Aberdeen Intermediate Inc. FDMIN

13F holders, Q4 2025 (December 31)
86holders +2
6new positions
7sold out
1famous investor
$2.61avg. 13F price*

At the end of Q4 2025, 86 institutions reported holding Aberdeen Intermediate Inc. FD (MIN) in their 13F filings, up 2 from Q3 2025. 6 opened new positions and 7 sold out. The largest holders were Sit Investment Associates Inc. ($76.1M), 1607 Capital Partners, LLC ($16.2M) and Karpus Management, Inc. ($11.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Aberdeen Intermediate Inc. FD
Filed as
MFS INTER INCOME TR (Q4 2025)
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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$384K
Exits7$953K

All 13F filers, Q3 2025 → Q4 2025: 2,150,006 shares bought and 2,182,900 shares sold, net −32,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 86 holders

Sit Investment Associates Inc. 1.50% Add +0.7% 29,167,975 $76.1M
1607 Capital Partners, LLC 1.11% Reduce -16.0% 6,218,476 $16.2M
Karpus Management, Inc. 0.35% Reduce -5.5% 4,385,724 $11.4M
Allspring Global Investments Holdings, LLC 0.02% Reduce -0.9% 4,134,958 $10.8M
Ameriprise Financial Inc. 0.00% Add +22.4% 3,957,679 $10.3M
Osaic Holdings, Inc. 0.01% Add +3.6% 2,107,608 $5.5M
Morgan Stanley 0.00% Add +18.6% 1,244,987 $3.2M
Invesco Ltd. 0.00% Reduce -7.3% 1,067,063 $2.8M
LPL Financial LLC 0.00% Add +1.7% 1,048,765 $2.7M
Bank of America Corp. 0.00% Add +8.7% 976,993 $2.5M
Equitable Holdings, Inc. 0.01% Add +20.9% 701,847 $1.8M
Wells Fargo & Company 0.00% Reduce -11.0% 481,963 $1.3M
Raymond James Financial Inc. 0.00% Add +77.7% 359,345 $938K
Private Advisor Group, LLC 0.00% Add +8.7% 342,350 $894K
Advisors Asset Management, Inc. 0.01% Reduce -1.2% 301,552 $787K
Ameritas Advisory Services, LLC 0.03% Reduce -21.1% 265,118 $692K
Kingsview Wealth Management, LLC 0.01% Reduce -7.1% 248,314 $648K
Focus Partners Wealth 0.00% Add +522.0% 243,194 $635K
Fortitude Advisory Group L.L.C. 0.25% No change 227,811 $595K
UBS Group AG 0.00% Add +3.9% 162,712 $425K
Decision Investments, Inc. 0.44% — 152,900 $399K
Shaker Financial Services, LLC 0.11% Add +55.3% 134,091 $350K
Tolleson Wealth Management, Inc. 0.05% No change 129,626 $338K
Stephens Inc. 0.00% Add +3.3% 124,255 $324K
Royal Bank of Canada 0.00% Add +0.9% 118,977 $311K
Citadel Advisors 0.00% New 113,751 $297K
Evoke Wealth, LLC 0.01% Reduce -31.9% 113,000 $295K
Oppenheimer & Co. Inc. 0.00% No change 70,000 $183K
Susquehanna International Group, LLP 0.00% Add +127.3% 68,423 $179K
Cetera Investment Advisers 0.00% Add +131.8% 67,021 $175K
Commonwealth Equity Services, LLC 0.00% Add +167.5% 61,848 $161K
Dakota Wealth Management 0.00% No change 60,600 $158K
NewEdge Advisors, LLC 0.00% Reduce -3.8% 59,100 $154K
Captrust Financial Advisors 0.00% Add +6.4% 58,137 $152K
Smith, Moore & Co. 0.01% No change 54,019 $141K
Cresset Asset Management, LLC 0.00% No change 46,200 $121K
Ethos Financial Group, LLC 0.01% Reduce -1.2% 45,083 $118K
Wealthspire Advisors, LLC 0.00% No change 43,025 $112K
Melfa Wealth Management, Inc. 0.05% No change 34,133 $89K
BTG Pactual Asset Management US LLC 0.01% No change 28,615 $78K
Moors & Cabot, Inc. 0.00% Reduce -30.9% 27,897 $73K
Choreo, LLC 0.00% No change 27,015 $72K
Benjamin Edwards Inc. 0.00% Add +34.7% 27,170 $71K
Jane Street Group, LLC 0.00% Reduce -41.5% 26,923 $70K
Argent Trust Co 0.00% No change 26,000 $68K
Cary Street Partners Financial LLC 0.00% Reduce -27.7% 25,875 $68K
Integrity Alliance, Llc. 0.00% Reduce -23.5% 25,761 $67K
Sanctuary Advisors, LLC 0.00% No change 23,828 $62K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.6% 21,904 $57K
Penbrook Management LLC 0.03% Reduce -27.0% 18,750 $49K
Rhodes Investment Advisors Inc. 0.04% — 18,700 $49K
Compound Planning, Inc. 0.00% New 17,213 $45K
Advisory Services Network, LLC 0.00% No change 17,000 $44K
Philadelphia Trust Co. 0.00% No change 16,100 $42K
Register Financial Advisors LLC 0.02% Add +2.2% 16,044 $42K
Farther Finance Advisors, LLC 0.00% Add +0.2% 14,727 $38K
HighTower Advisors, LLC 0.00% Add +4.0% 13,833 $36K
PFG Investments, LLC 0.00% Add +3.7% 13,252 $35K
Landscape Capital Management, L.L.C. 0.00% New 13,108 $34K
Commonwealth Financial Services, LLC 0.01% No change 12,000 $31K
Truist Financial Corp. 0.00% No change 11,750 $31K
Wealth Quarterback LLC 0.01% No change 10,551 $28K
Rossmore Private Capital 0.00% No change 10,275 $27K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -10.6% 10,083 $26K
Brave Asset Management Inc. 0.01% No change 10,000 $26K
PNC Financial Services Group, Inc. 0.00% No change 8,000 $21K
Jones Financial Companies LLLP 0.00% Add +2433.2% 5,269 $14K
Cwm, LLC 0.00% No change 4,500 $12K
Anchor Investment Management, LLC 0.00% No change 4,000 $10K
Concord Wealth Partners 0.00% No change 3,857 $10K
SHP Wealth Management 0.00% — 3,000 $8K
Lanark Financial, Inc. 0.00% No change 2,682 $7K
Northwestern Mutual Wealth Management Co. 0.00% New 2,191 $6K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 1,771 $5K
Eastern Bank 0.00% No change 1,600 $4K
Sunbelt Securities, Inc. 0.00% No change 1,000 $3K
Clearstead Advisors, LLC 0.00% No change 900 $2K
Albion Financial Group 0.00% No change 631 $2K
PFS Partners, LLC 0.00% Add +2.2% 597 $2K
SOA Wealth Advisors, LLC. 0.00% No change 500 $1K
Tower Research Capital LLC (TRC) 0.00% New 383 $1K
Pinnacle Wealth Planning Services, Inc. 0.00% New 335 $874
Bogart Wealth, LLC 0.00% No change 333 $869
Country Trust Bank 0.00% No change 150 $392
Key Financial Inc 0.00% No change 75 $196
GAMMA Investing LLC 0.00% No change 28 $73

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