ABRDN LIFE SCIENCES INVESTOR (HQL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
82
Reporting holders
$136.1M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $35.5M | 1,771,848 | 0.00% | 35q | +12.8%+$4.0M |
| RAYMOND JAMES FINANCIAL INC | $13.8M | 689,134 | 0.00% | 7q | +4.2%+$556.7K |
| LPL Financial LLC | $10.3M | 514,161 | 0.00% | 31q | +7.4%+$707.5K |
| Allspring Global Investments Holdings, LLC | $9.1M | 455,124 | 0.01% | 15q | +25.5%+$1.9M |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $8.9M | 443,041 | 0.27% | 31q | +3.1%+$269.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | $8.0M | 400,765 | 0.31% | 31q | +4.7%+$361.1K |
| AMERIPRISE FINANCIAL INC | $3.9M | 195,451 | 0.00% | 31q | -49.0%-$3.8M |
| Advisors Asset Management, Inc. | $3.4M | 169,812 | 0.05% | 34q | +5.9%+$188.0K |
| 180 WEALTH ADVISORS, LLC | $3.1M | 152,829 | 0.31% | 30q | +2.2%+$65.5K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.0M | 150,000 | 0.14% | 7q | -24.5%-$975.1K |
| Formidable Asset Management, LLC | $2.7M | 165,243 | 0.43% | 6q | +4.3%+$111.6K |
| ROYAL BANK OF CANADA | $2.5M | 124,679 | 0.00% | 31q | +2.8%+$69.1K |
| BANK OF AMERICA CORP /DE/ | $2.4M | 122,374 | 0.00% | 31q | +5.9%+$135.8K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.9M | 92,899 | 0.23% | 17q | +5.7%+$100.1K |
| UHLMANN PRICE SECURITIES, LLC | $1.6M | 81,518 | 0.06% | 8q | +4.7%+$73.3K |
| Saba Capital Management, L.P. | $1.6M | 78,095 | 0.04% | 13q | -91.8%-$17.4M |
| 1607 Capital Partners, LLC | $1.5M | 76,387 | 0.13% | 16q | -26.6%-$553.8K |
| World Investment Advisors | $1.5M | 91,016 | 0.02% | 4q | HELD |
| Z3 Capital Partners, LLC | $1.4M | 72,030 | 0.30% | 3q | +7.0%+$93.7K |
| Steward Partners Investment Advisory, LLC | $1.4M | 68,721 | 0.01% | 29q | +26.5%+$288.3K |
| GUGGENHEIM CAPITAL LLC | $1.3M | 67,318 | 0.01% | 7q | +26.9%+$285.6K |
| STIFEL FINANCIAL CORP | $1.2M | 60,855 | 0.00% | 31q | +51.0%+$411.2K |
| FIRST TRUST ADVISORS LP | $1.1M | 56,477 | 0.00% | 10q | -1.5%-$17.2K |
| Invesco Ltd. | $1.1M | 53,959 | 0.00% | 3q | +33.4%+$270.5K |
| Rockefeller Capital Management L.P. | $944.8K | 47,216 | 0.00% | 2q | +127510.8%+$944.1K |
| OSAIC HOLDINGS, INC. | $912.6K | 45,601 | 0.00% | 26q | +24.3%+$178.3K |
| Kingsview Wealth Management, LLC | $714.7K | 35,716 | 0.01% | 22q | HELD |
| STEPHENS INC /AR/ | $630.5K | 31,510 | 0.01% | 25q | +3.6%+$21.9K |
| Closed-End Fund Advisors, Inc. | $603.7K | 30,171 | 0.59% | 3q | +13.8%+$73.4K |
| ENVESTNET ASSET MANAGEMENT INC | $600.5K | 30,011 | 0.00% | 2q | +111.3%+$316.3K |
| Merit Financial Group, LLC | $523.3K | 26,152 | 0.00% | 5q | +106.7%+$270.1K |
| KPP Advisory Services LLC | $505.3K | 25,251 | 0.06% | 10q | +2.7%+$13.2K |
| Private Advisor Group, LLC | $468.3K | 23,405 | 0.00% | 20q | -69.6%-$1.1M |
| PMG Family Office LLC | $466.5K | 23,312 | 0.43% | 4q | +1.1%+$5.0K |
| XTX Topco Ltd | $464.9K | 23,234 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $426.4K | 21,311 | 0.00% | 31q | HELD |
| UBS Group AG | $407.1K | 20,345 | 0.00% | 31q | +3.0%+$11.7K |
| NewEdge Advisors, LLC | $403.5K | 20,165 | 0.00% | 19q | -15.2%-$72.5K |
| JANE STREET GROUP, LLC | $366.0K | 18,290 | 0.00% | 4q | +22.4%+$67.1K |
| OPPENHEIMER & CO INC | $359.7K | 17,976 | 0.00% | 31q | +2.8%+$9.6K |
| Atlantic Union Bankshares Corp | $356.3K | 17,808 | 0.01% | 29q | HELD |
| DECISION INVESTMENTS, INC | $345.3K | 17,254 | 0.31% | 3q | -2.5%-$9.0K |
| Atlas Wealth LLC | $303.6K | 15,170 | 0.04% | new | NEW |
| Almitas Capital LLC | $297.6K | 14,875 | 0.07% | 3q | HELD |
| CITADEL ADVISORS LLC | $287.3K | 14,356 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $267.7K | 13,377 | 0.01% | 6q | +3.1%+$7.9K |
| Live Oak Private Wealth LLC | $264.6K | 13,223 | 0.03% | 25q | HELD |
| EVOLVE PRIVATE WEALTH, LLC | $244.1K | 12,197 | 0.01% | 3q | +3.8%+$8.9K |
| Wealthcare Advisory Partners LLC | $237.6K | 11,876 | 0.00% | 6q | +3.1%+$7.2K |
| Stratos Wealth Partners, LTD. | $233.3K | 11,660 | 0.00% | 21q | -27.6%-$88.9K |
| Cetera Investment Advisers | $224.7K | 11,227 | 0.00% | new | NEW |
| Shaker Financial Services, LLC | $220.6K | 11,026 | 0.07% | 6q | -85.1%-$1.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $216.7K | 10,686 | 0.00% | 2q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $214.1K | 10,700 | 0.01% | 20q | HELD |
| Baldwin Investment Management, LLC | $208.3K | 10,411 | 0.02% | 2q | +3.1%+$6.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $188.9K | 9,440 | 0.00% | 3q | -41.4%-$133.4K |
| Thomas J. Herzfeld Advisors, Inc. | $183.9K | 9,191 | 0.06% | 2q | -17.0%-$37.7K |
| WOLVERINE ASSET MANAGEMENT LLC | $151.8K | 7,584 | 0.00% | 7q | -79.7%-$595.3K |
| Global Retirement Partners, LLC | $122.6K | 6,128 | 0.00% | 16q | -12.9%-$18.2K |
| PNC Financial Services Group, Inc. | $96.6K | 4,828 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $69.3K | 3,465 | 0.00% | 31q | -15.8%-$13.0K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $56.2K | 2,811 | 0.00% | 14q | HELD |
| BankPlus Trust Department | $42.7K | 2,134 | 0.01% | 7q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $39.8K | 1,989 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $36.1K | 1,804 | 0.00% | 2q | +106.4%+$18.6K |
| VSM Wealth Advisory, LLC | $34.5K | 1,726 | 0.01% | 2q | +3.1%+$1.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.4K | 1,168 | 0.00% | 4q | +4.0% |
| HARBOUR INVESTMENTS, INC. | $22.8K | 1,139 | 0.00% | 6q | +3.2% |
| Costello Asset Management, INC | $22.2K | 1,111 | 0.01% | 6q | +2.9% |
| WPG Advisers, LLC | $18.9K | 944 | 0.01% | 6q | HELD |
| Penserra Capital Management LLC | $16.8K | 838,890 | 0.13% | 8q | +4.0% |
| Buck Wealth Strategies, LLC | $13.9K | 697 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $10.7K | 534 | 0.00% | 10q | HELD |
| Newton One Investments LLC | $10.2K | 512 | 0.00% | new | NEW |
| ASSETMARK, INC | $7.5K | 376 | 0.00% | 5q | +41.9%+$2.2K |
| Cambridge Investment Research Advisors, Inc. | $3.1K | 156,292 | 0.00% | 6q | +1025.8%+$2.9K |
| SALEM INVESTMENT COUNSELORS INC | $2.5K | 125 | 0.00% | 2q | HELD |
| ATLAS CAPITAL ADVISORS INC. | $2.2K | 138 | 0.00% | 6q | HELD |
| Janney Montgomery Scott LLC | $2.2K | 111,730 | 0.00% | 4q | +22.1% |
| Markowski Investments | $2.1K | 105 | 0.00% | new | FIRST |
| WHITTIER TRUST CO OF NEVADA INC | $784 | 38 | 0.00% | 2q | +2.7% |
| Nexus Investment Management ULC | $640 | 32 | 0.00% | 2q | HELD |
| WEDBUSH SECURITIES INC | $319 | 15,960 | 0.01% | 6q | +50.6% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $260 | 13 | 0.00% | 2q | HELD |
| HUNTINGTON NATIONAL BANK | $120 | 6 | 0.00% | 10q | HELD |
| JFS WEALTH ADVISORS, LLC | $61 | 3 | 0.00% | 15q | 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 | 82 | $136.1M | 6,847,289 | 7 | 40 | 15 | 0.0% |
| Q1 2026 | 82 | $122.8M | 7,541,463 | 17 | 36 | 16 | 0.0% |
| Q4 2025 | 69 | $133.6M | 7,969,208 | 6 | 25 | 17 | 0.0% |
| Q3 2025 | 76 | $127.2M | 8,214,323 | 12 | 30 | 16 | 0.0% |
| Q2 2025 | 69 | $112.4M | 8,773,288 | 2 | 35 | 13 | 0.0% |
| Q1 2025 | 77 | $102.6M | 8,086,661 | 16 | 30 | 17 | 0.0% |
| Q4 2024 | 65 | $108.4M | 8,264,400 | 8 | 12 | 18 | 0.0% |
| Q3 2024 | 66 | $131.2M | 8,699,021 | 7 | 18 | 25 | 0.0% |
| Q2 2024 | 68 | $136.6M | 9,631,657 | 4 | 26 | 25 | 0.0% |
| Q1 2024 | 72 | $132.7M | 9,734,845 | 13 | 27 | 19 | 0.0% |
| Q4 2023 | 70 | $108.5M | 8,053,043 | 8 | 29 | 18 | 0.0% |
| Q3 2023 | 71 | $75.5M | 6,055,442 | 8 | 29 | 19 | 0.0% |
| Q2 2023 | 70 | $68.6M | 5,069,889 | 9 | 25 | 17 | 0.0% |
| Q1 2023 | 68 | $66.5M | 4,777,368 | 6 | 27 | 16 | 0.0% |
| Q4 2022 | 68 | $67.2M | 4,725,438 | 22 | 23 | 12 | 0.0% |
| Q3 2022 | 60 | $58.4M | 4,275,557 | 5 | 28 | 13 | 0.0% |
| Q2 2022 | 64 | $52.3M | 3,673,092 | 8 | 22 | 18 | 0.0% |
| Q1 2022 | 62 | $60.6M | 3,659,571 | 8 | 19 | 20 | 0.0% |
| Q4 2021 | 63 | $74.4M | 3,874,460 | 7 | 28 | 15 | 0.0% |
| Q3 2021 | 63 | $85.1M | 4,079,089 | 7 | 27 | 11 | 0.0% |
| Q2 2021 | 64 | $94.2M | 4,393,954 | 10 | 21 | 19 | 0.0% |
| Q1 2021 | 59 | $100.1M | 5,080,296 | 8 | 27 | 15 | 0.0% |
| Q4 2020 | 61 | $96.9M | 4,901,740 | 9 | 24 | 11 | 0.0% |
| Q3 2020 | 57 | $90.7M | 5,153,948 | 5 | 28 | 10 | 0.0% |
| Q2 2020 | 64 | $90.1M | 5,018,014 | 10 | 24 | 19 | 0.0% |
| Q1 2020 | 65 | $68.4M | 4,562,347 | 11 | 27 | 15 | 0.0% |
| Q4 2019 | 63 | $79.9M | 4,584,906 | 9 | 29 | 14 | 0.0% |
| Q3 2019 | 57 | $51.1M | 3,378,788 | 9 | 22 | 13 | 0.0% |
| Q2 2019 | 51 | $54.5M | 3,234,471 | 8 | 20 | 15 | 0.0% |
| Q1 2019 | 52 | $55.2M | 3,221,632 | 4 | 20 | 18 | 0.0% |
| Q4 2018 | 55 | $50.0M | 3,306,621 | 0 | 2 | 2 | 0.0% |