Aberdeen Intermediate Inc. FDMIN

13F holders, Q2 2026 (June 30)
81holders −4
8new positions
10sold out
$2.47avg. 13F price*

At the end of Q2 2026, 81 institutions reported holding Aberdeen Intermediate Inc. FD (MIN) in their 13F filings, down 4 from Q1 2026. 8 opened new positions and 10 sold out. The largest holders were Sit Investment Associates Inc. ($82.5M), Karpus Management, Inc. ($13.1M) and Ameriprise Financial Inc. ($11.6M).

Company
Aberdeen Intermediate Inc. FD
Filed as
MFS INTER INCOME TR (Q2 2026)
CUSIP
55273C107
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 97Q1 2024Q2 2024: 92Q2 2024Q3 2024: 98Q3 2024Q4 2024: 88Q4 2024Q1 2025: 90Q1 2025Q2 2025: 87Q2 2025Q3 2025: 84Q3 2025Q4 2025: 86Q4 2025Q1 2026: 85Q1 2026Q2 2026: 81Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions8$349K
Exits10$1.2M

All 13F filers, Q1 2026 → Q2 2026: 6,225,822 shares bought and 2,831,485 shares sold, net +3,394,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Sit Investment Associates Inc. 1.56% Add +9.6% 33,381,994 $82.5M
Karpus Management, Inc. 0.38% Add +0.9% 5,323,675 $13.1M
Ameriprise Financial Inc. 0.00% Add +11.7% 4,708,407 $11.6M
1607 Capital Partners, LLC 0.96% Reduce -29.8% 4,448,916 $11.0M
Allspring Global Investments Holdings, LLC 0.02% No change 4,134,958 $10.2M
Osaic Holdings, Inc. 0.01% Add +389.3% 2,057,827 $5.1M
Morgan Stanley 0.00% Add +8.2% 1,427,180 $3.5M
Invesco Ltd. 0.00% Add +1.7% 1,104,329 $2.7M
Bank of America Corp. 0.00% Add +2.1% 991,304 $2.4M
LPL Financial LLC 0.00% Reduce -0.5% 978,962 $2.4M
Raymond James Financial Inc. 0.00% Add +18.0% 725,969 $1.8M
Equitable Holdings, Inc. 0.01% Reduce -4.4% 696,905 $1.7M
GatePass Capital, LLC 0.58% Add +2212.3% 601,200 $1.5M
Ameritas Advisory Services, LLC 0.02% Add +24.3% 333,668 $824K
Focus Partners Wealth 0.00% Add +19.1% 314,646 $777K
Advisors Asset Management, Inc. 0.01% Reduce -0.2% 301,288 $744K
Kingsview Wealth Management, LLC 0.01% Add +0.3% 235,530 $582K
Fortitude Advisory Group L.L.C. 0.21% Reduce -3.5% 219,928 $543K
Decision Investments, Inc. 0.39% Add +6.1% 172,900 $427K
UBS Group AG 0.00% Reduce -8.4% 150,333 $371K
Shaker Financial Services, LLC 0.11% Reduce -60.2% 142,034 $351K
Tolleson Wealth Management, Inc. 0.05% Add +5.2% 136,417 $337K
Stephens Inc. 0.00% No change 128,255 $317K
Wells Fargo & Company 0.00% Reduce -0.7% 104,232 $257K
Royal Bank of Canada 0.00% Reduce -12.2% 91,521 $226K
Smith, Moore & Co. 0.01% No change 91,319 $226K
MAI Capital Management 0.00% New 85,000 $210K
Dakota Wealth Management 0.00% No change 72,350 $179K
Susquehanna International Group, LLP 0.00% Reduce -14.8% 70,810 $175K
Commonwealth Equity Services, LLC 0.00% Add +0.0% 67,413 $167K
Oppenheimer & Co. Inc. 0.00% No change 60,000 $148K
Cresset Asset Management, LLC 0.00% Add +18.6% 54,787 $135K
Captrust Financial Advisors 0.00% Reduce -20.1% 54,647 $135K
Ethos Financial Group, LLC 0.01% Reduce -2.3% 44,027 $109K
Two Sigma Securities, LLC 0.01% Reduce -57.6% 42,763 $106K
Wealthspire Advisors, LLC 0.00% Reduce -6.2% 40,374 $100K
Cetera Investment Advisers 0.00% Reduce -9.9% 40,089 $99K
Melfa Wealth Management, Inc. 0.05% No change 34,133 $84K
Evolve Private Wealth, LLC 0.00% No change 30,000 $74K
BTG Pactual Asset Management US LLC 0.01% No change 28,615 $71K
Benjamin Edwards Inc. 0.00% No change 27,170 $67K
Choreo, LLC 0.00% No change 27,015 $67K
Integrity Alliance, Llc. 0.00% Add +1.2% 26,372 $65K
Compound Planning, Inc. 0.00% Add +0.3% 25,884 $64K
Cary Street Partners Financial LLC 0.00% No change 25,875 $64K
Sanctuary Advisors, LLC 0.00% No change 23,828 $59K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.6% 22,393 $55K
Argent Trust Co 0.00% Reduce -19.1% 21,032 $52K
NewEdge Advisors, LLC 0.00% Reduce -54.8% 17,800 $44K
Advisory Solutions Group, LLC 0.01% — 17,577 $43K
StoneX Group Inc. 0.00% New 16,861 $42K
Register Financial Advisors LLC 0.01% Add +2.3% 16,785 $41K
Philadelphia Trust Co. 0.00% No change 16,100 $40K
Rhodes Investment Advisors Inc. 0.03% Reduce -3.2% 15,200 $38K
Jane Street Group, LLC 0.00% Reduce -80.1% 14,979 $37K
XTX Topco Ltd 0.00% Reduce -19.5% 13,455 $33K
Moors & Cabot, Inc. 0.00% Reduce -13.3% 13,000 $32K
PFG Investments, LLC 0.00% No change 12,777 $32K
Commonwealth Financial Services, LLC 0.00% No change 12,000 $30K
HighTower Advisors, LLC 0.00% Reduce -18.1% 11,333 $28K
Advisory Services Network, LLC 0.00% Add +7.1% 10,714 $26K
Wealth Quarterback LLC 0.01% No change 10,551 $26K
Rossmore Private Capital 0.00% No change 10,275 $25K
EP Wealth Advisors, LLC 0.00% New 10,225 $25K
Clear Street Group Inc. 0.00% New 10,123 $25K
Mariner, LLC 0.00% New 10,000 $25K
Farther Finance Advisors, LLC 0.00% Reduce -53.4% 6,878 $17K
LifeSteps Financial, Inc. 0.01% New 5,000 $12K
Anchor Investment Management, LLC 0.00% No change 4,000 $10K
Concord Wealth Partners 0.00% New 3,857 $10K
Lanark Financial, Inc. 0.00% No change 2,682 $7K
SHP Wealth Management 0.00% Reduce -13.0% 2,611 $6K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 1,771 $4K
Eastern Bank 0.00% No change 1,600 $4K
Clearstead Advisors, LLC 0.00% No change 900 $2K
Harbour Investments, Inc. 0.00% No change 660 $2K
PFS Partners, LLC 0.00% Add +2.3% 625 $2K
SOA Wealth Advisors, LLC. 0.00% No change 500 $1K
JFS Wealth Advisors, LLC 0.00% New 355 $877
Bogart Wealth, LLC 0.00% No change 333 $823
Country Trust Bank 0.00% No change 150 $371

"% of holder's portfolio" is MIN's weight in each manager's 13F, not the share of Aberdeen Intermediate Inc. FD the manager owns.