Who Owns ABRDN GLOBAL DYNAMIC DIVIDEN (AGD)? -- Institutional Holders (2026-06-30)
71 institutions reported holding $58.6M of ABRDN GLOBAL DYNAMIC DIVIDEN (AGD) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($10.8M), Penserra Capital Management LLC ($8.5M), WELLS FARGO & COMPANY/MN ($6.5M), BANK OF AMERICA CORP /DE/ ($6.4M), Hennion & Walsh Asset Management, Inc. ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $10.8M | 889,919 | Added |
| 2 | Penserra Capital Management LLC | $8.5M | 705,384 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $6.5M | 533,965 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $6.4M | 531,921 | Trimmed |
| 5 | Hennion & Walsh Asset Management, Inc. | $3.8M | 310,171 | Added |
| 6 | Royal Bank of Canada | $2.2M | 182,769 | Trimmed |
| 7 | LPL Financial LLC | $1.9M | 160,563 | Trimmed |
| 8 | MORGAN STANLEY | $1.9M | 159,739 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $1.7M | 136,655 | Trimmed |
| 10 | Rockefeller Capital Management L.P. | $1.6M | 135,667 | Added |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.5M | 125,921 | Trimmed |
| 12 | UBS Group AG | $1.2M | 96,789 | Trimmed |
| 13 | GUGGENHEIM CAPITAL LLC | $1.1M | 89,866 | Added |
| 14 | Cerity Partners LLC | $899,842 | 74,306 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $849,500 | 70,149 | Added |
| 16 | Cetera Investment Advisers | $500,195 | 41,304 | Added |
| 17 | 1776 Wealth LLC | $458,848 | 37,890 | Hold |
| 18 | AMERIPRISE FINANCIAL INC | $414,642 | 34,240 | Added |
| 19 | CHOREO, LLC | $406,259 | 33,547 | Hold |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $393,971 | 32,372 | Added |
| 21 | HighTower Advisors, LLC | $390,422 | 32,240 | Added |
| 22 | Kovack Advisors, Inc. | $387,633 | 32,219 | Added |
| 23 | OPPENHEIMER & CO INC | $383,524 | 31,670 | Added |
| 24 | Invesco Ltd. | $376,306 | 31,074 | New |
| 25 | NWF Advisory Services Inc. | $373,604 | 30,851 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30