Abrdn Total Dynamic DividendXAODX
13F holders, Q1 2025 (March 31)147holders +8
20new positions
8sold out
1famous investor
$8.41avg. 13F price*
At the end of Q1 2025, 147 institutions reported holding Abrdn Total Dynamic Dividend (XAODX) in their 13F filings, up 8 from Q4 2024. 20 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($95.2M), Rivernorth Capital Management, LLC ($24.2M) and Pathstone Holdings, LLC ($23.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Abrdn Total Dynamic Dividend
- CUSIP
- 00326L100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $22.3M |
| Exits | 8 | $2.6M |
All 13F filers, Q4 2024 → Q1 2025: 4,522,857 shares bought and 5,193,734 shares sold, net −670,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 147 holders
| Morgan Stanley | 0.01% | Add +6.1% | 11,342,357 | $95.2M |
| Rivernorth Capital Management, LLC | 1.29% | Reduce -7.8% | 2,882,462 | $24.2M |
| Pathstone Holdings, LLC | 0.10% | Reduce -7.2% | 2,688,684 | $23.3M |
| Wells Fargo & Company | 0.01% | Reduce -0.0% | 2,692,547 | $22.6M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -15.1% | 2,328,716 | $19.5M |
| Karpus Management, Inc. | 0.58% | Reduce -5.8% | 2,125,320 | $17.8M |
| Penserra Capital Management LLC | 0.29% | New | 1,967,001 | $16.5M |
| Saba Capital Management, L.P. | 0.37% | Reduce -59.3% | 1,599,240 | $13.4M |
| LPL Financial LLC | 0.00% | Add +54.9% | 1,094,450 | $9.2M |
| Waterfront Wealth Inc. | 1.49% | Reduce -4.5% | 727,092 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -8.1% | 640,954 | $5.4M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -34.9% | 570,281 | $4.8M |
| Hennion & Walsh Asset Management, Inc. | 0.21% | Add +18.6% | 567,912 | $4.8M |
| WNY Asset Management, LLC | 0.56% | Add +46.0% | 563,944 | $4.7M |
| Sit Investment Associates Inc. | 0.10% | No change | 529,152 | $4.4M |
| Bank of America Corp. | 0.00% | Add +3.8% | 468,050 | $3.9M |
| Guggenheim Capital LLC | 0.03% | Add +14.7% | 408,134 | $3.4M |
| North Ground Capital | 3.47% | Add +1.5% | 416,195 | $3.4M |
| UBS Group AG | 0.00% | Reduce -33.3% | 346,128 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.9% | 315,314 | $2.6M |
| Advisor Resource Council | 0.21% | New | 313,954 | $2.6M |
| Park Avenue Securities LLC | 0.03% | Add +17.2% | 271,499 | $2.3M |
| DCF Advisers, LLC | 1.20% | Add +1.7% | 266,000 | $2.2M |
| Wedbush Securities Inc. | 0.08% | Add +3.0% | 256,721 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +68.2% | 252,650 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.1% | 238,773 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +0.8% | 214,446 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +1.9% | 212,566 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.2% | 209,109 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +10.9% | 208,871 | $1.8M |
| Mariner, LLC | 0.00% | Add +0.1% | 190,819 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.38% | Add +19.4% | 168,255 | $1.4M |
| Absolute Investment Advisers, LLC | 0.20% | Reduce -12.0% | 163,400 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 160,071 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.8% | 154,429 | $1.3M |
| Blue Bell Private Wealth Management, LLC | 0.23% | Add +2.1% | 142,915 | $1.2M |
| Financial Advocates Investment Management | 0.08% | No change | 136,682 | $1.1M |
| Capstone Investment Advisors, LLC | 0.01% | No change | 132,266 | $1.1M |
| Aviance Capital Partners, LLC | 0.15% | Add +1.5% | 126,903 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +5.6% | 121,091 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 120,260 | $1.0M |
| Choreo, LLC | 0.02% | Reduce -1.0% | 119,724 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | Reduce -6.5% | 106,931 | $897K |
| Live Oak Private Wealth LLC | 0.14% | No change | 103,295 | $867K |
| Ashton Thomas Securities, LLC | 0.23% | No change | 100,500 | $843K |
| NewEdge Advisors, LLC | 0.00% | Add +25.5% | 99,207 | $832K |
| Summit Financial, LLC | 0.02% | Add +8.1% | 98,858 | $829K |
| Stolper Co | 0.26% | Add +1.0% | 94,896 | $796K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.5% | 93,123 | $781K |
| Dakota Wealth Management | 0.02% | Reduce -1.3% | 91,925 | $771K |
| Thrivent Financial for Lutherans | 0.00% | No change | 89,000 | $747K |
| Quarry LP | 0.19% | No change | 87,800 | $737K |
| NWF Advisory Services Inc. | 0.10% | New | 80,700 | $677K |
| Accredited Investor Services, LLC | 0.54% | New | 76,327 | $640K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 73,912 | $620K |
| Geneos Wealth Management Inc. | 0.02% | Add +443.3% | 68,276 | $573K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -2.3% | 63,775 | $526K |
| 1607 Capital Partners, LLC | 0.04% | Reduce -11.3% | 61,842 | $519K |
| Calamos Advisors LLC | 0.00% | Reduce -3.9% | 58,550 | $491K |
| Merit Financial Group, LLC | 0.01% | New | 57,035 | $479K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.6% | 53,103 | $446K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +268.9% | 48,950 | $411K |
| AQR Arbitrage LLC | 0.02% | Reduce -89.7% | 47,011 | $394K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.4% | 45,584 | $382K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +30.8% | 45,324 | $380K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -83.3% | 42,835 | $359K |
| Sage Capital Management, LLC | 0.19% | No change | 42,500 | $357K |
| Integrated Capital Management, Inc. | 0.27% | Add +30.7% | 40,884 | $343K |
| &partners | 0.00% | Add +183.1% | 39,195 | $328K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +181.6% | 35,701 | $300K |
| Truist Financial Corp. | 0.00% | Add +4.7% | 35,298 | $296K |
| Vanguard Capital Wealth Advisors | 0.35% | Reduce -9.9% | 33,851 | $284K |
| Logan Stone Capital, LLC | 0.13% | Reduce -79.4% | 33,508 | $281K |
| Cetera Investment Advisers | 0.00% | Reduce -27.9% | 31,170 | $262K |
| CoreCap Advisors, LLC | 0.01% | Add +2650.7% | 30,148 | $253K |
| MML Investors Services, LLC | 0.00% | Add +43.8% | 29,642 | $249K |
| Occidental Asset Management, LLC | 0.04% | Reduce -0.1% | 29,191 | $245K |
| Invesco Ltd. | 0.00% | New | 26,725 | $224K |
| Lido Advisors, LLC | 0.00% | No change | 26,400 | $221K |
| Successful Portfolios LLC | 0.14% | Add +0.2% | 24,351 | $204K |
| Kovack Advisors, Inc. | 0.02% | Add +10.9% | 23,667 | $199K |
| Shaker Financial Services, LLC | 0.08% | Reduce -70.9% | 23,571 | $198K |
| Avantax Advisory Services, Inc. | 0.00% | Add +21.5% | 22,681 | $190K |
| Uhlmann Price Securities, LLC | 0.13% | Add +4.8% | 21,770 | $183K |
| Compound Planning, Inc. | 0.01% | Add +3.7% | 20,142 | $169K |
| Level Four Advisory Services, LLC | 0.01% | Add +2.3% | 19,668 | $165K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 19,476 | $163K |
| Centurion Wealth Management LLC | 0.05% | No change | 18,843 | $158K |
| Jane Street Group, LLC | 0.00% | New | 18,590 | $156K |
| Huntleigh Advisors, Inc. | 0.03% | Add +2.9% | 18,250 | $153K |
| Captrust Financial Advisors | 0.00% | Reduce -34.2% | 18,093 | $152K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -45.9% | 17,999 | $151K |
| Mgo One Seven LLC | 0.01% | Reduce -21.2% | 17,536 | $147K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.0% | 17,183 | $144K |
| Two Sigma Securities, LLC | 0.02% | New | 16,503 | $138K |
| Oxbow Advisors, LLC | 0.01% | No change | 15,930 | $134K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +26.6% | 15,306 | $128K |
| DAVENPORT & Co LLC | 0.00% | No change | 14,778 | $124K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -43.7% | 14,529 | $122K |
| Endeavor Private Wealth, Inc. | 0.06% | New | 13,916 | $117K |
"% of holder's portfolio" is XAODX's weight in each manager's 13F, not the share of Abrdn Total Dynamic Dividend the manager owns.