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Equibles

THW

abrdn World Healthcare Fund

Company with tickers: THW

CIK
1635977
CUSIP
87911L108
Shares Outstanding
40,363,833
13F Activity (30d)
47 filings 45 filers

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.

Holders: 84
Total Value: $66,664,289
Total Shares: 5,712,453

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 84 13F filers · Δ vs Dec 31, 2025
Top Holder
19.5%
Jun 2023 → Mar 2026 · range 17.2% – 22.0%
+1.7 pts
Top 5
48.5%
Jun 2023 → Mar 2026 · range 47.3% – 55.6%
−2.3 pts
Top 10
67.1%
Jun 2023 → Mar 2026 · range 63.9% – 73.1%
−0.4 pts
HHI
724
Jun 2023 → Mar 2026 · range 685 – 856
Broadly held −52

Quarterly Activity

vs Dec 31, 2025
New
16
Increased
25
Decreased
19
Sold Out
16
Unchanged
24
Holder count: 0
Institutional value: -21.9%
Shares held: -14.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large Steward Partners Investment Advisory, LLC +26,794 164,841
Large Janney Montgomery Scott LLC +23,487 257,753
Small CoreCap Advisors, LLC +18,615 257,026
Mega ROYAL BANK OF CANADA +16,093 462,836
Mega RAYMOND JAMES FINANCIAL INC +15,808 271,569

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Penserra Capital Management LLC −545,821 641,703
Large OSAIC HOLDINGS, INC. −49,304 80,460
Mega LPL Financial LLC −42,635 281,040
Mega WELLS FARGO & COMPANY/MN −38,219 1,384
Mega JANE STREET GROUP, LLC −19,569 16,533

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Micro Significant Wealth Partners LLC 145,181 $1,694,262
Mid AlphaCore Capital LLC 55,352 $645,957
Mega MILLENNIUM MANAGEMENT LLC 50,171 $585,495
Mid XTX Topco Ltd 20,643 $240,903
Large HRT FINANCIAL LP 18,396 $214,681

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid Cornerstone Advisors, LLC 321,221 $4,105,204
Mid READYSTATE ASSET MANAGEMENT LP 151,724 $1,939,032
Mid J.W. COLE ADVISORS, INC. 107,669 $1,376,009
Small TrueMark Investments, LLC 41,032 $524,388
Mid PRINCIPAL SECURITIES, INC. 30,852 $394,288
Filter: New 16 Increased 25 Reduced 19 Sold out 16 Unchanged 24
Showing 84 of 84
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $13,004,802 19.51% 1,114,379
Mid Penserra Capital Management LLC $7,488,674 11.23% 641,703
Mega ROYAL BANK OF CANADA Bank $5,401,295 8.10% 462,836
Mega LPL Financial LLC $3,279,736 4.92% 281,040
Mega RAYMOND JAMES FINANCIAL INC $3,169,209 4.75% 271,569
Large Janney Montgomery Scott LLC $3,007,977 4.51% 257,753
Small CoreCap Advisors, LLC $2,999,493 4.50% 257,026
Large COMMONWEALTH EQUITY SERVICES, LLC $2,765,031 4.15% 236,935
Large Steward Partners Investment Advisory, LLC $1,923,694 2.89% 164,841
Micro Significant Wealth Partners LLC $1,694,262 2.54% 145,181
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $1,563,301 2.35% 133,959
Mid NewEdge Wealth, LLC $1,012,956 1.52% 86,800
Mega UBS Group AG $1,007,458 1.51% 86,329
Large Cetera Investment Advisers $1,003,596 1.51% 85,998
Large OSAIC HOLDINGS, INC. $938,967 1.41% 80,460
Mid WEDBUSH SECURITIES INC Broker-Dealer $906,047 1.36% 77,639
Large STIFEL FINANCIAL CORP $828,394 1.24% 70,985
Large NewEdge Advisors, LLC $821,836 1.23% 70,423
Small Samalin Investment Counsel, LLC $769,473 1.15% 65,936
Small Empire Financial Management Company, LLC $743,308 1.12% 63,694
Small Wealth Quarterback LLC $661,817 0.99% 56,711
Mid Summit Financial, LLC $651,150 0.98% 55,797
Mid AlphaCore Capital LLC $645,957 0.97% 55,352
Large Kestra Advisory Services, LLC $607,318 0.91% 52,041
Mega MILLENNIUM MANAGEMENT LLC $585,495 0.88% 50,171
Small Stockman Wealth Management, Inc. $497,247 0.75% 42,609
Large Rockefeller Capital Management L.P. $472,635 0.71% 40,500
Small WEALTH EFFECTS LLC $467,908 0.70% 40,095
Large BLAIR WILLIAM & CO/IL $443,460 0.67% 38,000
Small Alteri Wealth LLC $435,991 0.65% 37,360
Mega BANK OF AMERICA CORP /DE/ Bank $406,512 0.61% 34,834
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $359,541 0.54% 30,809
Small Triumph Capital Management $355,118 0.53% 30,430
Mid Private Advisor Group, LLC $342,806 0.51% 29,375
Micro PMG Family Office LLC Family Office $320,271 0.48% 27,444
Mega AMERIPRISE FINANCIAL INC $314,646 0.47% 26,962
Large Cambridge Investment Research Advisors, Inc. $309,360 0.46% 26,509
Mid XTX Topco Ltd $240,903 0.36% 20,643
Micro Vanguard Capital Wealth Advisors $233,400 0.35% 20,000
Small Tradition Wealth Management, LLC $223,632 0.34% 19,163
Small Abel Hall, LLC $221,730 0.33% 19,000
Large HRT FINANCIAL LP $214,681 0.32% 18,396
Mid Concurrent Investment Advisors, LLC $213,899 0.32% 18,329
Mid OPPENHEIMER & CO INC $194,538 0.29% 16,670
Mega JANE STREET GROUP, LLC $192,939 0.29% 16,533
Small Kapstone Financial Advisors LLC $179,367 0.27% 15,370
Small Institute for Wealth Management, LLC. $167,266 0.25% 14,333
Mid DAYMARK WEALTH PARTNERS, LLC $165,982 0.25% 14,223
Small SeaCrest Wealth Management, LLC $165,854 0.25% 14,212
Mega Invesco Ltd. $165,247 0.25% 14,160
Mid KINGSWOOD WEALTH ADVISORS, LLC $158,817 0.24% 13,609
Small Live Oak Private Wealth LLC $158,011 0.24% 13,540
Small DOHENY ASSET MANAGEMENT /CA $145,875 0.22% 12,500
Large HighTower Advisors, LLC $145,524 0.22% 12,470
Small NWF Advisory Services Inc. $144,708 0.22% 12,400
Micro Strategic Financial Concepts, LLC $138,873 0.21% 11,900
Small FLAGSHIP HARBOR ADVISORS, LLC $136,959 0.21% 11,736
Small AMERIFLEX GROUP, INC. $126,619 0.19% 10,850
Mid B. Riley Wealth Advisors, Inc. $125,324 0.19% 10,739
Small Sargent Investment Group, LLC $116,700 0.18% 10,000
Mid EverSource Wealth Advisors, LLC $87,525 0.13% 7,500
Micro Osbon Capital Management LLC $82,226 0.12% 7,046
Mega PNC FINANCIAL SERVICES GROUP, INC. $43,364 0.07% 3,716
Mid Advisory Services Network, LLC $39,923 0.06% 3,421
Mid IFP Advisors, Inc $35,010 0.05% 3,000
Large FIFTH THIRD BANCORP Bank $24,063 0.04% 2,062
Large ASSETMARK, INC $18,543 0.03% 1,589
Small Costello Asset Management, INC $17,738 0.03% 1,520
Micro CURIO WEALTH, LLC $17,189 0.03% 1,473
Small Golden State Wealth Management, LLC $16,373 0.02% 1,403
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
Small Beaird Harris Wealth Management, LLC $6,266 0.01% 537
Mid MAI Capital Management $5,916 0.01% 507
Mid HARBOUR INVESTMENTS, INC. $5,776 0.01% 495
Small HIGHLINE WEALTH PARTNERS LLC $4,668 0.01% 400
Small AdvisorNet Financial, Inc $3,804 0.01% 326
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

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