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 2026
Institutional positions in abrdn Total Dynamic Dividend Fund as of Mar 31, 2026. 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
- 161
- +18 vs. Q4 2025
- Shares held
- 30.1M
- −1.07M (−3.4%) vs. Q4 2025
- Total value
- $277.8M
- −$26.6M (−8.7%) vs. Q4 2025
- New holders
- 31
- 62 more added
- Sold out
- 13
- 35 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 152 | $293.7M |
| Q1 2026 | 161 | $277.8M |
| Q4 2025 | 147 | $305.1M |
| Q3 2025 | 136 | $321.1M |
| Q2 2025 | 133 | $342.1M |
| Q1 2025 | 148 | $347.9M |
| Q4 2024 | 139 | $354.0M |
| Q3 2024 | 134 | $388.5M |
| Q2 2024 | 122 | $360.5M |
| Q1 2024 | 130 | $335.5M |
| Q4 2023 | 127 | $320.8M |
| Q3 2023 | 125 | $294.2M |
| Q2 2023 | 124 | $310.7M |
| Q1 2023 | 126 | $304.5M |
| Q4 2022 | 131 | $299.8M |
| Q3 2022 | 114 | $276.9M |
| Q2 2022 | 119 | $312.0M |
| Q1 2022 | 112 | $349.8M |
| Q4 2021 | 120 | $391.2M |
| Q3 2021 | 106 | $391.6M |
| Q2 2021 | 106 | $428.4M |
| Q1 2021 | 111 | $397.9M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding abrdn Total Dynamic Dividend Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,764,921 | $89.9M | 0.01% | −861,141−8.1% | Reduced |
| Wells Fargo & Company | 3,041,063 | $28.0M | 0.01% | +188,131+6.6% | Added |
| Penserra Capital Management LLC | 2,376,147 | $21.9M | 0.26% | +30,808+1.3% | Added |
| LPL Financial LLC | 1,067,835 | $9.83M | 0.00% | −240,331−18.4% | Reduced |
| Guggenheim Capital LLC | 999,833 | $9.21M | 0.07% | +62,431+6.7% | Added |
| Raymond James Financial Inc | 995,658 | $9.17M | 0.00% | +324,451+48.3% | Added |
| Allspring Global Investments Holdings, LLC | 971,408 | $8.95M | 0.01% | −1,112,673−53.4% | Reduced |
| Advisors Asset Management, Inc. | 710,621 | $6.54M | 0.11% | +50,259+7.6% | Added |
| Cetera Investment Advisers | 588,528 | $5.42M | 0.01% | +94,334+19.1% | Added |
| Bank of America Corp | 507,797 | $4.68M | 0.00% | −137,617−21.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 502,972 | $4.63M | 0.16% | +34,151+7.3% | Added |
| International Assets Investment Management, LLC | 439,873 | $4.16M | 0.29% | +96,517+28.1% | Added |
| Shaker Financial Services, LLC | 447,870 | $4.12M | 1.44% | +354,436+379.3% | Added |
| Waterfront Wealth Inc. | 406,035 | $3.74M | 0.69% | +18,364+4.7% | Added |
| Royal Bank of Canada | 373,966 | $3.44M | 0.00% | −24,353−6.1% | Reduced |
| Private Advisor Group, LLC | 313,382 | $2.89M | 0.01% | −8,752−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 284,034 | $2.62M | 0.00% | +24,272+9.3% | Added |
| Oppenheimer & Co Inc | 271,153 | $2.50M | 0.03% | +42,204+18.4% | Added |
| DCF Advisers, LLC | 266,000 | $2.45M | 0.92% | 00.0% | Unchanged |
| Wedbush Securities Inc | 259,926 | $2.39M | 0.07% | +849+0.3% | Added |
| Ameriprise Financial Inc | 224,464 | $2.09M | 0.00% | −115,920−34.1% | Reduced |
| UBS Group AG | 225,534 | $2.08M | 0.00% | −4,919−2.1% | Reduced |
| Evolve Private Wealth, LLC | 203,818 | $1.88M | 0.10% | −184−0.1% | Reduced |
| Stifel Financial Corp | 203,714 | $1.88M | 0.00% | +10,767+5.6% | Added |
| Janney Montgomery Scott LLC | 194,823 | $1.79M | 0.00% | +19,805+11.3% | Added |
| Advisor Group Holdings, Inc. | 193,666 | $1.78M | 0.00% | −17,183−8.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 190,399 | $1.75M | 0.00% | −1,567−0.8% | Reduced |
| Mariner, LLC | 174,456 | $1.59M | 0.00% | −5,448−3.0% | Reduced |
| Aviance Capital Partners, LLC | 130,747 | $1.20M | 0.14% | +378+0.3% | Added |
| GWM Advisors LLC | 128,494 | $1.18M | 0.00% | +11,991+10.3% | Added |
| Advisory Advocates, LLC | 122,635 | $1.13M | 1.15% | +4,500+3.8% | Added |
| Independent Financial Group, LLC | 107,950 | $994.2K | 0.02% | +7,542+7.5% | Added |
| Thrivent Financial for Lutherans | 105,000 | $967.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 104,979 | $966.9K | 0.00% | +4,782+4.8% | Added |
| Live Oak Private Wealth LLC | 103,295 | $951.3K | 0.13% | 00.0% | Unchanged |
| Summit Financial, LLC | 102,978 | $948.4K | 0.01% | +1,534+1.5% | Added |
| Stolper Co | 100,968 | $930.0K | 0.31% | +1,380+1.4% | Added |
| Jane Street Group, LLC | 100,668 | $927.2K | 0.00% | +36,221+56.2% | Added |
| Ashton Thomas Securities, LLC | 100,500 | $925.6K | 0.12% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 100,200 | $922.8K | 0.10% | +6,800+7.3% | Added |
| IHT Wealth Management, LLC | 91,431 | $842.1K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 90,951 | $837.7K | 0.00% | −6,289−6.5% | Reduced |
| RSM US Wealth Management LLC | 87,002 | $801.3K | 0.01% | −7,764−8.2% | Reduced |
| Diversify Wealth Management, LLC | 77,910 | $784.6K | 0.01% | +77,910 | New |
| Merit Financial Group, LLC | 74,255 | $683.9K | 0.01% | −6,964−8.6% | Reduced |
| Lido Advisors, LLC | 73,240 | $674.5K | 0.00% | +7,845+12.0% | Added |
| Baird Financial Group, Inc. | 69,914 | $643.9K | 0.00% | +24,678+54.6% | Added |
| Closed-End Fund Advisors, Inc. | 67,120 | $618.2K | 0.63% | −18,473−21.6% | Reduced |
| Envestnet Asset Management Inc | 66,574 | $613.1K | 0.00% | +49,670+293.8% | Added |
| Wolverine Asset Management LLC | 65,995 | $607.8K | 0.01% | +65,995 | New |
| Wealth Enhancement Advisory Services, LLC | 61,539 | $576.0K | 0.00% | +273+0.4% | Added |
| SeaCrest Wealth Management, LLC | 59,850 | $551.2K | 0.06% | −927−1.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 59,546 | $548.4K | 0.08% | −47,020−44.1% | Reduced |
| Fund Advisors of America Inc | 57,250 | $527.3K | 0.53% | −12,238−17.6% | Reduced |
| Accredited Investor Services, LLC | 54,810 | $504.8K | 0.32% | +54,810 | New |
| Park Avenue Securities LLC | 53,710 | $495.0K | 0.00% | +53,710 | New |
| Capital Investment Advisors, LLC | 49,135 | $452.5K | 0.01% | −483−1.0% | Reduced |
| Truist Financial Corp | 39,994 | $424.3K | 0.00% | +1,610+4.2% | Added |
| Kovack Advisors, Inc. | 44,109 | $417.0K | 0.02% | +306+0.7% | Added |
| Sage Capital Management, LLC | 44,500 | $409.8K | 0.19% | 00.0% | Unchanged |
| National Asset Management, Inc. | 44,449 | $393.4K | 0.03% | −4,999−10.1% | Reduced |
| Harbour Investments, Inc. | 42,464 | $391.1K | 0.01% | +29,486+227.2% | Added |
| HighTower Advisors, LLC | 42,405 | $390.6K | 0.00% | +27,036+175.9% | Added |
| Susquehanna International Group, LLP | 38,168 | $351.5K | 0.00% | +38,168 | New |
| Captrust Financial Advisors | 35,874 | $330.4K | 0.00% | +17,781+98.3% | Added |
| Mercer Global Advisors Inc | 35,813 | $329.8K | 0.00% | +24,504+216.7% | Added |
| Allworth Financial LP | 34,905 | $321.5K | 0.00% | +2,629+8.1% | Added |
| Midwest Trust Co | 34,496 | $317.7K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 32,169 | $296.3K | 0.01% | −1,065−3.2% | Reduced |
| Vanguard Capital Wealth Advisors | 31,694 | $291.9K | 0.27% | −1,307−4.0% | Reduced |
| Advocate Investing Services LLC | 31,000 | $285.5K | 0.24% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 29,372 | $270.5K | 0.01% | −454−1.5% | Reduced |
| Centurion Wealth Management LLC | 29,139 | $268.4K | 0.06% | +28+0.1% | Added |
| WNY Asset Management, LLC | 27,910 | $257.1K | 0.03% | +27,910 | New |
| Sanctuary Advisors, LLC | 27,835 | $256.4K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 26,969 | $248.4K | 0.00% | +6,875+34.2% | Added |
| CWM, LLC | 26,411 | $243.2K | 0.00% | +16,968+179.7% | Added |
| Compton Financial Group, LLC | 25,045 | $230.7K | 0.05% | +25,045 | New |
| Advisor Resource Council | 24,871 | $229.1K | 0.09% | −2,342−8.6% | Reduced |
| Uhlmann Price Securities, LLC | 24,440 | $225.1K | 0.02% | +977+4.2% | Added |
| Benjamin Edwards Inc | 23,379 | $215.3K | 0.00% | +766+3.4% | Added |
| Wedmont Private Capital | 21,731 | $211.2K | 0.01% | +21,731 | New |
| Occidental Asset Management, LLC | 21,760 | $200.4K | 0.02% | −1,783−7.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 21,190 | $195.2K | 0.02% | −3,319−13.5% | Reduced |
| Huntleigh Advisors, Inc. | 20,361 | $187.5K | 0.03% | +1,244+6.5% | Added |
| Atomi Financial Group, Inc. | 20,142 | $185.5K | 0.01% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 20,050 | $184.7K | 0.09% | +7,000+53.6% | Added |
| Farther Finance Advisors, LLC | 19,388 | $183.4K | 0.00% | +1,260+7.0% | Added |
| Decision Investments, Inc | 19,750 | $181.9K | 0.21% | 00.0% | Unchanged |
| Invesco Ltd. | 19,618 | $180.7K | 0.00% | −6,616−25.2% | Reduced |
| Spirepoint Private Client, LLC | 19,614 | $180.6K | 0.02% | +152+0.8% | Added |
| Z3 Capital Partners, LLC | 19,168 | $176.5K | 0.04% | +15+0.1% | Added |
| Successful Portfolios LLC | 19,539 | $173.5K | 0.10% | +52+0.3% | Added |
| Investment Management Trust, LLC | 18,161 | $167.3K | 0.16% | +18,161 | New |
| Steward Partners Investment Advisory, LLC | 17,306 | $159.4K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,161 | $139.6K | 0.02% | +1,273+9.2% | Added |
| Two Sigma Securities, LLC | 15,051 | $138.6K | 0.02% | +15,051 | New |
| CoreCap Advisors, LLC | 14,992 | $138.1K | 0.00% | −9,107−37.8% | Reduced |
| Nations Financial Group Inc, | 14,897 | $137.2K | 0.01% | +20.0% | Added |
| Davenport & Co LLC | 14,778 | $136.1K | 0.00% | 00.0% | Unchanged |