ABRDN GLOBAL DYNAMIC DIVIDEN (AGD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
63
Reporting holders
$49.8M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $10.8M | 889,919 | 0.00% | 7q | +6.7%+$675.5K |
| WELLS FARGO & COMPANY/MN | $6.5M | 533,965 | 0.00% | 31q | +21.9%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $6.4M | 531,921 | 0.00% | 31q | -3.4%-$229.9K |
| Hennion & Walsh Asset Management, Inc. | $3.8M | 310,171 | 0.11% | 22q | +1.2%+$45.0K |
| ROYAL BANK OF CANADA | $2.2M | 182,769 | 0.00% | 31q | -0.6%-$13.7K |
| LPL Financial LLC | $1.9M | 160,563 | 0.00% | 31q | -39.4%-$1.3M |
| MORGAN STANLEY | $1.9M | 159,739 | 0.00% | 33q | -5.7%-$116.4K |
| OSAIC HOLDINGS, INC. | $1.7M | 136,655 | 0.00% | 26q | -1.8%-$29.6K |
| Rockefeller Capital Management L.P. | $1.6M | 135,667 | 0.00% | 4q | +9.8%+$146.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.5M | 125,921 | 0.09% | 5q | -32.7%-$737.5K |
| UBS Group AG | $1.2M | 96,789 | 0.00% | 31q | -17.0%-$240.4K |
| GUGGENHEIM CAPITAL LLC | $1.1M | 89,866 | 0.01% | 13q | +19.1%+$174.6K |
| Cerity Partners LLC | $899.8K | 74,306 | 0.00% | 12q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $849.5K | 70,149 | 0.00% | 27q | +1.5%+$12.2K |
| Cetera Investment Advisers | $500.2K | 41,304 | 0.00% | 15q | +36.5%+$133.6K |
| 1776 Wealth LLC | $458.8K | 37,890 | 0.16% | 11q | HELD |
| AMERIPRISE FINANCIAL INC | $414.6K | 34,240 | 0.00% | 14q | -49.9%-$413.3K |
| CHOREO, LLC | $406.3K | 33,547 | 0.00% | 11q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $394.0K | 32,372 | 0.00% | 4q | +13.2%+$46.0K |
| HighTower Advisors, LLC | $390.4K | 32,240 | 0.00% | 2q | +3.0%+$11.2K |
| Kovack Advisors, Inc. | $387.6K | 32,219 | 0.02% | 3q | +51.3%+$131.4K |
| OPPENHEIMER & CO INC | $383.5K | 31,670 | 0.00% | 6q | +0.6%+$2.1K |
| Invesco Ltd. | $376.3K | 31,074 | 0.00% | new | NEW |
| NWF Advisory Services Inc. | $373.6K | 30,851 | 0.04% | 6q | -6.0%-$23.9K |
| Kapstone Financial Advisors LLC | $371.1K | 30,640 | 0.16% | 7q | +7.0%+$24.2K |
| ECLECTIC ASSOCIATES INC /ADV | $342.1K | 28,251 | 0.04% | 3q | -6.0%-$21.9K |
| Entruity Wealth, LLC | $280.1K | 23,130 | 0.18% | 7q | HELD |
| CoreCap Advisors, LLC | $247.2K | 20,417 | 0.01% | 10q | +115.5%+$132.5K |
| JANE STREET GROUP, LLC | $243.5K | 20,108 | 0.00% | 2q | -18.7%-$55.9K |
| Brookstone Capital Management | $225.2K | 18,597 | 0.00% | 9q | HELD |
| Indivisible Partners | $211.7K | 17,485 | 0.01% | 3q | +1.0%+$2.1K |
| STIFEL FINANCIAL CORP | $170.0K | 14,041 | 0.00% | 8q | +3.0%+$5.0K |
| Second Line Capital, LLC | $157.9K | 13,037 | 0.03% | 11q | HELD |
| Aptus Capital Advisors, LLC | $157.9K | 13,037 | 0.00% | 12q | HELD |
| EVOLVE PRIVATE WEALTH, LLC | $156.0K | 12,879 | 0.01% | 3q | -4.0%-$6.4K |
| CITADEL ADVISORS LLC | $130.6K | 10,781 | 0.00% | new | NEW |
| Advisory Advocates, LLC | $124.7K | 10,300 | 0.11% | 2q | HELD |
| Spire Wealth Management | $113.4K | 9,368 | 0.00% | 22q | -5.5%-$6.6K |
| FIFTH THIRD BANCORP | $101.2K | 8,355 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $74.7K | 6,166 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $52.6K | 4,345 | 0.00% | 31q | +0.5% |
| Axiom Investment Management LLC | $41.5K | 3,426 | 0.03% | 2q | +1.6% |
| ARMSTRONG ADVISORY GROUP, INC | $39.3K | 3,243 | 0.00% | 14q | +3.0%+$1.1K |
| MCF Advisors LLC | $20.7K | 1,711 | 0.00% | 14q | HELD |
| GILL CAPITAL PARTNERS, LLC | $19.9K | 1,640 | 0.01% | 2q | HELD |
| SHP Wealth Management | $17.0K | 1,400 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $14.6K | 1,203 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $13.3K | 1,100 | 0.00% | 6q | HELD |
| HOEY INVESTMENTS, INC | $10.1K | 835 | 0.00% | 14q | HELD |
| Integrated Wealth Concepts LLC | $10.1K | 834 | 0.00% | new | NEW |
| Penserra Capital Management LLC | $8.5K | 705,384 | 0.07% | 6q | +4.0% |
| Costello Asset Management, INC | $7.8K | 648 | 0.00% | 6q | +2.9% |
| Steward Partners Investment Advisory, LLC | $6.4K | 529 | 0.00% | 29q | HELD |
| IFP Advisors, Inc | $4.8K | 400 | 0.00% | 18q | HELD |
| Global Retirement Partners, LLC | $3.6K | 300 | 0.00% | 14q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.0K | 250 | 0.00% | 4q | HELD |
| Comprehensive Financial Planning, Inc./PA | $2.6K | 216 | 0.00% | 3q | HELD |
| US BANCORP \DE\ | $2.5K | 205 | 0.00% | 8q | HELD |
| Medallion Wealth Advisors, LLC | $2.2K | 179 | 0.00% | 7q | HELD |
| Atlantic Union Bankshares Corp | $1.8K | 150 | 0.00% | 4q | HELD |
| Larson Financial Group LLC | $1.1K | 87 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $170 | 14,003 | 0.00% | 3q | HELD |
| ASSETMARK, INC | $157 | 13 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $133 | 11,015 | 0.00% | 14q | +0.5% |
| CITIGROUP INC | $73 | 6 | 0.00% | 14q | HELD |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $2 | 0 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 63 | $49.8M | 4,115,119 | 7 | 19 | 13 | 0.0% |
| Q1 2026 | 62 | $46.2M | 4,268,657 | 12 | 20 | 8 | 0.0% |
| Q4 2025 | 55 | $40.3M | 3,450,858 | 6 | 17 | 13 | 0.0% |
| Q3 2025 | 52 | $42.0M | 3,165,757 | 7 | 14 | 13 | 0.0% |
| Q2 2025 | 56 | $42.4M | 3,837,412 | 6 | 16 | 13 | 0.0% |
| Q1 2025 | 58 | $39.3M | 3,949,848 | 5 | 15 | 20 | 0.0% |
| Q4 2024 | 64 | $52.3M | 5,332,077 | 6 | 12 | 22 | 0.0% |
| Q3 2024 | 61 | $73.0M | 6,878,197 | 5 | 16 | 15 | 0.0% |
| Q2 2024 | 60 | $71.3M | 7,306,237 | 4 | 17 | 20 | 0.0% |
| Q1 2024 | 64 | $71.4M | 7,357,795 | 4 | 23 | 18 | 0.0% |
| Q4 2023 | 65 | $64.4M | 6,896,660 | 7 | 22 | 15 | 0.0% |
| Q3 2023 | 64 | $51.8M | 5,984,509 | 4 | 19 | 21 | 0.0% |
| Q2 2023 | 69 | $55.6M | 5,825,776 | 6 | 24 | 18 | 0.0% |
| Q1 2023 | 70 | $51.3M | 5,544,840 | 29 | 21 | 7 | 0.0% |
| Q4 2022 | 39 | $27.8M | 2,934,346 | 9 | 12 | 10 | 0.0% |
| Q3 2022 | 41 | $28.1M | 3,329,693 | 3 | 12 | 15 | 0.0% |
| Q2 2022 | 43 | $31.3M | 3,340,243 | 8 | 15 | 6 | 0.0% |
| Q1 2022 | 39 | $34.1M | 3,041,433 | 4 | 13 | 7 | 0.0% |
| Q4 2021 | 38 | $34.9M | 2,883,954 | 3 | 15 | 10 | 0.0% |
| Q3 2021 | 38 | $33.9M | 2,919,492 | 1 | 14 | 12 | 0.0% |
| Q2 2021 | 42 | $34.8M | 2,895,900 | 3 | 22 | 7 | 0.0% |
| Q1 2021 | 45 | $35.6M | 3,197,204 | 5 | 16 | 12 | 0.0% |
| Q4 2020 | 46 | $31.6M | 3,022,620 | 7 | 12 | 10 | 0.0% |
| Q3 2020 | 41 | $28.1M | 3,063,820 | 6 | 11 | 15 | 0.0% |
| Q2 2020 | 41 | $30.3M | 3,388,389 | 3 | 13 | 17 | 0.0% |
| Q1 2020 | 47 | $29.0M | 3,944,802 | 13 | 16 | 11 | 0.0% |
| Q4 2019 | 44 | $36.4M | 3,503,883 | 4 | 15 | 9 | 0.0% |
| Q3 2019 | 38 | $34.1M | 3,527,858 | 2 | 18 | 11 | 0.0% |
| Q2 2019 | 38 | $34.8M | 3,607,382 | 4 | 15 | 11 | 0.0% |
| Q1 2019 | 41 | $35.2M | 3,716,435 | 2 | 11 | 14 | 0.0% |
| Q4 2018 | 41 | $32.9M | 3,867,414 | 0 | 3 | 0 | 0.0% |