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Disclosery

XGDVX GABELLI DIVID & INCOME TR

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COM (fund)

179 managers (182 13F filers) reported a position in XGDVX shares at 2026-03-31, 27,417,901 shares in all. 18 filers opened a position and 17 filers sold out during the quarter.

Managers
179
13F filers
182
New
18
Added
61
Reduced
52
Sold out
17
Shares held by filers
27,417,901

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY8,095,216$218M0.01%-224,37213F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.5,106,460$138M4.41%-644,79813F-HRTimelineGroup
Karpus Management, Inc.1,499,700$40.4M1.26%-151,81613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,352,138$36.4M0.01%+37,81113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,346,926$36.3M0.01%-24,94713F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …742,797$20M0.03%+55,55013F-HRTimelineGroup
Advisors Asset Management, Inc.667,882$18M0.3%+101,83713F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding660,000$17.8M+19,000Timeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC638,803$17.2M0.35%+167,65113F-HRTimelineGroup
LPL Financial LLC577,573$15.6M<0.01%+23,01213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA534,572$14.4M<0.01%-9913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/506,838$13.6M<0.01%-24,63713F-HRTimelineGroup
Steward Partners Investment Advisory, L…358,691$9.66M0.05%+57,92113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.354,886$9.56M0.02%+17,00013F-HRTimelineGroup
Bulldog Investors, LLP299,891$8.08M1.81%-69513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP275,771$7.43M0.01%+13,95813F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…262,242$7.06M0.06%013F-HRTimelineGroup
Private Advisor Group, LLC195,409$5.26M0.02%+2,04613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …164,873$4.44M0.05%-55113F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC159,030$4.28M0.62%+9,72413F-HRTimeline
&PARTNERS151,314$4.07M0.02%+20,64713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…135,955$3.66M0.01%-70013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding131,437$3.54M+50,674Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…128,440$3.52M0.01%-41,38013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP129,211$3.48M<0.01%+5,22513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding122,768$3.31M-5,187Timeline
Hennion & Walsh Asset Management, Inc.114,975$3.1M0.1%+12,92213F-HRTimeline
Cambridge Investment Research Advisors,…114,623$3.09M0.01%-20,92613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC106,962$2.88M0.15%-26313F-HRTimeline
MSH Capital Advisors LLC100,571$2.71M0.57%+1,09213F-HRTimeline
Private Wealth Partners, LLC94,859$2.55M0.2%+75013F-HRTimeline
Live Oak Private Wealth LLC91,222$2.46M0.34%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC86,093$2.32M0.49%+2,00613F-HRTimeline
Prospera Financial Services Inc81,913$2.21M0.04%+10,62313F-HRTimeline
Integrated Wealth Concepts LLC69,128$1.86M0.01%+25813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…65,560$1.77M<0.01%+64,56013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth31,134$1.75M<0.01%-22,87113F-HRTimelineGroup
Cetera Investment Advisers64,797$1.74M<0.01%+6,17113F-HRTimeline
Summit Financial, LLC62,346$1.68M0.02%+58013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC55,196$1.49M0.01%+3,40913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,805$1.48M<0.01%+1,36413F-HRTimelineGroup
Shaker Financial Services, LLC53,861$1.45M0.51%-19,93113F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.51,278$1.38M0.47%-16,81313F-HRTimeline
Sanctuary Advisors, LLC47,319$1.27M0.01%-1,73613F-HRTimeline
Creative Planningin group Creative Planning46,014$1.24M<0.01%+9,58813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC44,929$1.21M<0.01%+12,73713F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.41,277$1.11M0.44%+10813F-HRTimeline
180 WEALTH ADVISORS, LLC39,542$1.06M0.12%-2,33913F-HRTimeline
Dakota Wealth Management37,221$1M0.02%-74913F-HR/ATimeline
D.A. DAVIDSON & CO.34,210$921K0.01%-80013F-HRTimeline
North Star Investment Management Corp.33,482$902K0.05%+14813F-HRTimeline
NewEdge Advisors, LLC32,158$866K<0.01%+75113F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…31,873$858K0.01%-1,38913F-HRTimelineGroup
Z3 Capital Partners, LLC31,509$849K0.21%-63313F-HRTimeline
HighTower Advisors, LLC30,940$833K<0.01%-27,72213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC29,472$794K0.02%013F-HRTimeline
Vestmark Advisory Solutions, Inc.29,471$794K0.01%-113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC28,200$759K0.1%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,112$730K<0.01%+5,57513F-HRTimelineGroup
1607 Capital Partners, LLC26,820$722K0.05%-57,73813F-HRTimeline
Kanen Wealth Management LLC26,800$722K0.26%+7,30013F-HRTimeline
Gilliland Jeter Wealth Management LLC26,258$707K0.21%+30113F-HRTimeline
Waverly Advisors, LLC25,107$676K0.01%-1,93413F-HRTimeline
Maltin Wealth Management, Inc.23,299$627K0.24%-25613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,585$608K<0.01%-5,38513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,618$553K0.02%+1,49913F-HRTimelineGroup
DAVENPORT & Co LLC20,513$552K<0.01%+913F-HRTimeline
Stolper Co33,851$524K0.15%-7,84613F-HRTimeline
Sigma Planning Corp19,355$521K0.01%-93313F-HRTimeline
Indivisible Partners18,930$510K0.05%+1,23813F-HRTimeline
PMG Family Office LLC18,884$509K0.57%+4913F-HRTimeline
Institute for Wealth Management, LLC.18,050$486K0.05%-1,08713F-HRTimeline
Quantedge Capital Pte Ltd17,541$472K0.26%-9,00013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.17,200$463K0.2%+50013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.16,650$448K0.01%013F-HRTimelineGroup
Grandview Asset Management LLC16,300$439K0.13%013F-HRTimeline
Allworth Financial LP16,201$436K<0.01%-12313F-HRTimeline
Compound Planning, Inc.16,170$435K0.01%+40613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.16,030$432K0.09%-97013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,287$412K<0.01%+5713F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,014$404K0.02%+1,50013F-HRTimeline
IFP Advisors, Inc14,424$388K0.01%+2,81313F-HRTimeline
Harbour Wealth Management Group, Inc.14,273$384K0.29%+4913F-HRTimeline
Mariner, LLCin group Mariner, LLC14,236$381K<0.01%+1,07913F-HRTimelineGroup
WEDBUSH SECURITIES INC13,890$374K0.01%+26413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,429$373K<0.01%new13F-HRTimelineGroup
Morton Capital Management LLC/CA13,689$369K0.05%-513F-HRTimeline
Aurora Private Wealth, Inc.13,142$365K0.26%013F-HRTimeline
Sargent Investment Group, LLC12,000$323K0.04%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,772$317K<0.01%-1,66313F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC11,585$312K0.14%013F-HRTimeline
Wealthspire Advisors, LLC11,112$299K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,098$299K<0.01%-20013F-HRTimelineGroup
Abel Hall, LLC10,560$284K0.06%013F-HRTimeline
Cordgrass Capital Advisors, LLC10,300$277K0.06%013F-HRTimeline
MRA Advisory Group10,137$273K0.11%+6313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,849$270K0.02%-4,55113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,889$266K<0.01%new13F-HRTimelineGroup
Activest Wealth Management9,780$263K0.05%+1,17313F-HRTimeline
MML INVESTORS SERVICES, LLC9,605$259K<0.01%-24113F-HRTimeline
Quad-Cities Investment Group, LLC9,566$258K0.1%-8213F-HRTimeline
Private Wealth Advisors, LLC9,427$254K0.07%-24313F-HRTimeline
Waterfront Wealth Inc.9,415$254K0.05%013F-HRTimeline
Cresset Asset Management, LLC9,165$247K<0.01%-1,63713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,127$246K<0.01%new13F-HRTimelineGroup
Centurion Wealth Management LLC9,122$246K0.06%013F-HRTimeline
Horizon Wealth Management, LLC9,102$245K0.04%+8613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,096$245K<0.01%013F-HRTimelineGroup
SMH CAPITAL ADVISORS INC9,078$244K0.69%+2313F-HR/ATimeline
Closed-End Fund Advisors, Inc.8,884$239K0.24%-54913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,862$239K0.02%-87313F-HRTimeline
Echo45 Advisors LLC8,714$235K0.13%013F-HRTimeline
SMITH, MOORE & CO.8,472$228K0.02%+513F-HRTimeline
Constitution Capital LLC8,300$224K0.11%013F-HRTimeline
Independent Advisor Alliance8,175$220K<0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC8,055$217K0.01%+3213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,054$217K<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.8,035$214K0.01%-3413F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC7,828$211K0.1%013F-HRTimeline
CSS LLC/IL7,719$208K0.01%-6,89413F-HRTimeline
Thrive Wealth Management, LLC7,500$202K0.03%013F-HRTimeline
Kingsview Wealth Management, LLC7,493$202K<0.01%-20013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,428$173K<0.01%+10013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.6,067$163K0.01%013F-HRTimeline
Arax Advisory Partners6,003$162K<0.01%+99013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,800$129K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,753$128K<0.01%-1,63913F-HRTimelineGroup
Bogart Wealth, LLC4,184$113K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4,130$111K0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,779$102K<0.01%013F-HRTimeline
Advisory Services Network, LLC3,559$95.8K<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,355$90.4K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC2,767$75.8K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.2,672$72K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,139$57.6K<0.01%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC2,011$54.2K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,969$53.9K<0.01%+22313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,979$53.3K<0.01%new13F-HR/ATimeline
MAI Capital Management1,801$48.5K<0.01%+88113F-HRTimeline
Provenance Wealth Advisors, LLC1,685$45.4K<0.01%013F-HRTimeline
Kilter Group LLC1,600$43.1K0.02%new13F-HRTimeline
Hilton Head Capital Partners, LLC1,580$42.5K0.02%013F-HRTimeline
Parallel Advisors, LLC1,446$39K<0.01%-42713F-HR/ATimeline
EASTERN BANK1,432$38.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,405$37.9K<0.01%+12113F-HRTimeline
GS Investments, Inc.1,331$35.8K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,323$35.6K<0.01%+77713F-HRTimelineGroup
McIlrath & Eck, LLC1,185$31.9K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1,109$29.9K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,101$29.7K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,000$26.9K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.1,000$26.9K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,000$26.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,000$26.9K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV909$24.5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…873$23.5K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC848$22.8K0.01%013F-HRTimeline
WPG Advisers, LLC846$22.8K0.02%-12513F-HRTimeline
Key Financial Inc772$20.8K<0.01%013F-HRTimeline
Towne Trust Company, N.A768$20.7K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…729$19.6K<0.01%-29513F-HRTimeline
Capital Advisors, Ltd. LLC711$19K<0.01%+1113F-HRTimeline
MCF Advisors LLC646$17.4K<0.01%013F-HRTimeline
Community Financial Services Group, LLC585$16K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC548$15K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO536$14K<0.01%+3813F-HR/ATimelineGroup
Quent Capital, LLC518$13.9K<0.01%013F-HRTimeline
Crews Bank & Trust419$11.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management408$11K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky333$8.97K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC300$8.08K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.241$6.49K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC200$5.81K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.200$5.39K<0.01%-18013F-HRTimeline
Root Financial Partners, LLC187$5.04K<0.01%new13F-HRTimeline
TSFG, LLC183$5K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC100$2.69K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.84$2.26K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.67$1.81K<0.01%+113F-HRTimeline