Gabelli Equity TrustGAB
13F holders, Q2 2026 (June 30)223holders +17
41new positions
24sold out
4famous investors
$5.66avg. 13F price*
At the end of Q2 2026, 223 institutions reported holding Gabelli Equity Trust (GAB) in their 13F filings, up 17 from Q1 2026. 41 opened new positions and 24 sold out. The largest holders were Rivernorth Capital Management, LLC ($37.4M), Ursa Fund Management, LLC ($31.4M) and LPL Financial LLC ($24.3M). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Gabelli Equity Trust
- CUSIP
- 362397101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $88.6M |
| Exits | 24 | $7.9M |
All 13F filers, Q1 2026 → Q2 2026: 24,316,895 shares bought and 2,814,550 shares sold, net +21,502,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 223 holders
| Rivernorth Capital Management, LLC | 1.79% | New | 6,609,367 | $37.4M |
| Ursa Fund Management, LLC | 5.16% | Add +1409.9% | 5,555,196 | $31.4M |
| LPL Financial LLC | 0.01% | Reduce -4.2% | 4,296,092 | $24.3M |
| Morgan Stanley | 0.00% | Add +5.1% | 2,598,911 | $14.7M |
| Shaker Financial Services, LLC | 3.68% | New | 2,073,169 | $11.7M |
| Karpus Management, Inc. | 0.32% | New | 1,973,929 | $11.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.4% | 1,559,070 | $8.8M |
| Absolute Investment Advisers, LLC | 0.82% | New | 1,508,078 | $8.5M |
| Cohen & Steers, Inc. | 0.01% | Add +304.9% | 1,133,650 | $6.4M |
| J.W. Cole Advisors, Inc. | 0.10% | New | 998,455 | $5.7M |
| GAMCO Investors | 0.05% | Add +10.0% | 925,844 | $5.2M |
| Bank of America Corp. | 0.00% | Add +91.5% | 894,767 | $5.1M |
| Cetera Investment Advisers | 0.00% | Add +4.3% | 738,887 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +17.1% | 717,391 | $4.1M |
| Sit Investment Associates Inc. | 0.07% | New | 669,071 | $3.8M |
| Independent Financial Group, LLC | 0.07% | Add +13.3% | 663,866 | $3.8M |
| Philadelphia Trust Co. | 0.24% | Reduce -36.0% | 655,219 | $3.7M |
| Live Oak Private Wealth LLC | 0.45% | Add +23.6% | 635,255 | $3.6M |
| Quarry LP | 0.57% | Add +229.5% | 624,167 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +4.6% | 605,199 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.3% | 593,231 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 575,391 | $3.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.1% | 498,834 | $2.8M |
| Scotia Capital Inc. | 0.01% | Add +0.8% | 458,173 | $2.6M |
| UBS Group AG | 0.00% | Add +39.5% | 424,085 | $2.4M |
| 1607 Capital Partners, LLC | 0.20% | New | 400,000 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +14.1% | 364,375 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +4.0% | 359,456 | $2.0M |
| Accel Wealth Management | 0.41% | Reduce -5.8% | 323,540 | $1.8M |
| Creative Planning | 0.00% | Reduce -1.2% | 322,128 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +5.4% | 320,400 | $1.8M |
| Nomura Holdings Inc. | 0.01% | Add +1277.3% | 313,820 | $1.8M |
| Golden State Wealth Management, LLC | 0.14% | Reduce -6.8% | 267,909 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 266,840 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +5.5% | 262,828 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +19.9% | 240,371 | $1.4M |
| Marks Group Wealth Management, Inc | 0.11% | No change | 227,710 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.4% | 214,277 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Add +5.1% | 200,329 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -32.8% | 199,918 | $1.1M |
| IMC-Chicago, LLC | 0.01% | New | 183,328 | $1.0M |
| Yakira Capital Management, Inc. | 0.30% | Reduce -50.3% | 179,964 | $1.0M |
| Almitas Capital LLC | 0.23% | New | 169,700 | $961K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.2% | 161,081 | $912K |
| Wolverine Asset Management LLC | 0.04% | New | 153,010 | $866K |
| PMG Family Office LLC | 0.79% | Add +5.3% | 152,047 | $861K |
| Clear Street Group Inc. | 0.00% | New | 150,000 | $849K |
| Jane Street Group, LLC | 0.00% | Add +142.2% | 148,431 | $840K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.0% | 147,116 | $833K |
| TrueMark Investments, LLC | 0.10% | New | 145,438 | $823K |
| Mariner, LLC | 0.00% | Add +110.8% | 139,214 | $788K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +2.2% | 137,419 | $778K |
| Valley Brook Capital Group, Inc. | 0.43% | Reduce -0.5% | 133,336 | $755K |
| MML Investors Services, LLC | 0.00% | Add +46.9% | 128,364 | $727K |
| Kera Capital Partners, Inc. | 0.06% | Add +7.8% | 114,003 | $645K |
| PFG Investments, LLC | 0.02% | Add +6.7% | 108,264 | $613K |
| Hollencrest Capital Management | 0.04% | Add +11.2% | 106,243 | $601K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.8% | 102,298 | $579K |
| Advisory Advocates, LLC | 0.50% | Add +0.1% | 102,128 | $578K |
| Captrust Financial Advisors | 0.00% | Reduce -5.5% | 94,918 | $537K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.4% | 92,634 | $524K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 90,472 | $512K |
| Flynn Zito Capital Management, LLC | 0.14% | Add +0.5% | 89,759 | $508K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.3% | 89,499 | $507K |
| JPMorgan Chase & Co. | 0.00% | Add +23.9% | 86,500 | $492K |
| Leigh Baldwin & Co., LLC | 0.26% | No change | 86,084 | $487K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +80.2% | 78,865 | $445K |
| Brown Brothers Harriman & Co. | 0.00% | New | 77,124 | $437K |
| HCR Wealth Advisors | 0.04% | No change | 75,353 | $426K |
| Stifel Financial Corp. | 0.00% | Reduce -6.2% | 75,103 | $425K |
| Darden Wealth Group Inc | 0.17% | Add +29.6% | 73,900 | $418K |
| Brighton Jones LLC | 0.01% | New | 72,704 | $412K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +4.8% | 71,321 | $404K |
| Equitable Holdings, Inc. | 0.00% | Add +8.4% | 71,102 | $402K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -5.5% | 67,682 | $383K |
| Stonebridge Financial Group, LLC | 0.05% | — | 66,248 | $374K |
| XTX Topco Ltd | 0.00% | New | 65,075 | $368K |
| Zinnia Wealth Advisory, LLC | 0.37% | Add +2.2% | 64,901 | $367K |
| Core Wealth Advisors, Inc. | 0.07% | Add +72.4% | 63,364 | $359K |
| Kingstone Capital Partners Texas, LLC | 0.16% | Add +25.2% | 53,922 | $305K |
| Midwest Trust Co | 0.00% | No change | 52,810 | $299K |
| Susquehanna International Group, LLP | 0.00% | New | 49,431 | $280K |
| Ameriprise Financial Inc. | 0.00% | Add +2.1% | 49,331 | $279K |
| Integrity Advisory Solutions, LLC | 0.03% | Add +257.9% | 48,933 | $277K |
| Plancorp, LLC | 0.01% | No change | 47,898 | $272K |
| Benjamin Edwards Inc. | 0.00% | Add +6.6% | 47,814 | $271K |
| Arista Wealth Management, LLC | 0.03% | No change | 47,128 | $267K |
| Shulman DeMeo Asset Management LLC | 0.05% | Reduce -6.6% | 44,634 | $253K |
| Dakota Wealth Management | 0.00% | New | 44,610 | $252K |
| Mission Wealth Management, LP | 0.00% | Add +11.3% | 41,816 | $237K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 41,224 | $233K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -0.8% | 39,468 | $223K |
| World Investment Advisors | 0.00% | Reduce -56.1% | 38,958 | $221K |
| Allworth Financial LP | 0.00% | Add +0.0% | 38,953 | $220K |
| Coquina Private Wealth LLC | 0.15% | Add +1.5% | 38,876 | $220K |
| Kingsview Wealth Management, LLC | 0.00% | Add +3.6% | 38,152 | $216K |
| AQR Capital Management | 0.00% | Reduce -16.3% | 38,001 | $215K |
| Millennium Management | 0.00% | New | 36,868 | $209K |
| IFG Advisory, LLC | 0.01% | Add +987.2% | 35,877 | $203K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -43.4% | 35,033 | $198K |
"% of holder's portfolio" is GAB's weight in each manager's 13F, not the share of Gabelli Equity Trust the manager owns.