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Abrdn Emerging MAR DIV A ETF (AGEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares1,047,427 from 1,088,357
Change-40,930 (-4%)
Value$50.4M (-$3.4M)
Filed 2026-11-05
Sterling Capital Management LLC
DECREASED
Shares527,170 from 550,972
Change-23,802 (-4%)
Value$25.4M (-$1.8M)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares169,427 from 170,066
Change-639 (0%)
Value$8.2M (-$247.7K)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares45,078 from 49,081
Change-4,003 (-8%)
Value$2.2M (-$255.2K)
Filed 2026-10-30
FWG Investments, Llc.
DECREASED
Shares40,934 from 44,189
Change-3,255 (-7%)
Value$2.0M (-$213.0K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares26,896 from 28,423
Change-1,527 (-5%)
Value$1.3M (-$109.8K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
INCREASED
Shares22,899 from 22,732
Change+167 (+1%)
Value$1.1M (-$20.9K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED
Shares13,955 from 14,238
Change-283 (-2%)
Value$671.3K (-$31.8K)
Filed 2026-11-02
Networth Advisors, LLC
DECREASED
Shares11,095 from 11,876
Change-781 (-7%)
Value$533.7K (-$52.7K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares10,229 from 11,446
Change-1,217 (-11%)
Value$492.1K (-$73.1K)
Filed 2026-11-04
Arcadia Wealth Management, LLC
DECREASED
Shares8,358 from 9,338
Change-980 (-10%)
Value$402.1K (-$59.1K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares7,409 from 7,395
Change+14 (+0%)
Value$356.0K (-$9.0K)
Filed 2026-11-02
Montgomery Financial Services LLC
DECREASED
Shares7,318 from 7,843
Change-525 (-7%)
Value$352.0K (-$35.3K)
Filed 2026-11-03
First Heartland Consultants, Inc.
DECREASED
Shares5,538 from 7,204
Change-1,666 (-23%)
Value$266.4K (-$89.3K)
Filed 2026-10-08
Parallel Advisors, LLC
UNCHANGED
Shares5,233 from 5,233
Change0 (0%)
Value$251.7K (-$6.7K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares5,101 from 5,259
Change-158 (-3%)
Value$245.4K (-$14.3K)
Filed 2026-11-05
Creative Planning
NEW
Shares4,940
Change+4,940
Value$237.6K
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,876 from 4,338
Change+538 (+12%)
Value$231.7K (+$21.4K)
Filed 2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares4,334 from 4,610
Change-276 (-6%)
Value$208.5K (-$19.2K)
Filed 2026-10-26
Beacon Financial Strategies Corp
UNCHANGED
Shares1,119 from 1,119
Change0 (0%)
Value$53.8K (-$1.4K)
Filed 2026-10-14
Assetmark, Inc
NEW
Shares409
Change+409
Value$19.7K
Filed 2026-10-21
CoreCap Advisors, LLC
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$19.2K (-$509)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares224
Change+224
Value$10.8K
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares197 from 195
Change+2 (+1%)
Value$9.5K (-$152)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares164 from 162
Change+2 (+1%)
Value$7.9K (-$120)
Filed 2026-10-08
Key Capital Management, Inc
DECREASED
Shares119 from 129
Change-10 (-8%)
Value$5.7K (-$646)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.8K (-$128)
Filed 2026-10-13
Country Trust Bank
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.3K (-$33)
Filed 2026-10-30
Sunrise Financial Services, LLC
NEW
Shares12
Change+12
Value$577
Filed 2026-10-21
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 4,741
Change-4,741 (-100%)
Value$0 (-$234.1K)
Filed 2026-11-02
Smart Wealth LLC
CLOSED
Shares0 from 4,170
Change-4,170 (-100%)
Value$0 (-$205.9K)
Filed 2026-11-04
Gill Capital Partners, LLC
CLOSED
Shares0 from 915
Change-915 (-100%)
Value$0 (-$45.2K)
Filed 2026-10-13
Waddell & Associates, LLC
N/A
Shares— from 943,693
Change-943,693 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 434,232
Change-434,232 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 83,705
Change-83,705 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 73,687
Change-73,687 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 69,270
Change-69,270 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 51,422
Change-51,422 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 43,797
Change-43,797 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 34,044
Change-34,044 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 31,639
Change-31,639 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 31,035
Change-31,035 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 21,422
Change-21,422 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,057
Change-11,057 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,237
Change-10,237 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 9,563
Change-9,563 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,108
Change-9,108 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,135
Change-8,135 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 5,054
Change-5,054 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 759
Change-759 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 504
Change-504 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 429
Change-429 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 364
Change-364 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 58
Change-58 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8
Change-8 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED1,047,4271,088,357-40,930-4%$53.7M$50.4M-$3.4M2026-11-05
Sterling Capital Management LLC
DECREASED527,170550,972-23,802-4%$27.2M$25.4M-$1.8M2026-10-22
Simplicity Wealth,LLC
DECREASED169,427170,066-6390%$8.4M$8.2M-$247.7K2026-10-23
Truist Financial Corp
DECREASED45,07849,081-4,003-8%$2.4M$2.2M-$255.2K2026-10-30
FWG Investments, Llc.
DECREASED40,93444,189-3,255-7%$2.2M$2.0M-$213.0K2026-11-03
Kingdom Financial Group Llc.
DECREASED26,89628,423-1,527-5%$1.4M$1.3M-$109.8K2026-11-04
Lloyd Advisory Services, Llc.
INCREASED22,89922,732+167+1%$1.1M$1.1M-$20.9K2026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED13,95514,238-283-2%$703.1K$671.3K-$31.8K2026-11-02
Networth Advisors, LLC
DECREASED11,09511,876-781-7%$586.4K$533.7K-$52.7K2026-11-03
Tounjian Advisory Partners, LLC
DECREASED10,22911,446-1,217-11%$565.2K$492.1K-$73.1K2026-11-04
Arcadia Wealth Management, LLC
DECREASED8,3589,338-980-10%$461.1K$402.1K-$59.1K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED7,4097,395+14+0%$365.0K$356.0K-$9.0K2026-11-02
Montgomery Financial Services LLC
DECREASED7,3187,843-525-7%$387.3K$352.0K-$35.3K2026-11-03
First Heartland Consultants, Inc.
DECREASED5,5387,204-1,666-23%$355.7K$266.4K-$89.3K2026-10-08
Parallel Advisors, LLC
UNCHANGED5,2335,23300%$258.4K$251.7K-$6.7K2026-11-03
Fifth Third Bancorp
DECREASED5,1015,259-158-3%$259.7K$245.4K-$14.3K2026-11-05
Creative Planning
NEW4,940—+4,940——$237.6K—2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED4,8764,338+538+12%$210.3K$231.7K+$21.4K2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED4,3344,610-276-6%$227.6K$208.5K-$19.2K2026-10-26
Beacon Financial Strategies Corp
UNCHANGED1,1191,11900%$55.2K$53.8K-$1.4K2026-10-14
Assetmark, Inc
NEW409—+409——$19.7K—2026-10-21
CoreCap Advisors, LLC
UNCHANGED39939900%$19.7K$19.2K-$5092026-10-08
Ascentis Independent Advisors
NEW224—+224——$10.8K—2026-11-03
IFP Advisors, Inc
INCREASED197195+2+1%$9.6K$9.5K-$1522026-10-16
Farther Finance Advisors, LLC
INCREASED164162+2+1%$8.0K$7.9K-$1202026-10-08
Key Capital Management, Inc
DECREASED119129-10-8%$6.4K$5.7K-$6462026-11-03
Cape Investment Advisory, Inc.
UNCHANGED10010000%$4.9K$4.8K-$1282026-10-13
Country Trust Bank
UNCHANGED262600%$1.3K$1.3K-$332026-10-30
Sunrise Financial Services, LLC
NEW12—+12——$577—2026-10-21
Commonwealth Equity Services, LLC
CLOSED04,741-4,741-100%$234.1K$0-$234.1K2026-11-02
Smart Wealth LLC
CLOSED04,170-4,170-100%$205.9K$0-$205.9K2026-11-04
Gill Capital Partners, LLC
CLOSED0915-915-100%$45.2K$0-$45.2K2026-10-13
Waddell & Associates, LLC
N/A—943,693-943,693-100%$46.6M———
AE Wealth Management LLC
N/A—434,232-434,232-100%$21.4M———
Envestnet Asset Management Inc
N/A—83,705-83,705-100%$4.1M———
GTS Securities LLC
N/A—73,687-73,687-100%$3.6M———
Old Mission Capital LLC
N/A—69,270-69,270-100%$3.4M———
LPL Financial LLC
N/A—51,422-51,422-100%$2.5M———
Huntington National Bank
N/A—43,797-43,797-100%$2.2M———
Cetera Investment Advisers
N/A—34,044-34,044-100%$1.7M———
LifePlan Investment Advisors, Inc.
N/A—31,639-31,639-100%$1.6M———
Osaic Holdings, Inc.
N/A—31,035-31,035-100%$1.5M———
Sanctuary Advisors, LLC
N/A—21,422-21,422-100%$1.1M———
Citadel Advisors LLC
N/A—11,057-11,057-100%$546.0K———
Morgan Stanley
N/A—10,237-10,237-100%$505.5K———
IFG Advisory, LLC
N/A—9,563-9,563-100%$472.2K———
FMR LLC
N/A—9,108-9,108-100%$449.7K———
Cerity Partners LLC
N/A—8,135-8,135-100%$401.7K———
Slagle Financial, LLC
N/A—5,054-5,054-100%$249.6K———
MML Investors Services, LLC
N/A—4,103-4,103-100%$202.6K———
Institute for Wealth Management, Llc.
N/A—759-759-100%$37.5K———
Steward Partners Investment Advisory, LLC
N/A—516-516-100%$25.5K———
National Bank of Canada
N/A—504-504-100%$24.6K———
Northwestern Mutual Wealth Management Co
N/A—429-429-100%$21.2K———
SOA Wealth Advisors, Llc.
N/A—364-364-100%$18.0K———
Strategic Wealth Partners, Ltd.
N/A—175-175-100%$8.7K———
Sittner & Nelson, LLC
N/A—78-78-100%$3.9K———
Jones Financial Companies Lllp
N/A—58-58-100%$2.8K———
Royal Bank of Canada
N/A—8-8-100%$0———
Wells Fargo & Company
N/A—1-1-100%$33———
Showing 60 of 60 institutions