Who Owns ABRDN WORLD HEALTHCARE FUND (THW)? -- Institutional Holders (2026-06-30)
90 institutions reported holding $79.0M of ABRDN WORLD HEALTHCARE FUND (THW) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($15.1M), Penserra Capital Management LLC ($8.9M), Royal Bank of Canada ($6.2M), RAYMOND JAMES FINANCIAL INC ($4.2M), LPL Financial LLC ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $15.1M | 1.1M | Added |
| 2 | Penserra Capital Management LLC | $8.9M | 667,148 | Added |
| 3 | Royal Bank of Canada | $6.2M | 462,541 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $4.2M | 310,343 | Added |
| 5 | LPL Financial LLC | $3.8M | 280,297 | Trimmed |
| 6 | Janney Montgomery Scott LLC | $3.4M | 253,887 | Trimmed |
| 7 | CoreCap Advisors, LLC | $3.3M | 245,720 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 232,241 | Trimmed |
| 9 | Steward Partners Investment Advisory, LLC | $2.3M | 169,075 | Added |
| 10 | Significant Wealth Partners LLC | $2.0M | 147,758 | Added |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.9M | 138,561 | Added |
| 12 | OSAIC HOLDINGS, INC. | $1.8M | 137,694 | Added |
| 13 | J.W. COLE ADVISORS, INC. | $1.5M | 108,670 | New |
| 14 | Cetera Investment Advisers | $1.2M | 92,648 | Added |
| 15 | NewEdge Wealth, LLC | $1.2M | 86,800 | Hold |
| 16 | UBS Group AG | $1.1M | 83,648 | Trimmed |
| 17 | STIFEL FINANCIAL CORP | $1.1M | 79,553 | Added |
| 18 | WEDBUSH SECURITIES INC | $1.0M | 76,764 | Trimmed |
| 19 | NewEdge Advisors, LLC | $929,902 | 69,396 | Trimmed |
| 20 | AlphaCore Capital LLC | $754,899 | 56,336 | Added |
| 21 | Kestra Advisory Services, LLC | $714,234 | 53,301 | Added |
| 22 | Wealth Quarterback LLC | $710,635 | 53,032 | Trimmed |
| 23 | Samalin Investment Counsel, LLC | $628,732 | 46,920 | Trimmed |
| 24 | Summit Financial, LLC | $624,424 | 46,599 | Trimmed |
| 25 | Stockman Wealth Management, Inc. | $570,956 | 42,609 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30