ABRDN GLBL DYNM DIVID (XAGDX) Institutional Shareholders
ABRDN GLBL DYNM DIVID (XAGDX) 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 $43.35M in XAGDX holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of XAGDX tracked by InsiderSet, reporting ownership valued at approximately $9.01M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed XAGDX value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Bank Of America Corp, Hennion & Walsh Asset Management, Inc., and several other long-term asset managers with concentrated positions in ABRDN GLBL DYNM DIVID (XAGDX).
This page ranks the largest institutional XAGDX 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
63
Total Reported Value
$43.35M
Largest Holder
Raymond James Financial Inc
Largest Position
$9.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 834,140 | $9,008,707 | — | — | — | |
| Bank Of America Corp | 0.00% | 550,909 | $5,949,819 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.11% | 310,171 | $3,756,171 | — | — | — | |
| Lpl Financial Llc | 0.00% | 265,138 | $2,863,494 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 219,100 | $2,366,275 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 183,901 | $1,986,000 | — | — | — | |
| Morgan Stanley | 0.00% | 169,349 | $1,828,981 | — | — | — | |
| International Assets Investment Management, Llc | 0.09% | 125,921 | $1,514,832 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 139,099 | $1,502,289 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.00% | 123,577 | $1,334,632 | — | — | — | |
| Wolverine Asset Management Llc | 0.02% | 122,430 | $1,322,244 | — | — | — | |
| Ubs Group Ag | 0.00% | 116,644 | $1,259,755 | — | — | — | |
| Guggenheim Capital Llc | 0.01% | 75,452 | $814,882 | — | — | — | |
| Cerity Partners Llc | 0.00% | 74,126 | $800,556 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 69,143 | $746,740 | — | — | — | |
| 1776 Wealth Llc | 0.16% | 37,890 | $409,212 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 32,372 | $393,971 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 34,183 | $369,181 | — | — | — | |
| Choreo, Llc | 0.00% | 33,547 | $362,312 | — | — | — | |
| Nwf Advisory Services Inc. | 0.04% | 32,823 | $354,488 | — | — | — | |
| Eclectic Associates Inc | 0.04% | 28,251 | $342,120 | — | — | — | |
| Oppenheimer & Co Inc | 0.00% | 31,493 | $340,124 | — | — | — | |
| Hightower Advisors, Llc | 0.00% | 31,314 | $338,186 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 30,268 | $326,889 | — | — | — | |
| Kapstone Financial Advisors Llc | 0.15% | 28,640 | $309,312 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 24,727 | $267,052 | — | — | — | |
| Entruity Wealth, Llc | 0.17% | 23,130 | $249,804 | — | — | — | |
| Corecap Advisors, Llc | 0.01% | 20,417 | $247,247 | — | — | — | |
| Kovack Advisors, Inc. | 0.01% | 21,298 | $233,973 | — | — | — | |
| Brookstone Capital Management | 0.00% | 18,597 | $225,210 | — | — | — | |
| Indivisible Partners | 0.02% | 17,312 | $186,971 | — | — | — | |
| Susquehanna International Group, Llp | 0.00% | 14,897 | $160,888 | — | — | — | |
| Second Line Capital, Llc | 0.03% | 13,035 | $159,677 | — | — | — | |
| Stifel Financial Corp | 0.00% | 13,626 | $147,158 | — | — | — | |
| Evolve Private Wealth, Llc | 0.01% | 13,409 | $144,818 | — | — | — | |
| Aptus Capital Advisors, Llc | 0.00% | 13,034 | $140,767 | — | — | — | |
| Spire Wealth Management | 0.00% | 9,368 | $113,445 | — | — | — | |
| Advisory Advocates, Llc | 0.06% | 10,300 | $111,240 | — | — | — | |
| Fifth Third Bancorp | 0.00% | 8,355 | $90,234 | — | — | — | |
| Quarry Lp | 0.01% | 5,007 | $54,076 | — | — | — | |
| Northwestern Mutual Wealth Management Co | 0.00% | 4,322 | $46,673 | — | — | — | |
| Armstrong Advisory Group, Inc | 0.00% | 3,243 | $39,274 | — | — | — | |
| Cwm, Llc | 0.00% | 2,102 | $22,702 | — | — | — | |
| Mcf Advisors Llc | 0.00% | 1,711 | $18,479 | — | — | — | |
| Gill Capital Partners, Llc | 0.01% | 1,640 | $17,712 | — | — | — | |
| Farther Finance Advisors, Llc | 0.00% | 1,100 | $13,321 | — | — | — | |
| Medallion Wealth Advisors, Llc | 0.00% | 1,074 | $11,946 | — | — | — | |
| Hoey Investments, Inc | 0.00% | 835 | $9,018 | — | — | — | |
| Penserra Capital Management Llc | 0.09% | 678,447 | $7,327 | — | — | — | |
| Costello Asset Management, Inc | 0.00% | 630 | $6,799 | — | — | — |
Frequently asked questions about XAGDX
Who owns the most XAGDX stock?
The largest holders of XAGDX 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 GLBL DYNM DIVID (XAGDX).
Is XAGDX widely held by superinvestors?
Many widely followed stocks like XAGDX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XAGDX 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.