ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT · 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% | #73 | $95.3M | 9.2M | $107.3M | 11.3M | -2.1M-18.57% | Reduce | |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #68 | $34.4M | 3.3M | $28.0M | 3.0M | +298,939+9.83% | Add | |
| Penserra Capital Management LLC | 0.2% | 0.26% | #12 | $25.5M | 2.5M | $21.9M | 2.4M | +94,281+3.97% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #76 | $17.5M | 1.7M | $9.2M | 995,658 | +699,954+70.30% | Add | |
| GUGGENHEIM CAPITAL LLC | 0.07% | 0.07% | #30 | $11.1M | 1.1M | $9.2M | 999,833 | +72,204+7.22% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #94 | $10.5M | 1.0M | $9.8M | 1.1M | -48,169-4.51% | Reduce | |
| Advisors Asset Management, Inc. | 0.13% | 0.11% | #21 | $8.5M | 828,801 | $6.5M | 710,621 | +118,180+16.63% | Add | |
| Hennion & Walsh Asset Management, Inc. | 0.17% | 0.16% | #16 | $5.8M | 566,770 | $4.6M | 502,972 | +63,798+12.68% | Add | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.14% | 0.29% | #18 | $4.5M | 437,596 | $4.2M | 439,873 | -2,277-0.52% | Reduce | |
| Waterfront Wealth Inc. | 0.66% | 0.69% | #3 | $4.3M | 408,624 | $3.7M | 406,035 | +2,589+0.64% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #113 | $4.0M | 389,090 | $3.4M | 373,965 | +15,125+4.04% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #132 | $3.8M | 370,654 | $4.7M | 507,797 | -137,143-27.01% | Reduce | |
| OPPENHEIMER & CO INC | 0.03% | 0.03% | #39 | $2.8M | 268,140 | $2.5M | 271,153 | -3,013-1.11% | Reduce | |
| WEDBUSH SECURITIES INC | 0.07% | 0.07% | #28 | $2.8M | 267,408 | $2.4M | 259,926 | +7,482+2.88% | Add | |
| DCF Advisers, LLC | 0.48% | 0.65% | #5 | $2.7M | 266,000 | $2.4M | 266,000 | 00.00% | Unchanged | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #85 | $2.7M | 261,940 | $2.6M | 284,034 | -22,094-7.78% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #89 | $2.6M | 254,088 | $1.8M | 193,666 | +60,422+31.20% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #117 | $2.4M | 232,325 | $2.1M | 224,464 | +7,861+3.50% | Add | |
| UBS Group AG | <0.01% | <0.01% | #130 | $2.4M | 229,520 | $2.1M | 225,534 | +3,986+1.77% | Add | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #97 | $2.1M | 203,570 | $1.9M | 203,714 | -144-0.07% | Reduce | |
| Janney Montgomery Scott LLC | <0.01% | <0.01% | #82 | $1.9M | 180,584 | $1.8M | 194,823 | -14,239-7.31% | Reduce | |
| EVOLVE PRIVATE WEALTH, LLC | 0.1% | 0.1% | #23 | $1.7M | 164,780 | $1.9M | 203,818 | -39,038-19.15% | Reduce | |
| INDEPENDENT FINANCIAL GROUP, LLC | 0.03% | — | #41 | $1.5M | 141,967 | $0 | 0 | +141,967 | New Buy | |
| Aviance Capital Partners, LLC | 0.14% | 0.14% | #19 | $1.4M | 131,663 | $1.2M | 130,747 | +916+0.70% | Add | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #78 | $1.4M | 131,397 | $1.2M | 128,494 | +2,903+2.26% | Add | |
| Advisory Advocates, LLC | 1.11% | 1.15% | #1 | $1.3M | 125,935 | $1.1M | 122,635 | +3,300+2.69% | Add | |
| Private Advisor Group, LLC | 0.01% | 0.01% | #66 | $1.3M | 125,243 | $2.9M | 313,382 | -188,139-60.04% | Reduce | |
| &PARTNERS | <0.01% | <0.01% | #74 | $1.2M | 115,691 | $966,859 | 104,979 | +10,712+10.20% | Add | |
| Lido Advisors, LLC | <0.01% | <0.01% | #90 | $1.1M | 107,210 | $674,540 | 73,240 | +33,970+46.38% | Add | |
| Navis Wealth Advisors, LLC | 0.42% | — | #6 | $1.1M | 106,485 | $0 | 0 | +106,485 | New Buy | |
| THRIVENT FINANCIAL FOR LUTHERANS | <0.01% | <0.01% | #98 | $1.1M | 105,000 | $967,000 | 105,000 | 00.00% | Unchanged | |
| Stolper Co | 0.28% | 0.47% | #7 | $1.1M | 104,186 | $930,000 | 100,968 | +3,218+3.19% | Add | |
| Summit Financial, LLC | 0.01% | 0.01% | #53 | $1.1M | 104,170 | $948,428 | 102,978 | +1,192+1.16% | Add | |
| Live Oak Private Wealth LLC | 0.13% | 0.13% | #20 | $1.1M | 103,295 | $951,347 | 103,295 | 00.00% | Unchanged | |
| ASHTON THOMAS SECURITIES, LLC | 0.15% | 0.12% | #17 | $1.0M | 100,500 | $925,605 | 100,500 | 00.00% | Unchanged | |
| Kestra Advisory Services, LLC | <0.01% | <0.01% | #86 | $1.0M | 99,928 | $837,660 | 90,951 | +8,977+9.87% | Add | |
| NWF Advisory Services Inc. | 0.09% | 0.1% | #24 | $986,667 | 95,700 | $922,842 | 100,200 | -4,500-4.49% | Reduce | |
| IHT Wealth Management, LLC | 0.02% | 0.02% | #44 | $942,649 | 91,431 | $842,076 | 91,431 | 00.00% | Unchanged | |
| Baird Financial Group, Inc. | <0.01% | <0.01% | #105 | $865,885 | 83,985 | $643,908 | 69,914 | +14,071+20.13% | Add | |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 0.01% | 0.01% | #55 | $815,886 | 78,001 | $784,556 | 77,910 | +91+0.12% | Add | |
| CHOREO, LLC | 0.01% | 0.01% | #57 | $770,837 | 74,766 | $801,288 | 87,002 | -12,236-14.06% | Reduce | |
| Cetera Investment Advisers | <0.01% | 0.01% | #110 | $741,529 | 71,923 | $5.4M | 588,528 | -516,605-87.78% | Reduce | |
| Merit Financial Group, LLC | <0.01% | 0.01% | #77 | $741,526 | 71,923 | $683,889 | 74,255 | -2,332-3.14% | Reduce | |
| SeaCrest Wealth Management, LLC | 0.08% | 0.06% | #27 | $710,431 | 68,907 | $551,219 | 59,850 | +9,057+15.13% | Add | |
| Closed-End Fund Advisors, Inc. | 0.68% | 0.63% | #2 | $700,843 | 67,977 | $618,175 | 67,120 | +857+1.28% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | <0.01% | #106 | $669,157 | 64,157 | $576,004 | 61,539 | +2,618+4.25% | Add | |
| Mariner, LLC | <0.01% | <0.01% | #111 | $608,686 | 59,038 | $1.6M | 174,456 | -115,418-66.16% | Reduce | |
| Fund Advisors of America Inc/FL | 0.55% | 0.53% | #4 | $607,710 | 58,944 | $527,276 | 57,250 | +1,694+2.96% | Add | |
| Global Retirement Partners, LLC | 0.01% | — | #56 | $591,516 | 57,373 | $0 | 0 | +57,373 | New Buy | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #101 | $578,463 | 56,107 | $1.8M | 190,399 | -134,292-70.53% | Reduce |