13FBOX
ABRDN FDS · 13F Institutional Holdings
Options Calculator Rankings
A

ABRDN FDS

AGEM
Institutions
57
Combined AUM (Q2 2026)
$194.2M
Combined Shares (Q2 2026)
3.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.3M
29 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-97,859
22 · 5 Exit · ≈
⚖️ Net
+1.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$194.2M
Institutions
57
New Buys
17
Adds
12
Reduces
17
Exits
5
Unchanged
11
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Bank of New York Mellon Corp
0.01%#23$53.7M1.1M$00+1.1MNew Buy
WADDELL & ASSOCIATES, LLC
2.31%2.14%#1$46.6M943,693$37.9M933,510+10,183+1.09%Add
Sterling Capital Management LLC
0.46%0.45%#5$27.2M550,972$23.6M580,747-29,775-5.13%Reduce
AE Wealth Management LLC
0.1%0.1%#13$21.4M434,232$18.2M448,051-13,819-3.08%Reduce
Simplicity Wealth,LLC
0.28%0.42%#10$8.4M170,066$7.4M183,193-13,127-7.17%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#35$4.1M83,705$2.3M57,497+26,208+45.58%Add
GTS SECURITIES LLC
0.08%0.07%#14$3.6M73,687$1.9M46,928+26,759+57.02%Add
OLD MISSION CAPITAL LLC
0.05%0.02%#17$3.4M69,270$1.2M30,051+39,219+130.51%Add
LPL Financial LLC
<0.01%<0.01%#38$2.5M51,422$1.7M42,839+8,583+20.04%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#28$2.4M49,081$2.3M55,736-6,655-11.94%Reduce
FWG Investments, LLC.
1.15%1.21%#2$2.2M44,189$1.9M46,856-2,667-5.69%Reduce
HUNTINGTON NATIONAL BANK
0.01%0.01%#22$2.2M43,797$1.8M43,79700.00%Unchanged
Cetera Investment Advisers
<0.01%#30$1.7M34,044$00+34,044New Buy
LifePlan Investment Advisors, Inc.
0.54%0.51%#4$1.6M31,639$1.3M31,845-206-0.65%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#29$1.5M31,035$1.1M26,908+4,127+15.34%Add
Kingdom Financial Group LLC.
0.36%0.34%#7$1.4M28,423$1.2M29,702-1,279-4.31%Reduce
Lloyd Advisory Services, LLC.
0.44%0.34%#6$1.1M22,732$1.2M29,702-6,970-23.47%Reduce
Sanctuary Advisors, LLC
<0.01%#24$1.1M21,422$00+21,422New Buy
Quest 10 Wealth Builders, Inc.
0.55%0.51%#3$703,09114,238$587,37814,480-242-1.67%Reduce
Networth Advisors, LLC
0.34%0.35%#8$586,41411,876$490,01312,080-204-1.69%Reduce
TOUNJIAN ADVISORY PARTNERS, LLC
0.24%#11$565,19111,446$00+11,446New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#49$545,99511,057$340,2528,388+2,669+31.82%Add
MORGAN STANLEY
<0.01%<0.01%#51$505,50310,237$175,0874,717+5,520+117.02%Add
Arcadia Wealth Management, LLC
0.14%0.14%#12$461,1169,338$390,6229,630-292-3.03%Reduce
FMR LLC
<0.01%<0.01%#54$449,7489,108$372,6209,186-78-0.85%Reduce
Corient Private Wealth LLC
<0.01%#44$421,2248,530$00+8,530New Buy
Cerity Partners LLC
<0.01%<0.01%#40$401,7068,135$329,9898,13500.00%Unchanged
Montgomery Financial Services LLC
0.34%#9$387,2877,843$00+7,843New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#36$365,1657,395$298,0007,358+37+0.50%Add
First Heartland Consultants, Inc.
0.02%#20$355,7347,204$00+7,204New Buy
FIFTH THIRD BANCORP
<0.01%<0.01%#41$259,6895,259$213,3275,25900.00%Unchanged
Parallel Advisors, LLC
<0.01%<0.01%#25$258,4065,233$212,2725,23300.00%Unchanged
Slagle Financial, LLC
0.07%0.07%#15$249,5895,054$224,2915,529-475-8.59%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#45$234,1004,741$324,1507,991-3,250-40.67%Reduce
B.O.S.S. Retirement Advisors, LLC
0.06%#16$227,6224,610$00+4,610New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#43$210,2674,338$00+4,338New Buy
SMART Wealth LLC
0.04%0.07%#18$205,9314,170$235,1175,796-1,626-28.05%Reduce
MML INVESTORS SERVICES, LLC
<0.01%#42$202,6124,103$00+4,103New Buy
Beacon Financial Strategies CORP
0.03%#19$55,2441,119$00+1,119New Buy
GILL CAPITAL PARTNERS, LLC
0.01%0.01%#21$44,936910$36,92591000.00%Unchanged
Institute for Wealth Management, LLC.
<0.01%#26$37,464759$00+759New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#50$26,047527$00+527New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#47$25,480516$20,93151600.00%Unchanged
NATIONAL BANK OF CANADA /FI/
<0.01%#53$24,638504$00+504New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#55$21,184429$17,40242900.00%Unchanged
CoreCap Advisors, LLC
<0.01%<0.01%#37$19,703399$16,18539900.00%Unchanged
SOA Wealth Advisors, LLC.
<0.01%<0.01%#31$17,976364$14,686362+2+0.55%Add
IFP Advisors, Inc
<0.01%<0.01%#46$9,629195$15,374379-184-48.55%Reduce
Ascentis Independent Advisors
<0.01%<0.01%#34$8,960220$8,96022000.00%Unchanged
Strategic Wealth Partners, Ltd.
<0.01%<0.01%#39$8,665175$7,07817500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow