GABELLI DIVIDEND & INCOME TR (XGDVX) Institutional Shareholders
GABELLI DIVIDEND & INCOME TR (XGDVX) 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 $782.30M in XGDVX holdings during the latest filing period.
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
192
Total Reported Value
$782.30M
Largest Holder
Morgan Stanley
Largest Position
$236.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
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 | — | — | — | |
| Blue Bell Private Wealth Management, Llc | 0.64% | 173,745 | $5,108,108 | — | — | — | |
| Oppenheimer & Co Inc | 0.05% | 166,979 | $4,909,183 | — | — | — | |
| Shaker Financial Services, Llc | 1.51% | 164,020 | $4,822,188 | — | — | — | |
| &Partners | 0.02% | 150,231 | $4,415,544 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 142,435 | $4,227,467 | — | — | — | |
| 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% | 126,603 | $3,722,128 | — | — | — | |
| Ubs Group Ag | 0.00% | 121,266 | $3,565,221 | — | — | — | |
| Msh Capital Advisors Llc | 0.52% | 100,946 | $2,967,826 | — | — | — | |
| Evolve Private Wealth, Llc | 0.17% | 95,085 | $2,795,499 | — | — | — | |
| Live Oak Private Wealth Llc | 0.34% | 91,222 | $2,681,927 | — | — | — | |
| Prospera Financial Services Inc | 0.04% | 88,163 | $2,592,132 | — | — | — | |
| Silverlake Wealth Management Llc | 0.49% | 87,039 | $2,558,955 | — | — | — | |
| Private Wealth Partners, Llc | 0.17% | 79,859 | $2,347,855 | — | — | — | |
| Kestra Advisory Services, Llc | 0.01% | 75,483 | $2,219,197 | — | — | — | |
| 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 | — | — | — | |
| Stolper Co | 0.33% | 43,288 | $1,273,000 | — | — | — | |
| Focus Partners Wealth | 0.00% | 42,927 | $1,262,062 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 42,063 | $1,236,659 | — | — | — | |
| Integrated Wealth Concepts Llc | 0.01% | 41,773 | $1,228,126 | — | — | — | |
| Kennedy Investment Group, Inc. | 0.41% | 41,382 | $1,216,630 | — | — | — | |
| Gamco Investors, Inc. Et Al | 0.01% | 41,186 | $1,210,868 | — | — | — | |
| D.A. Davidson & Co. | 0.01% | 39,855 | $1,171,737 | — | — | — | |
| Newedge Advisors, Llc | 0.00% | 38,241 | $1,124,267 | — | — | — | |
| 180 Wealth Advisors, Llc | 0.11% | 37,566 | $1,104,451 | — | — | — | |
| Dakota Wealth Management | 0.02% | 37,618 | $1,020,577 | — | — | — |
Frequently asked questions about XGDVX
Who owns the most XGDVX stock?
The largest holders of XGDVX 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 GABELLI DIVIDEND & INCOME TR (XGDVX).
Is XGDVX widely held by superinvestors?
Many widely followed stocks like XGDVX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XGDVX 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.