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Equibles

GDV · Gabelli Dividend & Income Trust · Holdings

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$28.29 -0.18 (-0.63%) At close · Oct 7
Rebalance outlook locked
Market Cap
$2.45B
Shares
86.70M
Volume · Oct 7 67.69K Avg daily vol (3M) 89.97K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 196
Total Value: $797,531,672
Total Shares: 27,127,663
Showing 1–100 of 196 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Superinvestors Holding GDV

All superinvestors →
Mario Gabelli $1,210,868

Holder Concentration

Across 196 13F filers
Top Holder
29.6%
Sep 2023 → Jun 2026 · range 26.1% – 29.6%
of institutional value
Top 5
62.4%
Sep 2023 → Jun 2026 · range 48.6% – 66.4%
of institutional value
Top 10
74.9%
Sep 2023 → Jun 2026 · range 65.2% – 76.8%
of institutional value
HHI
1,306
Sep 2023 → Jun 2026 · range 909 – 1,450
Broadly held
Showing 100 of 196
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $236,236,289 29.62% 8,035,248
Saba Capital Management, L.P. $137,574,801 17.25% 4,679,415
Karpus Management, Inc. $42,461,538 5.32% 1,444,270
WELLS FARGO & COMPANY/MN $41,406,783 5.19% 1,408,394
RAYMOND JAMES FINANCIAL INC $39,965,859 5.01% 1,359,383
Allspring Global Investments Holdings, LLC $25,581,498 3.21% 870,119
Advisors Asset Management, Inc. $20,127,534 2.52% 684,610
SIT INVESTMENT ASSOCIATES INC $18,780,808 2.35% 638,803
GABELLI & Co INVESTMENT ADVISERS, INC. $18,404,400 2.31% 626,000
LPL Financial LLC $16,709,254 2.10% 568,342
ROYAL BANK OF CANADA $15,825,136 1.98% 538,270
BANK OF AMERICA CORP /DE/ $14,637,113 1.84% 497,861
Steward Partners Investment Advisory, LLC $10,746,405 1.35% 365,524
COHEN & STEERS, INC. $10,727,648 1.35% 364,886
Bulldog Investors, LLP $8,804,065 1.10% 299,458
STIFEL FINANCIAL CORP $8,118,839 1.02% 276,151
CAPSTONE INVESTMENT ADVISORS, LLC $7,709,914 0.97% 262,242
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5,108,103 0.64% 173,745
OPPENHEIMER & CO INC $4,909,182 0.62% 166,979
Shaker Financial Services, LLC $4,822,188 0.60% 164,020
&PARTNERS $4,416,791 0.55% 150,231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4,187,589 0.53% 142,435
FIRST TRUST ADVISORS LP $3,801,567 0.48% 129,305
Rockefeller Capital Management L.P. $3,794,187 0.48% 129,054
Hennion & Walsh Asset Management, Inc. $3,722,128 0.47% 126,603
UBS Group AG $3,565,218 0.45% 121,266
Cambridge Investment Research Advisors, Inc. $3,119,869 0.39% 106,118
MSH Capital Advisors LLC $2,967,812 0.37% 100,946
EVOLVE PRIVATE WEALTH, LLC $2,795,499 0.35% 95,085
Live Oak Private Wealth LLC $2,681,926 0.34% 91,222
Prospera Financial Services Inc $2,591,992 0.33% 88,163
SILVERLAKE WEALTH MANAGEMENT LLC $2,558,946 0.32% 87,039
Private Wealth Partners, LLC $2,347,854 0.29% 79,859
Kestra Advisory Services, LLC $2,219,200 0.28% 75,483
OSAIC HOLDINGS, INC. $1,980,736 0.25% 67,372
Janney Montgomery Scott LLC $1,942,928 0.24% 66,086
FIFTH THIRD BANCORP $1,927,758 0.24% 65,570
Summit Financial, LLC $1,800,808 0.23% 61,252
Cetera Investment Advisers $1,572,341 0.20% 53,481
GUGGENHEIM CAPITAL LLC $1,551,702 0.19% 52,779
Sanctuary Advisors, LLC $1,382,299 0.17% 47,017
Stolper Co $1,272,667 0.16% 43,288
Focus Partners Wealth $1,262,053 0.16% 42,927
COMMONWEALTH EQUITY SERVICES, LLC $1,236,652 0.16% 42,063
Integrated Wealth Concepts LLC $1,228,126 0.15% 41,773
KENNEDY INVESTMENT GROUP, INC. $1,216,630 0.15% 41,382
GAMCO INVESTORS, INC. ET AL $1,210,868 0.15% 41,186
D.A. DAVIDSON & CO. $1,171,737 0.15% 39,855
NewEdge Advisors, LLC $1,124,285 0.14% 38,241
Creative Planning $1,109,467 0.14% 37,737
180 WEALTH ADVISORS, LLC $1,104,440 0.14% 37,566
Dakota Wealth Management $1,009,978 0.13% 34,353
North Star Investment Management Corp. $959,233 0.12% 32,627
Z3 Capital Partners, LLC $955,206 0.12% 32,490
HighTower Advisors, LLC $912,311 0.11% 31,031
STEPHENS INC /AR/ $911,723 0.11% 31,011
Vestmark Advisory Solutions, Inc. $895,876 0.11% 30,472
ELEVATION POINT WEALTH PARTNERS, LLC $895,876 0.11% 30,472
ASHTON THOMAS SECURITIES, LLC $814,380 0.10% 27,700
Kanen Wealth Management LLC $787,920 0.10% 26,800
Gilliland Jeter Wealth Management LLC $780,628 0.10% 26,552
Waverly Advisors, LLC $739,027 0.09% 25,137
Compound Planning, Inc. $734,941 0.09% 24,998
MGO ONE SEVEN LLC $733,530 0.09% 24,950
XTX Topco Ltd $729,561 0.09% 24,815
Cullen/Frost Bankers, Inc. $711,009 0.09% 24,184
Maltin Wealth Management, Inc. $640,067 0.08% 21,771
Sequoia Financial Advisors, LLC $617,400 0.08% 21,000
PNC FINANCIAL SERVICES GROUP, INC. $614,313 0.08% 20,895
LEVEL FOUR ADVISORY SERVICES, LLC $613,813 0.08% 20,878
DAVENPORT & Co LLC $604,081 0.08% 20,547
CONTRAVISORY INVESTMENT MANAGEMENT, INC. $562,863 0.07% 19,145
PMG Family Office LLC $561,951 0.07% 19,114
Sigma Planning Corp $557,718 0.07% 18,970
Indivisible Partners $550,250 0.07% 18,716
IFP Advisors, Inc $536,844 0.07% 18,260
Institute for Wealth Management, LLC. $530,670 0.07% 18,050
GABLES CAPITAL MANAGEMENT INC. $499,800 0.06% 17,000
Grandview Asset Management LLC $479,220 0.06% 16,300
Allworth Financial LP $476,309 0.06% 16,201
Quantedge Capital Pte Ltd $451,025 0.06% 15,341
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $442,499 0.06% 15,051
EP Wealth Advisors, LLC $441,558 0.06% 15,019
Private Advisor Group, LLC $441,352 0.06% 15,012
TRUIST FINANCIAL CORP $439,412 0.06% 14,946
Harbour Wealth Management Group, Inc. $428,446 0.05% 14,573
WEDBUSH SECURITIES INC $422,507 0.05% 14,371
ENVESTNET ASSET MANAGEMENT INC $414,863 0.05% 14,111
Atlas Wealth LLC $408,807 0.05% 13,905
Equitable Holdings, Inc. $405,514 0.05% 13,793
Aurora Private Wealth, Inc. $402,574 0.05% 13,693
KESTRA PRIVATE WEALTH SERVICES, LLC $397,517 0.05% 13,521
Arax Advisory Partners $382,229 0.05% 13,001
Morton Capital Management LLC/CA $379,612 0.05% 12,912
WOLVERINE ASSET MANAGEMENT LLC $368,823 0.05% 12,545
Mariner, LLC $366,647 0.05% 12,471
AQR CAPITAL MANAGEMENT LLC $345,126 0.04% 11,739
VISTA INVESTMENT PARTNERS II, LLC $340,599 0.04% 11,585
HRT FINANCIAL LP $328,956 0.04% 11,189
Wealthspire Advisors, LLC $326,692 0.04% 11,112
Key facts CIK 1260729 CUSIP 36242H104 13F (30d) 5 filings 5 filers Visit website Investor relations