ABRDN HEALTHCARE OPPORTUNITIES FD COM USD0.01 · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | <0.01% | <0.01% | #64 | $26.9M | 1.4M | $23.9M | 1.4M | +55,206+4.00% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #52 | $20.8M | 1.1M | $19.2M | 1.1M | -34,778-3.04% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #49 | $13.6M | 726,863 | $13.2M | 783,686 | -56,823-7.25% | Reduce | |
| Heron Bay Capital Management | 0.95% | 0.92% | #2 | $10.5M | 562,344 | $10.0M | 594,371 | -32,027-5.39% | Reduce | |
| Penserra Capital Management LLC | 0.07% | 0.09% | #15 | $8.7M | 464,627 | $7.5M | 446,935 | +17,692+3.96% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #63 | $6.5M | 346,884 | $5.2M | 307,054 | +39,830+12.97% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #74 | $3.8M | 203,590 | $3.2M | 189,884 | +13,706+7.22% | Add | |
| UBS Group AG | <0.01% | <0.01% | #80 | $3.7M | 196,425 | $5.2M | 308,224 | -111,799-36.27% | Reduce | |
| WEDBUSH SECURITIES INC | 0.09% | 0.09% | #13 | $3.5M | 187,779 | $2.9M | 173,507 | +14,272+8.23% | Add | |
| FIRST TRUST ADVISORS LP | <0.01% | <0.01% | #60 | $2.8M | 147,949 | $2.4M | 141,958 | +5,991+4.22% | Add | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #58 | $2.7M | 145,076 | $2.5M | 149,318 | -4,242-2.84% | Reduce | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.17% | — | #10 | $2.7M | 143,003 | $0 | 0 | +143,003 | New Buy | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #51 | $2.6M | 138,800 | $2.3M | 137,359 | +1,441+1.05% | Add | |
| Steward Partners Investment Advisory, LLC | 0.01% | 0.01% | #28 | $2.6M | 136,587 | $2.2M | 129,696 | +6,891+5.31% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #90 | $1.9M | 100,702 | $1.8M | 106,349 | -5,647-5.31% | Reduce | |
| Next Level Private LLC | 0.34% | 0.32% | #6 | $1.7M | 93,047 | $1.4M | 85,183 | +7,864+9.23% | Add | |
| Z3 Capital Partners, LLC | 0.36% | 0.38% | #5 | $1.7M | 90,460 | $1.5M | 89,385 | +1,075+1.20% | Add | |
| Private Advisor Group, LLC | 0.01% | 0.01% | #40 | $1.6M | 86,445 | $1.3M | 75,564 | +10,881+14.40% | Add | |
| Aviance Capital Partners, LLC | 0.17% | 0.17% | #11 | $1.6M | 86,181 | $1.4M | 85,786 | +395+0.46% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #69 | $1.4M | 72,397 | $1.2M | 69,021 | +3,376+4.89% | Add | |
| Shaker Financial Services, LLC | 0.41% | 0.19% | #4 | $1.3M | 70,493 | $547,680 | 32,600 | +37,893+116.24% | Add | |
| Marex Group plc | 0.01% | — | #46 | $1.2M | 64,474 | $0 | 0 | +64,474 | New Buy | |
| Regatta Research & Money Management | 1.12% | — | #1 | $1.2M | 63,350 | $0 | 0 | +63,350 | New Buy | |
| EVOLVE PRIVATE WEALTH, LLC | 0.07% | 0.06% | #16 | $1.1M | 58,387 | $1.2M | 71,959 | -13,572-18.86% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #67 | $1.1M | 58,326 | $701,289 | 41,741 | +16,585+39.73% | Add | |
| WOLVERINE ASSET MANAGEMENT LLC | 0.01% | — | #35 | $1.1M | 57,930 | $0 | 0 | +57,930 | New Buy | |
| Kestra Advisory Services, LLC | <0.01% | <0.01% | #50 | $1.0M | 55,974 | $1.0M | 61,515 | -5,541-9.01% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #57 | $1.0M | 53,521 | $909,000 | 54,092 | -571-1.06% | Reduce | |
| World Investment Advisors | 0.01% | 0.02% | #25 | $903,440 | 53,643 | $1.2M | 69,003 | -15,360-22.26% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #93 | $880,460 | 47,008 | $543,615 | 32,358 | +14,650+45.27% | Add | |
| Westbourne Investment Advisors, Inc. | 0.24% | 0.22% | #7 | $870,945 | 46,500 | $757,680 | 45,100 | +1,400+3.10% | Add | |
| D.A. DAVIDSON & CO. | <0.01% | <0.01% | #48 | $835,143 | 44,588 | $748,409 | 44,548 | +40+0.09% | Add | |
| BENJAMIN EDWARDS INC | 0.01% | 0.01% | #43 | $802,891 | 42,867 | $693,854 | 41,301 | +1,566+3.79% | Add | |
| Janney Montgomery Scott LLC | <0.01% | <0.01% | #62 | $781,790 | 41,740 | $522,000 | 31,098 | +10,642+34.22% | Add | |
| Summit Financial, LLC | 0.01% | 0.01% | #36 | $753,413 | 40,225 | $666,181 | 39,654 | +571+1.44% | Add | |
| Stolper Co | 0.19% | 0.32% | #9 | $741,933 | 39,612 | $643,000 | 38,280 | +1,332+3.48% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | <0.01% | #70 | $724,488 | 38,151 | $677,038 | 39,431 | -1,280-3.25% | Reduce | |
| STEPHENS INC /AR/ | 0.01% | 0.01% | #37 | $715,093 | 38,179 | $633,948 | 37,735 | +444+1.18% | Add | |
| COHEN & STEERS, INC. | <0.01% | <0.01% | #72 | $708,837 | 37,845 | $636,000 | 37,845 | 00.00% | Unchanged | |
| Kingsview Wealth Management, LLC | 0.01% | 0.01% | #31 | $657,378 | 39,130 | $657,378 | 39,130 | 00.00% | Unchanged | |
| HBK Sorce Advisory LLC | 0.01% | 0.01% | #29 | $647,961 | 34,302 | $515,359 | 27,978 | +6,324+22.60% | Add | |
| Samalin Investment Counsel, LLC | 0.2% | 0.27% | #8 | $637,004 | 34,010 | $771,206 | 45,905 | -11,895-25.91% | Reduce | |
| PMG Family Office LLC | 0.54% | 0.58% | #3 | $587,298 | 31,356 | $517,709 | 30,816 | +540+1.75% | Add | |
| XTX Topco Ltd | 0.01% | — | #39 | $576,715 | 30,791 | $0 | 0 | +30,791 | New Buy | |
| B. Riley Wealth Advisors, Inc. | 0.03% | 0.03% | #19 | $570,505 | 30,362 | $449,257 | 27,477 | +2,885+10.50% | Add | |
| OPPENHEIMER & CO INC | <0.01% | 0.01% | #47 | $467,201 | 24,944 | $427,291 | 25,434 | -490-1.93% | Reduce | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #85 | $457,205 | 24,410 | $409,634 | 24,383 | +27+0.11% | Add | |
| ADVISORTRUST PARTNERS, LLC | 0.15% | 0.12% | #12 | $450,700 | 24,063 | $281,938 | 16,782 | +7,281+43.39% | Add | |
| MGO ONE SEVEN LLC | 0.01% | — | #41 | $449,005 | 23,973 | $0 | 0 | +23,973 | New Buy | |
| &PARTNERS | <0.01% | <0.01% | #59 | $441,477 | 23,571 | $472,598 | 28,131 | -4,560-16.21% | Reduce |