AGEM

ABRDN FDS

Institutional Ownership · Q4 2025

Filing: Q4 2025

ABRDN FDS (AGEM) is held by 47 institutional investors with combined holdings of $76M. Major holders include Sterling Capital Manageme, AE Wealth Management LLC, Simplicity Wealth,LLC.

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Institutional Holders

Total Value

$75.6M

Ownership %

—

🏦 Top Institutional Holders

Sterling Capital Management LLC

629.1K shares

$24.1M

AE Wealth Management LLC

452.0K shares

$17.3M

Simplicity Wealth,LLC

186.0K shares

$7.1M

MIZUHO SECURITIES USA LLC

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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