Skip to content

XGDVX GABELLI DIVID & INCOME TR

Follow

COM (fund)

Filings received so far for Q3 2026: 6 13F filers report a position in XGDVX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
MRA Advisory Group9,266$262K0.1%+6813F-HRTimeline
Echo45 Advisors LLC8,714$247K0.11%013F-HRTimeline
Farther Finance Advisors, LLC1,978$56K<0.01%+513F-HRTimeline
EASTERN BANK1,432$40.5K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,000$28.3K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP107$3.03K<0.01%new13F-HRTimeline