AGEM Institutional Ownership & Shareholders
ABRDN EMERGING MAR DIV A ETF (AGEM) is currently held by 56 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $169.57M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of New York Mellon Corp is currently the largest disclosed institutional shareholder of AGEM tracked by InsiderSet, reporting ownership valued at approximately $53.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $48.58M, representing an estimated loss of -9.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed AGEM value among the investors covered in this analysis. Major shareholders include Bank Of New York Mellon Corp, Waddell & Associates, Llc, Sterling Capital Management Llc, and several other long-term asset managers with concentrated positions in ABRDN EMERGING MAR DIV A ETF (AGEM).
This page ranks the largest institutional AGEM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
56
Total Reported Value
$169.57M
Largest Holder
Bank Of New York Mellon Corp
Largest Position
$53.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
69
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of New York Mellon Corp | 0.01% | 1,088,357 | $53,743,065 | $48,579,794 | -$5,163,271 | -9.61% | |
| Waddell & Associates, Llc | 2.31% | 943,693 | $46,599,583 | $42,122,586 | -$4,476,997 | -9.61% | |
| Sterling Capital Management Llc | 0.52% | 527,170 | $25,359,091 | $23,530,707 | -$1,828,384 | -7.21% | |
| Simplicity Wealth,Llc | 0.24% | 169,427 | $8,150,134 | $7,562,527 | -$587,607 | -7.21% | |
| Envestnet Asset Management Inc | 0.00% | 83,705 | $4,133,354 | $3,736,248 | -$397,106 | -9.61% | |
| Gts Securities Llc | 0.08% | 73,687 | $3,638,664 | $3,289,086 | -$349,578 | -9.61% | |
| Old Mission Capital Llc | 0.09% | 69,270 | $3,420,552 | $3,091,929 | -$328,623 | -9.61% | |
| Lpl Financial Llc | 0.00% | 51,422 | $2,539,218 | $2,295,267 | -$243,951 | -9.61% | |
| Truist Financial Corp | 0.00% | 45,078 | $2,168,427 | $2,012,097 | -$156,330 | -7.21% | |
| Huntington National Bank | 0.01% | 43,797 | $2,162,696 | $1,954,919 | -$207,777 | -9.61% | |
| Fwg Investments, Llc. | 0.95% | 40,934 | $1,969,089 | $1,827,126 | -$141,963 | -7.21% | |
| Cetera Investment Advisers | 0.00% | 34,044 | $1,681,055 | $1,519,585 | -$161,470 | -9.61% | |
| Lifeplan Investment Advisors, Inc. | 0.54% | 31,639 | $1,562,334 | $1,412,235 | -$150,099 | -9.61% | |
| Osaic Holdings, Inc. | 0.00% | 31,035 | $1,532,697 | $1,385,275 | -$147,422 | -9.62% | |
| Kingdom Financial Group Llc. | 0.36% | 28,423 | $1,403,550 | $1,268,686 | -$134,864 | -9.61% | |
| Lloyd Advisory Services, Llc. | 0.42% | 22,899 | $1,101,560 | $1,022,117 | -$79,443 | -7.21% | |
| Sanctuary Advisors, Llc | 0.00% | 21,422 | $1,057,818 | $956,190 | -$101,628 | -9.61% | |
| Quest 10 Wealth Builders, Inc. | 0.50% | 13,955 | $671,276 | $622,894 | -$48,382 | -7.21% | |
| Tounjian Advisory Partners, Llc | 0.24% | 11,446 | $565,191 | $510,903 | -$54,288 | -9.61% | |
| Citadel Advisors Llc | 0.00% | 11,057 | $545,995 | $493,539 | -$52,456 | -9.61% | |
| Networth Advisors, Llc | 0.31% | 11,095 | $533,727 | $495,235 | -$38,492 | -7.21% | |
| Morgan Stanley | 0.00% | 10,237 | $505,503 | $456,938 | -$48,565 | -9.61% | |
| Ifg Advisory, Llc | 0.02% | 9,563 | $472,222 | $426,853 | -$45,369 | -9.61% | |
| Fmr Llc | 0.00% | 9,108 | $449,748 | $406,544 | -$43,204 | -9.61% | |
| Corient Private Wealth Llc | 0.00% | 8,530 | $421,224 | $380,744 | -$40,480 | -9.61% | |
| Arcadia Wealth Management, Llc | 0.12% | 8,358 | $402,063 | $373,067 | -$28,996 | -7.21% | |
| Cerity Partners Llc | 0.00% | 8,135 | $401,706 | $363,113 | -$38,593 | -9.61% | |
| First Heartland Consultants, Inc. | 0.02% | 5,538 | $266,401 | $247,194 | -$19,207 | -7.21% | |
| Fifth Third Bancorp | 0.00% | 5,259 | $259,689 | $234,740 | -$24,949 | -9.61% | |
| Parallel Advisors, Llc | 0.00% | 5,233 | $251,729 | $233,580 | -$18,149 | -7.21% | |
| Slagle Financial, Llc | 0.07% | 5,054 | $249,589 | $225,590 | -$23,999 | -9.62% | |
| Creative Planning | 0.00% | 4,940 | $237,632 | $220,501 | -$17,131 | -7.21% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 4,876 | $231,691 | $217,645 | -$14,046 | -6.06% | |
| B.O.S.S. Retirement Advisors, Llc | 0.06% | 4,334 | $208,467 | $193,452 | -$15,015 | -7.20% | |
| Smart Wealth Llc | 0.04% | 4,170 | $205,931 | $186,132 | -$19,799 | -9.61% | |
| Mml Investors Services, Llc | 0.00% | 4,103 | $202,612 | $183,141 | -$19,471 | -9.61% | |
| Beacon Financial Strategies Corp | 0.03% | 1,119 | $53,816 | $49,948 | -$3,868 | -7.19% | |
| Institute For Wealth Management, Llc. | 0.00% | 759 | $37,464 | $33,879 | -$3,585 | -9.57% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 516 | $25,480 | $23,032 | -$2,448 | -9.61% | |
| National Bank Of Canada | 0.00% | 504 | $24,638 | $22,496 | -$2,142 | -8.69% | |
| Assetmark, Inc | 0.00% | 409 | $19,675 | $18,256 | -$1,419 | -7.21% | |
| Corecap Advisors, Llc | 0.00% | 399 | $19,194 | $17,810 | -$1,384 | -7.21% | |
| Soa Wealth Advisors, Llc. | 0.00% | 364 | $17,976 | $16,247 | -$1,729 | -9.62% | |
| Ascentis Independent Advisors | 0.00% | 224 | $10,805 | $9,998 | -$807 | -7.46% | |
| Ifp Advisors, Inc | 0.00% | 197 | $9,477 | $8,793 | -$684 | -7.21% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 175 | $8,665 | $7,811 | -$854 | -9.85% | |
| Farther Finance Advisors, Llc | 0.00% | 164 | $7,894 | $7,320 | -$574 | -7.27% | |
| Sunbelt Securities, Inc. | 0.00% | 151 | $6,138 | $6,740 | +$602 | +9.81% | |
| Key Capital Management, Inc | 0.00% | 119 | $5,724 | $5,312 | -$412 | -7.20% | |
| Cape Investment Advisory, Inc. | 0.00% | 100 | $4,810 | $4,464 | -$346 | -7.20% |
Frequently asked questions about AGEM
Who are the largest institutional holders of AGEM?
The largest institutional holders of AGEM reported in the latest SEC Form 13F filings include Bank Of New York Mellon Corp, Waddell & Associates, Llc, Sterling Capital Management Llc, Simplicity Wealth,Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported AGEM position.
What is AGEM institutional ownership?
This page tracks AGEM positions reported by institutional investment managers through SEC Form 13F. ABRDN EMERGING MAR DIV A ETF (AGEM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AGEM?
InsiderSet currently tracks 56 institutional managers reporting AGEM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AGEM shareholders.
How much AGEM stock do institutions own?
Institutional investment managers disclosed approximately $169.57M in AGEM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AGEM institutional ownership last updated?
The latest AGEM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AGEM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AGEM position after the reporting date.
Are institutions buying or selling AGEM?
Institutional buying and selling can be analyzed by comparing AGEM positions across consecutive 13F reporting periods. InsiderSet's AGEM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AGEM ownership changes.
How has AGEM institutional ownership changed over time?
InsiderSet tracks AGEM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.