PHILADELPHIA, PA
ABRDN GLOBAL DYNAMIC DIVIDEND FUNDAGD— Latest position per institution from SEC 13F filings
15
Institutional holders
5.03M
Total shares held
44.99M
Estimated value
251.68K
Avg. position size
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
834.14K
Value
9.01M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
678.45K
Value
7.33K
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
550.91K
Value
5.95M
Filed
Mar 31, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
306.46K
Value
3.31M
Filed
Mar 31, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
289.81K
Value
2.85M
Filed
Dec 31, 2024
HERON BAY CAPITAL MANAGEMENT
CIK 1842149
Shares
284.37K
Value
2.71M
Filed
Jun 30, 2023
LPL FINANCIAL LLC
CIK 1403438
Shares
265.14K
Value
2.86M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
219.10K
Value
2.37M
Filed
Mar 31, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 1818604
Shares
187.23K
Value
2.06M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
183.90K
Value
1.99M
Filed
Mar 31, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
170.97K
Value
1.68M
Filed
Dec 31, 2024
MORGAN STANLEY
CIK 895421
Shares
169.35K
Value
1.83M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
139.10K
Value
1.50M
Filed
Mar 31, 2026
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
123.58K
Value
1.33M
Filed
Mar 31, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
122.43K
Value
1.32M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
116.64K
Value
1.26M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
114.27K
Value
1.26M
Filed
Jun 30, 2025
BDO WEALTH ADVISORS, LLC
CIK 1713458
Shares
97.78K
Value
932.79K
Filed
Jun 30, 2023
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
92.40K
Value
920.00
Filed
Mar 31, 2025
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
CIK 1418204
Shares
87.55K
Value
758.19K
Filed
Sep 30, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 720005 | 834.14K | 9.01M | Mar 31, 2026 |
| 2 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 678.45K | 7.33K | Mar 31, 2026 |
| 3 | BANK OF AMERICA CORP /DE/ | 70858 | 550.91K | 5.95M | Mar 31, 2026 |
| 4 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 306.46K | 3.31M | Mar 31, 2026 |
| 5 | PATHSTONE HOLDINGS, LLC | 2011612 | 289.81K | 2.85M | Dec 31, 2024 |
| 6 | HERON BAY CAPITAL MANAGEMENT | 1842149 | 284.37K | 2.71M | Jun 30, 2023 |
| 7 | LPL FINANCIAL LLC | 1403438 | 265.14K | 2.86M | Mar 31, 2026 |
| 8 | WELLS FARGO & COMPANY/MN | 72971 | 219.10K | 2.37M | Mar 31, 2026 |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | 187.23K | 2.06M | Mar 31, 2026 |
| 10 | ROYAL BANK OF CANADA | 1000275 | 183.90K | 1.99M | Mar 31, 2026 |
| 11 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 170.97K | 1.68M | Dec 31, 2024 |
| 12 | MORGAN STANLEY | 895421 | 169.35K | 1.83M | Mar 31, 2026 |
| 13 | OSAIC HOLDINGS, INC. | 1677044 | 139.10K | 1.50M | Mar 31, 2026 |
| 14 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 123.58K | 1.33M | Mar 31, 2026 |
| 15 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 122.43K | 1.32M | Mar 31, 2026 |
| 16 | UBS GROUP AG | 1610520 | 116.64K | 1.26M | Mar 31, 2026 |
| 17 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 114.27K | 1.26M | Jun 30, 2025 |
| 18 | BDO WEALTH ADVISORS, LLC | 1713458 | 97.78K | 932.79K | Jun 30, 2023 |
| 19 | SIT INVESTMENT ASSOCIATES INC | 769317 | 92.40K | 920.00 | Mar 31, 2025 |
| 20 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 1418204 | 87.55K | 758.19K | Sep 30, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.