Who Owns ABRDN FDS (AGEM)? -- Institutional Holders (2026-06-30)
62 institutions reported holding $194.6M of ABRDN FDS (AGEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bank of New York Mellon Corp ($53.7M), WADDELL & ASSOCIATES, LLC ($46.6M), Sterling Capital Management LLC ($27.2M), AE Wealth Management LLC ($21.4M), Simplicity Wealth,LLC ($8.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Bank of New York Mellon Corp | $53.7M | 1.1M | New |
| 2 | WADDELL & ASSOCIATES, LLC | $46.6M | 943,693 | Added |
| 3 | Sterling Capital Management LLC | $27.2M | 550,972 | Trimmed |
| 4 | AE Wealth Management LLC | $21.4M | 434,232 | Trimmed |
| 5 | Simplicity Wealth,LLC | $8.4M | 170,066 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 83,705 | Added |
| 7 | GTS SECURITIES LLC | $3.6M | 73,687 | Added |
| 8 | OLD MISSION CAPITAL LLC | $3.4M | 69,270 | Added |
| 9 | LPL Financial LLC | $2.5M | 51,422 | Added |
| 10 | TRUIST FINANCIAL CORP | $2.4M | 49,081 | Trimmed |
| 11 | FWG Investments, LLC. | $2.2M | 44,189 | Trimmed |
| 12 | HUNTINGTON NATIONAL BANK | $2.2M | 0 | Hold |
| 13 | Cetera Investment Advisers | $1.7M | 34,044 | New |
| 14 | LifePlan Investment Advisors, Inc. | $1.6M | 31,639 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $1.5M | 31,035 | Added |
| 16 | Kingdom Financial Group LLC. | $1.4M | 28,423 | Trimmed |
| 17 | Lloyd Advisory Services, LLC. | $1.1M | 22,732 | Trimmed |
| 18 | Sanctuary Advisors, LLC | $1.1M | 21,422 | New |
| 19 | Quest 10 Wealth Builders, Inc. | $703,091 | 14,238 | Trimmed |
| 20 | Networth Advisors, LLC | $586,414 | 11,876 | Trimmed |
| 21 | TOUNJIAN ADVISORY PARTNERS, LLC | $565,191 | 11,446 | New |
| 22 | CITADEL ADVISORS LLC | $545,995 | 11,057 | Added |
| 23 | MORGAN STANLEY | $505,503 | 10,237 | Trimmed |
| 24 | IFG Advisory, LLC | $472,222 | 9,563 | New |
| 25 | Arcadia Wealth Management, LLC | $461,116 | 9,338 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30