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Abrdn Global Premier Propert (AWP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
NWF Advisory Services Inc.
INCREASED
Shares146,069 from 133,090
Change+12,979 (+10%)
Value$1.5M (-$61.1K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares112,976 from 77,161
Change+35,815 (+46%)
Value$1.2M (+$258.0K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares109,884 from 110,500
Change-616 (-1%)
Value$1.1M (-$168.8K)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares94,074 from 94,883
Change-809 (-1%)
Value$975.6K (-$147.9K)
Filed 2026-11-06
AlphaCore Capital LLC
DECREASED
Shares81,375 from 82,991
Change-1,616 (-2%)
Value$843.9K (-$138.8K)
Filed 2026-11-04
Advisory Advocates, LLC
DECREASED
Shares77,839 from 78,505
Change-666 (-1%)
Value$807.2K (-$122.3K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares58,254 from 61,202
Change-2,948 (-5%)
Value$604.1K (-$120.5K)
Filed 2026-10-26
Mezzasalma Advisors, LLC
INCREASED
Shares48,376 from 47,973
Change+403 (+1%)
Value$501.7K (-$66.3K)
Filed 2026-10-14
Samalin Investment Counsel, LLC
DECREASED
Shares41,576 from 66,499
Change-24,923 (-37%)
Value$431.1K (-$356.2K)
Filed 2026-10-23
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares40,487 from 40,510
Change-23 (0%)
Value$419.8K (-$59.8K)
Filed 2026-10-28
Sage Capital Advisors,llc
INCREASED
Shares32,443 from 11,427
Change+21,016 (+184%)
Value$336.4K (+$201.1K)
Filed 2026-10-13
Abel Hall, LLC
UNCHANGED
Shares27,999 from 27,999
Change0 (0%)
Value$290.4K (-$41.2K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares22,819 from 29,891
Change-7,072 (-24%)
Value$236.6K (-$117.3K)
Filed 2026-11-02
Live Oak Private Wealth LLC
UNCHANGED
Shares18,896 from 18,896
Change0 (0%)
Value$196.0K (-$27.8K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
INCREASED
Shares18,026 from 17,740
Change+286 (+2%)
Value$186.9K (-$23.1K)
Filed 2026-10-21
Tennessee Valley Asset Management Partners
UNCHANGED
Shares17,859 from 17,859
Change0 (0%)
Value$185.2K (-$26.3K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
NEW
Shares13,003
Change+13,003
Value$134.8K
Filed 2026-10-13
Carnegie Lake Advisors LLC
INCREASED
Shares12,809 from 12,724
Change+85 (+1%)
Value$132.8K (-$17.8K)
Filed 2026-11-06
HUB Investment Partners, LLC
UNCHANGED
Shares12,387 from 12,387
Change0 (0%)
Value$128.5K (-$18.2K)
Filed 2026-11-03
Merit Financial Group, LLC
DECREASED
Shares11,284 from 11,445
Change-161 (-1%)
Value$117.0K (-$18.5K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares9,094 from 8,333
Change+761 (+9%)
Value$94.3K (-$4.4K)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares7,910 from 6,507
Change+1,403 (+22%)
Value$82.0K (+$5.0K)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares7,351 from 16,112
Change-8,761 (-54%)
Value$76.2K (-$114.5K)
Filed 2026-10-08
Clark Wealth Partners
UNCHANGED
Shares4,114 from 4,114
Change0 (0%)
Value$42.7K (-$6.0K)
Filed 2026-10-19
US Bancorp \de\
UNCHANGED
Shares3,665 from 3,665
Change0 (0%)
Value$38.0K (-$5.4K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares3,258 from 3,258
Change0 (0%)
Value$38.6K ($0)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
NEW
Shares986
Change+986
Value$10.2K
Filed 2026-10-27
Caldwell Trust Co
DECREASED
Shares866 from 868
Change-2 (0%)
Value$9.0K (-$1.3K)
Filed 2026-10-30
Cullen T Bankers, Inc.
DECREASED
Shares594 from 1,800
Change-1,206 (-67%)
Value$6.2K (-$15.2K)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares538 from 555
Change-17 (-3%)
Value$5.6K (-$991)
Filed 2026-11-05
Wolff Wiese Magana LLC
INCREASED
Shares453 from 366
Change+87 (+24%)
Value$4.7K (+$364)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares437 from 619
Change-182 (-29%)
Value$4.5K (-$2.8K)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares428
Change+428
Value$4.4K
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares353 from 342
Change+11 (+3%)
Value$3.7K (-$388)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$3.2K (-$455)
Filed 2026-10-27
Bayban
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$3.3K ($0)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares239 from 492
Change-253 (-51%)
Value$2.5K (-$3.4K)
Filed 2026-11-05
Highline Wealth Partners LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$2.5K (-$350)
Filed 2026-10-19
WPG Advisers, LLC
DECREASED
Shares223 from 276
Change-53 (-19%)
Value$2.3K (-$955)
Filed 2026-10-27
PNC Financial Services Group, Inc.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$2.2K (-$316)
Filed 2026-11-06
Barrett & Company, Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$892 (-$126)
Filed 2026-10-22
Assetmark, Inc
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$767 (-$109)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares58
Change+58
Value$601
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
NEW
Shares0
Change0
Value$2
Filed 2026-10-13
Total Wealth Planning & Management, Inc.
CLOSED
Shares0 from 28,725
Change-28,725 (-100%)
Value$0 (-$340.1K)
Filed 2026-10-23
Imc-Chicago, LLC
CLOSED
Shares0 from 22,836
Change-22,836 (-100%)
Value$0 (-$270.4K)
Filed 2026-11-05
Decision Investments, Inc
CLOSED
Shares0 from 10,420
Change-10,420 (-100%)
Value$0 (-$123.4K)
Filed 2026-10-07
Signaturefd, LLC
CLOSED
Shares0 from 628
Change-628 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-23
Axiom Investment Management LLC
CLOSED
Shares0 from 513
Change-513 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-03
Morgan Stanley
N/A
Shares— from 1,163,400
Change-1,163,400 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 372,826
Change-372,826 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 209,748
Change-209,748 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 187,180
Change-187,180 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 115,743
Change-115,743 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 82,592
Change-82,592 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 69,843
Change-69,843 (-100%)
Value—
UBS Group AG
N/A
Shares— from 59,198
Change-59,198 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 47,931
Change-47,931 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 40,200
Change-40,200 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 35,641
Change-35,641 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 34,386
Change-34,386 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,322
Change-31,322 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 27,901
Change-27,901 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 22,005
Change-22,005 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 21,531
Change-21,531 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,609
Change-20,609 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 17,963
Change-17,963 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 15,915
Change-15,915 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 13,965
Change-13,965 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,692
Change-11,692 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 11,289
Change-11,289 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 11,087
Change-11,087 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,904
Change-10,904 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 10,630
Change-10,630 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 10,475
Change-10,475 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,062
Change-10,062 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 521
Change-521 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 390
Change-390 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Status
NWF Advisory Services Inc.
INCREASED146,069133,090+12,979+10%$1.6M$1.5M-$61.1K2026-10-19
Kestra Advisory Services, LLC
INCREASED112,97677,161+35,815+46%$913.6K$1.2M+$258.0K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED109,884110,500-616-1%$1.3M$1.1M-$168.8K2026-11-05
LPL Financial LLC
DECREASED94,07494,883-809-1%$1.1M$975.6K-$147.9K2026-11-06
AlphaCore Capital LLC
DECREASED81,37582,991-1,616-2%$982.6K$843.9K-$138.8K2026-11-04
Advisory Advocates, LLC
DECREASED77,83978,505-666-1%$929.5K$807.2K-$122.3K2026-11-05
Oppenheimer & Co Inc
DECREASED58,25461,202-2,948-5%$724.6K$604.1K-$120.5K2026-10-26
Mezzasalma Advisors, LLC
INCREASED48,37647,973+403+1%$568.0K$501.7K-$66.3K2026-10-14
Samalin Investment Counsel, LLC
DECREASED41,57666,499-24,923-37%$787.3K$431.1K-$356.2K2026-10-23
Marshall & Sterling Wealth Advisors Inc.
DECREASED40,48740,510-230%$479.6K$419.8K-$59.8K2026-10-28
Sage Capital Advisors,llc
INCREASED32,44311,427+21,016+184%$135.3K$336.4K+$201.1K2026-10-13
Abel Hall, LLC
UNCHANGED27,99927,99900%$331.5K$290.4K-$41.2K2026-10-19
Commonwealth Equity Services, LLC
DECREASED22,81929,891-7,072-24%$353.9K$236.6K-$117.3K2026-11-02
Live Oak Private Wealth LLC
UNCHANGED18,89618,89600%$223.7K$196.0K-$27.8K2026-11-02
SeaCrest Wealth Management, LLC
INCREASED18,02617,740+286+2%$210.0K$186.9K-$23.1K2026-10-21
Tennessee Valley Asset Management Partners
UNCHANGED17,85917,85900%$211.5K$185.2K-$26.3K2026-11-03
B. Riley Wealth Advisors, Inc.
NEW13,003—+13,003——$134.8K—2026-10-13
Carnegie Lake Advisors LLC
INCREASED12,80912,724+85+1%$150.7K$132.8K-$17.8K2026-11-06
HUB Investment Partners, LLC
UNCHANGED12,38712,38700%$146.7K$128.5K-$18.2K2026-11-03
Merit Financial Group, LLC
DECREASED11,28411,445-161-1%$135.5K$117.0K-$18.5K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED9,0948,333+761+9%$98.7K$94.3K-$4.4K2026-11-04
Triumph Capital Management
INCREASED7,9106,507+1,403+22%$77.0K$82.0K+$5.0K2026-10-14
CoreCap Advisors, LLC
DECREASED7,35116,112-8,761-54%$190.8K$76.2K-$114.5K2026-10-08
Clark Wealth Partners
UNCHANGED4,1144,11400%$48.7K$42.7K-$6.0K2026-10-19
US Bancorp \de\
UNCHANGED3,6653,66500%$43.4K$38.0K-$5.4K2026-11-05
Allworth Financial LP
UNCHANGED3,2583,25800%$38.6K$38.6K$02026-11-06
Cassaday & Co Wealth Management LLC
NEW986—+986——$10.2K—2026-10-27
Caldwell Trust Co
DECREASED866868-20%$10.3K$9.0K-$1.3K2026-10-30
Cullen T Bankers, Inc.
DECREASED5941,800-1,206-67%$21.3K$6.2K-$15.2K2026-10-28
Larson Financial Group LLC
DECREASED538555-17-3%$6.6K$5.6K-$9912026-11-05
Wolff Wiese Magana LLC
INCREASED453366+87+24%$4.3K$4.7K+$3642026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED437619-182-29%$7.3K$4.5K-$2.8K2026-10-27
Nova Financial LLC
NEW428—+428——$4.4K—2026-11-04
Creative Financial Designs Inc
INCREASED353342+11+3%$4.0K$3.7K-$3882026-11-04
North Star Investment Management Corp.
UNCHANGED31031000%$3.7K$3.2K-$4552026-10-27
Bayban
UNCHANGED28028000%$3.3K$3.3K$02026-11-05
Fifth Third Bancorp
DECREASED239492-253-51%$5.8K$2.5K-$3.4K2026-11-05
Highline Wealth Partners LLC
UNCHANGED23823800%$2.8K$2.5K-$3502026-10-19
WPG Advisers, LLC
DECREASED223276-53-19%$3.3K$2.3K-$9552026-10-27
PNC Financial Services Group, Inc.
UNCHANGED21521500%$2.5K$2.2K-$3162026-11-06
Barrett & Company, Inc.
UNCHANGED868600%$1.0K$892-$1262026-10-22
Assetmark, Inc
UNCHANGED747400%$876$767-$1092026-10-21
Root Financial Partners, LLC
NEW58—+58——$601—2026-10-21
Beacon Investment Advisory Services, Inc.
NEW0—0——$2—2026-10-13
Total Wealth Planning & Management, Inc.
CLOSED028,725-28,725-100%$340.1K$0-$340.1K2026-10-23
Imc-Chicago, LLC
CLOSED022,836-22,836-100%$270.4K$0-$270.4K2026-11-05
Decision Investments, Inc
CLOSED010,420-10,420-100%$123.4K$0-$123.4K2026-10-07
Signaturefd, LLC
CLOSED0628-628-100%$7.4K$0-$7.4K2026-10-23
Axiom Investment Management LLC
CLOSED0513-513-100%$6.1K$0-$6.1K2026-11-03
Morgan Stanley
N/A—1,163,400-1,163,400-100%$13.8M———
Wells Fargo & Company
N/A—372,826-372,826-100%$4.4M———
Bank of America Corp
N/A—209,748-209,748-100%$2.5M———
Osaic Holdings, Inc.
N/A—187,180-187,180-100%$2.2M———
Royal Bank of Canada
N/A—115,743-115,743-100%$1.4M———
OneAscent Financial Services LLC
N/A—82,592-82,592-100%$977.9K———
Raymond James Financial Inc
N/A—69,843-69,843-100%$826.9K———
UBS Group AG
N/A—59,198-59,198-100%$700.9K———
Baird Financial Group, Inc.
N/A—47,931-47,931-100%$567.5K———
Private Advisor Group, LLC
N/A—40,200-40,200-100%$476.0K———
IHT Wealth Management, LLC
N/A—35,641-35,641-100%$422.0K———
Ameriprise Financial Inc
N/A—34,386-34,386-100%$407.1K———
Jane Street Group, LLC
N/A—31,322-31,322-100%$370.9K———
XTX Topco Ltd
N/A—27,901-27,901-100%$330.3K———
Marex Group Ltd
N/A—22,005-22,005-100%$260.5K———
NewEdge Advisors, LLC
N/A—21,531-21,531-100%$254.9K———
HighTower Advisors, LLC
N/A—20,609-20,609-100%$244.0K———
Mariner, LLC
N/A—17,963-17,963-100%$212.7K———
WealthTrust Axiom LLC
N/A—15,915-15,915-100%$188.4K———
Coastal Bridge Advisors, LLC
N/A—13,965-13,965-100%$165.3K———
Cetera Investment Advisers
N/A—11,692-11,692-100%$138.4K———
Evolve Private Wealth, LLC
N/A—11,289-11,289-100%$133.7K———
Leavell Investment Management, Inc.
N/A—11,087-11,087-100%$131.3K———
MAI Capital Management
N/A—10,904-10,904-100%$129.1K———
Scotia Capital Inc.
N/A—10,630-10,630-100%$125.9K———
Insigneo Advisory Services, LLC
N/A—10,475-10,475-100%$124.0K———
Benjamin Edwards Inc
N/A—10,062-10,062-100%$119.1K———
Nova Wealth Management, Inc.
N/A—2,355-2,355-100%$27.9K———
Northwestern Mutual Wealth Management Co
N/A—2,333-2,333-100%$27.6K———
Global Retirement Partners, LLC
N/A—1,762-1,762-100%$20.9K———
BFC Planning, Inc.
N/A—1,277-1,277-100%$15.1K———
Harbour Investments, Inc.
N/A—1,109-1,109-100%$13.1K———
Johnson Financial Group, Inc.
N/A—521-521-100%$6.2K———
Swan Capital LLC
N/A—466-466-100%$5.5K———
Arax Advisory Partners
N/A—390-390-100%$4.6K———
Operose Advisors LLC
N/A—370-370-100%$4.4K———
Showing 85 of 85 institutions