Abrdn Glbl Dynm Divid (XAGDX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares304,543 from 310,171

Change-5,628 (-2%)

Value$3.6M (-$186.9K)

Filed 2026-10-13

LPL Financial LLC

INCREASED

Shares166,656 from 160,563

Change+6,093 (+4%)

Value$2.0M (+$8.8K)

Filed 2026-11-06

International Assets Investment Management, LLC

DECREASED

Shares121,719 from 125,921

Change-4,202 (-3%)

Value$1.4M (-$116.3K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares66,915 from 70,149

Change-3,234 (-5%)

Value$784.2K (-$65.3K)

Filed 2026-11-02

Choreo, LLC

UNCHANGED

Shares33,547 from 33,547

Change0 (0%)

Value$393.2K (-$13.1K)

Filed 2026-10-28

Oppenheimer & Co Inc

INCREASED

Shares31,845 from 31,670

Change+175 (+1%)

Value$373.2K (-$10.3K)

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares30,902 from 32,372

Change-1,470 (-5%)

Value$343.0K (-$51.0K)

Filed 2026-10-13

NWF Advisory Services Inc.

UNCHANGED

Shares30,851 from 30,851

Change0 (0%)

Value$361.6K (-$12.0K)

Filed 2026-10-19

Eclectic Associates Inc

INCREASED

Shares28,454 from 28,251

Change+203 (+1%)

Value$333.5K (-$8.6K)

Filed 2026-10-09

Entruity Wealth, LLC

UNCHANGED

Shares23,130 from 23,130

Change0 (0%)

Value$271.1K (-$9.0K)

Filed 2026-11-06

CoreCap Advisors, LLC

INCREASED

Shares21,558 from 20,417

Change+1,141 (+6%)

Value$252.7K (+$5.4K)

Filed 2026-10-08

Indivisible Partners

INCREASED

Shares17,666 from 17,485

Change+181 (+1%)

Value$207.0K (-$4.7K)

Filed 2026-10-26

Wedbush Securities Inc

INCREASED

Shares11,075 from 11,015

Change+60 (+1%)

Value$130 (-$132.9K)

Filed 2026-10-22

Cambridge Investment Research Advisors, Inc.

NEW

Shares10,601

Change+10,601

Value$124

Filed 2026-11-02

Advisory Advocates, LLC

UNCHANGED

Shares10,300 from 10,300

Change0 (0%)

Value$120.7K (-$4.0K)

Filed 2026-11-05

Spire Wealth Management

INCREASED

Shares9,650 from 9,368

Change+282 (+3%)

Value$113.1K (-$349)

Filed 2026-10-30

Fifth Third Bancorp

UNCHANGED

Shares8,355 from 8,355

Change0 (0%)

Value$97.9K (-$3.3K)

Filed 2026-11-05

Armstrong Advisory Group, Inc

INCREASED

Shares3,340 from 3,243

Change+97 (+3%)

Value$39.1K (-$130)

Filed 2026-10-09

Farther Finance Advisors, LLC

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$12.9K (-$429)

Filed 2026-10-08

Hoey Investments, Inc

UNCHANGED

Shares835 from 835

Change0 (0%)

Value$9.8K (-$325)

Filed 2026-10-29

NBH Bank

NEW

Shares667

Change+667

Value$7.8K

Filed 2026-11-05

Costello Asset Management, Inc

INCREASED

Shares667 from 648

Change+19 (+3%)

Value$7.8K (-$26)

Filed 2026-10-30

IFP Advisors, Inc

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$4.7K (-$156)

Filed 2026-10-16

Highline Wealth Partners LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$2.9K (-$98)

Filed 2026-10-19

Comprehensive Financial Planning, Inc.

UNCHANGED

Shares216 from 216

Change0 (0%)

Value$2.5K (-$85)

Filed 2026-10-27

Lanark Financial, Inc.

NEW

Shares207

Change+207

Value$2.4K

Filed 2026-10-26

Larson Financial Group LLC

UNCHANGED

Shares87 from 87

Change0 (0%)

Value$1.0K (-$34)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares40 from 13

Change+27 (+208%)

Value$469 (+$312)

Filed 2026-10-21

Citigroup Inc

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$70 (-$3)

Filed 2026-11-04

Brookstone Capital Management

CLOSED

Shares0 from 18,597

Change-18,597 (-100%)

Value$0 (-$225.2K)

Filed 2026-10-22

Axiom Investment Management LLC

CLOSED

Shares0 from 3,426

Change-3,426 (-100%)

Value$0 (-$41.5K)

Filed 2026-11-03

MCF Advisors LLC

CLOSED

Shares0 from 1,711

Change-1,711 (-100%)

Value$0 (-$20.7K)

Filed 2026-10-28

Gill Capital Partners, LLC

CLOSED

Shares0 from 1,640

Change-1,640 (-100%)

Value$0 (-$19.9K)

Filed 2026-10-13

US Bancorp \de\

CLOSED

Shares0 from 205

Change-205 (-100%)

Value$0 (-$2.5K)

Filed 2026-11-05

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$2 ($0)

Filed 2026-10-13

Raymond James Financial Inc

N/A

Shares— from 889,919

Change-889,919 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 705,384

Change-705,384 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 533,965

Change-533,965 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 531,921

Change-531,921 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 182,769

Change-182,769 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 159,739

Change-159,739 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 136,655

Change-136,655 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 135,667

Change-135,667 (-100%)

Value—

UBS Group AG

N/A

Shares— from 96,789

Change-96,789 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 89,866

Change-89,866 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 74,306

Change-74,306 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 41,304

Change-41,304 (-100%)

Value—

1776 Wealth LLC

N/A

Shares— from 37,890

Change-37,890 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 34,240

Change-34,240 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 32,240

Change-32,240 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 32,219

Change-32,219 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 31,074

Change-31,074 (-100%)

Value—

Kapstone Financial Advisors LLC

N/A

Shares— from 30,640

Change-30,640 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 20,108

Change-20,108 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 14,041

Change-14,041 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 14,003

Change-14,003 (-100%)

Value—

Second Line Capital, LLC

N/A

Shares— from 13,037

Change-13,037 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 13,037

Change-13,037 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 12,879

Change-12,879 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 10,781

Change-10,781 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 4,345

Change-4,345 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1,203

Change-1,203 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 529

Change-529 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 179

Change-179 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 150

Change-150 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	DECREASED	304,543	310,171	-5,628	-2%	$3.8M	$3.6M	-$186.9K	2026-10-13
LPL Financial LLC	INCREASED	166,656	160,563	+6,093	+4%	$1.9M	$2.0M	+$8.8K	2026-11-06
International Assets Investment Management, LLC	DECREASED	121,719	125,921	-4,202	-3%	$1.5M	$1.4M	-$116.3K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	66,915	70,149	-3,234	-5%	$849.5K	$784.2K	-$65.3K	2026-11-02
Choreo, LLC	UNCHANGED	33,547	33,547	0	0%	$406.3K	$393.2K	-$13.1K	2026-10-28
Oppenheimer & Co Inc	INCREASED	31,845	31,670	+175	+1%	$383.5K	$373.2K	-$10.3K	2026-10-26
Wealth Enhancement Advisory Services, LLC	DECREASED	30,902	32,372	-1,470	-5%	$394.0K	$343.0K	-$51.0K	2026-10-13
NWF Advisory Services Inc.	UNCHANGED	30,851	30,851	0	0%	$373.6K	$361.6K	-$12.0K	2026-10-19
Eclectic Associates Inc	INCREASED	28,454	28,251	+203	+1%	$342.1K	$333.5K	-$8.6K	2026-10-09
Entruity Wealth, LLC	UNCHANGED	23,130	23,130	0	0%	$280.1K	$271.1K	-$9.0K	2026-11-06
CoreCap Advisors, LLC	INCREASED	21,558	20,417	+1,141	+6%	$247.2K	$252.7K	+$5.4K	2026-10-08
Indivisible Partners	INCREASED	17,666	17,485	+181	+1%	$211.7K	$207.0K	-$4.7K	2026-10-26
Wedbush Securities Inc	INCREASED	11,075	11,015	+60	+1%	$133.0K	$130	-$132.9K	2026-10-22
Cambridge Investment Research Advisors, Inc.	NEW	10,601	—	+10,601	—	—	$124	—	2026-11-02
Advisory Advocates, LLC	UNCHANGED	10,300	10,300	0	0%	$124.7K	$120.7K	-$4.0K	2026-11-05
Spire Wealth Management	INCREASED	9,650	9,368	+282	+3%	$113.4K	$113.1K	-$349	2026-10-30
Fifth Third Bancorp	UNCHANGED	8,355	8,355	0	0%	$101.2K	$97.9K	-$3.3K	2026-11-05
Armstrong Advisory Group, Inc	INCREASED	3,340	3,243	+97	+3%	$39.3K	$39.1K	-$130	2026-10-09
Farther Finance Advisors, LLC	UNCHANGED	1,100	1,100	0	0%	$13.3K	$12.9K	-$429	2026-10-08
Hoey Investments, Inc	UNCHANGED	835	835	0	0%	$10.1K	$9.8K	-$325	2026-10-29
NBH Bank	NEW	667	—	+667	—	—	$7.8K	—	2026-11-05
Costello Asset Management, Inc	INCREASED	667	648	+19	+3%	$7.8K	$7.8K	-$26	2026-10-30
IFP Advisors, Inc	UNCHANGED	400	400	0	0%	$4.8K	$4.7K	-$156	2026-10-16
Highline Wealth Partners LLC	UNCHANGED	250	250	0	0%	$3.0K	$2.9K	-$98	2026-10-19
Comprehensive Financial Planning, Inc.	UNCHANGED	216	216	0	0%	$2.6K	$2.5K	-$85	2026-10-27
Lanark Financial, Inc.	NEW	207	—	+207	—	—	$2.4K	—	2026-10-26
Larson Financial Group LLC	UNCHANGED	87	87	0	0%	$1.1K	$1.0K	-$34	2026-11-05
Assetmark, Inc	INCREASED	40	13	+27	+208%	$157	$469	+$312	2026-10-21
Citigroup Inc	UNCHANGED	6	6	0	0%	$73	$70	-$3	2026-11-04
Brookstone Capital Management	CLOSED	0	18,597	-18,597	-100%	$225.2K	$0	-$225.2K	2026-10-22
Axiom Investment Management LLC	CLOSED	0	3,426	-3,426	-100%	$41.5K	$0	-$41.5K	2026-11-03
MCF Advisors LLC	CLOSED	0	1,711	-1,711	-100%	$20.7K	$0	-$20.7K	2026-10-28
Gill Capital Partners, LLC	CLOSED	0	1,640	-1,640	-100%	$19.9K	$0	-$19.9K	2026-10-13
US Bancorp \de\	CLOSED	0	205	-205	-100%	$2.5K	$0	-$2.5K	2026-11-05
Beacon Investment Advisory Services, Inc.	UNCHANGED	0	0	0	—	$2	$2	$0	2026-10-13
Raymond James Financial Inc	N/A	—	889,919	-889,919	-100%	$10.8M	—	—	—
Penserra Capital Management LLC	N/A	—	705,384	-705,384	-100%	$8.5M	—	—	—
Wells Fargo & Company	N/A	—	533,965	-533,965	-100%	$6.5M	—	—	—
Bank of America Corp	N/A	—	531,921	-531,921	-100%	$6.4M	—	—	—
Royal Bank of Canada	N/A	—	182,769	-182,769	-100%	$2.2M	—	—	—
Morgan Stanley	N/A	—	159,739	-159,739	-100%	$1.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	136,655	-136,655	-100%	$1.7M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	135,667	-135,667	-100%	$1.6M	—	—	—
UBS Group AG	N/A	—	96,789	-96,789	-100%	$1.2M	—	—	—
Guggenheim Capital LLC	N/A	—	89,866	-89,866	-100%	$1.1M	—	—	—
Cerity Partners LLC	N/A	—	74,306	-74,306	-100%	$899.8K	—	—	—
Cetera Investment Advisers	N/A	—	41,304	-41,304	-100%	$500.2K	—	—	—
1776 Wealth LLC	N/A	—	37,890	-37,890	-100%	$458.8K	—	—	—
Ameriprise Financial Inc	N/A	—	34,240	-34,240	-100%	$414.6K	—	—	—
HighTower Advisors, LLC	N/A	—	32,240	-32,240	-100%	$390.4K	—	—	—
Kovack Advisors, Inc.	N/A	—	32,219	-32,219	-100%	$387.6K	—	—	—
Invesco Ltd.	N/A	—	31,074	-31,074	-100%	$376.3K	—	—	—
Kapstone Financial Advisors LLC	N/A	—	30,640	-30,640	-100%	$371.1K	—	—	—
Jane Street Group, LLC	N/A	—	20,108	-20,108	-100%	$243.5K	—	—	—
Stifel Financial Corp	N/A	—	14,041	-14,041	-100%	$170.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	14,003	-14,003	-100%	$170.0K	—	—	—
Second Line Capital, LLC	N/A	—	13,037	-13,037	-100%	$157.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	13,037	-13,037	-100%	$157.9K	—	—	—
Evolve Private Wealth, LLC	N/A	—	12,879	-12,879	-100%	$156.0K	—	—	—
Citadel Advisors LLC	N/A	—	10,781	-10,781	-100%	$130.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	4,345	-4,345	-100%	$52.6K	—	—	—
SHP Wealth Management	N/A	—	1,400	-1,400	-100%	$17.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	1,203	-1,203	-100%	$14.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	529	-529	-100%	$6.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	300	-300	-100%	$3.6K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	179	-179	-100%	$2.2K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	150	-150	-100%	$1.8K	—	—	—

Showing 67 of 67 institutions