Filing Research | ABRDN TOTAL DYNAMIC DIVIDEND Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	566.8KSH	$5.8M
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	437.6KSH	$4.5M
3	INDEPENDENT FINANCIAL GROUP, LLC	Shares	142.0KSH	$1.5M
4	Live Oak Private Wealth LLC	Shares	103.3KSH	$1.1M
5	Merit Financial Group, LLC	Shares	71.9KSH	$741.5K
6	SeaCrest Wealth Management, LLC	Shares	68.9KSH	$710.4K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	64.2KSH	$669.2K
8	B. Riley Wealth Advisors, Inc.	Shares	52.1KSH	$537.9K
9	Sage Capital Management, LLC	Shares	45.5KSH	$469.1K
10	CoreCap Advisors, LLC	Shares	43.2KSH	$445.4K
11	J.W. COLE ADVISORS, INC.	Shares	42.3KSH	$436.0K
12	Vanguard Capital Wealth Advisors	Shares	31.8KSH	$328.1K
13	Centurion Wealth Management LLC	Shares	25.1KSH	$259.2K
14	BENJAMIN EDWARDS INC	Shares	22.9KSH	$236.1K
15	Wedmont Private Capital	Shares	21.7KSH	$226.7K
16	Farther Finance Advisors, LLC	Shares	19.9KSH	$205.0K
17	DECISION INVESTMENTS, INC	Shares	19.8KSH	$203.6K
18	Successful Portfolios LLC	Shares	18.6KSH	$193.3K
19	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	15.8KSH	$162.9K
20	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	14.9KSH	$153.6K
21	DAVENPORT & Co LLC	Shares	14.8KSH	$152.4K
22	UHLMANN PRICE SECURITIES, LLC	Shares	14.1KSH	$145.1K
23	Quad-Cities Investment Group, LLC	Shares	12.9KSH	$133.4K
24	Intrua Financial, LLC	Shares	12.6KSH	$129.7K
25	Rathbones Group PLC	Shares	11.4KSH	$117.1K
26	IFP Advisors, Inc	Shares	6.7KSH	$69.0K
27	LANARK FINANCIAL, INC.	Shares	5.4KSH	$55.2K
28	Provenance Wealth Advisors, LLC	Shares	2.9KSH	$29.9K
29	Lodestone Wealth Management LLC	Shares	1.5KSH	$15.4K
30	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	1.4KSH	$14.5K
31	Allied Private Wealth LLC	Shares	524SH	$5.4K
32	Key FInancial Inc	Shares	230SH	$2.4K
33	HIGHLINE WEALTH PARTNERS LLC	Shares	183SH	$1.9K
34	SIGNATUREFD, LLC	Shares	160SH	$1.6K
35	Stolper Co	Shares	104.2KSH	$1.1K
36	PARK AVENUE SECURITIES LLC	Shares	50.4KSH	$520
37	CX Institutional	Shares	2.0KSH	$21

Manager changes2026-06-30 vs 2026-03-31

40 / 40 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. added	Shares	+63.8K	+$1.2M	$5.8M
2	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+34.0K	+$469.5K	$1.5M
3	J.W. COLE ADVISORS, INC. new	Shares	+42.3K	+$436.0K	$436.0K
4	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-2.3K	+$328.5K	$4.5M
5	CoreCap Advisors, LLC added	Shares	+28.2K	+$307.3K	$445.4K
6	SeaCrest Wealth Management, LLC added	Shares	+9.1K	+$159.2K	$710.4K
7	B. Riley Wealth Advisors, Inc. added	Shares	+7.6K	+$144.5K	$537.9K
8	Live Oak Private Wealth LLC unchanged	Shares	0	+$113.6K	$1.1M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.6K	+$93.2K	$669.2K
10	Sage Capital Management, LLC added	Shares	+1.0K	+$59.3K	$469.1K
11	Merit Financial Group, LLC trimmed	Shares	-2.3K	+$57.6K	$741.5K
12	Vanguard Capital Wealth Advisors added	Shares	+126	+$36.2K	$328.1K
13	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+635	+$23.2K	$162.9K
14	DECISION INVESTMENTS, INC unchanged	Shares	0	+$21.7K	$203.6K
15	Farther Finance Advisors, LLC added	Shares	+494	+$21.6K	$205.0K
16	BENJAMIN EDWARDS INC trimmed	Shares	-481	+$20.8K	$236.1K
17	Successful Portfolios LLC trimmed	Shares	-940	+$19.8K	$193.3K
18	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+1	+$16.4K	$153.6K
19	DAVENPORT & Co LLC unchanged	Shares	0	+$16.3K	$152.4K
20	Quad-Cities Investment Group, LLC added	Shares	+198	+$16.1K	$133.4K
21	Wedmont Private Capital unchanged	Shares	0	+$15.4K	$226.7K
22	Intrua Financial, LLC unchanged	Shares	0	+$13.8K	$129.7K
23	IFP Advisors, Inc unchanged	Shares	0	+$7.4K	$69.0K
24	LANARK FINANCIAL, INC. added	Shares	+157	+$7.3K	$55.2K
25	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$3.2K	$29.9K
26	Lodestone Wealth Management LLC added	Shares	+44	+$2.1K	$15.4K
27	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$1.6K	$14.5K
28	Key FInancial Inc unchanged	Shares	0	+$253	$2.4K
29	SIGNATUREFD, LLC unchanged	Shares	0	+$176	$1.6K
30	Stolper Co added	Shares	+3.2K	+$144	$1.1K
31	PARK AVENUE SECURITIES LLC trimmed	Shares	-3.3K	+$25	$520
32	CX Institutional added	Shares	+59	+$3	$21
33	Blue Trust, Inc. exited	Shares	0	-$1	$0
34	HIGHLINE WEALTH PARTNERS LLC trimmed	Shares	-117	-$876	$1.9K
35	Sound Income Strategies, LLC exited	Shares	-500	-$4.7K	$0
36	Centurion Wealth Management LLC trimmed	Shares	-4.0K	-$9.2K	$259.2K
37	Spire Wealth Management exited	Shares	-2.2K	-$20.3K	$0
38	UHLMANN PRICE SECURITIES, LLC trimmed	Shares	-10.4K	-$80.0K	$145.1K
39	Rathbones Group PLC trimmed	Shares	-11.4K	-$92.1K	$117.1K
40	Shaker Financial Services, LLC exited	Shares	-447.9K	-$4.1M	$0