ABRDN EMERGING MAR DIV A ETF (AGEM) Institutional Shareholders
ABRDN EMERGING MAR DIV A ETF (AGEM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $171.43M in AGEM holdings during the latest filing period.
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 $53.53M, representing an estimated loss of -0.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% 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
54
Total Reported Value
$171.43M
Largest Holder
Bank Of New York Mellon Corp
Largest Position
$53.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
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 | $53,532,036 | -$211,029 | -0.39% | |
| Waddell & Associates, Llc | 2.31% | 943,693 | $46,599,583 | $46,416,578 | -$183,005 | -0.39% | |
| Sterling Capital Management Llc | 0.46% | 550,972 | $27,206,997 | $27,100,164 | -$106,833 | -0.39% | |
| Simplicity Wealth,Llc | 0.42% | 183,193 | $7,431,040 | $9,010,549 | +$1,579,509 | +21.26% | |
| Envestnet Asset Management Inc | 0.00% | 83,705 | $4,133,354 | $4,117,123 | -$16,231 | -0.39% | |
| Gts Securities Llc | 0.08% | 73,687 | $3,638,664 | $3,624,376 | -$14,288 | -0.39% | |
| Old Mission Capital Llc | 0.09% | 69,270 | $3,420,552 | $3,407,121 | -$13,431 | -0.39% | |
| Lpl Financial Llc | 0.00% | 51,422 | $2,539,218 | $2,529,248 | -$9,970 | -0.39% | |
| Truist Financial Corp | 0.00% | 49,081 | $2,423,605 | $2,414,103 | -$9,502 | -0.39% | |
| Fwg Investments, Llc. | 1.15% | 44,189 | $2,182,050 | $2,173,485 | -$8,565 | -0.39% | |
| Huntington National Bank | 0.01% | 43,797 | $2,162,696 | $2,154,204 | -$8,492 | -0.39% | |
| Cetera Investment Advisers | 0.00% | 34,044 | $1,681,055 | $1,674,492 | -$6,563 | -0.39% | |
| Lifeplan Investment Advisors, Inc. | 0.54% | 31,639 | $1,562,334 | $1,556,199 | -$6,135 | -0.39% | |
| Osaic Holdings, Inc. | 0.00% | 31,035 | $1,532,697 | $1,526,491 | -$6,206 | -0.40% | |
| Kingdom Financial Group Llc. | 0.36% | 28,423 | $1,403,550 | $1,398,017 | -$5,533 | -0.39% | |
| Lloyd Advisory Services, Llc. | 0.44% | 22,732 | $1,122,505 | $1,118,098 | -$4,407 | -0.39% | |
| Sanctuary Advisors, Llc | 0.00% | 21,422 | $1,057,818 | $1,053,665 | -$4,153 | -0.39% | |
| Quest 10 Wealth Builders, Inc. | 0.55% | 14,238 | $703,091 | $700,312 | -$2,779 | -0.40% | |
| Networth Advisors, Llc | 0.34% | 11,876 | $586,414 | $584,134 | -$2,280 | -0.39% | |
| Tounjian Advisory Partners, Llc | 0.24% | 11,446 | $565,191 | $562,984 | -$2,207 | -0.39% | |
| Citadel Advisors Llc | 0.00% | 11,057 | $545,995 | $543,851 | -$2,144 | -0.39% | |
| Morgan Stanley | 0.00% | 10,237 | $505,503 | $503,518 | -$1,985 | -0.39% | |
| Ifg Advisory, Llc | 0.02% | 9,563 | $472,222 | $470,367 | -$1,855 | -0.39% | |
| Arcadia Wealth Management, Llc | 0.14% | 9,338 | $461,116 | $459,300 | -$1,816 | -0.39% | |
| Fmr Llc | 0.00% | 9,108 | $449,748 | $447,987 | -$1,761 | -0.39% | |
| Corient Private Wealth Llc | 0.00% | 8,530 | $421,224 | $419,557 | -$1,667 | -0.40% | |
| Cerity Partners Llc | 0.00% | 8,135 | $401,706 | $400,129 | -$1,577 | -0.39% | |
| First Heartland Consultants, Inc. | 0.02% | 7,204 | $355,734 | $354,337 | -$1,397 | -0.39% | |
| Fifth Third Bancorp | 0.00% | 5,259 | $259,689 | $258,670 | -$1,019 | -0.39% | |
| Parallel Advisors, Llc | 0.00% | 5,233 | $258,406 | $257,391 | -$1,015 | -0.39% | |
| Slagle Financial, Llc | 0.07% | 5,054 | $249,589 | $248,587 | -$1,002 | -0.40% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,741 | $234,100 | $233,191 | -$909 | -0.39% | |
| B.O.S.S. Retirement Advisors, Llc | 0.06% | 4,610 | $227,622 | $226,748 | -$874 | -0.38% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 4,338 | $210,267 | $213,369 | +$3,102 | +1.48% | |
| Smart Wealth Llc | 0.04% | 4,170 | $205,931 | $205,106 | -$825 | -0.40% | |
| Mml Investors Services, Llc | 0.00% | 4,103 | $202,612 | $201,811 | -$801 | -0.40% | |
| Beacon Financial Strategies Corp | 0.03% | 1,119 | $55,244 | $55,039 | -$205 | -0.37% | |
| Gill Capital Partners, Llc | 0.01% | 915 | $45,199 | $45,005 | -$194 | -0.43% | |
| Institute For Wealth Management, Llc. | 0.00% | 759 | $37,464 | $37,332 | -$132 | -0.35% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 516 | $25,480 | $25,380 | -$100 | -0.39% | |
| National Bank Of Canada | 0.00% | 504 | $24,638 | $24,790 | +$152 | +0.62% | |
| Corecap Advisors, Llc | 0.00% | 399 | $19,703 | $19,625 | -$78 | -0.39% | |
| Soa Wealth Advisors, Llc. | 0.00% | 364 | $17,976 | $17,904 | -$72 | -0.40% | |
| Ifp Advisors, Inc | 0.00% | 195 | $9,629 | $9,591 | -$38 | -0.39% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 175 | $8,665 | $8,608 | -$57 | -0.66% | |
| Farther Finance Advisors, Llc | 0.00% | 162 | $8,014 | $7,968 | -$46 | -0.57% | |
| Key Capital Management, Inc | 0.00% | 129 | $6,370 | $6,345 | -$25 | -0.39% | |
| Sunbelt Securities, Inc. | 0.00% | 151 | $6,138 | $7,427 | +$1,289 | +21.00% | |
| Cape Investment Advisory, Inc. | 0.00% | 100 | $4,938 | $4,919 | -$19 | -0.39% | |
| Sittner & Nelson, Llc | 0.00% | 78 | $3,852 | $3,837 | -$15 | -0.40% |
Frequently asked questions about AGEM
Who owns the most AGEM stock?
The largest holders of AGEM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ABRDN EMERGING MAR DIV A ETF (AGEM).
Is AGEM widely held by superinvestors?
Many widely followed stocks like AGEM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AGEM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.