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THW · abrdn World Healthcare Fund

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$13.22 -0.01 (-0.08%)
Market Cap
$534.01M
Shares
40.36M

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: 85
Total Value: $69,940,570
Total Shares: 5,778,550

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 84 13F filers
Top Holder
19.5%
Jun 2023 → Mar 2026 · range 17.2% – 21.7%
of institutional value
Top 5
48.5%
Jun 2023 → Mar 2026 · range 47.3% – 55.6%
of institutional value
Top 10
67.1%
Jun 2023 → Mar 2026 · range 63.9% – 73.1%
of institutional value
HHI
724
Jun 2023 → Mar 2026 · range 685 – 856
Broadly held
Showing 85 of 85
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $13,004,802 18.59% 1,114,379
Mid Penserra Capital Management LLC $7,488,674 10.71% 641,703
Mega ROYAL BANK OF CANADA Bank $5,401,295 7.72% 462,836
Mid CoreCap Advisors, LLC $3,292,648 4.71% 245,720
Mega LPL Financial LLC $3,279,736 4.69% 281,040
Mega RAYMOND JAMES FINANCIAL INC $3,169,209 4.53% 271,569
Large COMMONWEALTH EQUITY SERVICES, LLC $3,112,029 4.45% 232,241
Large Janney Montgomery Scott LLC $3,007,977 4.30% 257,753
Micro Significant Wealth Partners LLC $1,979,957 2.83% 147,758
Large Steward Partners Investment Advisory, LLC $1,923,694 2.75% 164,841
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $1,856,717 2.65% 138,561
Mid J.W. COLE ADVISORS, INC. $1,456,178 2.08% 108,670
Mid WEDBUSH SECURITIES INC Broker-Dealer $1,028,637 1.47% 76,764
Mid NewEdge Wealth, LLC $1,012,956 1.45% 86,800
Mega UBS Group AG $1,007,458 1.44% 86,329
Large Cetera Investment Advisers $1,003,596 1.43% 85,998
Large OSAIC HOLDINGS, INC. $938,967 1.34% 80,460
Large STIFEL FINANCIAL CORP $828,394 1.18% 70,985
Large NewEdge Advisors, LLC $821,836 1.18% 70,423
Small Empire Financial Management Company, LLC $743,308 1.06% 63,694
Large Kestra Advisory Services, LLC $714,233 1.02% 53,301
Small Wealth Quarterback LLC $710,628 1.02% 53,032
Mid Summit Financial, LLC $651,150 0.93% 55,797
Mid AlphaCore Capital LLC $645,957 0.92% 55,352
Small Samalin Investment Counsel, LLC $628,728 0.90% 46,920
Mega MILLENNIUM MANAGEMENT LLC $585,495 0.84% 50,171
Small Alteri Wealth LLC $499,284 0.71% 37,260
Small Stockman Wealth Management, Inc. $497,247 0.71% 42,609
Large Rockefeller Capital Management L.P. $472,635 0.68% 40,500
Small WEALTH EFFECTS LLC $467,908 0.67% 40,095
Large BLAIR WILLIAM & CO/IL $443,460 0.63% 38,000
Small Triumph Capital Management $422,877 0.60% 31,558
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $412,840 0.59% 30,809
Mega BANK OF AMERICA CORP /DE/ Bank $406,512 0.58% 34,834
Micro PMG Family Office LLC Family Office $392,553 0.56% 29,295
Mid Private Advisor Group, LLC $375,039 0.54% 27,988
Large Cambridge Investment Research Advisors, Inc. $366,637 0.52% 27,361
Mega AMERIPRISE FINANCIAL INC $314,646 0.45% 26,962
Small Vanguard Capital Wealth Advisors $268,000 0.38% 20,000
Small Abel Hall, LLC $254,600 0.36% 19,000
Mid XTX Topco Ltd $240,903 0.34% 20,643
Small Tradition Wealth Management, LLC $223,632 0.32% 19,163
Small Shaker Financial Services, LLC $215,472 0.31% 16,080
Large HRT FINANCIAL LP $214,681 0.31% 18,396
Small SeaCrest Wealth Management, LLC $200,008 0.29% 14,926
Mid OPPENHEIMER & CO INC $194,538 0.28% 16,670
Mega JANE STREET GROUP, LLC $192,939 0.28% 16,533
Small Institute for Wealth Management, LLC. $192,062 0.27% 14,333
Mid KINGSWOOD WEALTH ADVISORS, LLC $182,869 0.26% 13,647
Small Live Oak Private Wealth LLC $181,436 0.26% 13,540
Small Kapstone Financial Advisors LLC $179,367 0.26% 15,370
Mid DAYMARK WEALTH PARTNERS, LLC $165,982 0.24% 14,223
Mega Invesco Ltd. $165,247 0.24% 14,160
Micro Strategic Financial Concepts, LLC $159,460 0.23% 11,900
Small NWF Advisory Services Inc. $146,060 0.21% 10,900
Small DOHENY ASSET MANAGEMENT /CA $145,875 0.21% 12,500
Large HighTower Advisors, LLC $145,524 0.21% 12,470
Mid B. Riley Wealth Advisors, Inc. $136,224 0.19% 10,166
Small AMERIFLEX GROUP, INC. $126,619 0.18% 10,850
Small Sargent Investment Group, LLC $116,700 0.17% 10,000
Mid EverSource Wealth Advisors, LLC $100,500 0.14% 7,500
Micro Osbon Capital Management LLC $82,226 0.12% 7,046
Mega PNC FINANCIAL SERVICES GROUP, INC. $43,364 0.06% 3,716
Mid IFP Advisors, Inc $40,200 0.06% 3,000
Mid Advisory Services Network, LLC $39,923 0.06% 3,421
Micro Allied Private Wealth LLC $27,121 0.04% 2,024
Large FIFTH THIRD BANCORP Bank $24,063 0.03% 2,062
Small Costello Asset Management, INC $20,622 0.03% 1,539
Small Golden State Wealth Management, LLC $18,800 0.03% 1,403
Large ASSETMARK, INC $18,543 0.03% 1,589
Micro CURIO WEALTH, LLC $17,189 0.02% 1,473
Mega WELLS FARGO & COMPANY/MN $16,151 0.02% 1,384
Mid HANTZ FINANCIAL SERVICES, INC. $13,128 0.02% 1,125
Mid Atlantic Union Bankshares Corp $11,670 0.02% 1,000
Mid Parallel Advisors, LLC $11,670 0.02% 1,000
Micro CDKV HOLDINGS LLC $7,585 0.01% 650
Small Sunbelt Securities, Inc. Broker-Dealer $6,780 0.01% 581
Mid MAI Capital Management $5,916 0.01% 507
Mid HARBOUR INVESTMENTS, INC. $5,776 0.01% 495
Small HIGHLINE WEALTH PARTNERS LLC $5,360 0.01% 400
Small AdvisorNet Financial, Inc $4,489 0.01% 335
Large CWM, LLC $3,139 0.00% 269
Large JONES FINANCIAL COMPANIES LLLP $1,762 0.00% 151
Mid Allworth Financial LP $431 0.00% 37
Small JFS WEALTH ADVISORS, LLC $67 0.00% 5
Key facts CIK 1635977 CUSIP 87911L108 13F (30d) 33 filings 33 filers Investor relations

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