XAODX

Abrdn Total Dynamic Dividend
UnclassifiedUSCUSIP 00326L100◍ Confluence graph
Tracked 13F Holders
139
-52 QoQ
13F Value (tracked)
$238.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)28 adding · 16 trimming
Insider net (180d)$0

Who owns XAODX?

139 tracked 13F filers

139 tracked 13F filers disclose a position in XAODX as of the latest SEC 13F filings, a combined $238.3M in reported value. 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.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$89.9M
9.8M
−8.1%
Reduced · −861K sh
Q1 2026
2WELLS FARGO & COMPANY/MN
$28.0M
3.0M
+6.6%
Added · +188K sh
Q1 2026
3LPL Financial LLC
$9.8M
1.1M
−18%
Reduced · −240K sh
Q1 2026
4GUGGENHEIM CAPITAL LLC
$9.2M
1000K
+6.7%
Added · +62K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$9.2M
996K
+48%
Added · +324K sh
Q1 2026
6Advisors Asset Management, Inc.
$8.5M
829K
+17%
Added · +118K sh
Q2 2026
7Cetera Investment Advisers
$5.4M
589K
+19%
Added · +94K sh
Q1 2026
8Hennion & Walsh Asset Management, Inc.
$5.8M
567K
+13%
Added · +64K sh
Q2 2026
9BANK OF AMERICA CORP /DE/
$4.7M
508K
−21%
Reduced · −138K sh
Q1 2026
10INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
$4.5M
438K
−0.5%
Reduced · −2K sh
Q2 2026
11Waterfront Wealth Inc.
$4.3M
409K
+0.6%
Added · +3K sh
Q2 2026
12ROYAL BANK OF CANADA
$3.4M
374K
−6.1%
Reduced · −24K sh
Q1 2026
13COMMONWEALTH EQUITY SERVICES, LLC
$2.6M
284K
+9.3%
Added · +24K sh
Q1 2026
14OPPENHEIMER & CO INC
$2.8M
268K
−1.1%
Reduced · −3K sh
Q2 2026
15UBS Group AG
$2.1M
226K
−2.1%
Reduced · −5K sh
Q1 2026
16AMERIPRISE FINANCIAL INC
$2.1M
224K
−34%
Reduced · −116K sh
Q1 2026
17STIFEL FINANCIAL CORP
$1.9M
204K
+5.6%
Added · +11K sh
Q1 2026
18OSAIC HOLDINGS, INC.
$1.8M
194K
−8.1%
Reduced · −17K sh
Q1 2026
19Mariner, LLC
$1.6M
174K
−3.0%
Reduced · −5K sh
Q1 2026
20EVOLVE PRIVATE WEALTH, LLC
$1.7M
165K
−19%
Reduced · −39K sh
Q2 2026
21INDEPENDENT FINANCIAL GROUP, LLC
$1.5M
142K
+32%
Added · +34K sh
Q2 2026
22Aviance Capital Partners, LLC
$1.4M
132K
+0.7%
Added · +916 sh
Q2 2026
23NewEdge Advisors, LLC
$1.4M
131K
+2.3%
Added · +3K sh
Q2 2026
24Advisory Advocates, LLC
$1.3M
126K
+2.7%
Added · +3K sh
Q2 2026
25Private Advisor Group, LLC
$1.3M
125K
−60%
Reduced · −188K sh
Q2 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.

Is XAODX being bought or sold by institutions?

Last quarter, 2 funds opened a new position in XAODX and 26 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
26
funds
Reduced
16
funds
Exited
0
funds

Funds that own XAODX also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT65 funds$26.9B
APPLE INCAAPL63 funds$32.8B
AMAZON.COM INCAMZN63 funds$18.2B
JPMORGAN CHASE & COJPM63 funds$6.8B
HOME DEPOT INCHD63 funds$3.7B
NVIDIA CORPNVDA62 funds$39.7B
ALPHABET INC-CL AGOOGL62 funds$15.2B
ELI LILLY & COLLY62 funds$7.5B
JOHNSON & JOHNSONJNJ62 funds$5.7B
WALMART INCWMT62 funds$4.4B
COSTCO WHOLESALE CORPCOST62 funds$3.8B
META PLATFORMS INC-CLASS AMETA61 funds$8.6B

Ranked by how many of XAODX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

86 funds-10 since Q3 2024
069138Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $49.9M

Recent filings

0 shown

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

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Ask your agent what changed in XAODX

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XAODX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XAODX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XAODX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.