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AOD

abrdn Total Dynamic Dividend Fund
$10.29 -0.04 (-0.39%) At close · Jul 8
Market Cap
$1.10B
Shares
105,446,496

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 163
Total Value: $279,235,609
Total Shares: 30,230,760
Showing 1–100 of 163 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 162 13F filers
Top Holder
32.4%
Jun 2023 → Mar 2026 · range 21.2% – 34.0%
of institutional value
Top 5
57.2%
Jun 2023 → Mar 2026 · range 53.1% – 63.0%
of institutional value
Top 10
69.8%
Jun 2023 → Mar 2026 · range 69.8% – 76.6%
of institutional value
HHI
1,293
Jun 2023 → Mar 2026 · range 885 – 1,398
Broadly held
Showing 100 of 163
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $89,934,921 32.21% 9,764,921
Mega WELLS FARGO & COMPANY/MN $28,008,189 10.03% 3,041,063
Mid Penserra Capital Management LLC $21,884,313 7.84% 2,376,147
Mega LPL Financial LLC $9,834,760 3.52% 1,067,835
Large GUGGENHEIM CAPITAL LLC $9,208,461 3.30% 999,833
Mega RAYMOND JAMES FINANCIAL INC $9,170,010 3.28% 995,658
Large Allspring Global Investments Holdings, LLC $8,946,667 3.20% 971,408
Mid Advisors Asset Management, Inc. $6,544,819 2.34% 710,621
Mid Hennion & Walsh Asset Management, Inc. $5,843,398 2.09% 566,770
Large Cetera Investment Advisers $5,420,342 1.94% 588,528
Mega BANK OF AMERICA CORP /DE/ Bank $4,676,810 1.67% 507,797
Small Shaker Financial Services, LLC $4,124,882 1.48% 447,870
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $4,051,230 1.45% 439,873
Small Waterfront Wealth Inc. $3,739,582 1.34% 406,035
Mega ROYAL BANK OF CANADA Bank $3,444,226 1.23% 373,966
Mid Private Advisor Group, LLC $2,886,248 1.03% 313,382
Large COMMONWEALTH EQUITY SERVICES, LLC $2,615,953 0.94% 284,034
Mid OPPENHEIMER & CO INC $2,497,319 0.89% 271,153
Small DCF Advisers, LLC $2,449,860 0.88% 266,000
Mid WEDBUSH SECURITIES INC Broker-Dealer $2,393,918 0.86% 259,926
Mega UBS Group AG $2,077,168 0.74% 225,534
Mega AMERIPRISE FINANCIAL INC $2,067,313 0.74% 224,464
Mid EVOLVE PRIVATE WEALTH, LLC $1,877,163 0.67% 203,818
Large STIFEL FINANCIAL CORP $1,876,205 0.67% 203,714
Large Janney Montgomery Scott LLC $1,794,319 0.64% 194,823
Large OSAIC HOLDINGS, INC. $1,783,663 0.64% 193,666
Large Cambridge Investment Research Advisors, Inc. $1,753,574 0.63% 190,399
Large Mariner, LLC $1,606,739 0.58% 174,456
Small Aviance Capital Partners, LLC $1,204,179 0.43% 130,747
Large NewEdge Advisors, LLC $1,183,429 0.42% 128,494
Micro Advisory Advocates, LLC $1,129,468 0.40% 122,635
Mid INDEPENDENT FINANCIAL GROUP, LLC $994,219 0.36% 107,950
Large Thrivent Financial for Lutherans $967,049 0.35% 105,000
Large &PARTNERS $966,856 0.35% 104,979
Small Live Oak Private Wealth LLC $951,346 0.34% 103,295
Mid Summit Financial, LLC $948,427 0.34% 102,978
Small Stolper Co $929,915 0.33% 100,968
Mega JANE STREET GROUP, LLC $927,151 0.33% 100,668
Small ASHTON THOMAS SECURITIES, LLC Broker-Dealer $925,605 0.33% 100,500
Small NWF Advisory Services Inc. $922,842 0.33% 100,200
Mid IHT Wealth Management, LLC $842,079 0.30% 91,431
Large Kestra Advisory Services, LLC $837,658 0.30% 90,951
Mid CHOREO, LLC $801,288 0.29% 87,002
Mid DIVERSIFY WEALTH MANAGEMENT, LLC $717,551 0.26% 77,910
Small SeaCrest Wealth Management, LLC $710,431 0.25% 68,907
Mid Merit Financial Group, LLC $683,888 0.24% 74,255
Large Lido Advisors, LLC $674,540 0.24% 73,240
Large Baird Financial Group, Inc. $643,907 0.23% 69,914
Micro Closed-End Fund Advisors, Inc. $618,175 0.22% 67,120
Mega ENVESTNET ASSET MANAGEMENT INC $613,146 0.22% 66,574
Mid WOLVERINE ASSET MANAGEMENT LLC $607,813 0.22% 65,995
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $566,774 0.20% 61,539
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $548,418 0.20% 59,546
Micro Fund Advisors of America Inc/FL $527,272 0.19% 57,250
Micro ACCREDITED INVESTOR SERVICES, LLC $504,800 0.18% 54,810
Mid PARK AVENUE SECURITIES LLC Broker-Dealer $494,669 0.18% 53,710
Mid Capital Investment Advisors, LLC $452,533 0.16% 49,135
Mid CoreCap Advisors, LLC $445,392 0.16% 43,200
Micro Sage Capital Management, LLC $409,845 0.15% 44,500
Mid B. Riley Wealth Advisors, Inc. $409,375 0.15% 44,449
Mid Kovack Advisors, Inc. $406,243 0.15% 44,109
Mid HARBOUR INVESTMENTS, INC. $391,093 0.14% 42,464
Large HighTower Advisors, LLC $390,550 0.14% 42,405
Large TRUIST FINANCIAL CORP $368,344 0.13% 39,994
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $351,527 0.13% 38,168
Large CAPTRUST FINANCIAL ADVISORS $330,399 0.12% 35,874
Large MERCER GLOBAL ADVISORS INC /ADV $329,837 0.12% 35,813
Mid Allworth Financial LP $321,475 0.12% 34,905
Mid Midwest Trust Co Bank $317,708 0.11% 34,496
Mid Sigma Planning Corp $296,276 0.11% 32,169
Micro Vanguard Capital Wealth Advisors $291,901 0.10% 31,694
Micro Advocate Investing Services LLC $285,510 0.10% 31,000
Mid Moors & Cabot, Inc. $270,516 0.10% 29,372
Small Centurion Wealth Management LLC $259,214 0.09% 25,142
Small WNY Asset Management, LLC $257,051 0.09% 27,910
Mid Sanctuary Advisors, LLC $256,360 0.09% 27,835
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $248,384 0.09% 26,969
Large CWM, LLC $243,245 0.09% 26,411
Micro Compton Financial Group, LLC $230,664 0.08% 25,045
Small Advisor Resource Council $229,061 0.08% 24,871
Small UHLMANN PRICE SECURITIES, LLC Broker-Dealer $225,092 0.08% 24,440
Mid BENJAMIN EDWARDS INC $215,320 0.08% 23,379
Small Occidental Asset Management, LLC $200,409 0.07% 21,760
Mid Wedmont Private Capital $200,142 0.07% 21,731
Small Pinnacle Wealth Planning Services, Inc. $195,159 0.07% 21,190
Small Huntleigh Advisors, Inc. $187,524 0.07% 20,361
Mid Compound Planning, Inc. $185,507 0.07% 20,142
Small Kapstone Financial Advisors LLC $184,660 0.07% 20,050
Micro DECISION INVESTMENTS, INC $181,897 0.07% 19,750
Mega Invesco Ltd. $180,681 0.06% 19,618
Small SPIREPOINT PRIVATE CLIENT, LLC $180,644 0.06% 19,614
Micro Successful Portfolios LLC $179,954 0.06% 19,539
Mid Farther Finance Advisors, LLC $178,563 0.06% 19,388
Small Z3 Capital Partners, LLC $176,537 0.06% 19,168
Micro Investment Management Trust, LLC $167,262 0.06% 18,161
Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $162,856 0.06% 15,796
Large Steward Partners Investment Advisory, LLC $159,388 0.06% 17,306
Small TWO SIGMA SECURITIES, LLC Broker-Dealer $138,619 0.05% 15,051
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $137,201 0.05% 14,897
Large DAVENPORT & Co LLC $136,105 0.05% 14,778
Key facts CIK 1379400 CUSIP 00326L100 13F (30d) 10 filings 10 filers

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