Aberdeen Intermediate Inc. FDMIN

13F holders, Q1 2026 (March 31)
85holders −1
7new positions
8sold out
1famous investor
$2.51avg. 13F price*

At the end of Q1 2026, 85 institutions reported holding Aberdeen Intermediate Inc. FD (MIN) in their 13F filings, down 1 from Q4 2025. 7 opened new positions and 8 sold out. The largest holders were Sit Investment Associates Inc. ($76.4M), 1607 Capital Partners, LLC ($15.9M) and Karpus Management, Inc. ($13.2M). 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 (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$525K
Exits8$115K

All 13F filers, Q4 2025 → Q1 2026: 3,538,535 shares bought and 2,356,797 shares sold, net +1,181,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

Sit Investment Associates Inc. 1.55% Add +4.4% 30,450,876 $76.4M
1607 Capital Partners, LLC 1.15% Add +1.9% 6,334,572 $15.9M
Karpus Management, Inc. 0.41% Add +20.3% 5,275,910 $13.2M
Ameriprise Financial Inc. 0.00% Add +6.5% 4,216,184 $10.6M
Allspring Global Investments Holdings, LLC 0.02% No change 4,134,958 $10.4M
Morgan Stanley 0.00% Add +6.0% 1,319,585 $3.3M
Invesco Ltd. 0.00% Add +1.8% 1,085,752 $2.7M
LPL Financial LLC 0.00% Reduce -6.2% 983,464 $2.5M
Bank of America Corp. 0.00% Reduce -0.7% 970,447 $2.4M
Equitable Holdings, Inc. 0.01% Add +3.8% 728,657 $1.9M
Raymond James Financial Inc. 0.00% Add +71.3% 615,455 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -80.0% 420,567 $1.1M
Shaker Financial Services, LLC 0.31% Add +166.1% 356,834 $896K
Private Advisor Group, LLC 0.00% Add +1.5% 347,425 $872K
Advisors Asset Management, Inc. 0.01% Add +0.1% 301,802 $758K
Ameritas Advisory Services, LLC 0.03% Add +1.3% 268,517 $674K
Focus Partners Wealth 0.00% Add +8.6% 264,194 $663K
Kingsview Wealth Management, LLC 0.01% Reduce -5.5% 234,782 $589K
Fortitude Advisory Group L.L.C. 0.26% No change 227,811 $572K
UBS Group AG 0.00% Add +0.8% 164,042 $412K
Decision Investments, Inc. 0.47% Add +6.6% 163,000 $409K
Tolleson Wealth Management, Inc. 0.05% No change 129,626 $325K
Stephens Inc. 0.00% Add +3.2% 128,255 $322K
Evoke Wealth, LLC 0.01% No change 113,000 $284K
Wells Fargo & Company 0.00% Reduce -78.2% 104,970 $263K
Royal Bank of Canada 0.00% Reduce -12.3% 104,287 $262K
Two Sigma Securities, LLC 0.03% New 100,836 $253K
Smith, Moore & Co. 0.02% Add +69.0% 91,319 $229K
Susquehanna International Group, LLP 0.00% Add +21.5% 83,124 $209K
Jane Street Group, LLC 0.00% Add +179.2% 75,175 $189K
Dakota Wealth Management 0.00% Add +19.4% 72,350 $182K
Captrust Financial Advisors 0.00% Add +17.6% 68,362 $172K
Commonwealth Equity Services, LLC 0.00% Add +8.9% 67,386 $169K
Oppenheimer & Co. Inc. 0.00% Reduce -14.3% 60,000 $151K
Ethos Financial Group, LLC 0.01% No change 45,083 $118K
Cresset Asset Management, LLC 0.00% No change 46,200 $116K
Cetera Investment Advisers 0.00% Reduce -33.6% 44,506 $112K
Wealthspire Advisors, LLC 0.00% No change 43,025 $108K
Citadel Advisors 0.00% Reduce -64.3% 40,648 $102K
NewEdge Advisors, LLC 0.00% Reduce -33.3% 39,400 $99K
Melfa Wealth Management, Inc. 0.05% No change 34,133 $86K
Evolve Private Wealth, LLC 0.00% New 30,000 $75K
BTG Pactual Asset Management US LLC 0.01% No change 28,615 $72K
Benjamin Edwards Inc. 0.00% No change 27,170 $68K
Choreo, LLC 0.00% No change 27,015 $68K
Integrity Alliance, Llc. 0.00% Add +1.2% 26,061 $65K
GatePass Capital, LLC 0.03% New 26,000 $65K
Argent Trust Co 0.00% No change 26,000 $65K
Cary Street Partners Financial LLC 0.00% No change 25,875 $65K
Compound Planning, Inc. 0.00% Add +49.9% 25,797 $65K
Sanctuary Advisors, LLC 0.00% No change 23,828 $60K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.6% 22,260 $56K
Wolverine Asset Management LLC 0.00% New 19,687 $49K
XTX Topco Ltd 0.00% New 16,710 $42K
Register Financial Advisors LLC 0.02% Add +2.3% 16,408 $41K
Philadelphia Trust Co. 0.00% No change 16,100 $40K
Rhodes Investment Advisors Inc. 0.03% Reduce -16.0% 15,700 $39K
Integrated Wealth Concepts LLC 0.00% New 15,330 $38K
Moors & Cabot, Inc. 0.00% Reduce -46.2% 15,000 $38K
Farther Finance Advisors, LLC 0.00% Add +0.2% 14,763 $37K
HighTower Advisors, LLC 0.00% No change 13,833 $35K
PFG Investments, LLC 0.00% Reduce -3.6% 12,777 $32K
Commonwealth Financial Services, LLC 0.00% No change 12,000 $30K
Truist Financial Corp. 0.00% No change 11,750 $29K
Wealth Quarterback LLC 0.01% No change 10,551 $26K
Rossmore Private Capital 0.00% No change 10,275 $26K
Brave Asset Management Inc. 0.01% No change 10,000 $25K
Advisory Services Network, LLC 0.00% Reduce -41.2% 10,000 $25K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.8% 10,000 $25K
PNC Financial Services Group, Inc. 0.00% Add +1.3% 8,100 $20K
Cwm, LLC 0.00% No change 4,500 $11K
Anchor Investment Management, LLC 0.00% No change 4,000 $10K
SHP Wealth Management 0.00% No change 3,000 $8K
Lanark Financial, Inc. 0.00% No change 2,682 $7K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 1,771 $4K
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
Harbour Investments, Inc. 0.00% New 660 $2K
Albion Financial Group 0.00% No change 631 $2K
PFS Partners, LLC 0.00% Add +2.4% 611 $2K
SOA Wealth Advisors, LLC. 0.00% No change 500 $1K
Bogart Wealth, LLC 0.00% No change 333 $836
Country Trust Bank 0.00% No change 150 $377
Key Financial Inc 0.00% No change 75 $188

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