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Disclosery

AGD ABRDN GLOBAL DYNAMIC DIVIDEN

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COM (common), issuer CIK 1362481

65 managers (65 13F filers) reported a position in AGD shares at 2026-06-30, 4,839,355 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
65
13F filers
65
New
6
Added
25
Reduced
13
Sold out
7
Shares held by filers
4,839,355

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC889,919$10.8M<0.01%+55,77913F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…705,384$8.54M0.07%+26,93713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN533,965$6.47M<0.01%+314,86513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/531,921$6.44M<0.01%-18,98813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.310,171$3.76M0.11%+3,71513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA182,769$2.21M<0.01%-1,13213F-HRTimelineGroup
LPL Financial LLC160,563$1.94M<0.01%-104,57513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY159,739$1.93M<0.01%-9,61013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.136,655$1.65M<0.01%-2,44413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…135,667$1.64M<0.01%+12,09013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…125,921$1.51M0.09%-61,30613F-HRTimeline
UBS Group AGin group UBS Group AG96,789$1.17M<0.01%-19,85513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC89,866$1.09M0.01%+14,41413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC74,306$900K<0.01%+18013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC70,149$850K<0.01%+1,00613F-HRTimeline
Cetera Investment Advisers41,304$500K<0.01%+11,03613F-HRTimeline
1776 Wealth LLC37,890$459K0.16%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,240$415K<0.01%+5713F-HRTimelineGroup
CHOREO, LLC33,547$406K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,372$394K<0.01%+3,78313F-HRTimeline
HighTower Advisors, LLC32,240$390K<0.01%+92613F-HRTimeline
Kovack Advisors, Inc.32,219$388K0.02%+10,92113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,670$384K<0.01%+17713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.31,074$376K<0.01%new13F-HRTimelineGroup
NWF Advisory Services Inc.30,851$374K0.04%-1,97213F-HRTimeline
Kapstone Financial Advisors LLC30,640$371K0.16%+2,00013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV28,251$342K0.04%-1,80513F-HRTimeline
Entruity Wealth, LLC23,130$280K0.18%013F-HRTimeline
CoreCap Advisors, LLC20,417$247K0.01%+10,94213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,108$244K<0.01%-4,61913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management18,597$225K<0.01%013F-HRTimelineGroup
Indivisible Partners17,485$212K0.01%+17313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,041$170K<0.01%+41513F-HRTimelineGroup
Janney Montgomery Scott LLC14,003$170K<0.01%-4013F-HRTimeline
Second Line Capital, LLC13,037$158K0.03%+213F-HRTimeline
Aptus Capital Advisors, LLC13,037$158K<0.01%+313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC12,879$156K0.01%-53013F-HRTimeline
WEDBUSH SECURITIES INC11,015$133K<0.01%+5713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,781$131K<0.01%new13F-HRTimelineGroup
Advisory Advocates, LLC10,300$125K0.11%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,368$113K<0.01%-54113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,355$101K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,345$52.6K<0.01%+2313F-HRTimelineGroup
Axiom Investment Management LLC3,426$41.5K0.03%+5313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,243$39.3K<0.01%+9313F-HRTimeline
MCF Advisors LLC1,711$20.7K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,640$19.9K0.01%013F-HRTimeline
SHP Wealth Management1,400$17K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,203$14.6K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,100$13.3K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC835$10.1K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC834$10.1K<0.01%new13F-HRTimeline
Costello Asset Management, INC648$7.85K<0.01%+1813F-HRTimeline
Steward Partners Investment Advisory, L…529$6.41K<0.01%013F-HRTimeline
IFP Advisors, Inc400$4.84K<0.01%013F-HRTimeline
Global Retirement Partners, LLC300$3.63K<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC250$3.03K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…216$2.62K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\205$2.48K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC179$2.17K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp150$1.82K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC87$1.05K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$157<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC6$73<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.