Who Owns GABELLI DIVID & INCOME TR (GDV)? -- Institutional Holders (2026-06-30)

207 institutions reported holding $797.6M of GABELLI DIVID & INCOME TR (GDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($236.2M), Saba Capital Management, L.P. ($137.6M), Karpus Management, Inc. ($42.5M), WELLS FARGO & COMPANY/MN ($41.4M), RAYMOND JAMES FINANCIAL INC ($40.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$236.2M8.0MTrimmed
2Saba Capital Management, L.P.$137.6M4.7MTrimmed
3Karpus Management, Inc.$42.5M1.4MTrimmed
4WELLS FARGO & COMPANY/MN$41.4M1.4MAdded
5RAYMOND JAMES FINANCIAL INC$40.0M1.4MAdded
6Allspring Global Investments Holdings, LLC$25.6M870,119Added
7Advisors Asset Management, Inc.$20.1M684,610Added
8SIT INVESTMENT ASSOCIATES INC$18.8M638,803Hold
9GABELLI & Co INVESTMENT ADVISERS, INC.$18.4M626,000Hold
10LPL Financial LLC$16.7M568,342Trimmed
11Royal Bank of Canada$15.8M538,270Added
12BANK OF AMERICA CORP /DE/$14.6M497,861Trimmed
13Steward Partners Investment Advisory, LLC$10.7M365,524Added
14COHEN & STEERS, INC.$10.7M364,886Added
15Bulldog Investors, LLP$8.8M299,458Trimmed
16STIFEL FINANCIAL CORP$8.1M276,151Added
17CAPSTONE INVESTMENT ADVISORS, LLC$7.7M262,242Hold
18BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$5.1M173,745Added
19OPPENHEIMER & CO INC$4.9M166,979Added
20Shaker Financial Services, LLC$4.8M164,020Added
21&PARTNERS$4.4M150,231Trimmed
22WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.2M142,435Added
23FIRST TRUST ADVISORS LP$3.8M129,305Added
24Rockefeller Capital Management L.P.$3.8M129,054Trimmed
25Hennion & Walsh Asset Management, Inc.$3.7M126,603Added

Source: SEC Form 13F filings · as of 2026-06-30