW |
| Cetera Investment Advisers | $452.6K | 102,873 | 0.00% | 31q | -42.2%-$331.1K |
| HighTower Advisors, LLC | $431.5K | 98,057 | 0.00% | new | NEW |
| Stonebridge Financial Planning Group, LLC | $422.4K | 95,998 | 0.13% | new | NEW |
| JANE STREET GROUP, LLC | $418.2K | 95,049 | 0.00% | 3q | +424.7%+$338.5K |
| Yakira Capital Management, Inc. | $385.1K | 87,534 | 0.11% | 2q | +62.9%+$148.7K |
| Mariner, LLC | $372.0K | 84,555 | 0.00% | 16q | +499.9%+$310.0K |
| Almitas Capital LLC | $366.2K | 83,238 | 0.09% | new | NEW |
| READYSTATE ASSET MANAGEMENT LP | $364.8K | 82,916 | 0.01% | new | NEW |
| Closed-End Fund Advisors, Inc. | $359.1K | 81,616 | 0.35% | 3q | +144.5%+$212.2K |
| DECISION INVESTMENTS, INC | $348.0K | 79,098 | 0.32% | 3q | +143.4%+$205.0K |
| Waverly Advisors, LLC | $318.9K | 72,466 | 0.00% | 4q | +395.1%+$254.4K |
| Global Retirement Partners, LLC | $295.2K | 67,097 | 0.00% | 4q | +97.9%+$146.1K |
| Regal Investment Advisors LLC | $283.3K | 64,383 | 0.01% | 3q | +9.3%+$24.2K |
| Compound Planning, Inc. | $264.8K | 60,171 | 0.01% | 14q | -0.9%-$2.5K |
| MGO ONE SEVEN LLC | $264.1K | 60,024 | 0.00% | 31q | +35.2%+$68.7K |
| Clear Street Group Inc. | $246.5K | 56,014 | 0.00% | new | NEW |
| BENJAMIN EDWARDS INC | $237.1K | 53,899 | 0.00% | new | NEW |
| Connecticut Wealth Management, LLC | $237.1K | 53,880 | 0.01% | 4q | HELD |
| CoreCap Advisors, LLC | $225.9K | 51,338 | 0.01% | 8q | +3190.9%+$219.0K |
| Ethos Financial Group, LLC | $223.4K | 50,770 | 0.01% | 6q | +113.6%+$118.8K |
| Northstar Financial Companies, Inc. | $203.2K | 46,176 | 0.14% | 7q | -12.3%-$28.5K |
| Sowell Financial Services LLC | $191.6K | 43,545 | 0.01% | 17q | -6.3%-$12.8K |
| Merit Financial Group, LLC | $178.8K | 40,626 | 0.00% | 5q | +233.5%+$125.2K |
| Allworth Financial LP | $178.6K | 40,596 | 0.00% | 5q | +8.3%+$13.6K |
| Fearless Solutions, LLC dba Best Invest | $166.5K | 37,851 | 0.09% | 7q | +55.7%+$59.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $151.6K | 34,461 | 0.00% | 3q | -19.5%-$36.8K |
| Founders Financial Alliance, LLC | $142.8K | 32,463 | 0.02% | 6q | HELD |
| LAZARD ASSET MANAGEMENT LLC | $139.1K | 31,620 | 0.00% | 46q | HELD |
| Resurgent Financial Advisors LLC | $135.1K | 30,700 | 0.04% | 2q | +11.9%+$14.3K |
| MELFA WEALTH MANAGEMENT, INC. | $130.2K | 29,599 | 0.07% | 3q | +91.0%+$62.0K |
| Cordgrass Capital Advisors, LLC | $127.9K | 29,062 | 0.05% | 19q | HELD |
| Concurrent Investment Advisors, LLC | $124.9K | 28,388 | 0.00% | new | NEW |
| XTX Topco Ltd | $119.5K | 27,163 | 0.00% | new | NEW |
| Valley Brook Capital Group, Inc. | $115.3K | 26,201 | 0.07% | new | NEW |
| GOLDMAN SACHS GROUP INC | $114.9K | 26,119 | 0.00% | new | NEW |
| Commonwealth Financial Services, LLC | $114.8K | 26,100 | 0.02% | 12q | HELD |
| Equitable Holdings, Inc. | $108.0K | 24,550 | 0.00% | 7q | HELD |
| FRANKLIN RESOURCES INC | $103.8K | 23,592 | 0.00% | 5q | +14.5%+$13.1K |
| Rockefeller Capital Management L.P. | $99.0K | 22,494 | 0.00% | 4q | +12.0%+$10.6K |
| HOERTKORN RICHARD CHARLES | $96.8K | 22,000 | 0.06% | 31q | HELD |
| Integrated Wealth Concepts LLC | $94.6K | 21,502 | 0.00% | new | NEW |
| B. Riley Wealth Advisors, Inc. | $94.6K | 21,397 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $92.5K | 21,020 | 0.00% | 31q | -4.9%-$4.8K |
| AMERIPRISE FINANCIAL INC | $92.2K | 20,952 | 0.00% | 10q | -58.1%-$127.7K |
| &PARTNERS | $87.1K | 19,791 | 0.00% | 3q | +7.6%+$6.2K |
| CITADEL ADVISORS LLC | $86.3K | 19,610 | 0.00% | 3q | +28.2%+$19.0K |
| Private Advisor Group, LLC | $78.9K | 17,938 | 0.00% | 12q | +0.9% |
| EVOLVE PRIVATE WEALTH, LLC | $77.3K | 17,565 | 0.00% | new | NEW |
| Kovack Advisors, Inc. | $72.0K | 16,363 | 0.00% | new | NEW |
| RETIREMITTEN FINANCIAL LLC | $70.7K | 16,062 | 0.03% | 2q | +18.4%+$11.0K |
| Broadway Wealth Solutions, Inc. | $65.6K | 14,900 | 0.03% | 7q | HELD |
| First Heartland Consultants, Inc. | $65.5K | 14,895 | 0.00% | new | NEW |
| Rock Point Advisors, LLC | $65.4K | 14,866 | 0.02% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $64.7K | 14,695 | 0.00% | 2q | -87.0%-$431.8K |
| Parcion Private Wealth LLC | $62.5K | 14,215 | 0.00% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $59.2K | 13,460 | 0.00% | 3q | -30.1%-$25.5K |
| Farther Finance Advisors, LLC | $57.7K | 13,114 | 0.00% | 3q | +489.1%+$47.9K |
| Creative Planning | $54.2K | 12,310 | 0.00% | new | NEW |
| ACCREDITED INVESTOR SERVICES, LLC | $54.1K | 12,304 | 0.03% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $52.1K | 11,839 | 0.00% | new | NEW |
| STEPHENS INC /AR/ | $51.9K | 11,793 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $51.5K | 11,701 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $48.9K | 11,111 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $47.7K | 10,833 | 0.00% | 3q | +81.8%+$21.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $47.2K | 10,737 | 0.00% | new | NEW |
| Mezzasalma Advisors, LLC | $46.9K | 10,657 | 0.01% | new | NEW |
| PETRA FINANCIAL ADVISORS INC | $46.0K | 10,446 | 0.02% | new | NEW |
| Collaborative Wealth Managment Inc. | $44.5K | 10,109 | 0.02% | new | NEW |
| Gilman Hill Asset Management, LLC | $44.0K | 10,001 | 0.01% | new | NEW |
| SUMMIT SECURITIES GROUP LLC | $37.9K | 8,608 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $37.5K | 8,515 | 0.00% | 31q | +1184.3%+$34.6K |
| SIT INVESTMENT ASSOCIATES INC | $31.6K | 7,175,980 | 0.60% | 31q | +780.1%+$28.0K |
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 |
|---|---|---|---|
| 2026-08-13 | 13G | Morgan Stanleywith 1 co-filers | 7.3% |
| 2026-07-31 | 13G/A | Allspring Global Investments Holdings, LLC | 4.9% |
| 2026-07-06 | 13G | Sit Investment Associates, Inc.with 1 co-filers | 6.2% |
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 | 126 | $142.6M | 32,408,230 | 48 | 49 | 10 | 0.0% |
| Q1 2026 | 82 | $62.3M | 13,484,588 | 8 | 15 | 22 | 0.0% |
| Q4 2025 | 85 | $62.4M | 13,428,819 | 16 | 10 | 23 | 0.0% |
| Q3 2025 | 70 | $59.4M | 12,432,176 | 6 | 13 | 17 | 0.0% |
| Q2 2025 | 72 | $58.3M | 12,397,035 | 9 | 9 | 20 | 0.0% |
| Q1 2025 | 66 | $54.7M | 11,770,928 | 6 | 19 | 12 | 0.0% |
| Q4 2024 | 76 | $53.1M | 11,322,315 | 16 | 12 | 16 | 0.0% |
| Q3 2024 | 65 | $53.2M | 10,921,182 | 9 | 13 | 14 | 0.0% |
| Q2 2024 | 65 | $50.7M | 10,840,318 | 5 | 11 | 17 | 0.0% |
| Q1 2024 | 68 | $75.7M | 16,350,671 | 8 | 15 | 14 | 0.0% |
| Q4 2023 | 64 | $61.4M | 13,497,086 | 5 | 12 | 19 | 0.0% |
| Q3 2023 | 62 | $43.9M | 10,298,098 | 6 | 16 | 15 | 0.0% |
| Q2 2023 | 59 | $45.1M | 9,996,321 | 2 | 12 | 23 | 0.0% |
| Q1 2023 | 63 | $46.4M | 10,214,389 | 9 | 14 | 17 | 0.0% |
| Q4 2022 | 60 | $46.2M | 10,237,144 | 8 | 12 | 16 | 0.0% |
| Q3 2022 | 76 | $45.7M | 10,799,629 | 5 | 26 | 14 | 0.0% |
| Q2 2022 | 77 | $49.5M | 10,855,120 | 5 | 24 | 13 | 0.0% |
| Q1 2022 | 76 | $57.8M | 10,884,511 | 10 | 19 | 17 | 0.0% |
| Q4 2021 | 80 | $68.0M | 10,639,801 | 7 | 22 | 12 | 0.0% |
| Q3 2021 | 74 | $69.0M | 10,511,760 | 7 | 18 | 20 | 0.0% |
| Q2 2021 | 69 | $66.6M | 10,649,323 | 4 | 17 | 18 | 0.0% |
| Q1 2021 | 74 | $68.7M | 10,602,622 | 4 | 20 | 18 | 0.0% |
| Q4 2020 | 84 | $48.3M | 7,909,292 | 11 | 30 | 23 | 0.0% |
| Q3 2020 | 81 | $49.4M | 8,786,714 | 14 | 17 | 18 | 0.0% |
| Q2 2020 | 69 | $54.0M | 9,632,507 | 7 | 20 | 20 | 0.0% |
| Q1 2020 | 76 | $41.3M | 8,294,329 | 16 | 23 | 17 | 0.0% |
| Q4 2019 | 72 | $47.1M | 7,690,787 | 6 | 23 | 18 | 0.0% |
| Q3 2019 | 81 | $49.0M | 8,294,059 | 12 | 20 | 26 | 0.0% |
| Q2 2019 | 77 | $57.5M | 9,858,548 | 7 | 24 | 20 | 0.0% |
| Q1 2019 | 79 | $70.5M | 12,418,167 | 8 | 22 | 14 | 0.0% |
| Q4 2018 | 74 | $61.1M | 11,939,730 | 2 | 0 | 3 | 0.0% |