Home › XGDVX

Who holds XGDVX

GABELLI DIVID & INCOME TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
MORGAN STANLEY8.0M$236.2M0.0%
Saba Capital Management, L.P.4.7M$137.6M3.5%
Karpus Management, Inc.1.4M$42.5M1.2%
WELLS FARGO & COMPANY/MN1.4M$41.4M0.0%
RAYMOND JAMES FINANCIAL INC1.4M$40.0M0.0%
Vermillion Wealth Management, Inc.1.1K$32.6M0.0%
Allspring Global Investments Holdings, LLC870.1K$25.6M0.0%
SIT INVESTMENT ASSOCIATES INC638.8K$18.8M0.4%
GABELLI & Co INVESTMENT ADVISERS, INC.626.0K$18.4M2.7%
LPL Financial LLC568.3K$16.7M0.0%
ROYAL BANK OF CANADA538.3K$15.8M0.0%
BANK OF AMERICA CORP /DE/497.9K$14.6M0.0%
Steward Partners Investment Advisory, LLC365.5K$10.7M0.1%
COHEN & STEERS, INC.364.9K$10.7M0.0%
Advisors Asset Management, Inc.384.2K$10.4M0.1%
Bulldog Investors, LLP299.5K$8.8M1.9%
STIFEL FINANCIAL CORP276.2K$8.1M0.0%
CAPSTONE INVESTMENT ADVISORS, LLC262.2K$7.7M0.0%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC173.7K$5.1M0.6%
OPPENHEIMER & CO INC167.0K$4.9M0.1%
Shaker Financial Services, LLC164.0K$4.8M1.5%
&PARTNERS150.2K$4.4M0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC142.4K$4.2M0.0%
FIRST TRUST ADVISORS LP129.3K$3.8M0.0%
Rockefeller Capital Management L.P.129.1K$3.8M0.0%
Hennion & Walsh Asset Management, Inc.126.6K$3.7M0.1%
UBS Group AG121.3K$3.6M0.0%
Cambridge Investment Research Advisors, Inc.106.1K$3.1M0.0%
MSH Capital Advisors LLC100.9K$3.0M0.5%
EVOLVE PRIVATE WEALTH, LLC95.1K$2.8M0.2%
Live Oak Private Wealth LLC91.2K$2.7M0.3%
Prospera Financial Services Inc88.2K$2.6M0.0%
SILVERLAKE WEALTH MANAGEMENT LLC87.0K$2.6M0.5%
Private Wealth Partners, LLC79.9K$2.3M0.2%
Kestra Advisory Services, LLC75.5K$2.2M0.0%
OSAIC HOLDINGS, INC.67.4K$2.0M0.0%
Janney Montgomery Scott LLC66.1K$1.9M0.0%
FIFTH THIRD BANCORP65.6K$1.9M0.0%
Summit Financial, LLC61.3K$1.8M0.0%
Cetera Investment Advisers53.5K$1.6M0.0%
GUGGENHEIM CAPITAL LLC52.8K$1.6M0.0%
Sanctuary Advisors, LLC47.0K$1.4M0.0%
Stolper Co43.3K$1.3M0.3%
Focus Partners Wealth42.9K$1.3M0.0%
COMMONWEALTH EQUITY SERVICES, LLC42.1K$1.2M0.0%
Integrated Wealth Concepts LLC41.8K$1.2M0.0%
KENNEDY INVESTMENT GROUP, INC.41.4K$1.2M0.4%
GAMCO INVESTORS, INC. ET AL41.2K$1.2M0.0%
D.A. DAVIDSON & CO.39.9K$1.2M0.0%
NewEdge Advisors, LLC38.2K$1.1M0.0%
Creative Planning37.7K$1.1M0.0%
180 WEALTH ADVISORS, LLC37.6K$1.1M0.1%
Dakota Wealth Management37.6K$1.0M0.0%
North Star Investment Management Corp.32.6K$959,2380.1%
Z3 Capital Partners, LLC32.5K$955,1960.2%
STEPHENS INC /AR/31.0K$911,7170.0%
Vestmark Advisory Solutions, Inc.30.5K$895,8690.0%
ELEVATION POINT WEALTH PARTNERS, LLC30.5K$895,8690.0%
ASHTON THOMAS SECURITIES, LLC27.7K$814,3800.1%
Kanen Wealth Management LLC26.8K$787,9200.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}