160 tracked 13F filers disclose a position in XGDVX as of the latest SEC 13F filings, a combined $535.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $218.0M | 8.1M | ▼−2.7% Reduced · −224K sh | Q1 2026 | |
| 2 | Karpus Management, Inc. | $40.4M | 1.5M | ▼−9.2% Reduced · −152K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $36.4M | 1.4M | ▲+2.9% Added · +38K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $36.3M | 1.3M | ▼−1.8% Reduced · −25K sh | Q1 2026 | |
| 5 | Allspring Global Investments Holdings, LLC | $20.0M | 743K | ▲+8.1% Added · +56K sh | Q1 2026 | |
| 6 | Advisors Asset Management, Inc. | $18.0M | 668K | ▲+18% Added · +102K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $15.6M | 578K | ▲+4.1% Added · +23K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $14.4M | 535K | ▼~0% Reduced · −99 sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $13.6M | 507K | ▼−4.6% Reduced · −25K sh | Q1 2026 | |
| 10 | Steward Partners Investment Advisory, LLC | $9.7M | 359K | ▲+19% Added · +58K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $7.4M | 276K | ▲+5.3% Added · +14K sh | Q1 2026 | |
| 12 | CAPSTONE INVESTMENT ADVISORS, LLC | $7.1M | 262K | —Held | Q1 2026 | |
| 13 | OPPENHEIMER & CO INC | $4.9M | 167K | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 14 | Shaker Financial Services, LLC | $4.8M | 164K | ▲+205% Added · +110K sh | Q2 2026 | |
| 15 | &PARTNERS | $4.1M | 151K | ▲+16% Added · +21K sh | Q1 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 142K | ▲+11% Added · +14K sh | Q2 2026 | |
| 17 | Rockefeller Capital Management L.P. | $3.7M | 136K | ▼−0.5% Reduced · −700 sh | Q1 2026 | |
| 18 | FIRST TRUST ADVISORS LP | $3.5M | 129K | ▲+4.2% Added · +5K sh | Q1 2026 | |
| 19 | Hennion & Walsh Asset Management, Inc. | $3.7M | 127K | ▲+10% Added · +12K sh | Q2 2026 | |
| 20 | UBS Group AG | $3.3M | 122K | ▼−4.3% Reduced · −5K sh | Q1 2026 | |
| 21 | EVOLVE PRIVATE WEALTH, LLC | $2.9M | 107K | ▼−0.2% Reduced · −263 sh | Q1 2026 | |
| 22 | Live Oak Private Wealth LLC | $2.7M | 91K | —Held | Q2 2026 | |
| 23 | Prospera Financial Services Inc | $2.6M | 88K | ▲+7.6% Added · +6K sh | Q2 2026 | |
| 24 | SILVERLAKE WEALTH MANAGEMENT LLC | $2.6M | 87K | ▲+1.1% Added · +946 sh | Q2 2026 | |
| 25 | Private Wealth Partners, LLC | $2.3M | 80K | ▼−16% Reduced · −15K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in XGDVX and 22 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 72 funds | $37.2B |
| NVIDIA CORPNVDA | 69 funds | $52.8B |
| APPLE INCAAPL | 69 funds | $42.3B |
| AMAZON.COM INCAMZN | 69 funds | $25.0B |
| BROADCOM INCAVGO | 69 funds | $18.8B |
| ELI LILLY & COLLY | 69 funds | $9.7B |
| JPMORGAN CHASE & COJPM | 69 funds | $8.8B |
| ABBVIE INCABBV | 69 funds | $4.7B |
| MERCK & CO. INC.MRK | 69 funds | $4.6B |
| JOHNSON & JOHNSONJNJ | 68 funds | $7.7B |
| WALMART INCWMT | 68 funds | $6.6B |
| HOME DEPOT INCHD | 68 funds | $4.4B |
Ranked by how many of XGDVX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| XGDVXthis pagemf | 160 funds | $537.7M |
| 36242H864PREFERRED STOCK | 1 funds | $102K |
| 36242H880PREFERRED STOCK | 1 funds | $22K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XGDVX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XGDVX/capital-change-brief"
Use Arkolith's capital_change_brief for XGDVX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XGDVX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.