ABRDN AUSTRALIA EQUITY FUND, INC. - IAF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | History | Added to | 1,541,046 | 19,293 | 0.03% | 0.03% | 1 | +60,807 | 4.11% | Q3 2026 | Nov 04, 2026 |
| Karpus Management, Inc. | History | No change | 822,927 | 10,187 | 0.29% | 0.29% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | No change | 337,687 | 4,180 | 0.36% | 0.36% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | No change | 318,842 | 3,947 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 50,882 | 629 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shaker Financial Services, LLC | History | New | 46,499 | 582 | 0.19% | — | 6 | +46,499 | New | Q3 2026 | Oct 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 39,168 | 484 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 30,970 | 383 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | No change | 27,050 | 338 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 26,518 | 328 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 23,023 | 285 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 19,091 | 236 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,035 | 188 | 0.0% | 0.0% | 13 | -8,238 | -35.4% | Q3 2026 | Nov 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,998 | 160 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 11,724 | 145 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 11,745 | 145 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 11,712 | 144 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Advocates, LLC | History | Reduced | 10,074 | 126 | 0.11% | 0.12% | 18 | -989 | -8.94% | Q3 2026 | Nov 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,211 | 102 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,389 | 29 | 0.0% | 0.0% | 20 | -137 | -5.42% | Q3 2026 | Nov 02, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,768 | 22 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,511 | 18 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,440 | 17 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,200 | 14 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 1,122 | 13 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 333 | 4 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 118 | 1 | 0.0% | 0.0% | 28 | +3 | 2.61% | Q3 2026 | Oct 16, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -55,093 | -100.0% | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Street Group Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |