Gabelli Global Small & MGGZ

13F holders, Q2 2025 (June 30)
37holders −5
2new positions
7sold out
1famous investor
$13.32avg. 13F price*

At the end of Q2 2025, 37 institutions reported holding Gabelli Global Small & M (GGZ) in their 13F filings, down 5 from Q1 2025. 2 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($4.1M), Private Management Group Inc. ($3.7M) and Blue Bell Private Wealth Management, LLC ($1.6M). 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

01020304050 Q1 2024: 38Q1 2024Q2 2024: 40Q2 2024Q3 2024: 38Q3 2024Q4 2024: 39Q4 2024Q1 2025: 42Q1 2025Q2 2025: 37Q2 2025Q3 2025: 43Q3 2025Q4 2025: 47Q4 2025Q1 2026: 42Q1 2026Q2 2026: 41Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$215K
Exits7$538K

All 13F filers, Q1 2025 → Q2 2025: 60,771 shares bought and 117,924 shares sold, net −57,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Morgan Stanley 0.00% Reduce -10.0% 304,137 $4.1M
Private Management Group Inc. 0.12% Reduce -2.6% 276,391 $3.7M
Blue Bell Private Wealth Management, LLC 0.26% Add +11.1% 117,803 $1.6M
180 Wealth Advisors, LLC 0.20% Add +6.5% 104,941 $1.4M
UBS Group AG 0.00% Reduce -0.5% 99,641 $1.3M
Bank of America Corp. 0.00% Add +1.5% 88,235 $1.2M
GatePass Capital, LLC 0.79% No change 88,000 $1.2M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.17% No change 82,711 $1.1M
Matisse Capital 0.45% No change 71,849 $957K
Capstone Investment Advisors, LLC 0.01% No change 69,157 $921K
Wolverine Asset Management LLC 0.06% Reduce -6.0% 64,077 $854K
Osaic Holdings, Inc. 0.00% Reduce -0.7% 63,353 $844K
Stephens Inc. 0.01% Reduce -6.5% 63,089 $840K
Wells Fargo & Company 0.00% Reduce -4.3% 62,377 $831K
CSS LLC 0.12% Reduce -3.1% 46,741 $623K
GAMCO Investors 0.01% Reduce -4.7% 45,586 $607K
Beckerman Institutional, LLC 0.37% Add +38.1% 41,874 $558K
Raymond James Financial Inc. 0.00% Add +14.6% 38,887 $518K
Private Advisor Group, LLC 0.00% Add +5.0% 24,099 $321K
Silverlake Wealth Management LLC 0.07% Add +32.0% 18,658 $249K
LPL Financial LLC 0.00% Add +21.0% 17,349 $231K
Two Sigma Investments, LP 0.00% New 16,122 $215K
Janney Montgomery Scott LLC 0.00% Reduce -10.5% 14,326 $191K
Commonwealth Equity Services, LLC 0.00% Reduce -0.4% 11,756 $157K
Comerica Bank 0.00% No change 11,000 $147K
Cornerstone Advisors, LLC 0.00% Reduce -65.5% 7,313 $97K
Ancora Advisors LLC 0.00% No change 5,000 $67K
Lanark Financial, Inc. 0.00% No change 2,870 $38K
North Star Investment Management Corp. 0.00% No change 450 $6K
Bfsg, LLC 0.00% No change 260 $3K
Allworth Financial LP 0.00% No change 169 $2K
Harbour Investments, Inc. 0.00% Add +0.9% 116 $2K
Capital Advisors, Ltd. LLC 0.00% Add +1.5% 67 $1K
Spire Wealth Management 0.00% New 40 $533
NewEdge Advisors, LLC 0.00% No change 36 $480
Fourth Dimension Wealth, LLC 0.00% No change 12 $160
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.