13F Insight
DOSSIER · 13F Holders · Q2 2026
AGEM

ABRDN FDS

64 institutions still hold ABRDN FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00384X301·64 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$188M
visible holders
Holders
64
filers reporting
Concentration
28.66%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q2 2026

64 institutions reported AGEM in Q2 2026. Bank of New York Mellon Corp leads at 28.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Bank of New York Mellon Corp
CIK 0001390777
$54M1.1M0.01%Q2 202602
WADDELL & ASSOCIATES, LLC
CIK 0001776757
$47M944K2.31%Q2 202603
Sterling Capital Management LLC
CIK 0001329883
$27M551K0.46%Q2 202604
AE Wealth Management LLC
CIK 0001697723
$21M434K0.10%Q2 202605
Simplicity Wealth,LLC
CIK 0001913243
$8M170K0.28%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M84K0.00%Q2 202607
GTS SECURITIES LLC
CIK 0001452765· Market maker
$4M74K0.08%Q2 202608
OLD MISSION CAPITAL LLC
CIK 0001455915
$3M69K0.05%Q2 202609
LPL Financial LLC
CIK 0001403438
$3M51K0.00%Q2 202610
TRUIST FINANCIAL CORP
CIK 0000092230
$2M49K0.00%Q2 202611
FWG Investments, LLC.
CIK 0001944877
$2M44K1.15%Q2 202612
HUNTINGTON NATIONAL BANK
CIK 0000049205
$2M44K0.01%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$2M34K0.00%Q2 202614
LifePlan Investment Advisors, Inc.
CIK 0002045484
$2M32K0.54%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M31K0.00%Q2 202616
Kingdom Financial Group LLC.
CIK 0001962236
$1M28K0.36%Q2 202617
Lloyd Advisory Services, LLC.
CIK 0001802474
$1M23K0.43%Q2 202618
Sanctuary Advisors, LLC
CIK 0001777271
$1M21K0.00%Q2 202619
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$703K14K0.55%Q2 202620
Networth Advisors, LLC
CIK 0002099019
$586K12K0.34%Q2 2026
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