Gabelli Equity TrustGAB
13F holders, Q1 2026 (March 31)206holders +14
35new positions
16sold out
3famous investors
$5.60avg. 13F price*
At the end of Q1 2026, 206 institutions reported holding Gabelli Equity Trust (GAB) in their 13F filings, up 14 from Q4 2025. 35 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($25.1M), Morgan Stanley ($13.8M) and Commonwealth Equity Services, LLC ($8.5M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Gabelli Equity Trust
- CUSIP
- 362397101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $18.5M |
| Exits | 16 | $8.3M |
All 13F filers, Q4 2025 → Q1 2026: 4,040,910 shares bought and 2,370,838 shares sold, net +1,670,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 206 holders
| LPL Financial LLC | 0.01% | Add +0.5% | 4,483,488 | $25.1M |
| Morgan Stanley | 0.00% | Add +1.6% | 2,472,584 | $13.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 1,523,158 | $8.5M |
| Philadelphia Trust Co. | 0.40% | Reduce -4.0% | 1,023,419 | $5.7M |
| GAMCO Investors | 0.05% | No change | 841,675 | $4.7M |
| Cetera Investment Advisers | 0.00% | Add +5.1% | 708,495 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.7% | 612,585 | $3.4M |
| Independent Financial Group, LLC | 0.07% | Add +8.2% | 585,670 | $3.3M |
| Wells Fargo & Company | 0.00% | Reduce -9.8% | 578,779 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.3% | 569,072 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 551,907 | $3.1M |
| Live Oak Private Wealth LLC | 0.40% | No change | 514,176 | $2.9M |
| Bank of America Corp. | 0.00% | Reduce -21.9% | 467,229 | $2.6M |
| Scotia Capital Inc. | 0.01% | Reduce -0.4% | 454,585 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.7% | 452,971 | $2.5M |
| Independent Advisor Alliance | 0.02% | New | 405,588 | $2.3M |
| Ursa Fund Management, LLC | 6.57% | New | 367,924 | $2.1M |
| Yakira Capital Management, Inc. | 0.60% | New | 362,409 | $2.0M |
| Boothbay Fund Management, LLC | 0.05% | New | 352,055 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +9.9% | 345,772 | $1.9M |
| Accel Wealth Management | 0.50% | Reduce -2.5% | 343,642 | $1.9M |
| Alpine Global Management, LLC | 0.33% | New | 336,337 | $1.9M |
| Creative Planning | 0.00% | Reduce -0.5% | 325,935 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.8% | 319,274 | $1.8M |
| UBS Group AG | 0.00% | Reduce -8.9% | 304,005 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Reduce -27.6% | 303,875 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +72.6% | 297,436 | $1.7M |
| Golden State Wealth Management, LLC | 0.18% | Add +2.5% | 287,296 | $1.6M |
| Cohen & Steers, Inc. | 0.00% | New | 280,000 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.3% | 269,630 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +7.6% | 248,999 | $1.4M |
| Marks Group Wealth Management, Inc | 0.12% | Reduce -7.0% | 227,710 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.1% | 215,206 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +17.4% | 200,458 | $1.1M |
| Cable Car Capital, LP | 0.48% | New | 200,000 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Add +14.8% | 190,532 | $1.1M |
| Quarry LP | 0.22% | New | 189,452 | $1.1M |
| Ascentis Independent Advisors | 0.08% | Add +95.1% | 181,816 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.1% | 159,155 | $891K |
| Wealthspire Advisors, LLC | 0.01% | New | 147,092 | $824K |
| PMG Family Office LLC | 0.90% | Add +4.3% | 144,361 | $808K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 134,472 | $753K |
| Valley Brook Capital Group, Inc. | 0.50% | Add +14.7% | 133,960 | $750K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -8.2% | 107,486 | $602K |
| Kera Capital Partners, Inc. | 0.07% | No change | 105,780 | $592K |
| Advisory Advocates, LLC | 0.58% | Add +4.7% | 102,038 | $571K |
| PFG Investments, LLC | 0.03% | Add +4.8% | 101,476 | $568K |
| Captrust Financial Advisors | 0.00% | Add +11.5% | 100,452 | $563K |
| Hollencrest Capital Management | 0.02% | No change | 95,533 | $535K |
| Advisory Services Network, LLC | 0.01% | Add +0.0% | 94,904 | $531K |
| Citadel Advisors | 0.00% | Add +115.7% | 91,070 | $510K |
| HighTower Advisors, LLC | 0.00% | Add +7.5% | 90,124 | $505K |
| Flynn Zito Capital Management, LLC | 0.16% | Add +0.5% | 89,280 | $500K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.3% | 89,255 | $500K |
| World Investment Advisors | 0.01% | New | 88,662 | $497K |
| MML Investors Services, LLC | 0.00% | Reduce -11.4% | 87,395 | $489K |
| Leigh Baldwin & Co., LLC | 0.31% | No change | 86,084 | $482K |
| Stifel Financial Corp. | 0.00% | Reduce -8.4% | 80,028 | $448K |
| HCR Wealth Advisors | 0.04% | No change | 75,353 | $422K |
| Equitable Holdings, Inc. | 0.00% | Add +4.0% | 65,601 | $403K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 71,611 | $401K |
| JPMorgan Chase & Co. | 0.00% | Add +313.0% | 69,800 | $383K |
| Kingswood Wealth Advisors, LLC | 0.02% | No change | 68,021 | $381K |
| Mariner, LLC | 0.00% | Reduce -14.7% | 66,058 | $370K |
| Zinnia Wealth Advisory, LLC | 0.40% | Add +1.1% | 63,505 | $356K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -46.5% | 61,848 | $346K |
| Jane Street Group, LLC | 0.00% | Reduce -67.3% | 61,292 | $343K |
| Darden Wealth Group Inc | 0.16% | No change | 57,000 | $319K |
| &partners | 0.00% | New | 55,358 | $310K |
| Midwest Trust Co | 0.00% | No change | 52,810 | $296K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 48,722 | $273K |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 48,329 | $271K |
| Plancorp, LLC | 0.01% | New | 47,898 | $268K |
| Shulman DeMeo Asset Management LLC | 0.06% | Reduce -16.7% | 47,808 | $268K |
| Arista Wealth Management, LLC | 0.03% | No change | 47,128 | $264K |
| Lanark Financial, Inc. | 0.02% | Add +23.3% | 46,172 | $259K |
| AQR Capital Management | 0.00% | New | 45,386 | $254K |
| Benjamin Edwards Inc. | 0.00% | Add +1.8% | 44,851 | $251K |
| Kingstone Capital Partners Texas, LLC | 0.15% | Add +29.9% | 43,060 | $241K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -47.4% | 43,777 | $234K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 41,224 | $231K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +0.8% | 39,768 | $223K |
| Allworth Financial LP | 0.00% | Add +0.0% | 38,941 | $218K |
| Coquina Private Wealth LLC | 0.17% | Reduce -0.1% | 38,306 | $215K |
| Mission Wealth Management, LP | 0.00% | No change | 37,574 | $210K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -6.5% | 36,833 | $206K |
| Core Wealth Advisors, Inc. | 0.05% | New | 36,747 | $206K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +0.4% | 34,306 | $192K |
| NorthRock Partners, LLC | 0.00% | Reduce -59.7% | 32,107 | $180K |
| Symphony Financial Services, Inc. | 0.09% | Add +0.8% | 31,904 | $179K |
| Legacy Wealth Management, LLC / MS | 0.05% | Add +1.1% | 31,867 | $178K |
| Kapstone Financial Advisors LLC | 0.09% | Add +28.6% | 31,350 | $176K |
| Old Mission Investment Co LLC | 0.04% | Add +37.6% | 31,131 | $174K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 27,879 | $156K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +1.0% | 26,938 | $151K |
| International Assets Investment Management, LLC | 0.01% | No change | 27,739 | $150K |
| Compound Planning, Inc. | 0.00% | Add +4.1% | 26,793 | $150K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 26,748 | $150K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.2% | 26,156 | $146K |
| Cibc World Market Inc. | 0.00% | Reduce -70.7% | 26,016 | $146K |
| Mendel Capital Management LLC | 0.07% | — | 25,638 | $144K |
| Park Avenue Securities LLC | 0.00% | New | 25,560 | $143K |
| Savvy Advisors, Inc. | 0.00% | New | 24,424 | $137K |
| Quad-Cities Investment Group, LLC | 0.05% | Reduce -4.1% | 23,928 | $134K |
| Smith, Moore & Co. | 0.01% | Add +32.8% | 23,374 | $131K |
| Brookstone Capital Management | 0.00% | Reduce -5.0% | 23,326 | $131K |
| Avidian Wealth Enterprises, LLC | 0.00% | Add +20.2% | 23,199 | $130K |
| Schmidt P J Investment Management Inc. | 0.02% | New | 23,000 | $129K |
| Nomura Holdings Inc. | 0.00% | New | 22,786 | $128K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 21,842 | $122K |
| Focus Partners Wealth | 0.00% | Add +0.7% | 21,440 | $120K |
| Hilltop Holdings Inc. | 0.01% | Add +2.9% | 20,778 | $116K |
| Fifth Third Bancorp | 0.00% | Add +413.4% | 20,536 | $115K |
| Northstar Group, Inc. | 0.02% | New | 20,521 | $115K |
| Chancellor Financial Group WB LP | 0.08% | Add +1.8% | 19,965 | $112K |
| Motco | 0.01% | Reduce -10.8% | 19,910 | $111K |
| Silver Oak Securities, Incorporated | 0.01% | Add +16.5% | 19,808 | $111K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 19,000 | $106K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +20.7% | 18,987 | $106K |
| Capital Square, LLC | 0.05% | No change | 18,747 | $105K |
| Eagle Wealth Strategies LLC | 0.05% | No change | 18,624 | $104K |
| SYM FINANCIAL Corp | 0.01% | Add +44.8% | 17,424 | $98K |
| Modera Wealth Management, LLC | 0.00% | No change | 17,200 | $96K |
| Montz Harcus Wealth Management LLC | 0.04% | Add +2.6% | 17,109 | $96K |
| Register Financial Advisors LLC | 0.04% | Add +2.7% | 17,017 | $95K |
| Stephens Inc. | 0.00% | No change | 16,873 | $94K |
| Oxford Wealth Group, LLC | 0.05% | New | 16,734 | $94K |
| Two Sigma Securities, LLC | 0.01% | New | 16,731 | $94K |
| LRI Investments, LLC | 0.01% | No change | 16,347 | $92K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +6.5% | 16,303 | $91K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.1% | 16,055 | $90K |
| Benchmark Financial Wealth Advisors, LLC | 0.02% | New | 15,549 | $87K |
| Glenmede Trust Co. NA | 0.00% | No change | 15,473 | $87K |
| Curran Financial Partners, LLC | 0.02% | No change | 15,325 | $86K |
| Drucker Wealth 3.0, LLC | 0.01% | Reduce -25.2% | 15,241 | $85K |
| HUB Investment Partners, LLC | 0.00% | No change | 15,203 | $85K |
| Tactive Advisors, LLC | 0.02% | Reduce -9.3% | 15,163 | $85K |
| Mgo One Seven LLC | 0.00% | Add +0.2% | 14,911 | $84K |
| RFG - Bristol Wealth Advisors, LLC | 0.02% | Add +0.8% | 14,363 | $80K |
| Acropolis Investment Management, LLC | 0.00% | No change | 14,332 | $80K |
| Wellington Shields Capital Management, LLC | 0.01% | No change | 13,857 | $78K |
| Csenge Advisory Group | 0.00% | Add +2.7% | 13,777 | $77K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +0.7% | 13,757 | $77K |
| Integrity Advisory Solutions, LLC | 0.01% | New | 13,672 | $77K |
| MTM Investment Management, LLC | 0.02% | No change | 13,530 | $76K |
| Elevation Point Wealth Partners, LLC | 0.00% | No change | 13,479 | $75K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 13,479 | $75K |
| Sigma Planning Corp | 0.00% | Add +0.5% | 13,107 | $73K |
| Kiley Juergens Wealth Management, LLC | 0.01% | New | 13,021 | $73K |
| Cwm, LLC | 0.00% | Reduce -27.4% | 12,821 | $72K |
| Aurora Private Wealth, Inc. | 0.05% | No change | 11,571 | $71K |
| Savant Capital, LLC | 0.00% | No change | 12,297 | $69K |
| Morton Capital Management LLC | 0.01% | New | 12,112 | $68K |
| Safeguard Investment Advisory Group, LLC | 0.02% | Reduce -19.8% | 11,941 | $67K |
| Cascade Investment Group, Inc. | 0.04% | No change | 11,749 | $66K |
| New England Private Wealth Advisors LLC | 0.01% | New | 11,446 | $64K |
| Summit Wealth Group LLC / Co. | 0.01% | No change | 11,348 | $64K |
| Texas Yale Capital Corp. | 0.00% | No change | 11,000 | $62K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +2.6% | 10,770 | $60K |
| NewEdge Advisors, LLC | 0.00% | Reduce -82.0% | 10,676 | $60K |
| Novem Group | 0.01% | No change | 10,489 | $59K |
| Meridian Wealth Management, LLC | 0.00% | Reduce -15.4% | 10,428 | $58K |
| Geneos Wealth Management Inc. | 0.00% | No change | 10,200 | $57K |
| Virtu Financial LLC | 0.00% | New | 10,268 | $57K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +641.8% | 10,170 | $57K |
| Sanctuary Advisors, LLC | 0.00% | No change | 10,151 | $57K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 9,150 | $50K |
| Private Trust Co. NA | 0.00% | New | 8,400 | $47K |
| Kentucky Trust Co | 0.02% | No change | 7,400 | $41K |
| Hilton Head Capital Partners, LLC | 0.02% | No change | 6,780 | $38K |
| Rothschild Investment LLC | 0.00% | No change | 6,000 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | New | 5,908 | $33K |
| IFP Advisors, Inc | 0.00% | Add +161.7% | 5,678 | $32K |
| Wellington Shields & Co., LLC | 0.01% | No change | 5,428 | $30K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 5,344 | $30K |
| MAI Capital Management | 0.00% | Add +8.1% | 4,936 | $28K |
| CoreCap Advisors, LLC | 0.00% | Reduce -48.4% | 4,933 | $28K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 3,917 | $22K |
| Ameriflex Group, Inc. | 0.01% | No change | 3,450 | $19K |
| IFG Advisory, LLC | 0.05% | Reduce -88.3% | 3,300 | $18K |
| Destiny Wealth Partners, LLC | 0.00% | New | 3,300 | $18K |
| Gen-Wealth Partners Inc | 0.01% | Reduce -13.9% | 3,100 | $17K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +2.6% | 2,949 | $17K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +2.6% | 2,935 | $16K |
| Hilltop National Bank | 0.00% | No change | 2,750 | $15K |
| American Capital Advisory, LLC | 0.01% | Reduce -9.1% | 2,295 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 2,000 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1,906 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,200 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 1,156 | $6K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 1,125 | $6K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +2.6% | 1,098 | $6K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $6K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 739 | $4K |
| Howe & Rusling Inc. | 0.00% | New | 728 | $4K |
| Assetmark, Inc. | 0.00% | No change | 648 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $3K |
| Addison Advisors LLC | 0.00% | New | 500 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +880.4% | 451 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 343 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 331 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 327 | $2K |
| Vanguard National Trust Co | 0.00% | — | 183 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 104 | $564 |
| Key Financial Inc | 0.00% | No change | 100 | $560 |
"% of holder's portfolio" is GAB's weight in each manager's 13F, not the share of Gabelli Equity Trust the manager owns.