XAGDX

Abrdn GLBL Dynm Divid$12.28 0.49%
UnclassifiedUSCUSIP 00302M106· EOD Jun 12, 2026◍ Confluence graph
Tracked 13F Holders
14
+5 QoQ
13F Value (tracked)
$4.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)4 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$12.28 0.49%5Y -5.9%
$9.32$10.37$11.43$12.48$13.5320212022202320242025202643253344444572127663827556665741087365364
Hover for who · click for detailEnd-of-day closing prices52w $10.87 – $12.51
Build

Use XAGDX data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns XAGDX

This stock page is the Follow view. The Build view lets your agent query XAGDX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XAGDX"
Ask your agent
Use Arkolith to show who owns XAGDX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

14 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Hennion & Walsh Asset Management, Inc.
$3.3M
306K
+11%
Added · +30K sh
Q1 2026
2CHOREO, LLC
$362K
34K
Held
Q1 2026
3OPPENHEIMER & CO INC
$340K
31K
+0.6%
Added · +174 sh
Q1 2026
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$313K
29K
+83%
Added · +13K sh
Q1 2026
5Kovack Advisors, Inc.
$234K
21K
−18%
Reduced · −5K sh
Q1 2026
6EVOLVE PRIVATE WEALTH, LLC
$145K
13K
−1.0%
Reduced · −132 sh
Q1 2026
7Aptus Capital Advisors, LLC
$141K
13K
~0%
Added · +6 sh
Q1 2026
8CWM, LLC
$23K
2K
Held
Q1 2026
9MCF Advisors LLC
$18K
2K
Held
Q1 2026
10Steward Partners Investment Advisory, LLC
$6K
529
Held
Q1 2026
11MAI Capital Management
$5K
417
Held
Q1 2026
12IFP Advisors, Inc
$4K
400
Held
Q1 2026
13Atlantic Union Bankshares Corp
$2K
150
Held
Q1 2026
14Larson Financial Group LLC
$940
87
New
+87 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
3
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

40 funds+16 since Q2 2022
02040Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $37.4M

Funds that own XAGDX also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV17 funds$6.8B
APPLE INCAAPL17 funds$5.3B
MICROSOFT CORPMSFT17 funds$5.0B
NVIDIA CORPNVDA17 funds$4.6B
SS SPDR S&P 500 ETF TRUST-USSPY17 funds$3.8B
AMAZON.COM INCAMZN17 funds$3.6B
ALPHABET INC-CL AGOOGL17 funds$3.4B
VANGUARD S&P 500 ETFVOO17 funds$2.5B
JPMORGAN CHASE & COJPM17 funds$2.2B
ISHARES CORE U.S. AGGREGATEAGG17 funds$2.1B
BROADCOM INCAVGO17 funds$2.1B
META PLATFORMS INC-CLASS AMETA17 funds$1.9B

Ranked by how many of XAGDX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XAGDX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.