BLACKROCK ENH GLBL DVD TR (XBOEX) Institutional Shareholders

BLACKROCK ENH GLBL DVD TR (XBOEX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $233.01M in XBOEX holdings during the latest filing period.

Morgan Stanley is currently the largest disclosed institutional shareholder of XBOEX tracked by InsiderSet, reporting ownership valued at approximately $101.69M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed XBOEX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Guggenheim Capital Llc, Karpus Management, Inc., and several other long-term asset managers with concentrated positions in BLACKROCK ENH GLBL DVD TR (XBOEX).

This page ranks the largest institutional XBOEX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

112

Total Reported Value

$233.01M

Largest Holder

Morgan Stanley

Largest Position

$101.69M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

135

Funds Exiting Positions

1

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.01%8,410,855$101,687,258
Guggenheim Capital Llc0.10%1,274,063$15,403,421
Karpus Management, Inc.0.42%1,206,786$14,590,045
Lazard Asset Management Llc0.02%886,755$10,720,868
Invesco Ltd.0.00%811,529$9,811,386
Raymond James Financial Inc0.00%674,791$8,158,224
Wells Fargo & Company/Mn0.00%638,049$7,714,015
Lpl Financial Llc0.00%521,982$6,310,764
Advisors Asset Management, Inc.0.09%492,209$5,995,106
Allspring Global Investments Holdings, Llc0.01%459,281$5,552,707
Royal Bank Of Canada0.00%261,365$3,160,000
Bank Of America Corp0.00%198,180$2,395,993
Thrivent Financial For Lutherans0.00%175,264$2,119,000
Osaic Holdings, Inc.0.00%163,163$1,972,670
Shaker Financial Services, Llc0.60%157,824$1,908,093
Envestnet Asset Management Inc0.00%154,756$1,871,000
D.A. Davidson & Co.0.01%148,917$1,800,407
Ubs Group Ag0.00%138,378$1,672,990
&Partners0.01%137,577$1,663,310
Park Avenue Securities Llc0.01%135,816$1,642,000
Evolve Private Wealth, Llc0.07%97,592$1,179,887
Janney Montgomery Scott Llc0.00%96,852$1,171,000
Centurion Wealth Management Llc0.25%86,561$1,046,519
Sax Wealth Advisors, Llc0.04%85,274$934,603
Arkadios Wealth Advisors0.01%75,128$908,294
Alphacore Capital Llc0.02%71,915$869,447
Blue Bell Private Wealth Management, Llc0.11%70,456$851,813
Iht Wealth Management, Llc0.02%69,541$840,755
Stolper Co0.21%66,870$808,000
Fifth Third Bancorp0.00%66,375$802,473
Ameriprise Financial Inc0.00%66,201$800,369
Nbc Securities, Inc.0.05%62,756$758,723
Cetera Investment Advisers0.00%60,045$725,929
Rockefeller Capital Management L.P.0.00%52,403$633,560
One8Zero8, Llc0.12%50,000$604,500
Kestra Advisory Services, Llc0.00%49,876$603,005
Closed-End Fund Advisors, Inc.0.55%46,691$564,494
Avory & Company, Llc0.70%46,196$558,510
Dakota Wealth Management0.01%45,277$523,855
Stifel Financial Corp0.00%40,802$493,297
Nations Financial Group Inc0.02%37,905$458,271
Ameritas Advisory Services, Llc0.01%35,404$428,034
Abel Hall, Llc0.07%33,000$398,970
Commonwealth Equity Services, Llc0.00%32,745$395,890
Blue Trust, Inc.0.00%32,190$389,177
Nwf Advisory Services Inc.0.04%31,660$382,771
Uhlmann Price Securities, Llc0.01%31,396$379,575
Steward Partners Investment Advisory, Llc0.00%29,912$361,636
Choreo, Llc0.00%29,045$351,154
Merit Financial Group, Llc0.00%27,626$333,998
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Frequently asked questions about XBOEX

  • Who owns the most XBOEX stock?

    The largest holders of XBOEX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BLACKROCK ENH GLBL DVD TR (XBOEX).

  • Is XBOEX widely held by superinvestors?

    Many widely followed stocks like XBOEX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XBOEX is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.