Gabelli Equity TrustGAB
13F holders, Q4 2025 (December 31)192holders +9
13new positions
12sold out
2famous investors
$6.17avg. 13F price*
At the end of Q4 2025, 192 institutions reported holding Gabelli Equity Trust (GAB) in their 13F filings, up 9 from Q3 2025. 13 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($27.5M), Morgan Stanley ($15.0M) and Commonwealth Equity Services, LLC ($9.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $1.3M |
| Exits | 12 | $1.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,714,030 shares bought and 1,449,492 shares sold, net +264,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 192 holders
| LPL Financial LLC | 0.01% | Add +2.1% | 4,462,497 | $27.5M |
| Morgan Stanley | 0.00% | Add +5.0% | 2,433,594 | $15.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.9% | 1,516,560 | $9.4M |
| J.W. Cole Advisors, Inc. | 0.16% | Reduce -15.4% | 1,082,702 | $6.6M |
| Philadelphia Trust Co. | 0.45% | Reduce -4.9% | 1,065,494 | $6.6M |
| GAMCO Investors | 0.05% | No change | 841,675 | $5.2M |
| Cetera Investment Advisers | 0.00% | Add +1.1% | 674,300 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +1.3% | 643,086 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 641,300 | $4.0M |
| Bank of America Corp. | 0.00% | Reduce -5.2% | 598,199 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +178.6% | 561,852 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +4.8% | 542,533 | $3.3M |
| Independent Financial Group, LLC | 0.07% | Add +2.9% | 541,503 | $3.3M |
| Live Oak Private Wealth LLC | 0.43% | No change | 514,176 | $3.2M |
| Scotia Capital Inc. | 0.01% | Reduce -1.3% | 456,321 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +75.8% | 456,226 | $2.8M |
| Guggenheim Capital LLC | 0.02% | Reduce -11.1% | 419,552 | $2.6M |
| Accel Wealth Management | 0.59% | Reduce -3.3% | 352,298 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -26.4% | 351,287 | $2.2M |
| UBS Group AG | 0.00% | Reduce -8.4% | 333,768 | $2.1M |
| Creative Planning | 0.00% | Reduce -29.4% | 327,551 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +3.7% | 314,576 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.4% | 310,539 | $1.9M |
| Golden State Wealth Management, LLC | 0.18% | Reduce -2.2% | 280,194 | $1.7M |
| Marks Group Wealth Management, Inc | 0.14% | No change | 244,838 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +3.0% | 231,365 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.1% | 222,172 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +541.0% | 187,620 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -11.3% | 185,326 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +722.6% | 172,371 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.7% | 170,728 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Add +42.3% | 165,973 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.5% | 155,900 | $962K |
| PMG Family Office LLC | 0.99% | Reduce -0.5% | 138,482 | $854K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.4% | 117,029 | $722K |
| Valley Brook Capital Group, Inc. | 0.48% | Add +2.6% | 116,836 | $721K |
| Mercer Global Advisors Inc. | 0.00% | Add +24.1% | 115,694 | $714K |
| Kera Capital Partners, Inc. | 0.08% | No change | 105,780 | $643K |
| MML Investors Services, LLC | 0.00% | Add +8.6% | 98,653 | $609K |
| Advisory Advocates, LLC | 0.60% | — | 97,438 | $601K |
| PFG Investments, LLC | 0.03% | Add +3.0% | 96,812 | $597K |
| Hollencrest Capital Management | 0.02% | No change | 95,533 | $589K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.2% | 94,866 | $585K |
| Ascentis Independent Advisors | 0.09% | Reduce -0.8% | 93,211 | $575K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 90,058 | $556K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -22.5% | 89,020 | $549K |
| Cibc World Market Inc. | 0.00% | Add +7.8% | 88,838 | $548K |
| Flynn Zito Capital Management, LLC | 0.20% | No change | 88,806 | $548K |
| Stifel Financial Corp. | 0.00% | Reduce -4.4% | 87,341 | $539K |
| Leigh Baldwin & Co., LLC | 0.35% | No change | 86,084 | $531K |
| HighTower Advisors, LLC | 0.00% | Add +2.6% | 83,820 | $517K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.1% | 83,274 | $515K |
| NorthRock Partners, LLC | 0.01% | Reduce -3.4% | 79,689 | $492K |
| Mariner, LLC | 0.00% | Add +115.0% | 77,425 | $478K |
| HCR Wealth Advisors | 0.05% | No change | 75,353 | $465K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 71,611 | $442K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +4.9% | 68,021 | $420K |
| Equitable Holdings, Inc. | 0.00% | No change | 63,100 | $389K |
| Zinnia Wealth Advisory, LLC | 0.42% | — | 62,808 | $388K |
| NewEdge Advisors, LLC | 0.00% | Add +268.4% | 59,220 | $365K |
| Shulman DeMeo Asset Management LLC | 0.08% | Reduce -0.3% | 57,374 | $354K |
| Darden Wealth Group Inc | 0.17% | No change | 57,000 | $352K |
| Elevated Private Wealth, LLC | 0.36% | — | 56,836 | $351K |
| Midwest Trust Co | 0.00% | No change | 52,810 | $326K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 48,722 | $301K |
| Ameriprise Financial Inc. | 0.00% | Add +217.4% | 47,477 | $293K |
| Arista Wealth Management, LLC | 0.04% | No change | 47,128 | $291K |
| Benjamin Edwards Inc. | 0.00% | Add +1.7% | 44,065 | $272K |
| Citadel Advisors | 0.00% | Add +144.1% | 42,218 | $260K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 41,224 | $254K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 39,468 | $244K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -0.1% | 39,376 | $243K |
| Allworth Financial LP | 0.00% | Add +0.0% | 38,929 | $240K |
| Coquina Private Wealth LLC | 0.19% | — | 38,363 | $237K |
| Mission Wealth Management, LP | 0.00% | No change | 37,574 | $232K |
| Lanark Financial, Inc. | 0.02% | No change | 37,447 | $231K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +26.9% | 34,166 | $211K |
| Kingstone Capital Partners Texas, LLC | 0.12% | Add +22.8% | 33,151 | $205K |
| Symphony Financial Services, Inc. | 0.10% | Reduce -0.9% | 31,664 | $195K |
| Legacy Wealth Management, LLC / MS | 0.05% | Add +1.0% | 31,524 | $195K |
| Vident Advisory, LLC | 0.00% | New | 31,320 | $193K |
| IFG Advisory, LLC | 0.01% | Reduce -10.5% | 28,186 | $174K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 27,879 | $172K |
| International Assets Investment Management, LLC | 0.01% | Reduce -93.0% | 27,739 | $171K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 26,748 | $165K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +10.1% | 26,661 | $164K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -6.3% | 26,114 | $161K |
| Compound Planning, Inc. | 0.00% | New | 25,744 | $159K |
| Quad-Cities Investment Group, LLC | 0.06% | Add +1.0% | 24,942 | $154K |
| Brookstone Capital Management | 0.00% | Reduce -3.1% | 24,550 | $151K |
| Kapstone Financial Advisors LLC | 0.07% | No change | 24,380 | $150K |
| Blue Barn Wealth, LLC | 0.22% | New | 24,278 | $150K |
| Old Mission Investment Co LLC | 0.03% | Add +21.5% | 22,631 | $140K |
| Motco | 0.01% | No change | 22,318 | $138K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 21,842 | $135K |
| Focus Partners Wealth | 0.00% | Add +61.4% | 21,292 | $131K |
| Drucker Wealth 3.0, LLC | 0.02% | New | 20,377 | $126K |
| Hilltop Holdings Inc. | 0.01% | Add +2.2% | 20,188 | $125K |
| Chancellor Financial Group WB LP | 0.08% | Add +1.6% | 19,620 | $121K |
| Avidian Wealth Enterprises, LLC | 0.00% | No change | 19,295 | $119K |
| MIdWestOne Financial Group, Inc. | 0.01% | No change | 19,142 | $118K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 19,000 | $117K |
| Capital Square, LLC | 0.06% | No change | 18,747 | $116K |
| Eagle Wealth Strategies LLC | 0.05% | No change | 18,624 | $115K |
| Cornerstone Advisory, LLC | 0.01% | Add +1.4% | 18,515 | $114K |
| Cwm, LLC | 0.00% | Add +37.9% | 17,664 | $109K |
| Smith, Moore & Co. | 0.01% | Add +11.2% | 17,595 | $109K |
| Modera Wealth Management, LLC | 0.00% | No change | 17,200 | $106K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -71.4% | 17,007 | $105K |
| JPMorgan Chase & Co. | 0.00% | Add +101.2% | 16,901 | $104K |
| Stephens Inc. | 0.00% | No change | 16,873 | $104K |
| Tactive Advisors, LLC | 0.03% | Reduce -2.8% | 16,713 | $103K |
| Montz Harcus Wealth Management LLC | 0.04% | Add +2.4% | 16,669 | $103K |
| Register Financial Advisors LLC | 0.04% | Reduce -28.5% | 16,574 | $102K |
| Comerica Bank | 0.00% | No change | 16,537 | $102K |
| LRI Investments, LLC | 0.01% | No change | 16,347 | $101K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 15,731 | $97K |
| Johnson Investment Counsel Inc. | 0.00% | Add +1.9% | 15,718 | $97K |
| Glenmede Trust Co. NA | 0.00% | — | 15,473 | $95K |
| Curran Financial Partners, LLC | 0.02% | New | 15,325 | $95K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -24.6% | 15,302 | $94K |
| HUB Investment Partners, LLC | 0.00% | No change | 15,203 | $94K |
| Vantage Financial Partners, LLC | 0.02% | Reduce -2.1% | 14,982 | $92K |
| Safeguard Investment Advisory Group, LLC | 0.02% | Add +2.1% | 14,896 | $92K |
| Mgo One Seven LLC | 0.00% | Reduce -6.2% | 14,879 | $92K |
| Acropolis Investment Management, LLC | 0.00% | New | 14,332 | $88K |
| RFG - Bristol Wealth Advisors, LLC | 0.02% | Add +0.7% | 14,250 | $88K |
| Wellington Shields Capital Management, LLC | 0.01% | No change | 13,857 | $85K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +0.6% | 13,666 | $84K |
| MTM Investment Management, LLC | 0.03% | No change | 13,530 | $83K |
| Elevation Point Wealth Partners, LLC | 0.00% | Add +34.8% | 13,479 | $83K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +34.8% | 13,479 | $83K |
| Csenge Advisory Group | 0.00% | Add +2.5% | 13,420 | $83K |
| Sigma Planning Corp | 0.00% | Add +0.4% | 13,047 | $81K |
| Meridian Wealth Management, LLC | 0.00% | Add +0.7% | 12,330 | $76K |
| Savant Capital, LLC | 0.00% | No change | 12,297 | $76K |
| SYM FINANCIAL Corp | 0.01% | Add +2.4% | 12,034 | $74K |
| Cascade Investment Group, Inc. | 0.05% | No change | 11,749 | $72K |
| Aurora Private Wealth, Inc. | 0.05% | — | 11,571 | $71K |
| Summit Wealth Group LLC / Co. | 0.01% | New | 11,348 | $70K |
| Texas Yale Capital Corp. | 0.00% | No change | 11,000 | $68K |
| Mach-1 Financial Group, LLC | 0.01% | New | 10,555 | $65K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 10,492 | $65K |
| Novem Group | 0.01% | No change | 10,489 | $65K |
| Geneos Wealth Management Inc. | 0.00% | Add +100.0% | 10,200 | $63K |
| Sanctuary Advisors, LLC | 0.00% | No change | 10,151 | $63K |
| CoreCap Advisors, LLC | 0.00% | No change | 9,562 | $59K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 9,150 | $56K |
| Kentucky Trust Co | 0.02% | No change | 7,400 | $46K |
| Hilton Head Capital Partners, LLC | 0.02% | — | 6,780 | $42K |
| Rothschild Investment LLC | 0.00% | No change | 6,000 | $37K |
| 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 | $33K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 4,922 | $30K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 4,812 | $30K |
| MAI Capital Management | 0.00% | Add +291.6% | 4,566 | $28K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $25K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 3,917 | $24K |
| Gen-Wealth Partners Inc | 0.01% | No change | 3,600 | $22K |
| Ameriflex Group, Inc. | 0.01% | New | 3,450 | $21K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +2.4% | 2,874 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +2.4% | 2,860 | $18K |
| Hilltop National Bank | 0.00% | No change | 2,750 | $17K |
| WHI TRUST Co LLC | 0.01% | — | 2,682 | $17K |
| Paladin Partners, LLC | 0.01% | — | 2,624 | $16K |
| Larson Financial Group LLC | 0.00% | Reduce -55.3% | 2,528 | $16K |
| American Capital Advisory, LLC | 0.01% | No change | 2,525 | $16K |
| IFP Advisors, Inc | 0.00% | No change | 2,170 | $13K |
| Global Retirement Partners, LLC | 0.00% | Add +10.9% | 2,161 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -47.4% | 2,000 | $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% | 1,556 | $10K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 1,500 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,371 | $8K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 1,200 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,200 | $7K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 1,125 | $7K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +2.5% | 1,070 | $7K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $6K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $6K |
| Cornerstone Financial Management LLC | 0.01% | — | 954 | $6K |
| 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% | No change | 500 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 343 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 327 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 200 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 104 | $636 |
| Key Financial Inc | 0.00% | No change | 100 | $617 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.8% | 46 | $284 |
"% of holder's portfolio" is GAB's weight in each manager's 13F, not the share of Gabelli Equity Trust the manager owns.