Gabelli Equity TrustGAB

13F holders, Q3 2025 (September 30)
183holders −10
12new positions
19sold out
3famous investors
$6.09avg. 13F price*

At the end of Q3 2025, 183 institutions reported holding Gabelli Equity Trust (GAB) in their 13F filings, down 10 from Q2 2025. 12 opened new positions and 19 sold out. The largest holders were LPL Financial LLC ($26.6M), Morgan Stanley ($14.1M) and Commonwealth Equity Services, LLC ($9.1M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Gabelli Equity Trust
CUSIP
362397101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 191Q1 2024Q2 2024: 179Q2 2024Q3 2024: 187Q3 2024Q4 2024: 199Q4 2024Q1 2025: 187Q1 2025Q2 2025: 193Q2 2025Q3 2025: 183Q3 2025Q4 2025: 192Q4 2025Q1 2026: 206Q1 2026Q2 2026: 223Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions12$1.3M
Exits19$5.5M

All 13F filers, Q2 2025 → Q3 2025: 1,863,543 shares bought and 1,757,481 shares sold, net +106,062 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 183 holders

LPL Financial LLC 0.01% Add +14.8% 4,368,708 $26.6M
Morgan Stanley 0.00% Reduce -5.9% 2,318,599 $14.1M
Commonwealth Equity Services, LLC 0.01% Reduce -20.8% 1,487,634 $9.1M
J.W. Cole Advisors, Inc. 0.15% Add +1.8% 1,280,478 $7.8M
Philadelphia Trust Co. 0.48% Reduce -1.8% 1,120,694 $6.8M
GAMCO Investors 0.05% No change 841,675 $5.1M
Cetera Investment Advisers 0.00% Add +10.9% 666,980 $4.1M
Raymond James Financial Inc. 0.00% Add +14.6% 635,163 $3.9M
Wells Fargo & Company 0.00% Add +39.3% 635,125 $3.9M
Bank of America Corp. 0.00% Add +18.8% 631,227 $3.8M
Independent Financial Group, LLC 0.08% Add +6.1% 526,088 $3.2M
Royal Bank of Canada 0.00% Reduce -1.9% 517,506 $3.2M
Live Oak Private Wealth LLC 0.44% No change 514,176 $3.1M
Envestnet Asset Management Inc. 0.00% Add +4.4% 477,114 $2.9M
Guggenheim Capital LLC 0.02% Add +31.4% 471,769 $2.9M
Creative Planning 0.00% Add +0.7% 464,171 $2.8M
Scotia Capital Inc. 0.01% Add +0.6% 462,353 $2.8M
International Assets Investment Management, LLC 0.19% No change 397,426 $2.3M
UBS Group AG 0.00% Reduce -4.0% 364,559 $2.2M
Accel Wealth Management 0.65% Reduce -0.1% 364,162 $2.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.3% 311,706 $1.9M
Cerity Partners LLC 0.00% Reduce -1.2% 303,274 $1.8M
Golden State Wealth Management, LLC 0.19% Reduce -15.7% 286,510 $1.7M
Kestra Advisory Services, LLC 0.01% Add +297.3% 259,567 $1.6M
Marks Group Wealth Management, Inc 0.14% No change 244,838 $1.5M
Osaic Holdings, Inc. 0.00% Add +6.3% 224,540 $1.4M
Rockefeller Capital Management L.P. 0.00% Add +9.8% 224,673 $1.4M
Advisors Asset Management, Inc. 0.02% Add +0.3% 208,981 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +238.7% 201,653 $1.2M
Private Advisor Group, LLC 0.01% Reduce -3.1% 173,647 $1.1M
Janney Montgomery Scott LLC 0.00% Add +2.0% 150,691 $918K
PMG Family Office LLC 0.95% — 139,196 $848K
Wedbush Securities Inc. 0.02% Add +2.3% 116,629 $710K
Oppenheimer & Co. Inc. 0.01% Reduce -5.5% 114,884 $700K
Valley Brook Capital Group, Inc. 0.47% Reduce -1.7% 113,836 $693K
Stratos Wealth Partners, LTD. 0.01% Add +2.2% 113,218 $689K
HRT Financial LP 0.00% New 108,835 $662K
Consolidated Portfolio Review Corp 0.08% Reduce -3.7% 108,342 $660K
Kera Capital Partners, Inc. 0.10% No change 105,780 $644K
Advisory Services Network, LLC 0.01% Reduce -2.0% 98,037 $597K
Hollencrest Capital Management 0.02% No change 95,533 $582K
PFG Investments, LLC 0.03% Add +1.4% 94,010 $573K
Ascentis Independent Advisors 0.10% Reduce -2.0% 93,931 $572K
Mercer Global Advisors Inc. 0.00% Add +43.8% 93,234 $568K
Stifel Financial Corp. 0.00% Reduce -4.7% 91,380 $557K
MML Investors Services, LLC 0.00% Reduce -2.0% 90,885 $553K
Captrust Financial Advisors 0.00% Add +0.5% 89,499 $545K
Flynn Zito Capital Management, LLC 0.20% No change 88,806 $541K
Leigh Baldwin & Co., LLC 0.30% No change 86,084 $524K
NorthRock Partners, LLC 0.01% Add +1.3% 82,453 $502K
Cibc World Market Inc. 0.00% Add +1.2% 82,438 $502K
HighTower Advisors, LLC 0.00% Add +14.9% 81,693 $498K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -18.6% 80,755 $490K
HCR Wealth Advisors 0.05% No change 75,353 $463K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -37.7% 71,611 $436K
Kingswood Wealth Advisors, LLC 0.02% No change 64,836 $395K
Equitable Holdings, Inc. 0.00% Add +0.0% 63,100 $384K
Silver Oak Securities, Incorporated 0.03% Reduce -2.0% 59,544 $363K
Shulman DeMeo Asset Management LLC 0.08% Reduce -0.2% 57,518 $350K
Darden Wealth Group Inc 0.18% No change 57,000 $347K
Midwest Trust Co 0.00% No change 52,810 $322K
Stonegate Investment Group, LLC 0.01% Add +2.4% 49,139 $299K
Arista Wealth Management, LLC 0.04% No change 47,128 $287K
Benjamin Edwards Inc. 0.00% Add +33.2% 43,347 $264K
Graves Light Lenhart Wealth, Inc. 0.03% No change 41,224 $251K
Synovus Financial Corp. 0.00% No change 39,468 $240K
Kingsview Wealth Management, LLC 0.00% No change 39,426 $240K
Allworth Financial LP 0.00% Add +0.0% 38,918 $237K
Mission Wealth Management, LP 0.00% No change 37,574 $229K
Lanark Financial, Inc. 0.02% No change 37,447 $228K
Mariner, LLC 0.00% Add +32.6% 36,013 $219K
Symphony Financial Services, Inc. 0.10% Add +6.6% 31,944 $195K
IFG Advisory, LLC 0.01% No change 31,486 $192K
Legacy Wealth Management, LLC / MS 0.06% Reduce -40.8% 31,219 $190K
Jane Street Group, LLC 0.00% Reduce -35.2% 29,272 $178K
Kestra Private Wealth Services, LLC 0.00% Reduce -0.6% 27,884 $170K
Pekin Hardy Strauss, Inc. 0.02% No change 27,879 $170K
Kingstone Capital Partners Texas, LLC 0.10% No change 26,996 $164K
Great Valley Advisor Group, Inc. 0.00% Add +10.0% 26,916 $164K
Midland Wealth Advisors, LLC 0.01% No change 26,748 $163K
Mendel Capital Management LLC 0.08% No change 25,638 $156K
Brookstone Capital Management 0.00% Reduce -1.6% 25,349 $154K
Quad-Cities Investment Group, LLC 0.06% Reduce -1.0% 24,702 $150K
Kapstone Financial Advisors LLC 0.07% Add +15.7% 24,380 $148K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Reduce -0.1% 24,213 $147K
Register Financial Advisors LLC 0.06% Add +2.4% 23,183 $141K
Motco 0.01% No change 22,318 $136K
Insight Advisors, LLC/ PA 0.02% No change 21,842 $133K
Truist Financial Corp. 0.00% Add +1.9% 20,955 $128K
Ashton Thomas Private Wealth, LLC 0.00% No change 20,302 $124K
Hilltop Holdings Inc. 0.01% Add +9.6% 19,756 $120K
Chancellor Financial Group WB LP 0.08% Add +1.6% 19,310 $118K
Avidian Wealth Enterprises, LLC 0.00% No change 19,295 $118K
MIdWestOne Financial Group, Inc. 0.01% No change 19,142 $117K
Beacon Investment Advisory Services, Inc. 0.00% No change 19,000 $116K
Capital Square, LLC 0.06% No change 18,747 $114K
Old Mission Investment Co LLC 0.03% New 18,631 $113K
Eagle Wealth Strategies LLC 0.06% No change 18,624 $113K
Cornerstone Advisory, LLC 0.01% Add +1.4% 18,265 $111K
Citadel Advisors 0.00% Reduce -32.6% 17,298 $105K

"% of holder's portfolio" is GAB's weight in each manager's 13F, not the share of Gabelli Equity Trust the manager owns.

Show all 183 holders