abrdn Healthcare Investors - HQH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 4,466,114 | 98,165 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,229,661 | 27,027 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 1,194,853 | 26,262 | 0.2% | 0.2% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 665,476 | 14,627 | 0.22% | 0.22% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 582,882 | 12,811 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 524,781 | 11,535 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 465,769 | 10,241 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 320,825 | 7,051 | 0.21% | 0.21% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Z3 Capital Partners, LLC | History | No change | 230,448 | 5,065 | 1.06% | 1.06% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 226,301 | 4,974 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 214,304 | 4,710 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 164,510 | 3,615 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 154,616 | 3,398 | 1.06% | 1.06% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 133,040 | 2,924 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 131,800 | 2,896 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 131,570 | 2,892 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 121,516 | 2,670 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 116,304 | 2,556 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 114,792 | 2,523 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smith Asset Management Co., LLC | History | No change | 112,724 | 2,477 | 1.95% | 1.95% | 20 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 101,994 | 2,241 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWF Advisory Services Inc. | History | No change | 98,507 | 2,165 | 0.2% | 0.2% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COHEN & STEERS, INC. | History | No change | 89,573 | 1,969 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 87,280 | 1,918 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 86,488 | 1,901 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 76,373 | 1,678 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sage Capital Management, LLC | History | No change | 73,807 | 1,622 | 0.63% | 0.63% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | No change | 61,345 | 1,348 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 60,059 | 1,320 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 57,971 | 1,274 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 56,858 | 1,249 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 53,461 | 1,175 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Todd Wealth Management, LLC | History | No change | 51,993 | 1,142 | 0.87% | 0.87% | 33 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 51,952 | 1,141 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STEPHENS INC /AR/ | History | No change | 46,190 | 1,015 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 46,103 | 1,013 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | No change | 45,512 | 1,000 | 0.18% | 0.18% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AlphaCore Capital LLC | History | No change | 42,947 | 943 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 41,797 | 918 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MGO ONE SEVEN LLC | History | No change | 40,226 | 884 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Baird Financial Group, Inc. | History | No change | 39,989 | 878 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 38,308 | 842 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Abel Hall, LLC | History | No change | 33,000 | 725 | 0.13% | 0.13% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 32,293 | 709 | 0.69% | 0.69% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 31,122 | 684 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | No change | 30,515 | 670 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 27,808 | 611 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 34,259 | 609 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 23,585 | 518 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 23,286 | 511 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESPAC Advisors, LLC | History | No change | 23,153 | 508 | 0.25% | 0.25% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sage Capital Advisors,llc | History | No change | 19,727 | 433 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 19,757 | 426 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 18,633 | 409 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 18,329 | 402 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 17,875 | 392 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Turner Financial Group, Inc. | History | No change | 17,646 | 387 | 0.38% | 0.38% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 17,406 | 382 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | No change | 14,906 | 327 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 14,600 | 320 | 0.22% | 0.22% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 14,268 | 313 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,139 | 310 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| M&T BANK CORP | History | No change | 13,861 | 304 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 13,718 | 301 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 13,154 | 289 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XTX Topco Ltd | History | No change | 12,713 | 279 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 11,942 | 262 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concorde Asset Management, LLC | History | No change | 11,924 | 262 | 0.15% | 0.15% | 68 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kovack Advisors, Inc. | History | No change | 11,773 | 255 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 11,489 | 252 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Allworth Financial LP | History | No change | 11,423 | 251 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Advocates, LLC | History | No change | 11,271 | 247 | 0.21% | 0.21% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 11,056 | 243 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 10,587 | 232 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,386 | 228 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Moors & Cabot, Inc. | History | No change | 10,201 | 224 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 10,049 | 220 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 9,979 | 219 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 9,664 | 212 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WNY Asset Management, LLC | History | No change | 9,536 | 209 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 7,396 | 162 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,939 | 152 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,800 | 149 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 6,645 | 146 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 5,153 | 113 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5,000 | 109 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,532 | 99 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 4,397 | 96 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,080 | 89 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 3,445 | 75 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3,271 | 71 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,047 | 66 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 2,674 | 58 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 2,650 | 58 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Costello Asset Management, INC | History | No change | 2,336 | 51 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,334 | 51 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,024 | 44 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,004 | 44 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,656 | 36 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bollard Group LLC | History | No change | 1,506 | 33 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,487 | 32 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Key FInancial Inc | History | No change | 1,280 | 28 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kennebec Savings Bank | History | No change | 1,287 | 28 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Founders Capital Management | History | No change | 1,000 | 21 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EASTERN BANK | History | New | 883 | 18 | 0.0% | — | 105 | +883 | New | Q3 2026 | Oct 05, 2026 |
| Bank of New Hampshire | History | New | 797 | 16 | 0.0% | — | 107 | +797 | New | Q3 2026 | Oct 06, 2026 |
| Truvestments Capital LLC | History | No change | 764 | 16 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WPG Advisers, LLC | History | No change | 710 | 15 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 540 | 11 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | No change | 535 | 11 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 419 | 9 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 320 | 7 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 276 | 6 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 245 | 5 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 222 | 4 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vision Retirement, LLC | History | No change | 212 | 4 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | No change | 173 | 3 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nexus Investment Management ULC | History | No change | 101 | 2 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gen-Wealth Partners Inc | History | No change | 95 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 52 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 72 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |