Institutional Ownership Aberdeen Total Dynamic Dividend Fund (AOD)
This table provides information about the institutional ownership of Aberdeen Total Dynamic Dividend Fund (AOD). We have compiled data on the 159 institutions that hold shares in the stock, with a total of 42.5 Million shares, which have been reported (via 13F filing form) to have a value of $385 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
32,587
shares
|
$294,912
0.29% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
32,009
shares
|
$289,681
0.03% of portfolio
|
Q2 2023
Reduced 1.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
31,170
shares
|
$282,088
0.0% of portfolio
|
Q1 2025
Reduced 27.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
30,148
shares
|
$272,839
0.01% of portfolio
|
Q1 2025
Added 2650.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
29,642
shares
|
$268,260
0.0% of portfolio
|
Q1 2025
Added 43.83%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
28,111
shares
|
$254,404
0.07% of portfolio
|
Q2 2025
Added 49.19%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
27,423
shares
|
$248,178
0.03% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
26,725
shares
|
$241,861
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
26,400
shares
|
$238,920
0.0% of portfolio
|
Q2 2024
Added 17.99%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
25,770
shares
|
$233,218
0.03% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
24,397
shares
|
$220,792
0.13% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
23,667
shares
|
$214,186
0.02% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
23,571
shares
|
$213,317
0.08% of portfolio
|
Q1 2025
Reduced 70.86%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
22,681
shares
|
$205,263
0.0% of portfolio
|
Q1 2025
Added 21.48%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
21,770
shares
|
$197,018
0.13% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
20,278
shares
|
$183,515
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
20,142
shares
|
$182,285
0.01% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
19,668
shares
|
$177,995
0.01% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
19,476
shares
|
$176,257
0.02% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,590
shares
|
$168,239
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
18,093
shares
|
$163,741
0.0% of portfolio
|
Q1 2025
Reduced 34.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
17,999
shares
|
$162,890
0.0% of portfolio
|
Q1 2025
Reduced 45.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
17,536
shares
|
$158,700
0.01% of portfolio
|
Q1 2025
Reduced 21.22%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
17,183
shares
|
$155,506
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,503
shares
|
$149,352
0.02% of portfolio
|
Q1 2025
New holding
|