Who owns XGDVXWhat XGDVX owns — n/a
Who owns XGDVX?
Institutional ownership of XGDVX from SEC Form 13F filings across 133 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
$487.9M
value, 2026 filers
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of XGDVX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|
| 1 | MORGAN STANLEY | 8.0M | $236.2M | 0.0% | — | -0.7% |
| 2 | WELLS FARGO & COMPANY/MN | 1.4M | $41.4M | 0.0% | — | +4.2% |
| 3 | RAYMOND JAMES FINANCIAL INC | 1.4M | $40.0M | 0.0% | — | +0.9% |
| 4 | Allspring Global Investments Holdings, LLC | 870,119 | $25.6M | 0.0% | — | +17.1% |
| 5 | LPL Financial LLC | 568,342 | $16.7M | 0.0% | — | -1.6% |
| 6 | ROYAL BANK OF CANADA | 538,270 | $15.8M | 0.0% | — | +0.7% |
| 7 | BANK OF AMERICA CORP /DE/ | 497,861 | $14.6M | 0.0% | — | -1.8% |
| 8 | Steward Partners Investment Advisory, LLC | 365,524 | $10.7M | 0.1% | — | +1.9% |
| 9 | COHEN & STEERS, INC. | 364,886 | $10,728 | 0.0% | — | +2.8% |
| 10 | STIFEL FINANCIAL CORP | 276,151 | $8.1M | 0.0% | — | +0.1% |
| 11 | Cambridge Investment Research Advisors, Inc. | 212,236 | $6,240 | 0.0% | — | +85.2% |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 173,745 | $5.1M | 0.6% | — | +9.3% |
| 13 | OPPENHEIMER & CO INC | 166,979 | $4.9M | 0.1% | — | +1.3% |
| 14 | &PARTNERS | 150,231 | $4.4M | 0.0% | — | -0.7% |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 142,435 | $4.2M | 0.0% | — | +10.9% |
| 16 | FIRST TRUST ADVISORS LP | 129,305 | $3.8M | 0.0% | — | +0.1% |
| 17 | Rockefeller Capital Management L.P. | 129,054 | $3.8M | 0.0% | — | -5.1% |
| 18 | UBS Group AG | 121,266 | $3.6M | 0.0% | — | -1.0% |
| 19 | MSH Capital Advisors LLC | 100,946 | $3.0M | 0.5% | — | +0.4% |
| 20 | Prospera Financial Services Inc | 88,163 | $2.6M | 0.0% | — | +7.6% |
| 21 | Kestra Advisory Services, LLC | 75,483 | $2.2M | 0.0% | — | -34.3% |
| 22 | OSAIC HOLDINGS, INC. | 67,372 | $2.0M | 0.0% | — | +22.9% |
| 23 | Janney Montgomery Scott LLCNEW | 66,086 | $1,943 | 0.0% | — | new |
| 24 | FIFTH THIRD BANCORP | 65,570 | $1.9M | 0.0% | — | 0.0% |
| 25 | Summit Financial, LLC | 61,252 | $1.8M | 0.0% | — | -1.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.
