XGDVX Institutional Ownership & Shareholders
GABELLI DIVIDEND & INCOME TR (XGDVX) is currently held by 188 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $783.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of XGDVX tracked by InsiderSet, reporting ownership valued at approximately $236.24M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed XGDVX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Saba Capital Management, L.P., Karpus Management, Inc., and several other long-term asset managers with concentrated positions in GABELLI DIVIDEND & INCOME TR (XGDVX).
This page ranks the largest institutional XGDVX 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
188
Total Reported Value
$783.22M
Largest Holder
Morgan Stanley
Largest Position
$236.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 8,035,248 | $236,236,337 | — | — | — | |
| Saba Capital Management, L.P. | 4.21% | 4,679,415 | $137,574,801 | — | — | — | |
| Karpus Management, Inc. | 1.22% | 1,444,270 | $42,461,552 | — | — | — | |
| Wells Fargo & Company/Mn | 0.01% | 1,408,394 | $41,406,774 | — | — | — | |
| Raymond James Financial Inc | 0.01% | 1,359,383 | $39,965,846 | — | — | — | |
| Allspring Global Investments Holdings, Llc | 0.04% | 870,119 | $25,581,499 | — | — | — | |
| Sit Investment Associates Inc | 0.36% | 638,803 | $18,781,000 | — | — | — | |
| Gabelli & Co Investment Advisers, Inc. | 2.68% | 626,000 | $18,404,400 | — | — | — | |
| Lpl Financial Llc | 0.00% | 568,342 | $16,709,248 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 538,270 | $15,825,000 | — | — | — | |
| Bank Of America Corp | 0.00% | 497,861 | $14,637,105 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.05% | 365,524 | $10,746,401 | — | — | — | |
| Cohen & Steers, Inc. | 0.02% | 364,886 | $10,728,000 | — | — | — | |
| Advisors Asset Management, Inc. | 0.15% | 384,174 | $10,372,698 | — | — | — | |
| Bulldog Investors, Llp | 1.94% | 299,458 | $8,804,065 | — | — | — | |
| Stifel Financial Corp | 0.01% | 276,151 | $8,118,833 | — | — | — | |
| Capstone Investment Advisors, Llc | 0.05% | 262,242 | $7,709,915 | — | — | — | |
| Shaker Financial Services, Llc | 2.08% | 222,969 | $6,307,794 | — | — | — | |
| Blue Bell Private Wealth Management, Llc | 0.64% | 189,491 | $5,360,691 | — | — | — | |
| Oppenheimer & Co Inc | 0.05% | 181,709 | $5,140,548 | — | — | — | |
| &Partners | 0.02% | 150,231 | $4,415,544 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 150,941 | $4,273,142 | — | — | — | |
| First Trust Advisors Lp | 0.00% | 129,305 | $3,801,581 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.01% | 129,054 | $3,794,202 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.11% | 130,448 | $3,690,374 | — | — | — | |
| Ubs Group Ag | 0.00% | 121,266 | $3,565,221 | — | — | — | |
| Kestra Advisory Services, Llc | 0.01% | 114,344 | $3,234,797 | — | — | — | |
| Msh Capital Advisors Llc | 0.52% | 100,946 | $2,967,826 | — | — | — | |
| Evolve Private Wealth, Llc | 0.17% | 95,085 | $2,795,499 | — | — | — | |
| Prospera Financial Services Inc | 0.04% | 88,163 | $2,592,132 | — | — | — | |
| Live Oak Private Wealth Llc | 0.31% | 91,222 | $2,580,670 | — | — | — | |
| Silverlake Wealth Management Llc | 0.45% | 85,242 | $2,411,501 | — | — | — | |
| Private Wealth Partners, Llc | 0.15% | 79,359 | $2,245,066 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 67,372 | $1,980,992 | — | — | — | |
| Janney Montgomery Scott Llc | 0.00% | 66,086 | $1,943,000 | — | — | — | |
| Fifth Third Bancorp | 0.00% | 65,570 | $1,927,748 | — | — | — | |
| Summit Financial, Llc | 0.02% | 61,252 | $1,800,813 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 53,481 | $1,572,343 | — | — | — | |
| Guggenheim Capital Llc | 0.01% | 52,779 | $1,551,702 | — | — | — | |
| Sanctuary Advisors, Llc | 0.01% | 47,017 | $1,382,290 | — | — | — | |
| Focus Partners Wealth | 0.00% | 42,927 | $1,262,062 | — | — | — | |
| Integrated Wealth Concepts Llc | 0.01% | 41,773 | $1,228,126 | — | — | — | |
| Gamco Investors, Inc. Et Al | 0.01% | 41,186 | $1,210,868 | — | — | — | |
| Creative Planning | 0.00% | 41,228 | $1,166,340 | — | — | — | |
| Kennedy Investment Group, Inc. | 0.37% | 40,912 | $1,157,401 | — | — | — | |
| Newedge Advisors, Llc | 0.00% | 38,241 | $1,124,267 | — | — | — | |
| 180 Wealth Advisors, Llc | 0.11% | 37,566 | $1,104,451 | — | — | — | |
| D.A. Davidson & Co. | 0.01% | 37,835 | $1,070,352 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 36,920 | $1,044,459 | — | — | — | |
| Dakota Wealth Management | 0.02% | 37,618 | $1,020,577 | — | — | — |
Frequently asked questions about XGDVX
Who are the largest institutional holders of XGDVX?
The largest institutional holders of XGDVX reported in the latest SEC Form 13F filings include Morgan Stanley, Saba Capital Management, L.P., Karpus Management, Inc., Wells Fargo & Company/Mn, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported XGDVX position.
What is XGDVX institutional ownership?
This page tracks XGDVX positions reported by institutional investment managers through SEC Form 13F. GABELLI DIVIDEND & INCOME TR (XGDVX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XGDVX?
InsiderSet currently tracks 188 institutional managers reporting XGDVX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XGDVX shareholders.
How much XGDVX stock do institutions own?
Institutional investment managers disclosed approximately $783.22M in XGDVX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XGDVX institutional ownership last updated?
The latest XGDVX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XGDVX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XGDVX position after the reporting date.
Are institutions buying or selling XGDVX?
Institutional buying and selling can be analyzed by comparing XGDVX positions across consecutive 13F reporting periods. InsiderSet's XGDVX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XGDVX ownership changes.
How has XGDVX institutional ownership changed over time?
InsiderSet tracks XGDVX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.