XAODX institutional holders

ALPINE TOTAL DYNAMICDIVID FD COM SH BEN INT · 13F, 2026Q2

Managers holding152
Shares held28,545,006
Reported value$294.4m
Quarter flows11 new, 64 added, 42 trimmed, 19 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY9,239,262$95.3m0.0%
WELLS FARGO & COMPANY/MN3,340,002$34.4m0.0%
Penserra Capital Management LLC2,470,428$25.5m0.2%
RAYMOND JAMES FINANCIAL INC1,695,612$17.5m0.0%
GUGGENHEIM CAPITAL LLC1,072,037$11.1m0.1%
LPL Financial LLC1,019,666$10.5m0.0%
Advisors Asset Management, Inc.828,801$8.5m0.1%
Hennion & Walsh Asset Management, Inc.566,770$5.8m0.2%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC437,596$4.5m0.2%
Waterfront Wealth Inc.408,624$4.3m0.7%
ROYAL BANK OF CANADA389,090$4.0m0.0%
BANK OF AMERICA CORP /DE/370,654$3.8m0.0%
OPPENHEIMER & CO INC268,140$2.8m0.0%
WEDBUSH SECURITIES INC267,408$2.8m0.1%
DCF Advisers, LLC266,000$2.7m0.5%
COMMONWEALTH EQUITY SERVICES, LLC261,940$2.7m0.0%
OSAIC HOLDINGS, INC.254,088$2.6m0.0%
AMERIPRISE FINANCIAL INC232,325$2.4m0.0%
UBS Group AG229,520$2.4m0.0%
STIFEL FINANCIAL CORP203,570$2.1m0.0%
Janney Montgomery Scott LLC180,584$1.9m0.0%
EVOLVE PRIVATE WEALTH, LLC164,780$1.7m0.1%
INDEPENDENT FINANCIAL GROUP, LLC141,967$1.5m0.0%
Aviance Capital Partners, LLC131,663$1.4m0.1%
NewEdge Advisors, LLC131,397$1.4m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XAODX"). XAODX price history · All 13F data

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