GABELLI DIVIDEND & INCOME TR (XGDVX) Institutional Ownership
XGDVX is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $828,208 based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $617,400 in its June 30, 2026 13F filing.
Major shareholders tracked on this page include Sequoia Financial Advisors, Matrix Private Capital Group, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward GABELLI DIVIDEND & INCOME TR (XGDVX).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 1 | $617,400 | 21,000 |
| Q1 2026 | 1 | $210,808 | 7,828 |
| Q4 2025 | 1 | $217,384 | 7,828 |
| Q3 2025 | 1 | $212,374 | 7,828 |
| Q2 2025 | 1 | $203,606 | 7,828 |
| Q3 2022 | 1 | $261 | 13,928 |
| Q2 2022 | 1 | $285 | 13,928 |
| Q1 2022 | 1 | $521 | 21,148 |
| Q4 2021 | 1 | $754 | 27,848 |
| Q3 2021 | 1 | $705 | 27,348 |
Related XGDVX Institutional Insights:
- XGDVX Institutional Ownership & Insiders Activity
- XGDVX Institutional Ownership & 13F Activity
- XGDVX Top Institutional Shareholders
- XGDVX Institutional Buying Activity
- XGDVX Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- XGDVX Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings