Who Owns ABRDN FDS (ASCI)? -- Institutional Holders (2026-06-30)
29 institutions reported holding $14.5M of ABRDN FDS (ASCI) in SEC 13F filings for 2026-06-30. Largest institutional holders: VALLEY NATIONAL ADVISERS INC ($3.3M), ENVESTNET ASSET MANAGEMENT INC ($2.0M), CM WEALTH ADVISORS LLC ($1.9M), CITADEL ADVISORS LLC ($1.7M), LPL Financial LLC ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | VALLEY NATIONAL ADVISERS INC | $3.3M | 88,962 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 55,842 | Trimmed |
| 3 | CM WEALTH ADVISORS LLC | $1.9M | 50,554 | Hold |
| 4 | CITADEL ADVISORS LLC | $1.7M | 45,414 | Trimmed |
| 5 | LPL Financial LLC | $1.7M | 45,051 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $746,131 | 20,358 | Added |
| 7 | Frontier Asset Management, LLC | $423,775 | 11,563 | Trimmed |
| 8 | Sanctuary Advisors, LLC | $376,254 | 10,266 | Hold |
| 9 | Cetera Investment Advisers | $371,160 | 10,127 | Trimmed |
| 10 | GLENMEDE TRUST CO NA | $371,159 | 10,127 | Hold |
| 11 | NewEdge Wealth, LLC | $292,838 | 7,990 | Hold |
| 12 | Turning Point Benefit Group, Inc. | $220,566 | 6,033 | New |
| 13 | STIFEL FINANCIAL CORP | $218,327 | 5,957 | New |
| 14 | Lido Advisors, LLC | $216,238 | 5,900 | New |
| 15 | Cape Investment Advisory, Inc. | $215,072 | 5,868 | New |
| 16 | AMERIPRISE FINANCIAL INC | $206,929 | 5,646 | New |
| 17 | OSAIC HOLDINGS, INC. | $154,371 | 4,212 | Trimmed |
| 18 | FMR LLC | $71,389 | 1,948 | Added |
| 19 | US BANCORP \DE\ | $53,840 | 1,469 | Hold |
| 20 | UBS Group AG | $40,353 | 1,101 | Trimmed |
| 21 | Rockefeller Capital Management L.P. | $33,389 | 911 | Hold |
| 22 | Parallel Advisors, LLC | $5,098 | 139 | Hold |
| 23 | WELLS FARGO & COMPANY/MN | $4,984 | 136 | Trimmed |
| 24 | PITTENGER & ANDERSON INC | $3,812 | 104 | Hold |
| 25 | FIFTH THIRD BANCORP | $2,602 | 71 | New |
Source: SEC Form 13F filings · as of 2026-06-30