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-Q2 13F filings (latest filed 2026-08-17). 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
34 tracked funds added or opened XGDVX while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 184 tracked filers holding XGDVX, 79 increased or opened the position and 74 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 2026-Q1 and 2026-Q2 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.
New buyers 2
- MGO ONE SEVEN LLC$734K
- Sequoia Financial Advisors, LLC$617K
Full exits 6
- SIT INVESTMENT ASSOCIATES INC$17M
- COHEN & STEERS, INC.$10M
- Cambridge Investment Research Advisors, Inc.$3M
- HighTower Advisors, LLC$833K
- 1607 Capital Partners, LLC$722K
- Stolper Co$524K
Largest adds
- MORGAN STANLEY$18M
- Allspring Global Investments Holdings, LLC$6M
- WELLS FARGO & COMPANY/MN$5M
- RAYMOND JAMES FINANCIAL INC$4M
- Shaker Financial Services, LLC$3M
- Advisors Asset Management, Inc.$2M
Largest trims
- Private Advisor Group, LLC$5M
- Thomas J. Herzfeld Advisors, Inc.$1M
- Kestra Advisory Services, LLC$877K
- Integrated Wealth Concepts LLC$633K
- Focus Partners Wealth$492K
- ENVESTNET ASSET MANAGEMENT INC$315K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 8,035,248 | $236M | 31.5% | 2026-Q2 |
| Saba Capital Management, L.P. trimmed | 4,679,415 | $138M | 18.3% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 1,444,270 | $42M | 5.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,408,394 | $41M | 5.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,359,383 | $40M | 5.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 870,119 | $26M | 3.4% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 684,610 | $20M | 2.7% | 2026-Q2 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 626,000 | $18M | 2.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 568,342 | $17M | 2.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 538,270 | $16M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 497,861 | $15M | 1.9% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 365,524 | $11M | 1.4% | 2026-Q2 |
| Bulldog Investors, LLP trimmed | 299,458 | $9M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 276,151 | $8M | 1.1% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 262,242 | $8M | 1.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 173,745 | $5M | 0.7% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 166,979 | $5M | 0.7% | 2026-Q2 |
| Shaker Financial Services, LLC added | 164,020 | $5M | 0.6% | 2026-Q2 |
| &PARTNERS trimmed | 150,231 | $4M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 142,435 | $4M | 0.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 129,305 | $4M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 129,054 | $4M | 0.5% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 126,603 | $4M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 121,266 | $4M | 0.5% | 2026-Q2 |
| MSH Capital Advisors LLC added | 100,946 | $3M | 0.4% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 95,085 | $3M | 0.4% | 2026-Q2 |
| Live Oak Private Wealth LLC | 91,222 | $3M | 0.4% | 2026-Q2 |
| Prospera Financial Services Inc added | 88,163 | $3M | 0.3% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 87,039 | $3M | 0.3% | 2026-Q2 |
| Private Wealth Partners, LLC trimmed | 79,859 | $2M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 75,483 | $2M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 67,372 | $2M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 65,570 | $2M | 0.3% | 2026-Q2 |
| Summit Financial, LLC trimmed | 61,252 | $2M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 53,481 | $2M | 0.2% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 52,779 | $2M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 47,017 | $1M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 42,927 | $1M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 42,063 | $1M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 41,773 | $1M | 0.2% | 2026-Q2 |
| KENNEDY INVESTMENT GROUP, INC. added | 41,382 | $1M | 0.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL added | 41,186 | $1M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 39,855 | $1M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 38,241 | $1M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 37,737 | $1M | 0.1% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC trimmed | 37,566 | $1M | 0.1% | 2026-Q2 |
| Dakota Wealth Management trimmed | 34,353 | $1M | 0.1% | 2026-Q2 |
| North Star Investment Management Corp. trimmed | 32,627 | $959K | 0.1% | 2026-Q2 |
| Z3 Capital Partners, LLC added | 32,490 | $955K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 31,011 | $912K | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 30,472 | $896K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 30,472 | $896K | 0.1% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC trimmed | 27,700 | $814K | 0.1% | 2026-Q2 |
| Kanen Wealth Management LLC | 26,800 | $788K | 0.1% | 2026-Q2 |
| Gilliland Jeter Wealth Management LLC added | 26,552 | $781K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 25,137 | $739K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 24,998 | $735K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 24,950 | $734K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 24,815 | $730K | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 24,184 | $711K | 0.1% | 2026-Q2 |
| Maltin Wealth Management, Inc. trimmed | 21,771 | $640K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 21,000 | $617K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 20,895 | $614K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 20,878 | $613K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 20,547 | $604K | 0.1% | 2026-Q2 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. added | 19,145 | $563K | 0.1% | 2026-Q2 |
| PMG Family Office LLC added | 19,114 | $562K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 18,970 | $558K | 0.1% | 2026-Q2 |
| Indivisible Partners trimmed | 18,716 | $550K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 18,260 | $537K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. | 18,050 | $531K | 0.1% | 2026-Q2 |
| GABLES CAPITAL MANAGEMENT INC. trimmed | 17,000 | $500K | 0.1% | 2026-Q2 |
| Grandview Asset Management LLC | 16,300 | $479K | 0.1% | 2026-Q2 |
| Allworth Financial LP | 16,201 | $476K | 0.1% | 2026-Q2 |
| McMillan Office, Inc. | 16,000 | $278K | 0.0% | 2026-Q2 |
| Quantedge Capital Pte Ltd trimmed | 15,341 | $451K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 15,051 | $443K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 15,019 | $442K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 15,012 | $441K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 14,946 | $439K | 0.1% | 2026-Q2 |
| Harbour Wealth Management Group, Inc. added | 14,573 | $428K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 14,111 | $415K | 0.1% | 2026-Q2 |
| Atlas Wealth LLC new | 13,905 | $409K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 13,793 | $406K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 13,521 | $398K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 13,001 | $382K | 0.1% | 2026-Q2 |
| Morton Capital Management LLC/CA trimmed | 12,912 | $380K | 0.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 12,545 | $369K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 12,471 | $367K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 11,739 | $345K | 0.0% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC | 11,585 | $341K | 0.0% | 2026-Q2 |
| Wealthspire Advisors, LLC | 11,112 | $327K | 0.0% | 2026-Q2 |
| Baird Financial Group, Inc. | 11,098 | $326K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 10,622 | $312K | 0.0% | 2026-Q2 |
| Abel Hall, LLC | 10,560 | $310K | 0.0% | 2026-Q2 |
| Cordgrass Capital Advisors, LLC | 10,300 | $303K | 0.0% | 2026-Q2 |
| Sargent Investment Group, LLC trimmed | 10,000 | $294K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9,849 | $290K | 0.0% | 2026-Q2 |
| Waterfront Wealth Inc. | 9,415 | $279K | 0.0% | 2026-Q2 |
| SMH CAPITAL ADVISORS INC added | 9,399 | $276K | 0.0% | 2026-Q2 |
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.