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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +215 | +1.7% | 13,108 | $135.14K | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Sell | -13,182 | -36.8% | 22,631 | $233.33K | Q2 2026 | Aug 19, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -92 | -17.5% | 435 | $4.49K | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +699,954 | +70.3% | 1,695,612 | $17.48M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +298,939 | +9.8% | 3,340,002 | $34.44M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +232,325 | — | 232,325 | $2.40M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -137,143 | -27.0% | 370,654 | $3.82M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +118,180 | +16.6% | 828,801 | $8.54M | Q2 2026 | Aug 14, 2026 |
| Navis Wealth Advisors, Llc | Buy | +106,485 | — | 106,485 | $1.10M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -81,872 | -81.3% | 18,796 | $193.79K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +60,422 | +31.2% | 254,088 | $2.62M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +15,124 | +4.0% | 389,090 | $4.01M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -13,478 | -35.3% | 24,690 | $254.55K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +10,712 | +10.2% | 115,691 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,686 | — | 1,686 | $17.39K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +115 | +0.9% | 13,127 | $135.34K | Q2 2026 | Aug 14, 2026 |
| Mcguire Capital Advisors Inc | Buy | +29 | +3.0% | 992 | $10.23K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -525,659 | -5.4% | 9,239,262 | $95.26M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -115,418 | -66.2% | 59,038 | $608.69K | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +94,281 | +4.0% | 2,470,428 | $25.47M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -6,031 | -16.8% | 29,843 | $307.68K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +3,986 | +1.8% | 229,520 | $2.37M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,448 | +8.4% | 18,754 | $193.35K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +47 | +10.3% | 505 | $5.21K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -516,605 | -87.8% | 71,923 | $741.53K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +131,397 | — | 131,397 | $1.35M | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Buy | +72,204 | +7.2% | 1,072,037 | $11.05M | Q2 2026 | Aug 12, 2026 |
| Evolve Private Wealth, Llc | Sell | -39,038 | -19.2% | 164,780 | $1.70M | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +14,071 | +20.1% | 83,985 | $865.88K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +1,192 | +1.2% | 104,170 | $1.07M | Q2 2026 | Aug 12, 2026 |
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.