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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.3M |
| Exits | 19 | $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 |
| Modera Wealth Management, LLC | 0.00% | No change | 17,200 | $105K |
| Tactive Advisors, LLC | 0.03% | Add +0.2% | 17,195 | $105K |
| Stephens Inc. | 0.00% | No change | 16,873 | $103K |
| Comerica Bank | 0.00% | No change | 16,537 | $101K |
| LRI Investments, LLC | 0.01% | No change | 16,347 | $100K |
| Montz Harcus Wealth Management LLC | 0.04% | Add +2.4% | 16,277 | $99K |
| NewEdge Advisors, LLC | 0.00% | Reduce -50.4% | 16,076 | $98K |
| Moloney Securities Asset Management, LLC | 0.01% | Add +0.3% | 15,880 | $97K |
| Mgo One Seven LLC | 0.00% | New | 15,860 | $97K |
| Smith, Moore & Co. | 0.01% | Reduce -7.5% | 15,819 | $96K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 15,731 | $96K |
| Glenmede Investment Management, LP | 0.00% | No change | 15,473 | $94K |
| Johnson Investment Counsel Inc. | 0.00% | Add +1.9% | 15,420 | $94K |
| Vantage Financial Partners, LLC | 0.02% | Add +0.2% | 15,298 | $93K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.3% | 15,271 | $93K |
| HUB Investment Partners, LLC | 0.00% | No change | 15,203 | $93K |
| Ameriprise Financial Inc. | 0.00% | Add +9.9% | 14,959 | $91K |
| Safeguard Investment Advisory Group, LLC | 0.02% | Reduce -0.0% | 14,589 | $89K |
| RFG - Bristol Wealth Advisors, LLC | 0.02% | Add +0.7% | 14,150 | $86K |
| Wellington Shields Capital Management, LLC | 0.01% | No change | 13,857 | $84K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 13,584 | $83K |
| MTM Investment Management, LLC | 0.03% | No change | 13,530 | $82K |
| 49 Wealth Management, LLC | 0.01% | New | 13,494 | $82K |
| Focus Partners Wealth | 0.00% | Add +8.2% | 13,190 | $80K |
| Csenge Advisory Group | 0.00% | Add +5.1% | 13,099 | $80K |
| Sigma Planning Corp | 0.00% | Add +0.4% | 12,994 | $79K |
| Cwm, LLC | 0.00% | Add +0.1% | 12,808 | $78K |
| Savant Capital, LLC | 0.00% | No change | 12,297 | $75K |
| Meridian Wealth Management, LLC | 0.00% | Reduce -24.7% | 12,240 | $75K |
| Aire Advisors, LLC | 0.01% | No change | 11,813 | $72K |
| SYM FINANCIAL Corp | 0.01% | Add +2.4% | 11,751 | $72K |
| Cascade Investment Group, Inc. | 0.05% | No change | 11,749 | $72K |
| New England Private Wealth Advisors LLC | 0.01% | New | 11,446 | $70K |
| Fisher Asset Management | 0.00% | New | 11,175 | $68K |
| Texas Yale Capital Corp. | 0.00% | No change | 11,000 | $67K |
| Novem Group | 0.01% | No change | 10,489 | $64K |
| Sanctuary Advisors, LLC | 0.00% | No change | 10,151 | $62K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 10,000 | $61K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 10,000 | $61K |
| CoreCap Advisors, LLC | 0.00% | No change | 9,562 | $58K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 9,150 | $56K |
| JPMorgan Chase & Co. | 0.00% | Add +86.7% | 8,400 | $51K |
| Kentucky Trust Co | 0.02% | No change | 7,400 | $45K |
| Rothschild Investment LLC | 0.00% | No change | 6,000 | $37K |
| Larson Financial Group LLC | 0.00% | New | 5,658 | $34K |
| Wellington Shields & Co., LLC | 0.01% | No change | 5,428 | $33K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 5,344 | $33K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 5,280 | $32K |
| Geneos Wealth Management Inc. | 0.00% | No change | 5,100 | $31K |
| Principal Securities, Inc. | 0.00% | Add +2.4% | 4,247 | $26K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $24K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 3,917 | $24K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 3,800 | $23K |
| Gen-Wealth Partners Inc | 0.01% | Reduce -31.2% | 3,600 | $22K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +2.4% | 2,806 | $17K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +2.4% | 2,793 | $17K |
| Hilltop National Bank | 0.00% | No change | 2,750 | $17K |
| 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% | No change | 2,170 | $13K |
| Global Retirement Partners, LLC | 0.00% | Add +2.4% | 1,948 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1,906 | $12K |
| US Bancorp \de | 0.00% | No change | 1,654 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.4% | 1,520 | $9K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 1,500 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,371 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,200 | $7K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,196 | $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 +2.4% | 1,044 | $6K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $6K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $6K |
| Concord Wealth Partners | 0.00% | Add +162.7% | 796 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 739 | $5K |
| Assetmark, Inc. | 0.00% | No change | 648 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 500 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -80.0% | 400 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 343 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Add +303.7% | 327 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +912.0% | 253 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 104 | $624 |
| Key Financial Inc | 0.00% | No change | 100 | $615 |
"% of holder's portfolio" is GAB's weight in each manager's 13F, not the share of Gabelli Equity Trust the manager owns.