Gabelli Global Small & MGGZ
13F holders, Q2 2026 (June 30)41holders −1
3new positions
3sold out
1famous investor
$16.28avg. 13F price*
At the end of Q2 2026, 41 institutions reported holding Gabelli Global Small & M (GGZ) in their 13F filings, down 1 from Q1 2026. 3 opened new positions and 3 sold out. The largest holders were Atlas Wealth LLC ($8.5M), Morgan Stanley ($5.0M) and Private Management Group Inc. ($4.1M). One famous investor held it Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Gabelli Global Small & M
- CUSIP
- 36249W104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $8.5M |
| Exits | 3 | $8K |
All 13F filers, Q1 2026 → Q2 2026: 563,226 shares bought and 87,524 shares sold, net +475,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Atlas Wealth LLC | 1.38% | New | 523,754 | $8.5M |
| Morgan Stanley | 0.00% | Add +1.5% | 309,049 | $5.0M |
| Private Management Group Inc. | 0.11% | Reduce -2.3% | 250,827 | $4.1M |
| Blue Bell Private Wealth Management, LLC | 0.35% | Add +7.3% | 170,121 | $2.8M |
| 180 Wealth Advisors, LLC | 0.19% | Reduce -0.8% | 118,916 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.4% | 88,095 | $1.4M |
| Bank of America Corp. | 0.00% | Add +1.3% | 86,414 | $1.4M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.20% | No change | 82,711 | $1.3M |
| GatePass Capital, LLC | 0.50% | Reduce -9.2% | 79,000 | $1.3M |
| UBS Group AG | 0.00% | Reduce -0.3% | 78,168 | $1.3M |
| LPL Financial LLC | 0.00% | Add +18.9% | 69,937 | $1.1M |
| Capstone Investment Advisors, LLC | 0.01% | No change | 69,157 | $1.1M |
| Evolve Private Wealth, LLC | 0.07% | Reduce -5.0% | 66,046 | $1.1M |
| Beckerman Institutional, LLC | 0.44% | Reduce -0.4% | 57,321 | $933K |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 51,462 | $838K |
| Stephens Inc. | 0.01% | Add +1.7% | 46,001 | $749K |
| GAMCO Investors | 0.01% | No change | 45,586 | $742K |
| CSS LLC | 0.07% | Reduce -5.2% | 34,071 | $555K |
| Private Advisor Group, LLC | 0.00% | Add +74.2% | 22,915 | $373K |
| Silverlake Wealth Management LLC | 0.05% | Add +0.5% | 15,004 | $244K |
| Susquehanna International Group, LLP | 0.00% | Add +1.0% | 11,351 | $185K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.1% | 11,250 | $183K |
| Fifth Third Bancorp | 0.00% | Reduce -9.1% | 10,000 | $163K |
| Ancora Advisors LLC | 0.00% | No change | 5,000 | $81K |
| Lanark Financial, Inc. | 0.00% | No change | 2,870 | $47K |
| Osaic Holdings, Inc. | 0.00% | Reduce -95.7% | 2,731 | $44K |
| International Assets Investment Management, LLC | 0.00% | No change | 2,135 | $35K |
| North Star Investment Management Corp. | 0.00% | No change | 450 | $7K |
| Institute for Wealth Management, LLC. | 0.00% | New | 298 | $5K |
| Bfsg, LLC | 0.00% | No change | 260 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 242 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 200 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 160 | $3K |
| Arax Advisory Partners | 0.00% | New | 160 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 100 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +1.4% | 70 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -90.0% | 60 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 36 | $586 |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 31 | $505 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 12 | $195 |
| Ulland Investment Advisors, LLC | 0.00% | No change | 20 | $0 |
"% of holder's portfolio" is GGZ's weight in each manager's 13F, not the share of Gabelli Global Small & M the manager owns.