Gabelli Equity TrustGAB
13F holders, Q2 2026 (June 30)223holders +17
41new positions
24sold out
4famous investors
$5.66avg. 13F price*
At the end of Q2 2026, 223 institutions reported holding Gabelli Equity Trust (GAB) in their 13F filings, up 17 from Q1 2026. 41 opened new positions and 24 sold out. The largest holders were Rivernorth Capital Management, LLC ($37.4M), Ursa Fund Management, LLC ($31.4M) and LPL Financial LLC ($24.3M). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Gabelli Equity Trust
- CUSIP
- 362397101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $88.6M |
| Exits | 24 | $7.9M |
All 13F filers, Q1 2026 → Q2 2026: 24,316,895 shares bought and 2,814,550 shares sold, net +21,502,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 223 holders
| Rivernorth Capital Management, LLC | 1.79% | New | 6,609,367 | $37.4M |
| Ursa Fund Management, LLC | 5.16% | Add +1409.9% | 5,555,196 | $31.4M |
| LPL Financial LLC | 0.01% | Reduce -4.2% | 4,296,092 | $24.3M |
| Morgan Stanley | 0.00% | Add +5.1% | 2,598,911 | $14.7M |
| Shaker Financial Services, LLC | 3.68% | New | 2,073,169 | $11.7M |
| Karpus Management, Inc. | 0.32% | New | 1,973,929 | $11.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.4% | 1,559,070 | $8.8M |
| Absolute Investment Advisers, LLC | 0.82% | New | 1,508,078 | $8.5M |
| Cohen & Steers, Inc. | 0.01% | Add +304.9% | 1,133,650 | $6.4M |
| J.W. Cole Advisors, Inc. | 0.10% | New | 998,455 | $5.7M |
| GAMCO Investors | 0.05% | Add +10.0% | 925,844 | $5.2M |
| Bank of America Corp. | 0.00% | Add +91.5% | 894,767 | $5.1M |
| Cetera Investment Advisers | 0.00% | Add +4.3% | 738,887 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +17.1% | 717,391 | $4.1M |
| Sit Investment Associates Inc. | 0.07% | New | 669,071 | $3.8M |
| Independent Financial Group, LLC | 0.07% | Add +13.3% | 663,866 | $3.8M |
| Philadelphia Trust Co. | 0.24% | Reduce -36.0% | 655,219 | $3.7M |
| Live Oak Private Wealth LLC | 0.45% | Add +23.6% | 635,255 | $3.6M |
| Quarry LP | 0.57% | Add +229.5% | 624,167 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +4.6% | 605,199 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.3% | 593,231 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 575,391 | $3.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.1% | 498,834 | $2.8M |
| Scotia Capital Inc. | 0.01% | Add +0.8% | 458,173 | $2.6M |
| UBS Group AG | 0.00% | Add +39.5% | 424,085 | $2.4M |
| 1607 Capital Partners, LLC | 0.20% | New | 400,000 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +14.1% | 364,375 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +4.0% | 359,456 | $2.0M |
| Accel Wealth Management | 0.41% | Reduce -5.8% | 323,540 | $1.8M |
| Creative Planning | 0.00% | Reduce -1.2% | 322,128 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +5.4% | 320,400 | $1.8M |
| Nomura Holdings Inc. | 0.01% | Add +1277.3% | 313,820 | $1.8M |
| Golden State Wealth Management, LLC | 0.14% | Reduce -6.8% | 267,909 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 266,840 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +5.5% | 262,828 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +19.9% | 240,371 | $1.4M |
| Marks Group Wealth Management, Inc | 0.11% | No change | 227,710 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.4% | 214,277 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Add +5.1% | 200,329 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -32.8% | 199,918 | $1.1M |
| IMC-Chicago, LLC | 0.01% | New | 183,328 | $1.0M |
| Yakira Capital Management, Inc. | 0.30% | Reduce -50.3% | 179,964 | $1.0M |
| Almitas Capital LLC | 0.23% | New | 169,700 | $961K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.2% | 161,081 | $912K |
| Wolverine Asset Management LLC | 0.04% | New | 153,010 | $866K |
| PMG Family Office LLC | 0.79% | Add +5.3% | 152,047 | $861K |
| Clear Street Group Inc. | 0.00% | New | 150,000 | $849K |
| Jane Street Group, LLC | 0.00% | Add +142.2% | 148,431 | $840K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.0% | 147,116 | $833K |
| TrueMark Investments, LLC | 0.10% | New | 145,438 | $823K |
| Mariner, LLC | 0.00% | Add +110.8% | 139,214 | $788K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +2.2% | 137,419 | $778K |
| Valley Brook Capital Group, Inc. | 0.43% | Reduce -0.5% | 133,336 | $755K |
| MML Investors Services, LLC | 0.00% | Add +46.9% | 128,364 | $727K |
| Kera Capital Partners, Inc. | 0.06% | Add +7.8% | 114,003 | $645K |
| PFG Investments, LLC | 0.02% | Add +6.7% | 108,264 | $613K |
| Hollencrest Capital Management | 0.04% | Add +11.2% | 106,243 | $601K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.8% | 102,298 | $579K |
| Advisory Advocates, LLC | 0.50% | Add +0.1% | 102,128 | $578K |
| Captrust Financial Advisors | 0.00% | Reduce -5.5% | 94,918 | $537K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.4% | 92,634 | $524K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 90,472 | $512K |
| Flynn Zito Capital Management, LLC | 0.14% | Add +0.5% | 89,759 | $508K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.3% | 89,499 | $507K |
| JPMorgan Chase & Co. | 0.00% | Add +23.9% | 86,500 | $492K |
| Leigh Baldwin & Co., LLC | 0.26% | No change | 86,084 | $487K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +80.2% | 78,865 | $445K |
| Brown Brothers Harriman & Co. | 0.00% | New | 77,124 | $437K |
| HCR Wealth Advisors | 0.04% | No change | 75,353 | $426K |
| Stifel Financial Corp. | 0.00% | Reduce -6.2% | 75,103 | $425K |
| Darden Wealth Group Inc | 0.17% | Add +29.6% | 73,900 | $418K |
| Brighton Jones LLC | 0.01% | New | 72,704 | $412K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +4.8% | 71,321 | $404K |
| Equitable Holdings, Inc. | 0.00% | Add +8.4% | 71,102 | $402K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -5.5% | 67,682 | $383K |
| Stonebridge Financial Group, LLC | 0.05% | — | 66,248 | $374K |
| XTX Topco Ltd | 0.00% | New | 65,075 | $368K |
| Zinnia Wealth Advisory, LLC | 0.37% | Add +2.2% | 64,901 | $367K |
| Core Wealth Advisors, Inc. | 0.07% | Add +72.4% | 63,364 | $359K |
| Kingstone Capital Partners Texas, LLC | 0.16% | Add +25.2% | 53,922 | $305K |
| Midwest Trust Co | 0.00% | No change | 52,810 | $299K |
| Susquehanna International Group, LLP | 0.00% | New | 49,431 | $280K |
| Ameriprise Financial Inc. | 0.00% | Add +2.1% | 49,331 | $279K |
| Integrity Advisory Solutions, LLC | 0.03% | Add +257.9% | 48,933 | $277K |
| Plancorp, LLC | 0.01% | No change | 47,898 | $272K |
| Benjamin Edwards Inc. | 0.00% | Add +6.6% | 47,814 | $271K |
| Arista Wealth Management, LLC | 0.03% | No change | 47,128 | $267K |
| Shulman DeMeo Asset Management LLC | 0.05% | Reduce -6.6% | 44,634 | $253K |
| Dakota Wealth Management | 0.00% | New | 44,610 | $252K |
| Mission Wealth Management, LP | 0.00% | Add +11.3% | 41,816 | $237K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 41,224 | $233K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -0.8% | 39,468 | $223K |
| World Investment Advisors | 0.00% | Reduce -56.1% | 38,958 | $221K |
| Allworth Financial LP | 0.00% | Add +0.0% | 38,953 | $220K |
| Coquina Private Wealth LLC | 0.15% | Add +1.5% | 38,876 | $220K |
| Kingsview Wealth Management, LLC | 0.00% | Add +3.6% | 38,152 | $216K |
| AQR Capital Management | 0.00% | Reduce -16.3% | 38,001 | $215K |
| Millennium Management | 0.00% | New | 36,868 | $209K |
| IFG Advisory, LLC | 0.01% | Add +987.2% | 35,877 | $203K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -43.4% | 35,033 | $198K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +1.0% | 34,642 | $196K |
| Kapstone Financial Advisors LLC | 0.08% | Add +9.8% | 34,435 | $195K |
| Brookstone Capital Management | 0.00% | Add +46.9% | 34,267 | $194K |
| International Assets Investment Management, LLC | 0.01% | Add +23.1% | 34,139 | $192K |
| Smith, Moore & Co. | 0.01% | Add +44.9% | 33,879 | $192K |
| Marex Group Ltd | 0.00% | New | 32,552 | $184K |
| Legacy Wealth Management, LLC / MS | 0.05% | Add +1.1% | 32,223 | $182K |
| Symphony Financial Services, Inc. | 0.08% | Add +0.8% | 32,152 | $182K |
| &partners | 0.00% | Reduce -42.5% | 31,801 | $180K |
| Old Mission Investment Co LLC | 0.04% | No change | 31,131 | $176K |
| Lanark Financial, Inc. | 0.01% | Reduce -36.8% | 29,181 | $165K |
| NorthRock Partners, LLC | 0.00% | Reduce -10.9% | 28,598 | $162K |
| Park Avenue Securities LLC | 0.00% | Add +10.0% | 28,116 | $159K |
| Pekin Hardy Strauss, Inc. | 0.01% | Reduce -0.5% | 27,750 | $157K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 26,748 | $151K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.2% | 26,200 | $148K |
| EP Wealth Advisors, LLC | 0.00% | New | 25,713 | $146K |
| Mendel Capital Management LLC | 0.07% | No change | 25,638 | $145K |
| PNC Financial Services Group, Inc. | 0.00% | Add +332.9% | 25,577 | $145K |
| Avidian Wealth Enterprises, LLC | 0.00% | Add +9.9% | 25,499 | $144K |
| Compound Planning, Inc. | 0.00% | Reduce -5.4% | 25,337 | $143K |
| Savvy Advisors, Inc. | 0.00% | Add +0.5% | 24,548 | $139K |
| Quad-Cities Investment Group, LLC | 0.05% | Reduce -1.2% | 23,646 | $134K |
| Per Stirling Capital Management, LLC. | 0.01% | New | 22,850 | $129K |
| Insight Advisors, LLC/ PA | 0.02% | No change | 21,842 | $124K |
| Hilltop Holdings Inc. | 0.01% | Add +3.0% | 21,410 | $121K |
| Capital Square, LLC | 0.05% | Add +10.0% | 20,622 | $116K |
| Fifth Third Bancorp | 0.00% | No change | 20,536 | $116K |
| Northstar Group, Inc. | 0.02% | No change | 20,521 | $116K |
| Chancellor Financial Group WB LP | 0.07% | Add +1.8% | 20,323 | $115K |
| Abel Hall, LLC | 0.02% | New | 20,000 | $113K |
| Fisher Asset Management | 0.00% | New | 20,000 | $113K |
| Motco | 0.01% | No change | 19,910 | $113K |
| Nicolet Bankshares Inc. | 0.00% | New | 19,142 | $108K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 19,000 | $108K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 18,987 | $107K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | Reduce -29.6% | 18,969 | $107K |
| Eagle Wealth Strategies LLC | 0.04% | No change | 18,624 | $105K |
| SYM FINANCIAL Corp | 0.01% | Add +2.7% | 17,890 | $101K |
| Savant Capital, LLC | 0.00% | Add +44.0% | 17,707 | $101K |
| Montz Harcus Wealth Management LLC | 0.04% | Add +2.7% | 17,567 | $99K |
| Register Financial Advisors LLC | 0.03% | Add +2.7% | 17,477 | $99K |
| Modera Wealth Management, LLC | 0.00% | No change | 17,200 | $97K |
| Alpine Global Management, LLC | 0.02% | Reduce -94.9% | 17,086 | $97K |
| Glenmede Trust Co. NA | 0.00% | Add +10.0% | 17,020 | $96K |
| Mgo One Seven LLC | 0.00% | Add +13.5% | 16,925 | $96K |
| Stephens Inc. | 0.00% | No change | 16,873 | $96K |
| Baird Financial Group, Inc. | 0.00% | New | 16,565 | $94K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.2% | 16,404 | $93K |
| LRI Investments, LLC | 0.01% | No change | 16,347 | $93K |
| Benchmark Financial Wealth Advisors, LLC | 0.02% | Add +2.7% | 15,968 | $90K |
| HRT Financial LP | 0.00% | New | 15,998 | $90K |
| Curran Financial Partners, LLC | 0.01% | No change | 15,325 | $87K |
| Drucker Wealth 3.0, LLC | 0.01% | Reduce -0.2% | 15,210 | $86K |
| HUB Investment Partners, LLC | 0.00% | No change | 15,203 | $86K |
| Csenge Advisory Group | 0.00% | Add +2.7% | 14,148 | $80K |
| Wellington Shields Capital Management, LLC | 0.01% | No change | 13,857 | $78K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +0.7% | 13,852 | $78K |
| MTM Investment Management, LLC | 0.02% | No change | 13,530 | $77K |
| Kiley Juergens Wealth Management, LLC | 0.01% | Add +2.7% | 13,369 | $76K |
| Jackson Thornton Wealth Management, LLC | 0.01% | New | 13,245 | $75K |
| Safeguard Investment Advisory Group, LLC | 0.02% | Add +10.5% | 13,195 | $75K |
| Tactive Advisors, LLC | 0.02% | Reduce -14.4% | 12,976 | $73K |
| RFG - Bristol Wealth Advisors, LLC | 0.02% | Reduce -13.3% | 12,456 | $70K |
| Schiavi & Co LLC | 0.02% | New | 12,131 | $69K |
| Morton Capital Management LLC | 0.01% | Add +0.1% | 12,118 | $69K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -30.4% | 11,354 | $64K |
| Summit Wealth Group LLC / Co. | 0.01% | No change | 11,348 | $64K |
| New England Private Wealth Advisors LLC | 0.01% | No change | 11,446 | $64K |
| OpenArc Corporate Advisory, LLC | 0.00% | No change | 10,770 | $61K |
| Focus Partners Wealth | 0.00% | Reduce -49.8% | 10,755 | $61K |
| Garrett Wealth Advisory Group, LLC | 0.01% | New | 10,670 | $60K |
| Cascade Investment Group, Inc. | 0.03% | Reduce -9.4% | 10,649 | $60K |
| Meridian Wealth Management, LLC | 0.00% | Add +0.9% | 10,527 | $60K |
| Texas Yale Capital Corp. | 0.00% | Reduce -4.5% | 10,500 | $59K |
| Novem Group | 0.01% | No change | 10,489 | $59K |
| Mutual Advisors, LLC | 0.00% | New | 10,239 | $58K |
| CSS LLC | 0.01% | New | 10,232 | $58K |
| Sanctuary Advisors, LLC | 0.00% | No change | 10,151 | $57K |
| SMART Wealth LLC | 0.01% | New | 10,041 | $57K |
| Elevation Point Wealth Partners, LLC | 0.00% | Reduce -25.8% | 10,000 | $57K |
| Pinnacle Associates Ltd. | 0.00% | New | 10,000 | $57K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -25.8% | 10,000 | $57K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 9,150 | $52K |
| Private Trust Co. NA | 0.00% | No change | 8,400 | $48K |
| Institute for Wealth Management, LLC. | 0.00% | New | 8,113 | $46K |
| Arax Advisory Partners | 0.00% | New | 7,900 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -22.7% | 7,858 | $44K |
| Kentucky Trust Co | 0.02% | No change | 7,400 | $42K |
| Hilton Head Capital Partners, LLC | 0.02% | No change | 6,780 | $38K |
| Rothschild Investment LLC | 0.00% | No change | 6,000 | $34K |
| Wellington Shields & Co., LLC | 0.01% | No change | 5,428 | $31K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 5,344 | $30K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -50.0% | 5,100 | $29K |
| CoreCap Advisors, LLC | 0.00% | No change | 4,933 | $28K |
| Ameriflex Group, Inc. | 0.01% | No change | 3,450 | $20K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +2.7% | 3,028 | $17K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +2.7% | 3,014 | $17K |
| Quent Capital, LLC | 0.00% | New | 3,000 | $17K |
| Hilltop National Bank | 0.00% | No change | 2,750 | $16K |
| American Capital Advisory, LLC | 0.00% | No change | 2,295 | $13K |
| Financial Gravity Companies, Inc. | 0.00% | — | 2,000 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1,906 | $11K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -38.7% | 1,900 | $11K |
| IFP Advisors, Inc | 0.00% | Reduce -70.6% | 1,670 | $9K |
| Jones Financial Companies LLLP | 0.00% | New | 1,473 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,200 | $7K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +2.6% | 1,127 | $6K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 1,125 | $6K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $6K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +137.2% | 785 | $4K |
| Mb, Levis & Associates, LLC | 0.00% | New | 745 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 739 | $4K |
| Assetmark, Inc. | 0.00% | No change | 648 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $3K |
| SHP Wealth Management | 0.00% | New | 500 | $3K |
| Blue Trust, Inc. | 0.00% | New | 411 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 343 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 327 | $2K |
| Key Financial Inc | 0.00% | No change | 100 | $566 |
| Larson Financial Group LLC | 0.00% | New | 80 | $453 |
| Global Retirement Partners, LLC | 0.00% | — | 70 | $395 |
"% of holder's portfolio" is GAB's weight in each manager's 13F, not the share of Gabelli Equity Trust the manager owns.