Sequoia Financial Advisors, LLC
Position in GDV — Gabelli Dividend & Income Trust
CIK 1599900
Akron, OH
Position in GDV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$617,400
New position
Shares Held
21,000
first reported quarter
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#68
of 196 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $193,480,806 across 56 Asset Management names. GDV ranks #26 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,185,621 | $50,495,598 | |
| 2 | BLK |
BlackRock, Inc.
|
49,801 | $47,886,649 | |
| 3 | BX |
Blackstone Inc.
|
245,370 | $28,872,687 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
281,732 | $12,635,680 | |
| 5 | APO |
Apollo Global Management, Inc.
|
75,576 | $8,941,396 | |
| 6 | NTRS |
Northern Trust Corp
|
22,309 | $3,878,196 | |
| 7 | AMP |
Ameriprise Financial Inc
|
7,978 | $3,659,987 | |
| 8 | STT |
State Street Corp
|
20,639 | $3,500,374 |
All Filings in GDV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,400 | 21,000 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||