Skip to content
Disclosery

AGD ABRDN GLOBAL DYNAMIC DIVIDEN

Follow

COM (common), issuer CIK 1362481

59 managers (59 13F filers) reported a position in AGD shares at 2025-12-31, 4,211,416 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
59
13F filers
59
New
7
Added
24
Reduced
15
Sold out
7
Shares held by filers
4,211,416

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Penserra Capital Management LLCin group Penserra Capital Management L…734,213$8.56M0.1%+50,30213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/675,213$7.87M<0.01%+101,27513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC537,515$6.27M<0.01%+67,97213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.276,378$3.22M0.11%+55,03013F-HRTimeline
LPL Financial LLC252,989$2.95M<0.01%+75,50213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN207,574$2.42M<0.01%+51,27513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY158,708$1.85M<0.01%-34,39713F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA151,477$1.77M<0.01%+32,36913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…141,595$1.65M0.11%+68,06013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.130,723$1.52M<0.01%+6,52513F-HRTimelineGroup
UBS Group AGin group UBS Group AG130,500$1.52M<0.01%-65,72413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC98,328$1.15M0.01%-125,43113F-HRTimelineGroup
Investment Partners Asset Management, I…82,605$963K0.6%-26,66113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,643$870K<0.01%-4,63313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC73,887$862K<0.01%+11513F-HRTimelineGroup
1776 Wealth LLC37,890$442K0.17%-2,12113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,037$397K<0.01%-36,73413F-HRTimelineGroup
CHOREO, LLC33,547$396K0.01%-4,95713F-HRTimeline
NWF Advisory Services Inc.32,823$383K0.04%-83513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,319$365K0.01%+15913F-HRTimelineGroup
Cetera Investment Advisers29,484$344K<0.01%-70013F-HRTimeline
Kovack Advisors, Inc.25,976$303K0.01%new13F-HR/ATimeline
Kapstone Financial Advisors LLC25,325$295K0.15%+5,57513F-HRTimeline
Entruity Wealth, LLC23,130$270K0.19%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,597$217K<0.01%-50013F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV17,092$199K0.03%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,615$192K<0.01%+4,95313F-HRTimeline
Indivisible Partners14,583$170K0.02%13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC13,541$160K0.01%13F-HRTimeline
Janney Montgomery Scott LLC13,360$156K<0.01%new13F-HRTimeline
Second Line Capital, LLC13,028$153K0.03%+213F-HRTimeline
Aptus Capital Advisors, LLC13,028$152K<0.01%+213F-HRTimeline
CoreCap Advisors, LLC11,233$131K<0.01%+62313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,105$129K<0.01%+50513F-HRTimelineGroup
Shaker Financial Services, LLC10,921$129K0.04%new13F-HRTimeline
WEDBUSH SECURITIES INC10,883$127K<0.01%+3613F-HRTimeline
Onyx Bridge Wealth Group LLC10,410$121K0.01%+1913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,019$117K<0.01%+19613F-HRTimelineGroup
COMERICA BANK8,355$97.4K<0.01%-3413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,291$50K<0.01%+1513F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,070$35.8K<0.01%-6,00013F-HR/ATimelineGroup
ARMSTRONG ADVISORY GROUP, INC3,027$35.3K<0.01%+5913F-HRTimeline
CWM, LLCin group CWM, LLC2,102$25K<0.01%-8913F-HRTimelineGroup
MCF Advisors LLC1,711$20K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,100$12.8K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC835$9.74K<0.01%013F-HRTimeline
Costello Asset Management, INC605$7.05K<0.01%+1213F-HRTimeline
Steward Partners Investment Advisory, L…529$6.17K<0.01%013F-HRTimeline
MAI Capital Management417$4.86K<0.01%new13F-HRTimeline
IFP Advisors, Inc400$4.66K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC361$4.21K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC300$3.5K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC250$2.92K<0.01%+12513F-HRTimeline
Comprehensive Financial Planning, Inc./…216$2.52K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\205$2.39K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC179$2.09K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp150$1.75K<0.01%-5013F-HRTimelineGroup
GAMMA Investing LLC13$152<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6$70<0.01%013F-HRTimelineGroup