Gabelli Divid & Income Tr (XGDVX): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 0.2%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Kanen Wealth Management$788K0.2%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of XGDVX (all 13F filers)
- Morgan Stanley8.0 MBank or trading desk−60 K
- Saba Capital Management4.7 MInvestment firm−427 K
- Karpus Management1.4 MType not verified−55 K
- Wells Fargo1.4 MBank or trading desk+56 K
- Raymond James Financial1.4 MWealth adviser+12 K
- Allspring Global Investments Holdings870 KInvestment firm+127 K
- Advisors Asset Management685 KType not verified+17 K
- SIT Investment Associates639 KType not verified0
- GABELLI & Co INVESTMENT ADVISERS626 KType not verified0
- LPL Financial568 KWealth adviser−9,231
- Shares
- 8.0 M
- Change
- −60 K
See more
- Type
- Bank or trading desk
- Value
- $236M
- Shares
- 4.7 M
- Change
- −427 K
See more
- Type
- Investment firm
- Value
- $138M
- Shares
- 1.4 M
- Change
- −55 K
See more
- Type
- Type not verified
- Value
- $42.5M
- Shares
- 1.4 M
- Change
- +56 K
See more
- Type
- Bank or trading desk
- Value
- $41.4M
- Shares
- 1.4 M
- Change
- +12 K
See more
- Type
- Wealth adviser
- Value
- $40.0M
- Shares
- 870 K
- Change
- +127 K
See more
- Type
- Investment firm
- Value
- $25.6M
- Shares
- 685 K
- Change
- +17 K
See more
- Type
- Type not verified
- Value
- $20.1M
- Shares
- 639 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $18.8M
- GABELLI & Co INVESTMENT ADVISERS
- Shares
- 626 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $18.4M
- Shares
- 568 K
- Change
- −9,231
See more
- Type
- Wealth adviser
- Value
- $16.7M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Saba Capital Management5.35%13D · amendmentfiling ↗Event: Jun 11, 2026 · filed: Jun 15, 2026
- Morgan Stanley8.6%13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Feb 11, 2026
- Saba Capital Management6.43%13D · amendmentfiling ↗Event: Jan 7, 2026 · filed: Jan 8, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗