ABRDN AUSTRALIA EQUITY FUND, INC. - IAF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 1,605,469 | 20,742 | 0.03% | 0.03% | 1 | -2,884,659 | -64.24% | Q4 2025 | Jan 15, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 612,319 | 7,911 | 0.54% | 0.67% | 2 | -1,330,717 | -68.49% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 263,034 | 3,398 | 0.0% | 0.0% | 3 | -498,447 | -65.46% | Q4 2025 | Feb 17, 2026 |
| Karpus Management, Inc. | History | Added to | 251,962 | 3,255 | 0.1% | 0.02% | 4 | +89,516 | 55.11% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 49,804 | 643 | 0.0% | 0.0% | 5 | -129,971 | -72.3% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 40,124 | 518 | 0.0% | 0.0% | 6 | -85,376 | -68.03% | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | New | 34,493 | 445 | 0.05% | — | 7 | +34,493 | New | Q4 2025 | Mar 03, 2026 |
| LPL Financial LLC | History | Reduced | 18,692 | 241 | 0.0% | 0.0% | 8 | -41,009 | -68.69% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,058 | 155 | 0.0% | — | 9 | +12,058 | New | Q4 2025 | Feb 17, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 10,780 | 139 | 0.03% | 0.03% | 10 | -21,564 | -66.67% | Q4 2025 | Feb 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,279 | 132 | 0.0% | 0.0% | 11 | -20,750 | -66.87% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,817 | 113 | 0.0% | 0.0% | 12 | -23,215 | -72.47% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,780 | 101 | 0.0% | — | 13 | +7,780 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 6,053 | 78 | 0.0% | — | 14 | +6,053 | New | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 3,139 | 40 | 0.0% | — | 15 | +3,139 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,332 | 30 | 0.0% | 0.0% | 16 | -4,666 | -66.68% | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,320 | 29 | 0.0% | 0.0% | 17 | -4,642 | -66.68% | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 1,768 | 22 | 0.01% | 0.01% | 18 | -3,538 | -66.68% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,103 | 14 | 0.0% | 0.0% | 19 | -2,206 | -66.67% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 1,024 | 13 | 0.0% | 0.0% | 20 | -9,874 | -90.6% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Reduced | 654 | 8 | 0.0% | 0.0% | 21 | -1,308 | -66.67% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | New | 333 | 4 | 0.0% | — | 22 | +333 | New | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 100 | 1 | 0.0% | 0.0% | 23 | -200 | -66.67% | Q4 2025 | Feb 09, 2026 |
| Shaker Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -87,045 | -100.0% | Q3 2025 | Oct 22, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,788 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,644 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,102 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -12,100 | -100.0% | Q3 2025 | Nov 10, 2025 |
| WEST MICHIGAN ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,813 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sollinda Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,071 | -100.0% | Q3 2025 | Nov 04, 2025 |
| US BANCORP \DE\ | History | Reduced | 40 | 0 | — | — | — | -82 | -67.21% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |