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Abrdn Total Dynamic Dividend (XAODX)

CUSIP: 00326L100 | US | 409 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Hennion & Walsh Asset Management, Inc.620,166
0.2% of portfolio›$6.3M
International Assets Investment Management, LLC464,981
0.3% of portfolio›$4.7M
Waterfront Wealth Inc.408,154
0.7% of portfolio›$4.1M
Wedbush Securities Inc278,505
0.0% of portfolio›$2.8K
DCF Advisers, LLC266,000
0.6% of portfolio›$2.7M
Commonwealth Equity Services, LLC253,694
0.0% of portfolio›$2.6M
Oppenheimer & Co Inc160,016
0.0% of portfolio›$1.6M
Independent Financial Group, LLC143,067
0.0% of portfolio›$1.5M
Aviance Capital Partners, LLC129,488
0.1% of portfolio›$1.3M
Advisory Advocates, LLC126,435
1.1% of portfolio›$1.3M
NWF Advisory Services Inc.110,200
0.1% of portfolio›$1.1M
Lido Advisors, LLC107,210
0.0% of portfolio›$1.1M
Thrivent Financial for Lutherans105,000
0.0% of portfolio›$1.1K
Live Oak Private Wealth LLC103,295
0.1% of portfolio›$1.0M
Stolper Co101,715
0.0% of portfolio›$1.0K
Kestra Advisory Services, LLC101,353
0.0% of portfolio›$1.0M
Ashton Thomas Securities, LLC93,500
0.1% of portfolio›$950.0K
Diversify Advisory Services, LLC77,527
0.0% of portfolio›$787.7K
Diversify Wealth Management, LLC77,527
0.0% of portfolio›$787.7K
Wealth Enhancement Advisory Services, LLC76,313
0.0% of portfolio›$762.4K
SeaCrest Wealth Management, LLC68,423
0.1% of portfolio›$695.2K
Closed-End Fund Advisors, Inc.66,460
0.7% of portfolio›$675.2K
CoreCap Advisors, LLC61,329
0.0% of portfolio›$623.1K
Choreo, LLC59,375
0.0% of portfolio›$603.3K
B. Riley Wealth Advisors, Inc.57,838
0.0% of portfolio›$587.6K
Sigma Planning Corp52,984
0.0% of portfolio›$538.3K
Cambridge Investment Research Advisors, Inc.49,390
0.0% of portfolio›$502
Park Avenue Securities LLC48,235
0.0% of portfolio›$490
Sage Capital Management, LLC47,500
0.2% of portfolio›$482.6K
Capital Investment Advisors, LLC46,251
0.0% of portfolio›$469.9K
J.W. Cole Advisors, Inc.43,559
0.0% of portfolio›$442.6K
Accredited Investor Services, LLC42,870
0.2% of portfolio›$435.6K
Truist Financial Corp42,459
0.0% of portfolio›$431.4K
Midwest Trust Co34,496
0.0% of portfolio›$350.5K
Kestra Private Wealth Services, LLC34,354
0.0% of portfolio›$349.0K
Vanguard Capital Wealth Advisors31,953
0.2% of portfolio›$324.6K
Advocate Investing Services LLC31,000
0.2% of portfolio›$315.0K
Advisor Resource Council24,146
0.1% of portfolio›$243.4K
Creative Planning22,983
0.0% of portfolio›$233.5K
Wedmont Private Capital21,731
0.0% of portfolio›$217.1K
Centurion Wealth Management LLC21,471
0.1% of portfolio›$218.1K
Huntleigh Advisors, Inc.21,020
0.0% of portfolio›$213.6K
Farther Finance Advisors, LLC20,319
0.0% of portfolio›$206.4K
Occidental Asset Management, LLC19,002
0.0% of portfolio›$193.1K
Decision Investments, Inc18,850
0.2% of portfolio›$191.5K
Successful Portfolios LLC18,588
0.1% of portfolio›$188.9K
Compound Planning, Inc.18,285
0.0% of portfolio›$185.8K
Investment Management Trust, LLC18,212
0.2% of portfolio›$185.0K
Pinnacle Wealth Planning Services, Inc.16,964
0.0% of portfolio›$172.4K
Concurrent Investment Advisors, LLC15,690
0.0% of portfolio›$159.4K
Nations Financial Group Inc,14,900
0.0% of portfolio›$151.4K
Davenport & Co LLC14,778
0.0% of portfolio›$150.1K
Uhlmann Price Securities, LLC14,507
0.0% of portfolio›$147.4K
Quad-Cities Investment Group, LLC13,142
0.0% of portfolio›$133.5K
Intrua Financial, LLC12,582
0.0% of portfolio›$127.8K
Retirement Planning Group, LLC12,300
0.0% of portfolio›$125.0K
Advisory Solutions Group, LLC12,196
0.0% of portfolio›$123.9K
Bauman Advisory Group, LLC10,846
0.1% of portfolio›$110.2K
Syverson Strege & Co10,518
0.0% of portfolio›$106.9K
Greater Midwest Financial Group, LLC10,205
0.0% of portfolio›$103.7K
WPG Advisers, LLC8,368
0.0% of portfolio›$85.0K
IFP Advisors, Inc6,690
0.0% of portfolio›$68.0K
Ascentis Independent Advisors6,050
0.0% of portfolio›$61.5K
Creative Financial Designs Inc5,964
0.0% of portfolio›$60.6K
Lanark Financial, Inc.5,522
0.0% of portfolio›$56.1K
Costello Asset Management, Inc4,830
0.0% of portfolio›$49.1K
Provenance Wealth Advisors, LLC2,904
0.0% of portfolio›$29.5K
Fifth Third Bancorp2,565
0.0% of portfolio›$26.1K
CX Institutional2,095
0.0% of portfolio›$21
Lodestone Wealth Management LLC1,543
0.0% of portfolio›$15.7K
Larson Financial Group LLC1,529
0.0% of portfolio›$15.5K
Root Financial Partners, LLC1,200
0.0% of portfolio›$12.2K
Country Trust Bank1,181
0.0% of portfolio›$12.0K
Citigroup Inc1,120
0.0% of portfolio›$11.4K
Central Trust Co1,000
0.0% of portfolio›$10.2K
Assetmark, Inc992
0.0% of portfolio›$10.1K
James T. Borello RIA948
0.0% of portfolio›$9.6K
Strengthening Families & Communities, LLC911
0.0% of portfolio›$9.3K
Key FInancial Inc230
0.0% of portfolio›$2.3K
Highline Wealth Partners LLC183
0.0% of portfolio›$1.9K
Signaturefd, LLC160
0.0% of portfolio›$1.6K
West Paces Advisors Inc.75
0.0% of portfolio›$762
Farmers & Merchants Trust Co of Chambersburg PA8
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
620,166$6.3M0.2%ValueMediumParsippany, NJ2026-10-13
International Assets Investment Management, LLC
464,981$4.7M0.3%CoreVery HighOrlando, FL2026-11-02
Waterfront Wealth Inc.
408,154$4.1M0.7%ValueLowOverland Park, KS2026-11-03
Wedbush Securities Inc
278,505$2.8K0.0%CoreLowPasadena, CA2026-10-22
DCF Advisers, LLC
266,000$2.7M0.6%GrowthMediumMount Pleasant, SC2026-11-04
Commonwealth Equity Services, LLC
253,694$2.6M0.0%ETFLowWaltham, MA2026-11-02
Oppenheimer & Co Inc
160,016$1.6M0.0%CoreLowNew York, NY2026-10-26
Independent Financial Group, LLC
143,067$1.5M0.0%GrowthLowSan Diego, CA2026-10-13
Aviance Capital Partners, LLC
129,488$1.3M0.1%CoreLowNaples, FL2026-10-29
Advisory Advocates, LLC
126,435$1.3M1.1%YieldMediumGrand Rapids, MI2026-11-05
NWF Advisory Services Inc.
110,200$1.1M0.1%GARPLowLos Angeles, CA2026-10-19
Lido Advisors, LLC
107,210$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Thrivent Financial for Lutherans
105,000$1.1K0.0%GARPMediumMinneapolis, MN2026-11-05
Live Oak Private Wealth LLC
103,295$1.0M0.1%ValueLowWilmington, NC2026-11-02
Stolper Co
101,715$1.0K0.0%ValueMediumTulsa, OK2026-10-13
Kestra Advisory Services, LLC
101,353$1.0M0.0%CoreLowAustin, TX2026-11-02
Ashton Thomas Securities, LLC
93,500$950.0K0.1%ETFMediumRochester, NY2026-10-26
Diversify Advisory Services, LLC
77,527$787.7K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
77,527$787.7K0.0%GrowthMediumSandy, UT2026-10-20
Wealth Enhancement Advisory Services, LLC
76,313$762.4K0.0%CoreLowPlymouth, MN2026-10-13
SeaCrest Wealth Management, LLC
68,423$695.2K0.1%GrowthLowPurchase, NY2026-10-21
Closed-End Fund Advisors, Inc.
66,460$675.2K0.7%YieldMediumRichmond, VA2026-11-04
CoreCap Advisors, LLC
61,329$623.1K0.0%ETFMediumSouthfield, MI2026-10-08
Choreo, LLC
59,375$603.3K0.0%IndexLowRockford, IL2026-10-28
B. Riley Wealth Advisors, Inc.
57,838$587.6K0.0%GrowthLowMemphis, TN2026-10-13
Sigma Planning Corp
52,984$538.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Cambridge Investment Research Advisors, Inc.
49,390$5020.0%ETFLowFairfield, IA2026-11-02
Park Avenue Securities LLC
48,235$4900.0%ETFMediumNew York, NY2026-10-26
Sage Capital Management, LLC
47,500$482.6K0.2%ETFLowStockton, NJ2026-10-20
Capital Investment Advisors, LLC
46,251$469.9K0.0%CoreLowAtlanta, GA2026-10-22
J.W. Cole Advisors, Inc.
43,559$442.6K0.0%IndexLowTampa, FL2026-11-05
Accredited Investor Services, LLC
42,870$435.6K0.2%ETFVery LowSt. Cloud, MN2026-10-22
Truist Financial Corp
42,459$431.4K0.0%CoreLowCharlotte, NC2026-10-30
Midwest Trust Co
34,496$350.5K0.0%CoreLowOverland Park, KS2026-10-22
Kestra Private Wealth Services, LLC
34,354$349.0K0.0%GrowthLowAustin, TX2026-10-30
Vanguard Capital Wealth Advisors
31,953$324.6K0.2%GrowthMediumDenver, CO2026-10-16
Advocate Investing Services LLC
31,000$315.0K0.2%ETFLowWoodbine, MD2026-10-26
Advisor Resource Council
24,146$243.4K0.1%ETFLowDallas, TX2026-11-05
Creative Planning
22,983$233.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Wedmont Private Capital
21,731$217.1K0.0%IndexVery LowWest Chester, PA2026-10-09
Centurion Wealth Management LLC
21,471$218.1K0.1%ETFMediumMclean, VA2026-10-13
Huntleigh Advisors, Inc.
21,020$213.6K0.0%GrowthMediumSt. Louis, MO2026-11-03
Farther Finance Advisors, LLC
20,319$206.4K0.0%IndexLowSan Francisco, CA2026-10-08
Occidental Asset Management, LLC
19,002$193.1K0.0%GrowthLowBurlingame, CA2026-11-05
Decision Investments, Inc
18,850$191.5K0.2%GrowthLowSan Diego, CA2026-10-07
Successful Portfolios LLC
18,588$188.9K0.1%CoreVery LowClearwater, FL2026-10-09
Compound Planning, Inc.
18,285$185.8K0.0%CoreLowNew York, NY2026-11-05
Investment Management Trust, LLC
18,212$185.0K0.2%GrowthN/AFitchburg, MA2026-11-05
Pinnacle Wealth Planning Services, Inc.
16,964$172.4K0.0%GARPLowMansfield, OH2026-10-27
Concurrent Investment Advisors, LLC
15,690$159.4K0.0%GrowthMediumTampa, FL2026-10-16
Nations Financial Group Inc,
14,900$151.4K0.0%CoreLowCedar Rapids, IA2026-11-05
Davenport & Co LLC
14,778$150.1K0.0%CoreMediumRichmond, VA2026-10-14
Uhlmann Price Securities, LLC
14,507$147.4K0.0%Agg GrowthLowSkokie, IL2026-11-03
Quad-Cities Investment Group, LLC
13,142$133.5K0.0%CoreLowDavenport, IA2026-10-16
Intrua Financial, LLC
12,582$127.8K0.0%ETFMediumHouston, TX2026-10-28
Retirement Planning Group, LLC
12,300$125.0K0.0%ETFVery LowLeawood, KS2026-10-19
Advisory Solutions Group, LLC
12,196$123.9K0.0%ETFN/APlymouth, MN2026-10-14
Bauman Advisory Group, LLC
10,846$110.2K0.1%ETFMediumLas Vegas, NV2026-10-29
Syverson Strege & Co
10,518$106.9K0.0%ETFVery LowWest Des Moines, IA2026-11-02
Greater Midwest Financial Group, LLC
10,205$103.7K0.0%GrowthMediumSt. Paul, MN2026-10-13
WPG Advisers, LLC
8,368$85.0K0.0%CoreLowBaltimore, MD2026-10-27
IFP Advisors, Inc
6,690$68.0K0.0%GrowthLowTampa, FL2026-10-16
Ascentis Independent Advisors
6,050$61.5K0.0%ETFLowDallas, TX2026-11-03
Creative Financial Designs Inc
5,964$60.6K0.0%ETFMediumKokomo, IN2026-11-04
Lanark Financial, Inc.
5,522$56.1K0.0%CoreMediumBirmingham, AL2026-10-26
Costello Asset Management, Inc
4,830$49.1K0.0%CoreLowFeasterville, PA2026-10-30
Provenance Wealth Advisors, LLC
2,904$29.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Fifth Third Bancorp
2,565$26.1K0.0%IndexVery LowCincinnati, OH2026-11-05
CX Institutional
2,095$210.0%CoreMediumAuburn, IN2026-10-02
Lodestone Wealth Management LLC
1,543$15.7K0.0%CoreLowSpokane, WA2026-10-14
Larson Financial Group LLC
1,529$15.5K0.0%GrowthLowSt Louis, MO2026-11-05
Root Financial Partners, LLC
1,200$12.2K0.0%ETFMediumEncinitas, CA2026-10-21
Country Trust Bank
1,181$12.0K0.0%GrowthLowBloomington, IL2026-10-30
Citigroup Inc
1,120$11.4K0.0%CoreMediumNew York, NY2026-11-04
Central Trust Co
1,000$10.2K0.0%CoreLowJefferson City, MO2026-11-05
Assetmark, Inc
992$10.1K0.0%ETFLowConcord, CA2026-10-21
James T. Borello RIA
948$9.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Strengthening Families & Communities, LLC
911$9.3K0.0%CoreMediumBoston, MA2026-10-21
Key FInancial Inc
230$2.3K0.0%ETFLowWest Chester, PA2026-11-02
Highline Wealth Partners LLC
183$1.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Signaturefd, LLC
160$1.6K0.0%IndexLowAtlanta, GA2026-10-23
West Paces Advisors Inc.
75$7620.0%ETFLowAtlanta, GA2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
8$00.0%GARPLowChambersburg, PA2026-10-14