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abrdn Total Dynamic Dividend Fund

AOD
Exchange
NYSE
SEC CIK
0001379400

No open-market purchases or sales by abrdn Total Dynamic Dividend Fund insiders were filed in the last 90 days; 152 institutions reported holding it in 13F filings for Q2 2026, worth $293.7M in total; no superinvestor holds it.

13F holders, Q1 2025

Institutional positions in abrdn Total Dynamic Dividend Fund as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
148
+12 vs. Q4 2024
Shares held
41.4M
−666.8K (−1.6%) vs. Q4 2024
Total value
$347.9M
−$5.91M (−1.7%) vs. Q4 2024
New holders
20
55 more added
Sold out
8
44 more reduced

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AOD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 148 institutions
Q1 2021: 111 institutionsQ2 2021: 106 institutionsQ3 2021: 106 institutionsQ4 2021: 120 institutionsQ1 2022: 112 institutionsQ2 2022: 119 institutionsQ3 2022: 114 institutionsQ4 2022: 131 institutionsQ1 2023: 126 institutionsQ2 2023: 124 institutionsQ3 2023: 125 institutionsQ4 2023: 127 institutionsQ1 2024: 130 institutionsQ2 2024: 122 institutionsQ3 2024: 134 institutionsQ4 2024: 139 institutionsQ1 2025: 148 institutionsQ2 2025: 133 institutionsQ3 2025: 136 institutionsQ4 2025: 147 institutionsQ1 2026: 161 institutionsQ2 2026: 152 institutions
Value heldQ1 2025: $347.9M
Q1 2021: $397.9MQ2 2021: $428.4MQ3 2021: $391.6MQ4 2021: $391.2MQ1 2022: $349.8MQ2 2022: $312.0MQ3 2022: $276.9MQ4 2022: $299.8MQ1 2023: $304.5MQ2 2023: $310.7MQ3 2023: $294.2MQ4 2023: $320.8MQ1 2024: $335.5MQ2 2024: $360.5MQ3 2024: $388.5MQ4 2024: $354.0MQ1 2025: $347.9MQ2 2025: $342.1MQ3 2025: $321.1MQ4 2025: $305.1MQ1 2026: $277.8MQ2 2026: $293.7M
Institutions holding AOD and their total value by quarter
QuarterHoldersValue
Q2 2026152$293.7M
Q1 2026161$277.8M
Q4 2025147$305.1M
Q3 2025136$321.1M
Q2 2025133$342.1M
Q1 2025148$347.9M
Q4 2024139$354.0M
Q3 2024134$388.5M
Q2 2024122$360.5M
Q1 2024130$335.5M
Q4 2023127$320.8M
Q3 2023125$294.2M
Q2 2023124$310.7M
Q1 2023126$304.5M
Q4 2022131$299.8M
Q3 2022114$276.9M
Q2 2022119$312.0M
Q1 2022112$349.8M
Q4 2021120$391.2M
Q3 2021106$391.6M
Q2 2021106$428.4M
Q1 2021111$397.9M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding abrdn Total Dynamic Dividend Fund; share changes are against Q4 2024.

Institutions holding AOD in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sigma Planning Corp13,629$114.3K0.00%−5,514−28.8%Reduced
WPG Advisers, LLC13,146$110.3K0.10%−2,012−13.3%Reduced
Stratos Wealth Advisors, LLC13,000$109.1K0.01%+13,000New
HRT Financial LP12,786$107.0K0.00%+12,786New
MAI Capital Management12,561$105.4K0.00%+153+1.2%Added
Wealthcare Advisory Partners LLC12,330$103.4K0.00%+341+2.8%Added
SK Wealth Management, LLC12,719$99.3K0.05%+579+4.8%Added
one8zero8, LLC11,500$96.5K0.02%00.0%Unchanged
Quad-Cities Investment Group, LLC11,385$95.5K0.05%−116−1.0%Reduced
Rathbone Brothers plc11,360$95.3K0.00%+460+4.2%Added
O'Brien Greene & Co. Inc11,348$95.2K0.03%00.0%Unchanged
Heritage Wealth Management, Inc.11,064$92.8K0.08%−7,436−40.2%Reduced
Financial Counselors Inc10,933$91.7K0.00%00.0%Unchanged
Coldstream Capital Management Inc10,903$91.5K0.00%+10,903New
Quantedge Capital Pte Ltd10,878$91.3K0.03%−35,600−76.6%Reduced
Creative Planning10,828$90.8K0.00%−250−2.3%Reduced
Susquehanna International Group, LLP10,828$90.8K0.00%+10,828New
Harbour Investments, Inc.10,437$87.6K0.00%+1,031+11.0%Added
Mercer Global Advisors Inc10,237$85.9K0.00%+10,237New
Integrity Alliance, LLC.10,220$85.7K0.00%+10,220New
AQR Capital Management LLC10,145$85.1K0.00%+10,145New
Catalina Capital Group, LLC10,045$84.3K0.06%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.9,463$79.4K0.01%00.0%Unchanged
IFP Advisors, Inc9,390$78.8K0.00%00.0%Unchanged
CWM, LLC8,901$75.0K0.00%−89−1.0%Reduced
ORG Partners LLC6,050$50.8K0.01%00.0%Unchanged
Creative Financial Designs Inc5,566$46.7K0.00%00.0%Unchanged
Costello Asset Management, INC4,124$34.6K0.01%+4,124New
Comerica Bank4,058$34.0K0.00%+105+2.7%Added
NBC Securities, Inc.4,111$34.0K0.00%+4,108+136,933.3%Added
Northwestern Mutual Wealth Management Co3,331$27.9K0.00%−250−7.0%Reduced
Tortoise Investment Management, LLC2,369$19.9K0.00%+60+2.6%Added
CX Institutional1,835$15.0K0.00%+1,835New
Atticus Wealth Management, LLC1,453$12.2K0.00%−3,890−72.8%Reduced
Thomas J. Herzfeld Advisors, Inc.1,094$9.18K0.00%+36+3.4%Added
US Bancorp760$6.38K0.00%−240−24.0%Reduced
Strengthening Families & Communities, LLC756$6.35K0.00%+34+4.7%Added
Assetmark, Inc685$5.75K0.00%00.0%Unchanged
Key Financial Inc684$5.74K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.676$5.67K0.00%00.0%Unchanged
Gen-Wealth Partners Inc426$3.57K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC400$3.36K0.00%+400New
Stephens Consulting, LLC375$3.15K0.00%00.0%Unchanged
Allworth Financial LP300$2.44K0.00%−3,200−91.4%Reduced
Ancora Advisors, LLC185$1.55K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)24$2010.00%+24New
Citigroup Inc20$1680.00%00.0%Unchanged
JPMorgan Chase & Co0$10.00%−57−100.0%Reduced
TrueMark Investments, LLC0$00.00%−173,797−100.0%Sold out
Almitas Capital LLC0$00.00%−59,751−100.0%Sold out
Parr McKnight Wealth Management Group, LLC0$00.00%−35,720−100.0%Sold out
Sax Wealth Advisors, LLC0$00.00%−17,420−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−13,758−100.0%Sold out
Moors & Cabot, Inc.0$00.00%−10,894−100.0%Sold out
MCF Advisors LLC0$00.00%−667−100.0%Sold out
NCP Inc.0$00.00%−100−100.0%Sold out
Wetherby Asset Management Inc––––Not filed
Wintrust Investments LLC––––Not filed
Global Retirement Partners, LLC––––Not filed