abrdn Healthcare Opportunities Fund - THQ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 1,354,223 | 25,906 | 0.0% | 0.0% | 1 | -27,139 | -1.96% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,125,857 | 21,537 | 0.0% | — | 2 | +1,125,857 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,037,389 | 19,845 | 0.01% | 0.01% | 3 | -24,027 | -2.26% | Q4 2025 | Feb 18, 2026 |
| Heron Bay Capital Management | History | Added to | 592,723 | 11,338 | 2.16% | 1.59% | 4 | +101,439 | 20.65% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 332,325 | 6,357 | 0.0% | 0.0% | 5 | +21,613 | 6.96% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 295,613 | 5,655 | 0.0% | 0.0% | 6 | +11,553 | 4.07% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 190,557 | 3,645 | 0.0% | 0.0% | 7 | -2,517 | -1.3% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 185,057 | 3,540 | 0.0% | 0.0% | 8 | +38,717 | 26.46% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 158,429 | 3,031 | 0.09% | 0.08% | 9 | +21,844 | 15.99% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 138,911 | 2,657 | 0.0% | 0.0% | 10 | -4,612 | -3.21% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 134,085 | 2,565 | 0.0% | 0.0% | 11 | -4,312 | -3.12% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 110,420 | 2,112 | 0.01% | 0.01% | 12 | -7,765 | -6.57% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 102,377 | 1,958 | 0.0% | 0.0% | 13 | -12,796 | -11.11% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 85,573 | 1,637 | 0.01% | 0.01% | 14 | +23,630 | 38.15% | Q4 2025 | Feb 17, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 83,837 | 1,603 | 0.18% | 0.17% | 15 | +2,138 | 2.62% | Q4 2025 | Feb 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 74,382 | 1,436 | 0.09% | — | 16 | +74,382 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 73,536 | 1,406 | 0.0% | 0.0% | 17 | +6,573 | 9.82% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 72,354 | 1,384 | 0.0% | 0.0% | 18 | -3,964 | -5.19% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 69,386 | 1,327 | 0.0% | 0.0% | 19 | +790 | 1.15% | Q4 2025 | Jan 26, 2026 |
| Next Level Private LLC | History | Added to | 62,157 | 1,189 | 0.31% | 0.22% | 20 | +20,113 | 47.84% | Q4 2025 | Jan 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 56,928 | 1,089 | 0.0% | 0.0% | 21 | -6,387 | -10.09% | Q4 2025 | Feb 11, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 54,052 | 1,034 | 0.37% | 0.35% | 22 | -4,865 | -8.26% | Q4 2025 | Jan 30, 2026 |
| TrueMark Investments, LLC | History | New | 52,306 | 1,000 | 0.19% | — | 23 | +52,306 | New | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 49,379 | 945 | 0.0% | 0.0% | 24 | -581 | -1.16% | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 43,891 | 839 | 0.01% | 0.0% | 25 | +2,307 | 5.55% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 40,280 | 792 | 0.0% | 0.0% | 26 | +2,181 | 5.72% | Q4 2025 | Jan 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 41,365 | 791 | 0.0% | 0.0% | 27 | -39 | -0.09% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 41,128 | 786 | 0.0% | 0.0% | 28 | -21,842 | -34.69% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 40,335 | 778 | 0.01% | 0.01% | 29 | -2,321 | -5.44% | Q4 2025 | Feb 13, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 39,100 | 747 | 0.21% | 0.17% | 30 | +2,800 | 7.71% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 38,886 | 743 | 0.01% | 0.01% | 31 | -765 | -1.93% | Q4 2025 | Feb 09, 2026 |
| COHEN & STEERS, INC. | History | No change | 37,845 | 724 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 37,790 | 722 | 0.01% | 0.0% | 33 | +24,602 | 186.55% | Q4 2025 | Feb 05, 2026 |
| Stolper Co | History | Added to | 37,732 | 722 | 0.21% | 0.19% | 34 | +539 | 1.45% | Q4 2025 | Jan 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 37,686 | 720 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 31,250 | 597 | 0.02% | 0.01% | 36 | +5,191 | 19.92% | Q4 2025 | Jan 13, 2026 |
| PMG Family Office LLC | History | Reduced | 28,702 | 549 | 0.63% | 0.7% | 37 | -7,634 | -21.01% | Q4 2025 | Jan 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 28,527 | 545 | 0.01% | 0.01% | 38 | +97 | 0.34% | Q4 2025 | Feb 02, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 27,089 | 517 | 0.01% | 0.01% | 39 | +1,193 | 4.61% | Q4 2025 | Feb 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 26,967 | 515 | 0.02% | 0.02% | 40 | +1,234 | 4.8% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 24,357 | 465 | 0.0% | 0.0% | 41 | +21,215 | 675.21% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | New | 24,039 | 459 | 0.01% | — | 42 | +24,039 | New | Q4 2025 | Mar 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 23,874 | 456 | 0.0% | 0.0% | 43 | -50,549 | -67.92% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 22,311 | 426 | 0.0% | 0.0% | 44 | +302 | 1.37% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 22,138 | 423 | 0.0% | 0.0% | 45 | +1,390 | 6.7% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,130 | 423 | 0.0% | 0.0% | 46 | +229 | 1.05% | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 18,700 | 357 | 0.1% | 0.07% | 47 | +1,050 | 5.95% | Q4 2025 | Jan 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 18,622 | 356 | 0.01% | 0.01% | 48 | -6,400 | -25.58% | Q4 2025 | Feb 09, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 18,311 | 350 | 0.03% | 0.03% | 49 | -3,704 | -16.82% | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | No change | 17,127 | 327 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 14,976 | 286 | 0.0% | 0.0% | 51 | -10,436 | -41.07% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 14,487 | 277 | 0.01% | 0.02% | 52 | -8,681 | -37.47% | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | Added to | 14,170 | 272 | 0.01% | 0.01% | 53 | +711 | 5.28% | Q4 2025 | Feb 12, 2026 |
| Madison Park Capital Advisors, LLC | History | No change | 14,000 | 267 | 0.22% | 0.2% | 54 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Added to | 13,836 | 264 | 0.0% | 0.0% | 55 | +2,592 | 23.05% | Q4 2025 | Jan 29, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 13,650 | 261 | 0.02% | 0.09% | 56 | -71,862 | -84.04% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 13,132 | 251 | 0.0% | 0.0% | 57 | -42,604 | -76.44% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,077 | 250 | 0.02% | 0.02% | 58 | -487 | -3.59% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 12,667 | 242 | 0.01% | 0.0% | 59 | +11,917 | 1588.93% | Q4 2025 | Jan 13, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 12,596 | 240 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Maridea Wealth Management LLC | History | No change | 12,253 | 234 | 0.04% | 0.03% | 61 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| WealthTrust Axiom LLC | History | No change | 12,000 | 229 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 12,000 | 229 | 0.07% | 0.05% | 63 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 11,304 | 216 | 0.02% | 0.02% | 64 | -1,163 | -9.33% | Q4 2025 | Mar 03, 2026 |
| Waverly Advisors, LLC | History | No change | 10,930 | 209 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 10,845 | 207 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tactive Advisors, LLC | History | Reduced | 10,522 | 201 | 0.06% | 0.05% | 67 | -358 | -3.29% | Q4 2025 | Jan 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,224 | 80 | 0.0% | 0.0% | 68 | +2,891 | 216.88% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 4,101 | 78 | 0.0% | 0.0% | 69 | -227 | -5.24% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,110 | 78 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,000 | 76 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,000 | 76 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Triumph Capital Management | History | Reduced | 3,301 | 63 | 0.01% | 0.13% | 73 | -24,689 | -88.21% | Q4 2025 | Feb 12, 2026 |
| Costello Asset Management, INC | History | Added to | 2,277 | 43 | 0.01% | 0.01% | 74 | +33 | 1.47% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,896 | 36 | 0.0% | 0.0% | 75 | +23 | 1.23% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,772 | 33 | 0.0% | 0.0% | 76 | +26 | 1.49% | Q4 2025 | Feb 18, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,745 | 33 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,509 | 28 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 1,104 | 21 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,000 | 19 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 505 | 9 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | No change | 381 | 7 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SWAN Capital LLC | History | No change | 408 | 7 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | No change | 320 | 6 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 250 | 4 | 0.0% | — | 85 | +250 | New | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 195 | 3 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 128 | 2 | 0.0% | — | 87 | +128 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | No change | 114 | 2 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -69,203 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -66,911 | -100.0% | Q3 2025 | Nov 14, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.04% | — | -56,611 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,013 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -13,189 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,265 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,767 | -100.0% | Q3 2025 | Nov 18, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,457 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -1,345 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,080 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -937 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PIN OAK INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |