Who owns XGDVX
Which tracked institutional funds hold XGDVX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XGDVX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
11 tracked funds added or opened XGDVX while 22 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
XGDVX’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes XGDVX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XGDVX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 185 tracked filers holding XGDVX, 78 increased or opened the position and 77 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in XGDVX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 4
- Verition Fund Management LLC$4M
- COMERICA BANK$2M
- Janney Montgomery Scott LLC$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
Largest adds
- SIT INVESTMENT ASSOCIATES INC$4M
- Advisors Asset Management, Inc.$2M
- FIFTH THIRD BANCORP$2M
- Steward Partners Investment Advisory, LLC$1M
- Kestra Advisory Services, LLC$1M
- Allspring Global Investments Holdings, LLC$919K
Largest trims
- Saba Capital Management, L.P.$22M
- MORGAN STANLEY$13M
- Karpus Management, Inc.$5M
- RAYMOND JAMES FINANCIAL INC$2M
- 1607 Capital Partners, LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 8,095,216 | $218M | 29.1% | 2026-Q1 |
| Saba Capital Management, L.P. trimmed | 5,106,460 | $138M | 18.4% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 1,499,700 | $40M | 5.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,352,138 | $36M | 4.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,346,926 | $36M | 4.8% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 742,797 | $20M | 2.7% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 667,882 | $18M | 2.4% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC added | 638,803 | $17M | 2.3% | 2026-Q1 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 626,000 | $17M | 2.3% | 2026-Q1 |
| LPL Financial LLC added | 577,573 | $16M | 2.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 534,572 | $14M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 506,838 | $14M | 1.8% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 358,691 | $10M | 1.3% | 2026-Q1 |
| COHEN & STEERS, INC. added | 354,886 | $10M | 1.3% | 2026-Q1 |
| Bulldog Investors, LLP trimmed | 299,891 | $8M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 275,771 | $7M | 1.0% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 262,242 | $7M | 0.9% | 2026-Q1 |
| Private Advisor Group, LLC added | 195,409 | $5M | 0.7% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 164,873 | $4M | 0.6% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 159,030 | $4M | 0.6% | 2026-Q1 |
| &PARTNERS added | 151,314 | $4M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 135,955 | $4M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 128,440 | $4M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 129,211 | $3M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 122,492 | $3M | 0.4% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 114,975 | $3M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 114,959 | $3M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 114,623 | $3M | 0.4% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 106,962 | $3M | 0.4% | 2026-Q1 |
| MSH Capital Advisors LLC added | 100,571 | $3M | 0.4% | 2026-Q1 |
| Private Wealth Partners, LLC added | 94,859 | $3M | 0.3% | 2026-Q1 |
| Live Oak Private Wealth LLC | 91,222 | $2M | 0.3% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 86,093 | $2M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 81,913 | $2M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 69,128 | $2M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 65,560 | $2M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 31,134 | $2M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 64,797 | $2M | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 62,346 | $2M | 0.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 55,196 | $1M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 54,805 | $1M | 0.2% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 53,861 | $1M | 0.2% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 51,278 | $1M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 47,319 | $1M | 0.2% | 2026-Q1 |
| Creative Planning added | 46,014 | $1M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 44,929 | $1M | 0.2% | 2026-Q1 |
| KENNEDY INVESTMENT GROUP, INC. added | 41,277 | $1M | 0.1% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC trimmed | 39,542 | $1M | 0.1% | 2026-Q1 |
| Dakota Wealth Management trimmed | 37,221 | $1M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 34,210 | $921K | 0.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL added | 34,000 | $916K | 0.1% | 2026-Q1 |
| North Star Investment Management Corp. added | 33,482 | $902K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 31,873 | $858K | 0.1% | 2026-Q1 |
| Z3 Capital Partners, LLC trimmed | 31,509 | $849K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 30,940 | $833K | 0.1% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 29,472 | $794K | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 29,471 | $794K | 0.1% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC | 28,200 | $759K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 27,112 | $730K | 0.1% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 26,820 | $722K | 0.1% | 2026-Q1 |
| Kanen Wealth Management LLC added | 26,800 | $722K | 0.1% | 2026-Q1 |
| Gilliland Jeter Wealth Management LLC added | 26,258 | $707K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 25,107 | $676K | 0.1% | 2026-Q1 |
| Maltin Wealth Management, Inc. trimmed | 23,299 | $627K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 22,585 | $608K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 20,618 | $553K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 20,513 | $552K | 0.1% | 2026-Q1 |
| Stolper Co trimmed | 33,851 | $524K | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 19,355 | $521K | 0.1% | 2026-Q1 |
| Indivisible Partners added | 18,930 | $510K | 0.1% | 2026-Q1 |
| PMG Family Office LLC added | 18,884 | $509K | 0.1% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 18,050 | $486K | 0.1% | 2026-Q1 |
| Quantedge Capital Pte Ltd trimmed | 17,541 | $472K | 0.1% | 2026-Q1 |
| GABLES CAPITAL MANAGEMENT INC. added | 17,200 | $463K | 0.1% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. | 16,650 | $448K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 16,478 | $444K | 0.1% | 2026-Q1 |
| Grandview Asset Management LLC | 16,300 | $439K | 0.1% | 2026-Q1 |
| Allworth Financial LP trimmed | 16,201 | $436K | 0.1% | 2026-Q1 |
| Compound Planning, Inc. added | 16,170 | $435K | 0.1% | 2026-Q1 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed | 16,030 | $432K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 15,287 | $412K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 15,014 | $404K | 0.1% | 2026-Q1 |
| JONES ROAD CAPITAL MANAGEMENT, L.P. added | 236,000 | $6M | 0.8% | 2025-Q1 stale |
| Verition Fund Management LLC | 133,426 | $4M | 0.5% | 2025-Q4 stale |
| Logan Stone Capital, LLC trimmed | 94,207 | $2M | 0.3% | 2025-Q1 stale |
| PARK AVENUE SECURITIES LLC trimmed | 83,531 | $2M | 0.3% | 2025-Q2 stale |
| COMERICA BANK added | 64,592 | $2M | 0.2% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 54,725 | $2M | 0.2% | 2025-Q4 stale |
| AQR Arbitrage LLC trimmed | 60,314 | $1M | 0.2% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 8,315 | $1M | 0.2% | 2025-Q4 stale |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 28,672 | $692K | 0.1% | 2025-Q1 stale |
| JANE STREET GROUP, LLC new | 21,576 | $585K | 0.1% | 2025-Q3 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 19,814 | $538K | 0.1% | 2025-Q3 stale |
| Cutter & CO Brokerage, Inc. added | 21,912 | $529K | 0.1% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC added | 18,064 | $490K | 0.1% | 2025-Q3 stale |
| Newbridge Financial Services Group, Inc. added | 17,341 | $470K | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 16,779 | $436K | 0.1% | 2025-Q2 stale |
| COOPER/HAIMS ADVISORS, LLC new | 14,784 | $411K | 0.1% | 2025-Q4 stale |
| INTEGRATED CAPITAL MANAGEMENT, INC. added | 15,628 | $406K | 0.1% | 2025-Q2 stale |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 14,376 | $390K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.