$AGD

$11.06 +$0.00 (0.0%) Close

$AGD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 26.2M shares outstanding

Who owns AGD?

By type of holder

Institutions 18.5% Insiders 0.0% Everyone else 81.5%

Concentration Top 10 holders own 14.3%

Raymond James Financial Inc 3.4% · Penserra Capital Management LLC 2.7%

Institutional ownership

18.5%

+0.4 pts vs last qtr

Institutional holders

-2 vs last qtr

Net shares bought

+99.4K

by institutions in Q2 2026

New / sold out

6 / 8

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Wells Fargo & Company/mn +314.9K
Raymond James Financial Inc +55.8K

Biggest sellers in Q2 2026

Wolverine Asset Management LLC SOLD OUT −122.4K
LPL Financial LLC −104.6K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for abrdn Global Dynamic Dividend Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for abrdn Global Dynamic Dividend Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years45% 3–5 years4% 1–3 years43% Under 1 year8%

Quarterly turnover

9.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AGD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
RJ Raymond James Financial Inc	889.9K	3.40%	+55.8K (+6.7%)	2024	0.0%
Shares held by quarter Peak holding889.9K (Q2'26) Change over 8 quarters+889.9K Share of the company3.400% Raymond James Financial Inc's full portfolio →
PC Penserra Capital Management LLC	705.4K	2.70%	+26.9K (+4.0%)	2025	0.1%
Shares held by quarter Peak holding734.2K (Q4'25) Change over 8 quarters+705.4K Share of the company2.700% Penserra Capital Management LLC's full portfolio →

Raymond James Financial Inc

889.9K

% of company

3.40%

Change vs last qtr

+55.8K (+6.7%)

Held since

2024

Penserra Capital Management LLC

705.4K

% of company

2.70%

Change vs last qtr

+26.9K (+4.0%)

Held since

2025

28 more super investors behind a free account

See every manager holding abrdn Global Dynamic Dividend Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AGD on Form N-PORT; together they hold 2.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AC Amplify CEF High Income ETF Amplify ETF Trust	$8.5M	702.0K	2.68%	1.18%	June 30, 2026

Amplify CEF High Income ETF

Amplify ETF Trust

Position value

$8.5M

% of company

2.68%

% of the fund

1.18%

As of

June 30, 2026

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RT Reit Todd Insider	1.1K	0.00%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.000% Reit Todd's insider activity →

Reit Todd

Insider

1.1K

% of company

0.00%

Change vs last qtr

—

Held since

—

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