Who Owns ABRDN FDS (AGEM)? -- Institutional Holders (2026-03-31)
52 institutions reported holding $110.3M of ABRDN FDS (AGEM) in SEC 13F filings for 2026-03-31. Largest institutional holders: WADDELL & ASSOCIATES, LLC ($37.9M), Sterling Capital Management LLC ($23.6M), AE Wealth Management LLC ($18.2M), Simplicity Wealth,LLC ($7.4M), ENVESTNET ASSET MANAGEMENT INC ($2.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WADDELL & ASSOCIATES, LLC | $37.9M | 933,510 | New |
| 2 | Sterling Capital Management LLC | $23.6M | 580,747 | Trimmed |
| 3 | AE Wealth Management LLC | $18.2M | 448,051 | Trimmed |
| 4 | Simplicity Wealth,LLC | $7.4M | 183,193 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 57,497 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $2.3M | 55,736 | Trimmed |
| 7 | GTS SECURITIES LLC | $1.9M | 46,928 | Added |
| 8 | FWG Investments, LLC. | $1.9M | 46,856 | Trimmed |
| 9 | HUNTINGTON NATIONAL BANK | $1.8M | 43,797 | Hold |
| 10 | LPL Financial LLC | $1.7M | 42,839 | Added |
| 11 | LifePlan Investment Advisors, Inc. | $1.3M | 31,845 | Trimmed |
| 12 | OLD MISSION CAPITAL LLC | $1.2M | 30,051 | Added |
| 13 | Lloyd Advisory Services, LLC. | $1.2M | 29,702 | Added |
| 14 | Kingdom Financial Group LLC. | $1.2M | 29,702 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $1.1M | 26,908 | Added |
| 16 | Quest 10 Wealth Builders, Inc. | $587,378 | 14,480 | Trimmed |
| 17 | Networth Advisors, LLC | $490,013 | 12,080 | Trimmed |
| 18 | MORGAN STANLEY | $439,228 | 10,828 | Trimmed |
| 19 | Arcadia Wealth Management, LLC | $390,622 | 9,630 | Trimmed |
| 20 | FMR LLC | $372,620 | 9,186 | Added |
| 21 | CITADEL ADVISORS LLC | $340,252 | 8,388 | New |
| 22 | Cerity Partners LLC | $329,989 | 8,135 | Hold |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $324,150 | 7,991 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $298,000 | 7,358 | Added |
| 25 | SMART Wealth LLC | $235,117 | 5,796 | New |
Source: SEC Form 13F filings · as of 2026-03-31