13F

Stock

Abrdn Total Dynamic Dividend

Ticker not mapped · held by 160 managers

Reported value

$246.2M

Holders

160

+29 new · −14 exited

Holders’ est. mark

−$13.3M

Price effect on 128 books still in the name

Largest holder

$89.9M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY9.76M$89.9M−$5.27MCut−$13.7M
WELLS FARGO & COMPANY/MN3.04M$28M−$1.54MAdded$192.1K
LPL Financial LLC1.07M$9.83M−$576.6KCut−$2.92M
GUGGENHEIM CAPITAL LLC999.8K$9.21M−$506.2KAdded$68.8K
RAYMOND JAMES FINANCIAL INC995.7K$9.17M−$362.4KAdded$2.63M
Allspring Global Investments Holdings, LLC971.4K$8.95M−$524.6KCut−$11.4M
Advisors Asset Management, Inc.710.6K$6.54M−$356.6KAdded$106.3K
Cetera Investment Advisers588.5K$5.42M−$266.9KAdded$601.9K
BANK OF AMERICA CORP /DE/507.8K$4.68M−$274.2KCut−$1.62M
Hennion & Walsh Asset Management, Inc.503K$4.63M−$253.2KAdded$61.4K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC439.9K$4.16M−$99.6KAdded$813.5K
Shaker Financial Services, LLC447.9K$4.12M−$59.5KAdded$3.2M
Waterfront Wealth Inc.406K$3.74M−$323.1KCut−$154K
ROYAL BANK OF CANADA374K$3.44M−$200.6KCut−$438K
Private Advisor Group, LLC313.4K$2.89M−$169.2KCut−$254.6K
COMMONWEALTH EQUITY SERVICES, LLC284K$2.62M−$140.3KAdded$83.3K
OPPENHEIMER & CO INC271.2K$2.5M−$123.6KAdded$265.1K
DCF Advisers, LLC266K$2.45M−$143.6KCut−$143.6K
AMERIPRISE FINANCIAL INC224.5K$2.09M−$93.6KCut−$1.22M
UBS Group AG225.5K$2.08M−$121.8KCut−$169.7K
EVOLVE PRIVATE WEALTH, LLC203.8K$1.88M−$130.4KCut−$132.3K
STIFEL FINANCIAL CORP203.7K$1.88M−$104.2KCut−$5.03K
OSAIC HOLDINGS, INC.193.7K$1.78M−$104.6KCut−$272.2K
Mariner, LLC174.5K$1.59M−$108.4KCut−$161.6K
Aviance Capital Partners, LLC130.7K$1.2M−$70.4KCut−$66.9K
Advisory Advocates, LLC122.6K$1.13M−$63.8KCut−$22.3K
INDEPENDENT FINANCIAL GROUP, LLC108K$994.2K−$54.2KAdded$15.2K
&PARTNERS105K$966.9K−$54.1KCut−$10.1K
Live Oak Private Wealth LLC103.3K$951.3K−$55.8KCut−$55.8K
Summit Financial, LLC103K$948.4K−$64.9KCut−$50.8K
JANE STREET GROUP, LLC100.7K$927.2K−$34.8KAdded$298.8K
ASHTON THOMAS SECURITIES, LLC100.5K$925.6K−$54.3KCut−$54.3K
NWF Advisory Services Inc.100.2K$922.8K−$50.4KAdded$12.2K
IHT Wealth Management, LLC91.4K$842.1K−$49.4KCut−$49.4K
Kestra Advisory Services, LLC91K$837.7K−$49.1KCut−$110.4K
CHOREO, LLC87K$801.3K−$67KCut−$144.5K
DIVERSIFY WEALTH MANAGEMENT, LLC77.9K$784.6KNew
Merit Financial Group, LLC74.3K$683.9K−$40.1KCut−$108K
Lido Advisors, LLC73.2K$674.5K−$16.3KAdded$55.9K
Baird Financial Group, Inc.69.9K$643.9K−$24.4KAdded$202.9K
Closed-End Fund Advisors, Inc.67.1K$618.2K−$36.2KCut−$216.4K
ENVESTNET ASSET MANAGEMENT INC66.6K$613.1K−$9.13KAdded$448.3K
WOLVERINE ASSET MANAGEMENT LLC66K$607.8KNew
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC61.5K$576K−$32.5KCut−$29.9K
SeaCrest Wealth Management, LLC59.9K$551.2K−$37.7KCut−$46.8K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC59.5K$548.4K−$32.2KCut−$490.6K
Fund Advisors of America Inc/FL57.3K$527.3K−$30.9KCut−$150.2K
ACCREDITED INVESTOR SERVICES, LLC54.8K$504.8KNew
Capital Investment Advisors, LLC49.1K$452.5K−$26.5KCut−$31.2K
TRUIST FINANCIAL CORP40K$424.3K$35.7KAdded$52.8K
Kovack Advisors, Inc.44.1K$417K−$13KCut−$10.1K
Sage Capital Management, LLC44.5K$409.8K−$24KCut−$24K
B. Riley Wealth Advisors, Inc.44.4K$393.4K−$40KCut−$88.7K
HARBOUR INVESTMENTS, INC.42.5K$391.1K−$7KAdded$264.6K
HighTower Advisors, LLC42.4K$390.6K−$8.3KAdded$240.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP38.2K$351.5KNew
CAPTRUST FINANCIAL ADVISORS35.9K$330.4K−$9.77KAdded$154K
MERCER GLOBAL ADVISORS INC /ADV35.8K$329.8K−$6.11KAdded$219.6K
Allworth Financial LP34.9K$321.5K−$17.4KAdded$6.79K
Midwest Trust Co34.5K$317.7K−$18.6KCut−$18.6K
Sigma Planning Corp32.2K$296.3K−$17.4KCut−$27.8K
Vanguard Capital Wealth Advisors31.7K$291.9K−$17.1KCut−$29.9K
Advocate Investing Services LLC31K$285.5K−$16.7KCut−$16.7K
Moors & Cabot, Inc.29.4K$270.5K−$15.9KCut−$20.3K
Centurion Wealth Management LLC29.1K$268.4K−$15.7KCut−$15.5K
WNY Asset Management, LLC27.9K$257.1KHeld
Sanctuary Advisors, LLC27.8K$256.4K−$15KCut−$15K
KESTRA PRIVATE WEALTH SERVICES, LLC27K$248.4K−$10.9KAdded$52.5K
CWM, LLC26.4K$243.2K$86.9KAdded$243.2K
Compton Financial Group, LLC25K$230.7KNew
Advisor Resource Council24.9K$229.1K−$19.4KCut−$42.8K
UHLMANN PRICE SECURITIES, LLC24.4K$225.1K−$12.7KCut−$3.67K
BENJAMIN EDWARDS INC23.4K$215.3K−$12.2KCut−$5.16K
Wedmont Private Capital21.7K$211.2KNew
Occidental Asset Management, LLC21.8K$200.4K−$11.7KCut−$29.1K
Pinnacle Wealth Planning Services, Inc.21.2K$195.2K−$11.4KCut−$43.8K
Huntleigh Advisors, Inc.20.4K$187.5K−$10.3KAdded$1.12K
Compound Planning, Inc.20.1K$185.5K−$10.9KCut−$10.9K
Kapstone Financial Advisors LLC20.1K$184.7K−$7.05KAdded$57.4K
Farther Finance Advisors, LLC19.4K$183.4K−$5.26KAdded$6.66K
DECISION INVESTMENTS, INC19.8K$181.9K−$10.7KCut−$10.7K
Invesco Ltd.19.6K$180.7K−$10.6KCut−$75.1K
SPIREPOINT PRIVATE CLIENT, LLC19.6K$180.6K−$10.5KCut−$9.1K
Z3 Capital Partners, LLC19.2K$176.5K−$10.3KCut−$10.2K
Successful Portfolios LLC19.5K$173.5K−$21.2KCut−$20.8K
Investment Management Trust, LLC18.2K$167.3KHeld
Steward Partners Investment Advisory, LLC17.3K$159.4K−$9.35KCut−$9.35K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors15.2K$139.6K−$7.5KAdded$4.22K
TWO SIGMA SECURITIES, LLC15.1K$138.6KNew
CoreCap Advisors, LLC15K$138.1K−$8.1KCut−$96.9K
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14.9K$137.2K−$8.04KCut−$8.02K
DAVENPORT & Co LLC14.8K$136.1K−$7.98KCut−$7.98K
Concurrent Investment Advisors, LLC14.4K$133KNew
MML INVESTORS SERVICES, LLC14.1K$129.8K−$7.14KAdded$860
Stratos Wealth Advisors, LLC14K$128.9K−$7.56KCut−$7.56K
Creative Planning13.8K$127.1K−$5.71KAdded$23.9K
Retirement Planning Group, LLC13.3K$122.8KNew
PNC Financial Services Group, Inc.13.3K$122.1K−$7.16KCut−$15.9K
MAI Capital Management13K$119.8K−$6.94KCut−$5.53K
Integrated Wealth Concepts LLC12.9K$118.7K−$6.96KCut−$102.2K
Quad-Cities Investment Group, LLC12.7K$117.3K−$6.73KCut−$4.3K
Intrua Financial, LLC12.6K$115.9K−$6.8KCut−$6.79K
Blueprint Investment Partners LLC12.3K$113.6KNew
XTX Topco Ltd11.6K$106.9KNew
Karpus Management, Inc.11.5K$105.9K−$6.21KCut−$27.1K
Rathbones Group PLC11.4K$104.6K−$6.13KCut−$6.13K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO11K$101.6K−$5.69KCut−$1.04K
Bauman Advisory Group, LLC10.9K$100.5K−$5.77KCut−$3.56K
WPG Advisers, LLC8.91K$82.1K−$4.81KCut−$6.16K
BlackRock, Inc.7.29K$67.2KNew
IFP Advisors, Inc6.69K$61.6K−$3.61KCut−$3.61K
Golden State Equity Partners6.05K$55.7KNew
CREATIVE FINANCIAL DESIGNS INC /ADV5.94K$54.7K−$3.21KCut−$3.21K
NBC SECURITIES, INC.5.2K$47.9K−$2.7KCut−$761
Costello Asset Management, INC4.58K$42.2K−$2.38KCut−$882
FIFTH THIRD BANCORP3.07K$28.3KNew
Provenance Wealth Advisors, LLC2.9K$26.7K−$1.57KCut−$1.57K
Colonial Trust Co / SC2.68K$23.7KNew
Atlantic Union Bankshares Corp2.5K$23K−$1.35KCut−$1.35K
Penserra Capital Management LLC2.38M$21.9K−$1.27KCut−$983
Spire Wealth Management2.2K$20.3K−$1.19KCut−$1.19K
Keating Financial Advisory Services, Inc.2.19K$20.2K−$1.18KCut−$1.19K
Towne Trust Company, N.A1.96K$18K−$1.06KCut−$1.06K
GILL CAPITAL PARTNERS, LLC1.86K$17.1KNew
WHITTIER TRUST CO OF NEVADA INC1.65K$15.7KNew
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.61K$14.8K−$870Cut−$870
Larson Financial Group LLC1.53K$14.1K−$406Added$6.77K
Lodestone Wealth Management LLC1.45K$13.4K−$757Cut−$214
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.1.41K$13K−$761Cut−$761
Axiom Investment Management LLC1.22K$11.3KHeld
Root Financial Partners, LLC1.2K$11.1KNew
CITIGROUP INC1.12K$10.3K−$605Cut−$605
ASSETMARK, INC992$9.14K−$536Cut−$1.18K
MCGUIRE CAPITAL ADVISORS INC963$8.87K−$492Cut−$142
Strengthening Families & Communities, LLC858$7.9K−$447Cut−$125
US BANCORP \DE\760$7K−$410Cut−$410
Geneos Wealth Management Inc.750$6.91K−$405Cut−$405
Arax Advisory Partners676$6.23K−$365Cut−$365
Western Wealth Management, LLC558$5.14KNew
Transamerica Financial Advisors, LLC527$4.86K−$348Cut−$127
Sound Income Strategies, LLC500$4.73KNew
JONES FINANCIAL COMPANIES LLLP531$4.68KNew
N.E.W. Advisory Services LLC500$4.61KNew
Rockefeller Capital Management L.P.458$4.22K−$249Cut−$12.9K
BROWN BROTHERS HARRIMAN & CO450$4.14KNew
HIGHLINE WEALTH PARTNERS LLC300$2.76KNew
WEDBUSH SECURITIES INC259.9K$2.39K−$140Cut−$132
ESL Trust Services, LLC250$2.3K−$135Cut−$135
Key Financial Inc230$2.12K−$124Cut−$124
Janney Montgomery Scott LLC194.8K$1.79K−$94Added$88
Cambridge Investment Research Advisors, Inc.190.4K$1.75K−$103Cut−$118
Ancora Advisors LLC185$1.7K−$100Cut−$100
SIGNATUREFD, LLC160$1.47KNew
Thrivent Financial for Lutherans105K$967−$57Cut−$57
Stolper Co101K$930−$54Cut−$41
Tower Research Capital LLC (TRC)60$553New
PARK AVENUE SECURITIES LLC53.7K$495New
Virtu Financial LLC13.2K$122New
CX Institutional1.97K$18−$1Held
Blue Trust, Inc.0$1New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.