AGEM abrdn Emerging Markets Dividend Active ETF
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Institutional owners (13F) 61 filers · $118.3M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 18 (+11 vs prior Q) | 5 (-1 vs prior Q) | 11 (0 vs prior Q) | 17 (0 vs prior Q) | +145K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | $46,599,583 | 943,693 | 39.41% | Shares |
| Sterling Capital Management LLC | $27,206,553 | 550,963 | 23.01% | Shares |
| Simplicity Wealth,LLC | $8,397,855 | 170,066 | 7.10% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $4,133,354 | 83,705 | 3.50% | Shares |
| GTS SECURITIES LLC | $3,638,664 | 73,687 | 3.08% | Shares |
| OLD MISSION CAPITAL LLC | $3,420,552 | 69,270 | 2.89% | Shares |
| LPL Financial LLC | $2,539,218 | 51,422 | 2.15% | Shares |
| TRUIST FINANCIAL CORP | $2,423,605 | 49,081 | 2.05% | Shares |
| FWG Investments, LLC. | $2,182,050 | 44,189 | 1.85% | Shares |
| HUNTINGTON NATIONAL BANK | $2,162,696 | 43,797 | 1.83% | Shares |
| Cetera Investment Advisers | $1,681,055 | 34,044 | 1.42% | Shares |
| LifePlan Investment Advisors, Inc. | $1,562,334 | 31,639 | 1.32% | Shares |
| Kingdom Financial Group LLC. | $1,403,550 | 28,423 | 1.19% | Shares |
| Lloyd Advisory Services, LLC. | $1,122,505 | 22,732 | 0.95% | Shares |
| Sanctuary Advisors, LLC | $1,057,818 | 21,422 | 0.89% | Shares |
| OSAIC HOLDINGS, INC. | $780,950 | 15,811 | 0.66% | Shares |
| Quest 10 Wealth Builders, Inc. | $703,091 | 14,238 | 0.59% | Shares |
| Networth Advisors, LLC | $586,414 | 11,876 | 0.50% | Shares |
| TOUNJIAN ADVISORY PARTNERS, LLC | $565,191 | 11,446 | 0.48% | Shares |
| CITADEL ADVISORS LLC | $545,995 | 11,057 | 0.46% | Shares |
| MORGAN STANLEY | $505,503 | 10,237 | 0.43% | Shares |
| IFG Advisory, LLC | $472,222 | 9,563 | 0.40% | Shares |
| Arcadia Wealth Management, LLC | $461,116 | 9,338 | 0.39% | Shares |
| FMR LLC | $449,748 | 9,108 | 0.38% | Shares |
| Corient Private Wealth LP | $421,224 | 8,530 | 0.36% | Shares |
| Cerity Partners LLC | $401,706 | 8,135 | 0.34% | Shares |
| First Heartland Consultants, Inc. | $355,734 | 7,204 | 0.30% | Shares |
| Bank of New York Mellon Corp | $280,627 | 5,683 | 0.24% | Shares |
| FIFTH THIRD BANCORP | $259,689 | 5,259 | 0.22% | Shares |
| Parallel Advisors, LLC | $258,406 | 5,233 | 0.22% | Shares |
| Slagle Financial, LLC | $249,589 | 5,054 | 0.21% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $234,100 | 4,741 | 0.20% | Shares |
| B.O.S.S. Retirement Advisors, LLC | $227,622 | 4,610 | 0.19% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $210,267 | 4,338 | 0.18% | Shares |
| SMART Wealth LLC | $205,931 | 4,170 | 0.17% | Shares |
| MML INVESTORS SERVICES, LLC | $202,612 | 4,103 | 0.17% | Shares |
| Beacon Financial Strategies CORP | $55,244 | 1,119 | 0.05% | Shares |
| Institute for Wealth Management, LLC. | $37,464 | 759 | 0.03% | Shares |
| GILL CAPITAL PARTNERS, LLC | $36,925 | 910 | 0.03% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $26,047 | 527 | 0.02% | Shares |
| Steward Partners Investment Advisory, LLC | $25,480 | 516 | 0.02% | Shares |
| NATIONAL BANK OF CANADA /FI/ | $24,638 | 504 | 0.02% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21,184 | 429 | 0.02% | Shares |
| CoreCap Advisors, LLC | $19,703 | 399 | 0.02% | Shares |
| SOA Wealth Advisors, LLC. | $17,976 | 364 | 0.02% | Shares |
| IFP Advisors, Inc | $9,629 | 195 | 0.01% | Shares |
| OPTIMUM INVESTMENT ADVISORS | $9,122 | 246 | 0.01% | Shares |
| Strategic Wealth Partners, Ltd. | $8,665 | 175 | 0.01% | Shares |
| ORG Partners LLC | $8,443 | 219 | 0.01% | Shares |
| COMERICA BANK | $8,406 | 219 | 0.01% | Shares |
| Farther Finance Advisors, LLC | $8,014 | 162 | 0.01% | Shares |
| Key Capital Management, INC | $6,370 | 129 | 0.01% | Shares |
| Sunbelt Securities, Inc. | $6,138 | 151 | 0.01% | Shares |
| Cape Investment Advisory, Inc. | $4,938 | 100 | 0.00% | Shares |
| SITTNER & NELSON, LLC | $3,852 | 78 | 0.00% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $2,825 | 58 | 0.00% | Shares |
| AE Wealth Management LLC | $1,333 | 27 | 0.00% | Shares |
| COUNTRY TRUST BANK | $1,284 | 26 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $365 | 7,395 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $33 | 1 | 0.00% | Shares |
| ROYAL BANK OF CANADA | $0 | 8 | 0.00% | Shares |