ABRDN TOTAL DYNAMIC DIVIDEND (XAODX) Institutional Ownership Changes & 13F Activity

ABRDN TOTAL DYNAMIC DIVIDEND (XAODX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Morgan Stanley, Cetera Investment Advisers, Wells Fargo & Company/Mn, and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+215+1.7%13,108$135.14KQ2 2026Sep 09, 2026
Mercer Global Advisors IncSell-13,182-36.8%22,631$233.33KQ2 2026Aug 19, 2026
Transamerica Financial Advisors, LlcSell-92-17.5%435$4.49KQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+699,954+70.3%1,695,612$17.48MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+298,939+9.8%3,340,002$34.44MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+232,325232,325$2.40MQ2 2026Aug 14, 2026
Bank Of America CorpSell-137,143-27.0%370,654$3.82MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+118,180+16.6%828,801$8.54MQ2 2026Aug 14, 2026
Navis Wealth Advisors, LlcBuy+106,485106,485$1.10MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-81,872-81.3%18,796$193.79KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+60,422+31.2%254,088$2.62MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+15,124+4.0%389,090$4.01MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-13,478-35.3%24,690$254.55KQ2 2026Aug 14, 2026
&PartnersBuy+10,712+10.2%115,691$1.22MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,6861,686$17.39KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+115+0.9%13,127$135.34KQ2 2026Aug 14, 2026
Mcguire Capital Advisors IncBuy+29+3.0%992$10.23KQ2 2026Aug 14, 2026
Morgan StanleySell-525,659-5.4%9,239,262$95.26MQ2 2026Aug 13, 2026
Mariner, LlcSell-115,418-66.2%59,038$608.69KQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+94,281+4.0%2,470,428$25.47MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-6,031-16.8%29,843$307.68KQ2 2026Aug 13, 2026
Ubs Group AgBuy+3,986+1.8%229,520$2.37MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+1,448+8.4%18,754$193.35KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+47+10.3%505$5.21KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-516,605-87.8%71,923$741.53KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+131,397131,397$1.35MQ2 2026Aug 12, 2026
Guggenheim Capital LlcBuy+72,204+7.2%1,072,037$11.05MQ2 2026Aug 12, 2026
Evolve Private Wealth, LlcSell-39,038-19.2%164,780$1.70MQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+14,071+20.1%83,985$865.88KQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+1,192+1.2%104,170$1.07MQ2 2026Aug 12, 2026
Showing 30 of 133

Frequently asked questions about XAODX activity

  • Which institutional owners are buying XAODX?

    Institutional owners buying XAODX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XAODX activity?

    "Buy" means an investor increased their reported position in XAODX compared to the prior reporting period. This reflects growing exposure to ABRDN TOTAL DYNAMIC DIVIDEND (XAODX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XAODX increasing?

    Institutional interest in XAODX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.