XAGDX

ABRDN GLOBAL DYNAMIC DIVIDEN

Institutional Ownership · Q4 2025

Filing: Q4 2025

ABRDN GLOBAL DYNAMIC DIVIDEN (XAGDX) is held by 53 institutional investors with combined holdings of $41M. Major holders include Penserra Capital Manageme, BANK OF AMERICA CORP /DE/, Hennion & Walsh Asset Man.

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Institutional Holders

Total Value

$41.5M

Ownership %

—

🔄 Quarter-over-Quarter Changes

Q3 2025 → Q4 2025

Fund	Current Shares	Previous Shares	Change	% Change
LPL Financial LLC	253.0K	—	+253.0K	NEW
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ)	207.6K	—	+207.6K	NEW
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)	158.7K	—	+158.7K	NEW
ROYAL BANK OF CANADA (RY, RYLBF)	151.5K	—	+151.5K	NEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	141.6K	—	+141.6K	NEW
OSAIC HOLDINGS, INC.	130.7K	—	+130.7K	NEW
UBS Group AG (UBS)	130.5K	—	+130.5K	NEW
GUGGENHEIM CAPITAL LLC	98.3K	223.8K	-125,431	-56.1%
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL)	675.2K	573.9K	+101.3K	+17.6%
Investment Partners Asset Management, Inc.	82.6K	—	+82.6K	NEW
Cerity Partners LLC	73.9K	—	+73.9K	NEW
Hennion & Walsh Asset Management, Inc.	276.4K	221.3K	+55.0K	+24.9%
Penserra Capital Management LLC	734.2K	683.9K	+50.3K	+7.4%
1776 Wealth LLC	37.9K	—	+37.9K	NEW
AMERIPRISE FINANCIAL INC (AMP)	34.0K	—	+34.0K	NEW
CHOREO, LLC	33.5K	—	+33.5K	NEW
OPPENHEIMER & CO INC	31.3K	—	+31.3K	NEW
Cetera Investment Advisers	29.5K	—	+29.5K	NEW
Kovack Advisors, Inc.	26.0K	—	+26.0K	NEW
Kapstone Financial Advisors LLC	25.3K	—	+25.3K	NEW