13FBOX
ABRDN GLOBAL DYNAMIC DIVIDEN · 13F Institutional Holdings
Options Calculator Rankings
A

ABRDN GLOBAL DYNAMIC DIVIDEN

XAGDX
Institutions
65
Combined AUM (Q2 2026)
$58.7M
Combined Shares (Q2 2026)
4.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+521,436
33 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-438,779
21 · 8 Exit · ≈
⚖️ Net
+82,657
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$58.7M
Institutions
65
New Buys
8
Adds
25
Reduces
13
Exits
8
Unchanged
19
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#22$10.8M889,919$9.0M834,140+55,779+6.69%Add
Penserra Capital Management LLC
0.07%0.09%#6$8.5M705,384$7.3M678,447+26,937+3.97%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#35$6.5M533,965$2.4M219,100+314,865+143.71%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#42$6.4M531,921$5.9M550,909-18,988-3.45%Reduce
Hennion & Walsh Asset Management, Inc.
0.11%0.11%#4$3.8M310,171$3.3M306,456+3,715+1.21%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#44$2.2M182,769$2.0M183,901-1,132-0.62%Reduce
LPL Financial LLC
<0.01%<0.01%#41$1.9M160,563$2.9M265,138-104,575-39.44%Reduce
MORGAN STANLEY
<0.01%<0.01%#50$1.9M159,739$2.6M193,105-33,366-17.28%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$1.7M136,655$1.5M139,099-2,444-1.76%Reduce
Rockefeller Capital Management L.P.
<0.01%<0.01%#23$1.6M135,667$1.3M123,577+12,090+9.78%Add
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.05%0.14%#7$1.5M125,921$2.1M187,227-61,306-32.74%Reduce
UBS Group AG
<0.01%<0.01%#47$1.2M96,789$1.3M116,644-19,855-17.02%Reduce
GUGGENHEIM CAPITAL LLC
0.01%0.01%#16$1.1M89,866$814,88275,452+14,414+19.10%Add
Cerity Partners LLC
<0.01%<0.01%#32$899,84274,306$800,55674,126+180+0.24%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#34$849,50070,149$746,74069,143+1,006+1.45%Add
Cetera Investment Advisers
<0.01%<0.01%#40$500,19541,304$326,88930,268+11,036+36.46%Add
1776 Wealth LLC
0.16%0.16%#2$458,84837,890$409,21237,89000.00%Unchanged
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#53$414,64234,240$369,18134,183+57+0.17%Add
CHOREO, LLC
<0.01%<0.01%#18$406,25933,547$362,31233,54700.00%Unchanged
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#38$393,97132,372$312,76728,589+3,783+13.23%Add
HighTower Advisors, LLC
<0.01%<0.01%#43$390,42232,240$338,18631,314+926+2.96%Add
Kovack Advisors, Inc.
0.02%0.01%#12$387,63332,219$233,97321,298+10,921+51.28%Add
OPPENHEIMER & CO INC
<0.01%<0.01%#19$383,52431,670$340,12431,493+177+0.56%Add
Invesco Ltd.
<0.01%#58$376,30631,074$00+31,074New Buy
NWF Advisory Services Inc.
0.04%0.04%#9$373,60430,851$354,48832,823-1,972-6.01%Reduce
Kapstone Financial Advisors LLC
0.16%0.15%#3$371,05030,640$309,31228,640+2,000+6.98%Add
ECLECTIC ASSOCIATES INC /ADV
0.04%0.04%#8$342,12028,251$324,60530,056-1,805-6.01%Reduce
Entruity Wealth, LLC
0.18%0.17%#1$280,10423,130$249,80423,13000.00%Unchanged
CoreCap Advisors, LLC
0.01%<0.01%#15$247,24720,417$102,3309,475+10,942+115.48%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#61$243,50820,108$267,05224,727-4,619-18.68%Reduce
Brookstone Capital Management
<0.01%<0.01%#26$225,21018,597$200,84818,59700.00%Unchanged
Indivisible Partners
0.01%0.02%#13$211,74817,485$186,97117,312+173+1.00%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#48$170,04014,041$147,15813,626+415+3.05%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#45$169,57614,003$152,00014,043-40-0.28%Reduce
Second Line Capital, LLC
0.03%0.03%#10$157,88313,037$159,67713,035+2+0.02%Add
Aptus Capital Advisors, LLC
<0.01%<0.01%#33$157,87813,037$140,76713,034+3+0.02%Add
EVOLVE PRIVATE WEALTH, LLC
0.01%0.01%#14$155,96512,879$144,81813,409-530-3.95%Reduce
WEDBUSH SECURITIES INC
<0.01%<0.01%#20$133,39211,015$118,00010,958+57+0.52%Add
CITADEL ADVISORS LLC
<0.01%#62$130,55810,781$00+10,781New Buy
Advisory Advocates, LLC
0.11%0.11%#5$124,73310,300$111,24010,30000.00%Unchanged
Spire Wealth Management
<0.01%<0.01%#21$113,4459,368$107,0229,909-541-5.46%Reduce
FIFTH THIRD BANCORP
<0.01%<0.01%#46$101,1798,355$90,2348,35500.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#51$74,6706,166$00+6,166New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#59$52,6164,345$46,6734,322+23+0.53%Add
Axiom Investment Management LLC
0.03%0.03%#11$41,4833,426$36,4193,373+53+1.57%Add
ARMSTRONG ADVISORY GROUP, INC
<0.01%<0.01%#24$39,2743,243$34,0193,150+93+2.95%Add
MCF Advisors LLC
<0.01%<0.01%#36$20,7211,711$18,4791,71100.00%Unchanged
GILL CAPITAL PARTNERS, LLC
0.01%0.01%#17$19,8601,640$17,7121,64000.00%Unchanged
SHP Wealth Management
<0.01%#31$16,9541,400$00+1,400New Buy
FIDUCIARY FINANCIAL ADVISORS
<0.01%#28$14,5691,203$00+1,203New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow