FAX Institutional Ownership & Shareholders
ABRDN ASIA-PACIFIC INCOME (FAX) is currently held by 98 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $129.03M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FAX tracked by InsiderSet, reporting ownership valued at approximately $17.65M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.55M, representing an estimated loss of -11.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed FAX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Penserra Capital Management Llc, Evergreen Capital Management Llc, and several other long-term asset managers with concentrated positions in ABRDN ASIA-PACIFIC INCOME (FAX).
This page ranks the largest institutional FAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
98
Total Reported Value
$129.03M
Largest Holder
Morgan Stanley
Largest Position
$17.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
137
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,199,786 | $17,648,860 | $15,549,227 | -$2,099,633 | -11.90% | |
| Penserra Capital Management Llc | 0.13% | 1,170,023 | $17,211,000 | $15,163,498 | -$2,047,502 | -11.90% | |
| Evergreen Capital Management Llc | 0.23% | 982,927 | $12,856,687 | $12,738,734 | -$117,953 | -0.92% | |
| Royal Bank Of Canada | 0.00% | 773,713 | $11,381,000 | $10,027,320 | -$1,353,680 | -11.89% | |
| Wells Fargo & Company/Mn | 0.00% | 636,569 | $9,363,930 | $8,249,934 | -$1,113,996 | -11.90% | |
| Ep Wealth Advisors, Llc | 0.03% | 513,166 | $7,548,665 | $6,650,631 | -$898,034 | -11.90% | |
| Invesco Ltd. | 0.00% | 422,875 | $6,220,491 | $5,480,460 | -$740,031 | -11.90% | |
| Guggenheim Capital Llc | 0.03% | 312,458 | $4,596,257 | $4,049,456 | -$546,801 | -11.90% | |
| Rareview Capital Llc | 1.78% | 288,082 | $3,768,113 | $3,733,543 | -$34,570 | -0.92% | |
| Cetera Investment Advisers | 0.00% | 247,133 | $3,635,329 | $3,202,844 | -$432,485 | -11.90% | |
| Stratos Wealth Advisors, Llc | 0.17% | 215,865 | $3,175,374 | $2,797,610 | -$377,764 | -11.90% | |
| Osaic Holdings, Inc. | 0.00% | 146,038 | $2,148,219 | $1,892,652 | -$255,567 | -11.90% | |
| Shaker Financial Services, Llc | 0.67% | 155,079 | $2,028,434 | $2,009,824 | -$18,610 | -0.92% | |
| Easterly Investment Partners Llc | 0.10% | 133,839 | $1,968,772 | $1,734,553 | -$234,219 | -11.90% | |
| Lpl Financial Llc | 0.00% | 137,244 | $1,795,152 | $1,778,682 | -$16,470 | -0.92% | |
| Stifel Financial Corp | 0.00% | 104,950 | $1,543,824 | $1,360,152 | -$183,672 | -11.90% | |
| Raymond James Financial Inc | 0.00% | 99,573 | $1,464,716 | $1,290,466 | -$174,250 | -11.90% | |
| Corient Private Wealth Llc | 0.00% | 99,190 | $1,449,218 | $1,285,502 | -$163,716 | -11.30% | |
| Quantinno Capital Management Lp | 0.00% | 90,854 | $1,336,470 | $1,177,468 | -$159,002 | -11.90% | |
| Advisors Asset Management, Inc. | 0.02% | 348,744 | $1,332,203 | $4,519,722 | +$3,187,519 | +239.27% | |
| Susquehanna International Group, Llp | 0.00% | 86,439 | $1,271,518 | $1,120,249 | -$151,269 | -11.90% | |
| Schwarz Dygos Wheeler Investment Advisors Llc | 0.23% | 81,838 | $1,203,843 | $1,060,620 | -$143,223 | -11.90% | |
| Nwf Advisory Services Inc. | 0.11% | 86,818 | $1,135,583 | $1,125,161 | -$10,422 | -0.92% | |
| Bank Of America Corp | 0.00% | 60,833 | $894,846 | $788,396 | -$106,450 | -11.90% | |
| Baird Financial Group, Inc. | 0.00% | 60,681 | $892,618 | $786,426 | -$106,192 | -11.90% | |
| Lido Advisors, Llc | 0.00% | 52,822 | $690,912 | $684,573 | -$6,339 | -0.92% | |
| Beacon Pointe Advisors, Llc | 0.00% | 38,663 | $568,734 | $501,072 | -$67,662 | -11.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 43,054 | $563,148 | $557,980 | -$5,168 | -0.92% | |
| Ethos Financial Group, Llc | 0.04% | 37,274 | $548,301 | $483,071 | -$65,230 | -11.90% | |
| Pfg Investments, Llc | 0.02% | 37,013 | $544,458 | $479,688 | -$64,770 | -11.90% | |
| Benjamin Edwards Inc | 0.00% | 36,326 | $534,403 | $470,785 | -$63,618 | -11.90% | |
| Rockefeller Capital Management L.P. | 0.00% | 32,167 | $473,179 | $416,884 | -$56,295 | -11.90% | |
| Oxbow Advisors, Llc | 0.04% | 30,509 | $448,787 | $395,397 | -$53,390 | -11.90% | |
| J.W. Cole Advisors, Inc. | 0.01% | 30,754 | $402,258 | $398,572 | -$3,686 | -0.92% | |
| Gridiron Partners, Llc | 0.20% | 29,986 | $392,217 | $388,619 | -$3,598 | -0.92% | |
| Innovative Asset Advisors Group, Llc | 0.17% | 25,795 | $379,444 | $334,303 | -$45,141 | -11.90% | |
| Virtu Financial Llc | 0.01% | 22,939 | $337,000 | $297,289 | -$39,711 | -11.78% | |
| Apollon Wealth Management, Llc | 0.00% | 25,027 | $327,348 | $324,350 | -$2,998 | -0.92% | |
| Triumph Capital Management | 0.06% | 24,615 | $322,992 | $319,010 | -$3,982 | -1.23% | |
| Ubs Group Ag | 0.00% | 20,397 | $300,040 | $264,345 | -$35,695 | -11.90% | |
| Ameriprise Financial Inc | 0.00% | 19,548 | $287,554 | $253,342 | -$34,212 | -11.90% | |
| Maridea Wealth Management Llc | 0.03% | 19,045 | $280,147 | $246,823 | -$33,324 | -11.90% | |
| Fisher Asset Management, Llc | 0.00% | 20,897 | $273,337 | $270,825 | -$2,512 | -0.92% | |
| Nwam Llc | 0.01% | 18,270 | $268,758 | $236,779 | -$31,979 | -11.90% | |
| Kestra Advisory Services, Llc | 0.00% | 18,933 | $247,642 | $245,372 | -$2,270 | -0.92% | |
| Mezzasalma Advisors, Llc | 0.05% | 18,680 | $244,339 | $242,093 | -$2,246 | -0.92% | |
| Janney Montgomery Scott Llc | 0.00% | 16,314 | $240,000 | $211,429 | -$28,571 | -11.90% | |
| Creative Planning | 0.00% | 17,107 | $223,762 | $221,707 | -$2,055 | -0.92% | |
| Leigh Baldwin & Co., Llc | 0.12% | 15,170 | $223,157 | $196,603 | -$26,554 | -11.90% | |
| Moors & Cabot, Inc. | 0.01% | 15,377 | $201,137 | $199,286 | -$1,851 | -0.92% |
Frequently asked questions about FAX
Who are the largest institutional holders of FAX?
The largest institutional holders of FAX reported in the latest SEC Form 13F filings include Morgan Stanley, Penserra Capital Management Llc, Evergreen Capital Management Llc, Royal Bank Of Canada, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported FAX position.
What is FAX institutional ownership?
This page tracks FAX positions reported by institutional investment managers through SEC Form 13F. ABRDN ASIA-PACIFIC INCOME (FAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FAX?
InsiderSet currently tracks 98 institutional managers reporting FAX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FAX shareholders.
How much FAX stock do institutions own?
Institutional investment managers disclosed approximately $129.03M in FAX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FAX institutional ownership last updated?
The latest FAX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FAX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FAX position after the reporting date.
Are institutions buying or selling FAX?
Institutional buying and selling can be analyzed by comparing FAX positions across consecutive 13F reporting periods. InsiderSet's FAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FAX ownership changes.
How has FAX institutional ownership changed over time?
InsiderSet tracks FAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.