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Disclosery

XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN

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COM (fund)

66 managers (66 13F filers) reported a position in XAGDX shares at 2026-03-31, 4,739,108 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
66
13F filers
66
New
12
Added
26
Reduced
9
Sold out
4
Shares held by filers
4,739,108

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC834,140$9.01M<0.01%+296,62513F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…678,447$7.33M0.09%-55,76613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/550,909$5.95M<0.01%-124,30413F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.306,456$3.31M0.11%+30,07813F-HRTimeline
LPL Financial LLC265,138$2.86M<0.01%+12,14913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN219,100$2.37M<0.01%+11,52613F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…187,227$2.06M0.14%+45,63213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA183,901$1.99M<0.01%+32,42413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY169,349$1.83M<0.01%+10,64113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.139,099$1.5M<0.01%+8,37613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…123,577$1.33M<0.01%+120,50713F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC122,430$1.32M0.02%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG116,644$1.26M<0.01%-13,85613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC75,452$815K0.01%-22,87613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC74,126$801K<0.01%+23913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC69,143$747K<0.01%-5,50013F-HRTimeline
1776 Wealth LLC37,890$409K0.16%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,183$369K<0.01%+14613F-HR/ATimelineGroup
CHOREO, LLC33,547$362K<0.01%013F-HRTimeline
NWF Advisory Services Inc.32,823$354K0.04%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,493$340K<0.01%+17413F-HRTimelineGroup
HighTower Advisors, LLC31,314$338K<0.01%new13F-HRTimeline
Cetera Investment Advisers30,268$327K<0.01%+78413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV30,056$325K0.04%+12,96413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,589$313K<0.01%+12,97413F-HRTimeline
Kapstone Financial Advisors LLC28,640$309K0.15%+3,31513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,727$267K<0.01%new13F-HRTimelineGroup
Entruity Wealth, LLC23,130$250K0.17%013F-HRTimeline
Kovack Advisors, Inc.21,298$234K0.01%-4,67813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC20,286$219K0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management18,597$201K<0.01%013F-HRTimelineGroup
Indivisible Partners17,312$187K0.02%+2,72913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,897$161K<0.01%new13F-HRTimelineGroup
Second Line Capital, LLC13,035$160K0.03%+713F-HRTimeline
Janney Montgomery Scott LLC14,043$152K<0.01%+68313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,626$147K<0.01%+2,52113F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC13,409$145K0.01%-13213F-HRTimeline
Aptus Capital Advisors, LLC13,034$141K<0.01%+613F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC12,018$130K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC10,958$118K<0.01%+7513F-HRTimeline
Onyx Bridge Wealth Group LLC10,449$113K0.01%+3913F-HRTimeline
Advisory Advocates, LLC10,300$111K0.11%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,909$107K<0.01%-11013F-HRTimelineGroup
CoreCap Advisors, LLC9,475$102K<0.01%-1,75813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,355$90.2K<0.01%new13F-HRTimelineGroup
Quarry LP5,007$54.1K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,322$46.7K<0.01%+3113F-HRTimelineGroup
Axiom Investment Management LLC3,373$36.4K0.03%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,150$34K<0.01%+12313F-HRTimeline
CWM, LLCin group CWM, LLC2,102$22.7K<0.01%013F-HRTimelineGroup
MCF Advisors LLC1,711$18.5K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,640$17.7K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,100$12.1K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC835$9.02K<0.01%013F-HRTimeline
Costello Asset Management, INC630$6.8K<0.01%+2513F-HRTimeline
Steward Partners Investment Advisory, L…529$5.71K<0.01%013F-HRTimeline
MAI Capital Management417$4.5K<0.01%013F-HRTimeline
IFP Advisors, Inc400$4.32K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC250$2.7K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…216$2.33K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\205$2.21K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC179$1.93K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp150$1.62K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC87$940<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6$65<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…0$2<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.