Gabelli Equity TrustGAB
13F holders, Q2 2025 (June 30)193holders +6
15new positions
13sold out
2famous investors
$5.82avg. 13F price*
At the end of Q2 2025, 193 institutions reported holding Gabelli Equity Trust (GAB) in their 13F filings, up 6 from Q1 2025. 15 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($22.1M), Morgan Stanley ($14.3M) and Commonwealth Equity Services, LLC ($10.9M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Gabelli Equity Trust
- CUSIP
- 362397101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $1.3M |
| Exits | 13 | $1.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,205,268 shares bought and 653,472 shares sold, net +1,551,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| LPL Financial LLC | 0.01% | Add +9.5% | 3,804,780 | $22.1M |
| Morgan Stanley | 0.00% | Add +1.6% | 2,464,758 | $14.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.7% | 1,878,662 | $10.9M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +74.7% | 1,258,278 | $7.3M |
| Philadelphia Trust Co. | 0.51% | Reduce -0.3% | 1,141,144 | $6.6M |
| GAMCO Investors | 0.05% | Reduce -0.6% | 841,675 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +4.8% | 601,262 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +8.1% | 554,382 | $3.2M |
| Bank of America Corp. | 0.00% | Add +4.7% | 531,315 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +2.2% | 527,685 | $3.1M |
| Live Oak Private Wealth LLC | 0.45% | No change | 514,176 | $3.0M |
| Independent Financial Group, LLC | 0.08% | Add +11.2% | 495,790 | $2.9M |
| Creative Planning | 0.00% | Add +0.0% | 460,823 | $2.7M |
| Scotia Capital Inc. | 0.01% | Add +0.3% | 459,571 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +761.9% | 457,149 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 455,912 | $2.7M |
| Cohen & Steers, Inc. | 0.00% | No change | 400,000 | $2.3M |
| International Assets Investment Management, LLC | 0.19% | No change | 397,426 | $2.3M |
| UBS Group AG | 0.00% | Add +10.4% | 379,728 | $2.2M |
| Accel Wealth Management | 0.71% | Add +1.2% | 364,694 | $2.1M |
| Guggenheim Capital LLC | 0.02% | Add +38.6% | 358,969 | $2.1M |
| Golden State Wealth Management, LLC | 0.24% | Reduce -34.5% | 339,861 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +27.4% | 318,939 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +29.1% | 306,890 | $1.8M |
| Marks Group Wealth Management, Inc | 0.13% | No change | 244,838 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +11.3% | 211,300 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -0.5% | 208,465 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.3% | 204,703 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.7% | 191,249 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.1% | 179,301 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +6.8% | 147,684 | $860K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.9% | 121,605 | $708K |
| Valley Brook Capital Group, Inc. | 0.50% | Add +2.7% | 115,836 | $674K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 114,937 | $669K |
| Wedbush Securities Inc. | 0.02% | Reduce -6.2% | 113,984 | $663K |
| Consolidated Portfolio Review Corp | 0.09% | Reduce -17.7% | 112,532 | $655K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +14.6% | 110,735 | $644K |
| Kera Capital Partners, Inc. | 0.12% | No change | 105,780 | $616K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.5% | 99,274 | $589K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.0% | 100,044 | $582K |
| Stifel Financial Corp. | 0.00% | Reduce -14.8% | 95,927 | $558K |
| Ascentis Independent Advisors | 0.10% | Reduce -1.4% | 95,820 | $558K |
| Hollencrest Capital Management | 0.02% | No change | 95,533 | $556K |
| MML Investors Services, LLC | 0.00% | Reduce -0.1% | 92,767 | $540K |
| PFG Investments, LLC | 0.03% | Add +7.1% | 92,692 | $539K |
| Choreo, LLC | 0.01% | No change | 92,100 | $536K |
| Captrust Financial Advisors | 0.00% | Add +1.3% | 89,087 | $518K |
| Flynn Zito Capital Management, LLC | 0.22% | No change | 88,806 | $517K |
| Leigh Baldwin & Co., LLC | 0.33% | No change | 86,084 | $501K |
| Cibc World Market Inc. | 0.00% | Add +4.5% | 81,459 | $474K |
| NorthRock Partners, LLC | 0.01% | Add +1.4% | 81,363 | $474K |
| HCR Wealth Advisors | 0.05% | No change | 75,353 | $439K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 71,096 | $414K |
| Kestra Advisory Services, LLC | 0.00% | Add +29.2% | 65,339 | $380K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +4.8% | 64,836 | $377K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.2% | 64,822 | $377K |
| Equitable Holdings, Inc. | 0.00% | No change | 63,099 | $367K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -5.7% | 60,770 | $354K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.7% | 59,542 | $347K |
| Shulman DeMeo Asset Management LLC | 0.08% | Reduce -0.2% | 57,639 | $335K |
| Darden Wealth Group Inc | 0.20% | Reduce -8.1% | 57,000 | $332K |
| Midwest Trust Co | 0.00% | — | 52,810 | $307K |
| Legacy Wealth Management, LLC / MS | 0.09% | Add +184.3% | 52,739 | $307K |
| Stonegate Investment Group, LLC | 0.01% | Add +2.6% | 47,974 | $279K |
| Arista Wealth Management, LLC | 0.04% | No change | 47,128 | $274K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.5% | 46,000 | $268K |
| Jane Street Group, LLC | 0.00% | Add +138.5% | 45,156 | $263K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -51.4% | 42,033 | $245K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 41,224 | $240K |
| Synovus Financial Corp. | 0.00% | No change | 39,468 | $230K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.1% | 39,426 | $229K |
| Allworth Financial LP | 0.00% | Add +620.3% | 38,908 | $226K |
| Mission Wealth Management, LP | 0.00% | No change | 37,574 | $219K |
| Lanark Financial, Inc. | 0.02% | Reduce -4.2% | 37,447 | $217K |
| Virtu Financial LLC | 0.01% | New | 35,102 | $204K |
| Baird Financial Group, Inc. | 0.00% | Add +6.5% | 32,548 | $189K |
| Benjamin Edwards Inc. | 0.00% | Add +2.3% | 32,542 | $189K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.7% | 32,406 | $189K |
| IFG Advisory, LLC | 0.01% | Add +11.7% | 31,486 | $183K |
| Symphony Financial Services, Inc. | 0.10% | Add +0.8% | 29,978 | $174K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | New | 29,580 | $172K |
| Valeo Financial Advisors, LLC | 0.00% | Reduce -9.7% | 29,319 | $171K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.7% | 28,038 | $163K |
| Pekin Hardy Strauss, Inc. | 0.02% | Add +2.4% | 27,879 | $162K |
| Mariner, LLC | 0.00% | Reduce -9.0% | 27,160 | $158K |
| Kingstone Capital Partners Texas, LLC | 0.10% | No change | 26,996 | $157K |
| Elequin Capital, LP | 0.05% | New | 26,873 | $156K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 26,748 | $156K |
| Balyasny Asset Management L.P. | 0.00% | New | 25,778 | $150K |
| Brookstone Capital Management | 0.00% | Reduce -4.2% | 25,770 | $150K |
| Citadel Advisors | 0.00% | Reduce -3.4% | 25,675 | $149K |
| Mendel Capital Management LLC | 0.09% | No change | 25,638 | $149K |
| Quad-Cities Investment Group, LLC | 0.07% | Reduce -0.4% | 24,942 | $145K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +0.6% | 24,475 | $142K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +1.0% | 24,230 | $141K |
| Register Financial Advisors LLC | 0.06% | Add +81.1% | 22,637 | $132K |
| Motco | 0.01% | Reduce -26.4% | 22,318 | $130K |
| Good Life Advisors, LLC | 0.01% | Add +10.0% | 22,161 | $129K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 21,842 | $127K |
| Kapstone Financial Advisors LLC | 0.06% | Add +80.9% | 21,080 | $123K |
| Truist Financial Corp. | 0.00% | Reduce -0.4% | 20,567 | $120K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -51.5% | 20,302 | $118K |
| Evernest Financial Advisors, LLC | 0.04% | Reduce -45.9% | 19,855 | $116K |
| Avidian Wealth Enterprises, LLC | 0.00% | No change | 19,295 | $112K |
| MIdWestOne Financial Group, Inc. | 0.01% | No change | 19,142 | $111K |
| Chancellor Financial Group WB LP | 0.09% | Add +1.7% | 19,010 | $111K |
| Capital Square, LLC | 0.06% | No change | 18,747 | $111K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 19,000 | $111K |
| Eagle Wealth Strategies LLC | 0.06% | No change | 18,624 | $108K |
| Two Sigma Securities, LLC | 0.01% | New | 18,317 | $107K |
| Hilltop Holdings Inc. | 0.01% | Reduce -12.8% | 18,032 | $105K |
| Cornerstone Advisory, LLC | 0.01% | Add +1.4% | 18,021 | $105K |
| Modera Wealth Management, LLC | 0.00% | No change | 17,200 | $100K |
| Tactive Advisors, LLC | 0.03% | — | 17,154 | $100K |
| Smith, Moore & Co. | 0.01% | Add +45.0% | 17,104 | $100K |
| Stephens Inc. | 0.00% | No change | 16,873 | $98K |
| Comerica Bank | 0.00% | Add +1653600.0% | 16,537 | $96K |
| LRI Investments, LLC | 0.01% | No change | 16,347 | $95K |
| Meridian Wealth Management, LLC | 0.00% | Add +15.6% | 16,264 | $95K |
| Montz Harcus Wealth Management LLC | 0.04% | Add +2.6% | 15,896 | $93K |
| Moloney Securities Asset Management, LLC | 0.01% | New | 15,832 | $92K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -45.3% | 15,731 | $92K |
| Glenmede Investment Management, LP | 0.00% | — | 15,473 | $90K |
| Vantage Financial Partners, LLC | 0.02% | Reduce -29.1% | 15,269 | $89K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.3% | 15,222 | $89K |
| HUB Investment Partners, LLC | 0.00% | No change | 15,203 | $88K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -3.7% | 15,129 | $88K |
| Safeguard Investment Advisory Group, LLC | 0.02% | Add +2.2% | 14,590 | $85K |
| RFG - Bristol Wealth Advisors, LLC | 0.03% | Reduce -9.0% | 14,053 | $82K |
| Wellington Shields Capital Management, LLC | 0.01% | No change | 13,857 | $81K |
| StoneX Group Inc. | 0.00% | New | 13,612 | $79K |
| Ameriprise Financial Inc. | 0.00% | New | 13,605 | $79K |
| MTM Investment Management, LLC | 0.03% | No change | 13,530 | $79K |
| Sigma Planning Corp | 0.00% | Add +0.4% | 12,942 | $75K |
| Cwm, LLC | 0.00% | No change | 12,802 | $75K |
| Csenge Advisory Group | 0.00% | No change | 12,459 | $72K |
| Savant Capital, LLC | 0.00% | No change | 12,297 | $72K |
| Focus Partners Wealth | 0.00% | Reduce -44.4% | 12,190 | $71K |
| Aire Advisors, LLC | 0.01% | New | 11,813 | $69K |
| Cascade Investment Group, Inc. | 0.05% | No change | 11,749 | $68K |
| SYM FINANCIAL Corp | 0.01% | Add +2.6% | 11,476 | $67K |
| Triton Wealth Management, PLLC | 0.03% | — | 11,031 | $66K |
| Texas Yale Capital Corp. | 0.00% | Add +2.8% | 11,000 | $64K |
| Aurora Private Wealth, Inc. | 0.05% | Add +2.6% | 11,014 | $64K |
| Novem Group | 0.01% | No change | 10,489 | $61K |
| Sanctuary Advisors, LLC | 0.00% | New | 10,151 | $59K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -60.1% | 9,856 | $57K |
| CoreCap Advisors, LLC | 0.00% | Reduce -23.5% | 9,562 | $56K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 9,150 | $54K |
| Kentucky Trust Co | 0.02% | No change | 7,400 | $43K |
| MorganRosel Wealth Management, LLC | 0.01% | New | 6,246 | $36K |
| Rothschild Investment LLC | 0.00% | No change | 6,000 | $35K |
| Wellington Shields & Co., LLC | 0.01% | No change | 5,428 | $32K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 5,344 | $31K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 5,280 | $31K |
| Gen-Wealth Partners Inc | 0.01% | Reduce -24.5% | 5,235 | $30K |
| Geneos Wealth Management Inc. | 0.00% | Add +200.0% | 5,100 | $30K |
| JPMorgan Chase & Co. | 0.00% | No change | 4,500 | $26K |
| Principal Securities, Inc. | 0.00% | Add +5.4% | 4,147 | $24K |
| Fifth Third Bancorp | 0.00% | Reduce -9.3% | 4,000 | $23K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 3,917 | $23K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 3,750 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -66.0% | 2,804 | $16K |
| Hilltop National Bank | 0.00% | — | 2,750 | $16K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +2.6% | 2,740 | $16K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 2,727 | $16K |
| American Capital Advisory, LLC | 0.01% | No change | 2,525 | $15K |
| Cornerstone Advisors, LLC | 0.00% | No change | 2,200 | $13K |
| IFP Advisors, Inc | 0.00% | Reduce -13.2% | 2,170 | $13K |
| Blue Trust, Inc. | 0.00% | New | 2,000 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1,906 | $11K |
| Global Retirement Partners, LLC | 0.00% | — | 1,902 | $11K |
| US Bancorp \de | 0.00% | No change | 1,654 | $10K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 1,500 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.6% | 1,484 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -82.5% | 1,371 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,200 | $7K |
| MAI Capital Management | 0.00% | No change | 1,166 | $7K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 1,125 | $7K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +2.6% | 1,020 | $6K |
| Transce3nd, LLC | 0.00% | New | 1,000 | $6K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $6K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 902 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 739 | $4K |
| Assetmark, Inc. | 0.00% | No change | 648 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 343 | $2K |
| Concord Wealth Partners | 0.00% | No change | 303 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 104 | $605 |
| Key Financial Inc | 0.00% | No change | 100 | $582 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 81 | $472 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -16.7% | 25 | $146 |
| West Branch Capital LLC | 0.00% | No change | 22 | $129 |
"% of holder's portfolio" is GAB's weight in each manager's 13F, not the share of Gabelli Equity Trust the manager owns.