GDV The Gabelli Dividend & Income
The Gabelli Dividend & Income (GDV) Institutional Ownership
What the institutions did with GDV last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 8.0M | 29.5% |
| Saba Capital Management, L.P. | 4.7M | 17.2% |
| Karpus Management, Inc. | 1.4M | 5.3% |
| WELLS FARGO & COMPANY/MN | 1.4M | 5.2% |
| RAYMOND JAMES FINANCIAL INC | 1.4M | 5.0% |
| Allspring Global Investments Holdings, LLC | 870.1K | 3.2% |
| Advisors Asset Management, Inc. | 684.6K | 2.5% |
| SIT INVESTMENT ASSOCIATES INC | 638.8K | 2.3% |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 626.0K | 2.3% |
| LPL Financial LLC | 568.3K | 2.1% |
| ROYAL BANK OF CANADA | 538.3K | 2.0% |
| BANK OF AMERICA CORP /DE/ | 497.9K | 1.8% |
| Steward Partners Investment Advisory, LLC | 365.5K | 1.3% |
| COHEN & STEERS, INC. | 364.9K | 1.3% |
| Bulldog Investors, LLP | 299.5K | 1.1% |
| STIFEL FINANCIAL CORP | 276.2K | 1.0% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 262.2K | 1.0% |
| Cambridge Investment Research Advisors, Inc. | 212.2K | 0.8% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 173.7K | 0.6% |
| OPPENHEIMER & CO INC | 167.0K | 0.6% |
| Shaker Financial Services, LLC | 164.0K | 0.6% |
| &PARTNERS | 150.2K | 0.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 142.4K | 0.5% |
| FIRST TRUST ADVISORS LP | 129.3K | 0.5% |
| Rockefeller Capital Management L.P. | 129.1K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Saba Capital Management, L.P. | Reduced | 5.1M | 4.7M | -427.0K |
| Private Advisor Group, LLC | Reduced | 195.4K | 15.0K | -180.4K |
| Allspring Global Investments Holdings, LLC | Increased | 742.8K | 870.1K | +127.3K |
| Shaker Financial Services, LLC | Increased | 53.9K | 164.0K | +110.2K |
| Cambridge Investment Research Advisors, Inc. | Increased | 114.6K | 212.2K | +97.6K |
| Janney Montgomery Scott LLC | New | 0 | 66.1K | +66.1K |
| MORGAN STANLEY | Reduced | 8.1M | 8.0M | -60.0K |
| WELLS FARGO & COMPANY/MN | Increased | 1.4M | 1.4M | +56.3K |
| Karpus Management, Inc. | Reduced | 1.5M | 1.4M | -55.4K |
| Thomas J. Herzfeld Advisors, Inc. | Reduced | 51.3K | 248 | -51.0K |
| Kestra Advisory Services, LLC | Reduced | 115.0K | 75.5K | -39.5K |
| Integrated Wealth Concepts LLC | Reduced | 69.1K | 41.8K | -27.4K |
| 1607 Capital Partners, LLC | Sold Out | 26.8K | 0 | -26.8K |
| MGO ONE SEVEN LLC | New | 0 | 25.0K | +25.0K |
| Sequoia Financial Advisors, LLC | New | 0 | 21.0K | +21.0K |
| Advisors Asset Management, Inc. | Increased | 667.9K | 684.6K | +16.7K |
| EP Wealth Advisors, LLC | New | 0 | 15.0K | +15.0K |
| Private Wealth Partners, LLC | Reduced | 94.9K | 79.9K | -15.0K |
| XTX Topco Ltd | Increased | 9.9K | 24.8K | +14.9K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Increased | 159.0K | 173.7K | +14.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 128.4K | 142.4K | +14.0K |
| Atlas Wealth LLC | New | 0 | 13.9K | +13.9K |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 27.1K | 14.1K | -13.0K |
| OSAIC HOLDINGS, INC. | Increased | 54.8K | 67.4K | +12.6K |
| RAYMOND JAMES FINANCIAL INC | Increased | 1.3M | 1.4M | +12.5K |
| EVOLVE PRIVATE WEALTH, LLC | Reduced | 107.0K | 95.1K | -11.9K |
| Focus Partners Wealth | Increased | 31.1K | 42.9K | +11.8K |
| Hennion & Walsh Asset Management, Inc. | Increased | 115.0K | 126.6K | +11.6K |
| Cetera Investment Advisers | Reduced | 64.8K | 53.5K | -11.3K |
| HRT FINANCIAL LP | New | 0 | 11.2K | +11.2K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 2.0K | 12.5K | +10.5K |
| COHEN & STEERS, INC. | Increased | 354.9K | 364.9K | +10.0K |
| Stolper Co | Increased | 33.9K | 43.3K | +9.4K |
| LPL Financial LLC | Reduced | 577.6K | 568.3K | -9.2K |
| JANE STREET GROUP, LLC | New | 0 | 9.1K | +9.1K |
| BANK OF AMERICA CORP /DE/ | Reduced | 506.8K | 497.9K | -9.0K |
| Compound Planning, Inc. | Increased | 16.2K | 25.0K | +8.8K |
| Brookstone Capital Management | New | 0 | 8.7K | +8.7K |
| Beacon Pointe Advisors, LLC | New | 0 | 8.4K | +8.4K |
| Creative Planning | Reduced | 46.0K | 37.7K | -8.3K |
| Independent Advisor Alliance | Sold Out | 8.2K | 0 | -8.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 8.1K | 0 | -8.1K |
| CSS LLC/IL | Sold Out | 7.7K | 0 | -7.7K |
| Cullen/Frost Bankers, Inc. | Increased | 16.7K | 24.2K | +7.5K |
| NWF Advisory Services Inc. | New | 0 | 7.5K | +7.5K |
| Kingsview Wealth Management, LLC | Sold Out | 7.5K | 0 | -7.5K |
| CAPTRUST FINANCIAL ADVISORS | New | 0 | 7.5K | +7.5K |
| B. Riley Wealth Advisors, Inc. | New | 0 | 7.3K | +7.3K |
| Foundations Investment Advisors, LLC | New | 0 | 7.3K | +7.3K |
| AMERIPRISE FINANCIAL INC | New | 0 | 7.2K | +7.2K |
| GAMCO INVESTORS, INC. ET AL | Increased | 34.0K | 41.2K | +7.2K |
| Arax Advisory Partners | Increased | 6.0K | 13.0K | +7.0K |
| Connecticut Wealth Management, LLC | New | 0 | 6.9K | +6.9K |
| Rockefeller Capital Management L.P. | Reduced | 136.0K | 129.1K | -6.9K |
| Steward Partners Investment Advisory, LLC | Increased | 358.7K | 365.5K | +6.8K |
| Prospera Financial Services Inc | Increased | 81.9K | 88.2K | +6.3K |
| NewEdge Advisors, LLC | Increased | 32.2K | 38.2K | +6.1K |
| D.A. DAVIDSON & CO. | Increased | 34.2K | 39.9K | +5.6K |
| Activest Wealth Management | Reduced | 9.8K | 4.9K | -4.9K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | New | 0 | 4.3K | +4.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.