PHILADELPHIA, PA
ABRDN HEALTHCARE OPPORTUNITIES FUNDTHQ— Latest position per institution from SEC 13F filings
15
Institutional holders
8.19M
Total shares held
145.66M
Estimated value
409.48K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.44M
Value
26.91M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
1.11M
Value
20.77M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
739.94K
Value
16.34M
Filed
Sep 30, 2024
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
726.86K
Value
13.61M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
686.67K
Value
15.16M
Filed
Sep 30, 2024
HERON BAY CAPITAL MANAGEMENT
CIK 1842149
Shares
562.34K
Value
10.53M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
493.57K
Value
8.94M
Filed
Dec 31, 2023
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
464.63K
Value
8.70K
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
346.88K
Value
6.50M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
203.59K
Value
3.82M
Filed
Jun 30, 2026
WEDBUSH SECURITIES INC
CIK 1142495
Shares
197.76K
Value
3.64K
Filed
Sep 30, 2026
UBS GROUP AG
CIK 1610520
Shares
196.43K
Value
3.68M
Filed
Jun 30, 2026
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
147.95K
Value
2.77M
Filed
Jun 30, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
145.08K
Value
2.72M
Filed
Jun 30, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
CIK 1536186
Shares
143K
Value
2.68M
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
138.80K
Value
2.60M
Filed
Jun 30, 2026
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CIK 1723397
Shares
136.59K
Value
2.56M
Filed
Jun 30, 2026
SANCTUARY ADVISORS, LLC
CIK 1777271
Shares
107.49K
Value
2.27M
Filed
Dec 31, 2024
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
105.75K
Value
1.92M
Filed
Dec 31, 2023
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
100.70K
Value
1.89M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.44M | 26.91M | Jun 30, 2026 |
| 2 | ROYAL BANK OF CANADA | 1000275 | 1.11M | 20.77M | Jun 30, 2026 |
| 3 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 739.94K | 16.34M | Sep 30, 2024 |
| 4 | RAYMOND JAMES FINANCIAL INC | 720005 | 726.86K | 13.61M | Jun 30, 2026 |
| 5 | RAYMOND JAMES & ASSOCIATES | 1084208 | 686.67K | 15.16M | Sep 30, 2024 |
| 6 | HERON BAY CAPITAL MANAGEMENT | 1842149 | 562.34K | 10.53M | Jun 30, 2026 |
| 7 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 493.57K | 8.94M | Dec 31, 2023 |
| 8 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 464.63K | 8.70K | Jun 30, 2026 |
| 9 | LPL FINANCIAL LLC | 1403438 | 346.88K | 6.50M | Jun 30, 2026 |
| 10 | AMERIPRISE FINANCIAL INC | 820027 | 203.59K | 3.82M | Jun 30, 2026 |
| 11 | WEDBUSH SECURITIES INC | 1142495 | 197.76K | 3.64K | Sep 30, 2026 |
| 12 | UBS GROUP AG | 1610520 | 196.43K | 3.68M | Jun 30, 2026 |
| 13 | FIRST TRUST ADVISORS LP | 1125816 | 147.95K | 2.77M | Jun 30, 2026 |
| 14 | STIFEL FINANCIAL CORP | 720672 | 145.08K | 2.72M | Jun 30, 2026 |
| 15 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | 143K | 2.68M | Jun 30, 2026 |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 138.80K | 2.60M | Jun 30, 2026 |
| 17 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1723397 | 136.59K | 2.56M | Jun 30, 2026 |
| 18 | SANCTUARY ADVISORS, LLC | 1777271 | 107.49K | 2.27M | Dec 31, 2024 |
| 19 | LOGAN STONE CAPITAL, LLC | 1535521 | 105.75K | 1.92M | Dec 31, 2023 |
| 20 | BANK OF AMERICA CORP /DE/ | 70858 | 100.70K | 1.89M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.