13FBOX
ABRDN HEALTHCARE INVESTORS · 13F Institutional Holdings
Options Calculator Rankings

ABRDN HEALTHCARE INVESTORS

HQH
Institutions
124
Combined AUM (Q2 2026)
$293.2M
Combined Shares (Q2 2026)
13.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+902,083
75 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-266,929
45 · 18 Exit · ≈
⚖️ Net
+635,154
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$293.2M
Institutions
124
New Buys
15
Adds
60
Reduces
27
Exits
18
Unchanged
22
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
0.01%<0.01%#54$98.2M4.5M$77.6M4.2M+264,196+6.29%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#50$27.0M1.2M$21.3M1.2M+35,036+2.93%Add
Penserra Capital Management LLC
0.2%0.24%#13$26.3M1.2M$20.4M1.1M+45,585+3.97%Add
Advisors Asset Management, Inc.
0.22%0.17%#8$14.6M665,476$10.3M577,239+88,237+15.29%Add
LPL Financial LLC
<0.01%<0.01%#68$12.8M582,882$9.8M552,394+30,488+5.52%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#75$11.5M524,781$9.2M519,667+5,114+0.98%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#73$10.2M465,769$8.3M466,695-926-0.20%Reduce
NEEDHAM INVESTMENT MANAGEMENT LLC
0.21%0.28%#11$7.1M320,825$5.5M311,284+9,541+3.07%Add
Z3 Capital Partners, LLC
1.06%1.02%#2$5.1M230,448$4.0M227,368+3,080+1.35%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#101$5.0M226,301$4.0M225,672+629+0.28%Add
Janney Montgomery Scott LLC
0.01%0.01%#46$4.7M214,304$3.7M205,248+9,056+4.41%Add
NewEdge Advisors, LLC
0.01%0.01%#41$3.6M164,510$2.7M151,738+12,772+8.42%Add
Samalin Investment Counsel, LLC
1.06%0.79%#3$3.4M154,616$2.2M125,848+28,768+22.86%Add
UBS Group AG
<0.01%<0.01%#99$2.9M133,040$2.3M128,934+4,106+3.18%Add
Kestra Advisory Services, LLC
0.01%0.01%#44$2.9M131,800$2.3M128,393+3,407+2.65%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#62$2.9M131,570$2.3M129,877+1,693+1.30%Add
Invesco Ltd.
<0.01%<0.01%#105$2.7M121,516$2.0M112,540+8,976+7.98%Add
OPPENHEIMER & CO INC
0.03%0.03%#25$2.6M116,304$2.1M116,628-324-0.28%Reduce
FIRST TRUST ADVISORS LP
<0.01%<0.01%#77$2.5M114,792$1.9M105,935+8,857+8.36%Add
Smith Asset Management Co., LLC
1.95%1.76%#1$2.5M112,724$2.1M115,261-2,537-2.20%Reduce
Steward Partners Investment Advisory, LLC
0.01%0.01%#38$2.2M101,994$1.5M84,348+17,646+20.92%Add
NWF Advisory Services Inc.
0.2%0.2%#12$2.2M98,507$1.8M100,769-2,262-2.24%Reduce
COHEN & STEERS, INC.
<0.01%<0.01%#64$2.0M89,573$1.6M89,57300.00%Unchanged
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#57$1.9M87,280$1.5M82,651+4,629+5.60%Add
Rockefeller Capital Management L.P.
<0.01%<0.01%#67$1.9M86,488$530,76529,835+56,653+189.89%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#72$1.7M76,373$1.3M75,423+950+1.26%Add
Sage Capital Management, LLC
0.63%0.52%#5$1.6M73,807$1.1M62,475+11,332+18.14%Add
Private Advisor Group, LLC
0.01%<0.01%#51$1.3M61,345$991,23055,718+5,627+10.10%Add
Cetera Investment Advisers
<0.01%<0.01%#81$1.3M60,059$1.5M82,596-22,537-27.29%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#109$1.3M57,971$1.0M56,487+1,484+2.63%Add
GUGGENHEIM CAPITAL LLC
0.01%0.01%#48$1.2M56,858$788,77344,338+12,520+28.24%Add
EVOLVE PRIVATE WEALTH, LLC
0.07%0.05%#19$1.2M53,461$1.0M57,242-3,781-6.61%Reduce
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
0.07%0.07%#20$1.1M51,952$924,22651,95200.00%Unchanged
STEPHENS INC /AR/
0.01%0.01%#39$1.0M46,190$420,26523,624+22,566+95.52%Add
WEDBUSH SECURITIES INC
0.03%0.02%#26$1.0M46,103$601,00033,778+12,325+36.49%Add
Triumph Capital Management
0.18%0.16%#14$1.0M45,512$799,57244,945+567+1.26%Add
AlphaCore Capital LLC
0.02%0.02%#32$943,98242,947$748,49842,074+873+2.07%Add
AE Wealth Management LLC
<0.01%<0.01%#58$918,69841,797$849,45547,749-5,952-12.47%Reduce
MGO ONE SEVEN LLC
0.01%#34$884,16040,226$00+40,226New Buy
Baird Financial Group, Inc.
<0.01%<0.01%#80$878,95839,989$1.3M72,924-32,935-45.16%Reduce
Cyndeo Wealth Partners, LLC
0.04%0.04%#21$842,01038,308$681,49938,30800.00%Unchanged
Abel Hall, LLC
0.13%0.13%#16$725,34033,000$587,07033,00000.00%Unchanged
Closed-End Fund Advisors, Inc.
0.69%0.69%#4$709,79732,293$676,28038,015-5,722-15.05%Reduce
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.03%0.03%#24$684,07631,122$577,96532,488-1,366-4.20%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#91$670,71130,515$533,16029,970+545+1.82%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#110$611,21727,808$481,90227,088+720+2.66%Add
World Investment Advisors
0.01%0.01%#42$609,47134,259$618,81134,784-525-1.51%Reduce
Compound Planning, Inc.
0.01%0.01%#36$518,40423,585$307,55817,288+6,297+36.42%Add
JANE STREET GROUP, LLC
<0.01%#118$511,82623,286$00+23,286New Buy
WESPAC Advisors, LLC
0.25%0.22%#7$508,90323,153$406,67922,860+293+1.28%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow