— Know what they know.
Not Investment Advice

IAF

Abrdn Australia Equity Fund Inc
1W: -1.8% 1M: -7.2% 3M: -0.5% YTD: -1.8% 1Y: -11.2% 3Y: +28.3% 5Y: +5.6%
$12.39
+0.09 (+0.73%)
 
Weekly Expected Move ±2.0%
$12 $12 $12 $13 $13
ETF AMEX · AUM $118.7M

Institutional Ownership — IAF

31
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
41M
Total Invested
5
New Positions
16
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (34 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Allspring Global Investments Holdings, 1,480,239 $18M +9,213 +0.6% 3Q SEC ↗
2 Karpus Management, Inc. 822,927 $10M +111,740 +15.7% 3Q SEC ↗
3 1607 Capital Partners, LLC 337,687 $4M -121,802 -26.5% 3Q SEC ↗
4 Cetera Investment Advisers 318,842 $4M +10,476 +3.4% 3Q SEC ↗
5 WOLVERINE ASSET MANAGEMENT LLC 55,093 $683K +43,997 +396.5% 2Q SEC ↗
6 MORGAN STANLEY 50,882 $630K +3,122 +6.5% 3Q SEC ↗
7 OSAIC HOLDINGS, INC. 30,970 $384K -7,496 -19.5% 3Q SEC ↗
8 NWF Advisory Services Inc. 27,050 $335K -9,477 -25.9% 3Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,518 $329K +4,676 +21.4% 3Q SEC ↗
10 Cambridge Investment Research Advisors NEW 23,273 $288K — +0.0% 1Q SEC ↗
11 Dakota Wealth Management 23,023 $285K +2,865 +14.2% 2Q SEC ↗
12 LPL Financial LLC 19,091 $237K +171 +0.9% 3Q SEC ↗
13 PNC Financial Services Group, Inc. 12,998 $161K +1,710 +15.1% 3Q SEC ↗
14 Bridgewealth Advisory Group, LLC 11,745 $146K +328 +2.9% 3Q SEC ↗
15 RAYMOND JAMES FINANCIAL INC 11,724 $145K +745 +6.8% 2Q SEC ↗
16 WELLS FARGO & COMPANY/MN 11,712 $145K +1,151 +10.9% 3Q SEC ↗
17 Advisory Advocates, LLC 11,063 $137K -491 -4.2% 3Q SEC ↗
18 ROYAL BANK OF CANADA 8,211 $102K +152 +1.9% 3Q SEC ↗
19 Golden State Wealth Management, LLC 2,526 $31K +70 +2.9% 3Q SEC ↗
20 BROWN, LISLE/CUMMINGS, INC. 1,768 $22K — +0.0% 3Q SEC ↗
21 NewEdge Advisors, LLC 1,511 $19K -958 -38.8% 3Q SEC ↗
22 Steward Partners Investment Advisory, NEW 1,440 $18K — +0.0% 1Q SEC ↗
23 ROTHSCHILD INVESTMENT LLC 1,200 $15K +33 +2.8% 3Q SEC ↗
24 UBS Group AG 1,122 $14K +40 +3.7% 3Q SEC ↗
25 CWM, LLC 654 $8K — +0.0% 2Q SEC ↗
26 Triumph Capital Management 333 $4K — +0.0% 3Q SEC ↗
27 MERCER GLOBAL ADVISORS INC /ADV NEW 180 $2K — +0.0% 1Q SEC ↗
28 TD Waterhouse Canada Inc. NEW 115 $1K — +0.0% 1Q SEC ↗
29 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 100 $1K — +0.0% 3Q SEC ↗
30 Clear Street Group Inc. NEW 11 $0K — +0.0% 1Q SEC ↗
31 JPMORGAN CHASE & CO 0 $0K -4 -100.0% 1Q SEC ↗
32 BANK OF AMERICA CORP /DE 0 $0K -8,817 -100.0% 1Q SEC ↗
33 SageView Advisory Group, LLC 0 $0K -3,139 -100.0% 1Q SEC ↗
34 US BANCORP \DE 0 $0K -40 -100.0% 2Q SEC ↗

Recent Activity

Sold Out (4)
HolderPrev SharesPrev Value
BANK OF AMERICA CORP /DE 8,817 $109K
SageView Advisory Group, LLC 3,139 $39K
US BANCORP \DE 40 $0K
JPMORGAN CHASE & CO 4 $0K
Biggest Increases (16)
HolderAddedChange %Total Shares
Karpus Management, Inc. +111,740 +15.7% 822,927
WOLVERINE ASSET MANAGEMENT LLC +43,997 +396.5% 55,093
Cetera Investment Advisers +10,476 +3.4% 318,842
Allspring Global Investments Holdin +9,213 +0.6% 1,480,239
SUSQUEHANNA INTERNATIONAL GROUP, LL +4,676 +21.4% 26,518
MORGAN STANLEY +3,122 +6.5% 50,882
Dakota Wealth Management +2,865 +14.2% 23,023
PNC Financial Services Group, Inc. +1,710 +15.1% 12,998
WELLS FARGO & COMPANY/MN +1,151 +10.9% 11,712
RAYMOND JAMES FINANCIAL INC +745 +6.8% 11,724
Bridgewealth Advisory Group, LLC +328 +2.9% 11,745
LPL Financial LLC +171 +0.9% 19,091
ROYAL BANK OF CANADA +152 +1.9% 8,211
Golden State Wealth Management, LLC +70 +2.9% 2,526
UBS Group AG +40 +3.7% 1,122
ROTHSCHILD INVESTMENT LLC +33 +2.8% 1,200
Biggest Decreases (5)
HolderReducedChange %Total Shares
1607 Capital Partners, LLC -121,802 -26.5% 337,687
NWF Advisory Services Inc. -9,477 -25.9% 27,050
OSAIC HOLDINGS, INC. -7,496 -19.5% 30,970
NewEdge Advisors, LLC -958 -38.8% 1,511
Advisory Advocates, LLC -491 -4.2% 11,063

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms