ABRDN TOTAL DYNAMIC DIVIDEND (XAODX) Institutional Shareholders
ABRDN TOTAL DYNAMIC DIVIDEND (XAODX) 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 $295.70M in XAODX holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of XAODX tracked by InsiderSet, reporting ownership valued at approximately $95.26M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed XAODX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Penserra Capital Management Llc, and several other long-term asset managers with concentrated positions in ABRDN TOTAL DYNAMIC DIVIDEND (XAODX).
This page ranks the largest institutional XAODX 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
148
Total Reported Value
$295.70M
Largest Holder
Morgan Stanley
Largest Position
$95.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 9,239,262 | $95,256,805 | — | — | — | |
| Wells Fargo & Company/Mn | 0.01% | 3,340,002 | $34,435,414 | — | — | — | |
| Penserra Capital Management Llc | 0.20% | 2,470,428 | $25,470,000 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 1,695,612 | $17,481,763 | — | — | — | |
| Advisors Asset Management, Inc. | 0.17% | 1,164,166 | $11,897,777 | — | — | — | |
| Guggenheim Capital Llc | 0.07% | 1,072,037 | $11,052,701 | — | — | — | |
| Lpl Financial Llc | 0.00% | 1,019,666 | $10,512,752 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.17% | 566,770 | $5,843,399 | — | — | — | |
| International Assets Investment Management, Llc | 0.27% | 437,596 | $4,489,735 | — | — | — | |
| Waterfront Wealth Inc. | 0.66% | 408,624 | $4,261,948 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 389,090 | $4,012,000 | — | — | — | |
| Bank Of America Corp | 0.00% | 370,654 | $3,821,439 | — | — | — | |
| Oppenheimer & Co Inc | 0.03% | 268,140 | $2,764,523 | — | — | — | |
| Wedbush Securities Inc | 0.07% | 267,408 | $2,757,000 | — | — | — | |
| Dcf Advisers, Llc | 0.72% | 266,000 | $2,742,460 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 261,940 | $2,700,597 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 254,088 | $2,619,693 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 232,325 | $2,395,267 | — | — | — | |
| Ubs Group Ag | 0.00% | 229,520 | $2,366,351 | — | — | — | |
| Stifel Financial Corp | 0.00% | 203,570 | $2,098,813 | — | — | — | |
| Janney Montgomery Scott Llc | 0.00% | 180,584 | $1,862,000 | — | — | — | |
| Evolve Private Wealth, Llc | 0.10% | 164,780 | $1,698,886 | — | — | — | |
| Independent Financial Group, Llc | 0.03% | 141,967 | $1,463,680 | — | — | — | |
| Aviance Capital Partners, Llc | 0.14% | 131,663 | $1,357,449 | — | — | — | |
| Newedge Advisors, Llc | 0.00% | 131,397 | $1,354,700 | — | — | — | |
| Advisory Advocates, Llc | 1.11% | 125,935 | $1,298,390 | — | — | — | |
| Private Advisor Group, Llc | 0.01% | 125,243 | $1,291,259 | — | — | — | |
| &Partners | 0.00% | 115,691 | $1,217,516 | — | — | — | |
| Lido Advisors, Llc | 0.00% | 107,210 | $1,105,335 | — | — | — | |
| Navis Wealth Advisors, Llc | 0.42% | 106,485 | $1,097,860 | — | — | — | |
| Thrivent Financial For Lutherans | 0.00% | 105,000 | $1,083,000 | — | — | — | |
| Stolper Co | 0.28% | 104,186 | $1,074,000 | — | — | — | |
| Summit Financial, Llc | 0.01% | 104,170 | $1,073,989 | — | — | — | |
| Live Oak Private Wealth Llc | 0.13% | 103,295 | $1,064,971 | — | — | — | |
| Ashton Thomas Securities, Llc | 0.15% | 100,500 | $1,036,155 | — | — | — | |
| Kestra Advisory Services, Llc | 0.00% | 99,928 | $1,030,255 | — | — | — | |
| Nwf Advisory Services Inc. | 0.09% | 95,700 | $986,667 | — | — | — | |
| Iht Wealth Management, Llc | 0.02% | 91,431 | $942,649 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 83,985 | $865,885 | — | — | — | |
| Diversify Advisory Services, Llc | 0.01% | 78,001 | $815,886 | — | — | — | |
| Diversify Wealth Management, Llc | 0.01% | 78,001 | $815,886 | — | — | — | |
| Choreo, Llc | 0.01% | 74,766 | $770,837 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 71,923 | $741,529 | — | — | — | |
| Merit Financial Group, Llc | 0.00% | 71,923 | $741,526 | — | — | — | |
| Seacrest Wealth Management, Llc | 0.08% | 68,907 | $710,431 | — | — | — | |
| Closed-End Fund Advisors, Inc. | 0.68% | 67,977 | $700,843 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 64,157 | $669,157 | — | — | — | |
| Mariner, Llc | 0.00% | 59,038 | $608,686 | — | — | — | |
| Fund Advisors Of America Inc/Fl | 0.55% | 58,944 | $607,710 | — | — | — | |
| Park Avenue Securities Llc | 0.00% | 50,434 | $520,000 | — | — | — |
Frequently asked questions about XAODX
Who owns the most XAODX stock?
The largest holders of XAODX 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 TOTAL DYNAMIC DIVIDEND (XAODX).
Is XAODX widely held by superinvestors?
Many widely followed stocks like XAODX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XAODX 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.