Gabelli Global Small & MGGZ

13F holders, Q3 2025 (September 30)
43holders +6
8new positions
2sold out
1famous investor
$14.45avg. 13F price*

At the end of Q3 2025, 43 institutions reported holding Gabelli Global Small & M (GGZ) in their 13F filings, up 6 from Q2 2025. 8 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($4.4M), Private Management Group Inc. ($3.9M) and Bank of America Corp. ($2.2M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions8$60K
Exits2$1.0M

All 13F filers, Q2 2025 → Q3 2025: 168,114 shares bought and 139,606 shares sold, net +28,508 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 43 holders

Morgan Stanley 0.00% Reduce -0.3% 303,205 $4.4M
Private Management Group Inc. 0.12% Reduce -2.1% 270,557 $3.9M
Bank of America Corp. 0.00% Add +71.1% 150,953 $2.2M
Blue Bell Private Wealth Management, LLC 0.29% Add +11.9% 131,781 $1.9M
180 Wealth Advisors, LLC 0.19% Add +5.2% 110,359 $1.6M
Osaic Holdings, Inc. 0.00% Add +53.9% 97,521 $1.4M
GatePass Capital, LLC 0.75% No change 88,000 $1.3M
UBS Group AG 0.00% Reduce -13.6% 86,050 $1.2M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.19% No change 82,711 $1.2M
Matisse Capital 0.47% No change 71,849 $1.0M
Raymond James Financial Inc. 0.00% Add +79.2% 69,688 $1.0M
Capstone Investment Advisors, LLC 0.01% No change 69,157 $999K
Wells Fargo & Company 0.00% Add +0.1% 62,424 $902K
Beckerman Institutional, LLC 0.49% Add +38.4% 57,943 $837K
Stephens Inc. 0.01% Reduce -15.3% 53,419 $772K
GAMCO Investors 0.01% No change 45,586 $659K
CSS LLC 0.11% Reduce -6.6% 43,658 $631K
LPL Financial LLC 0.00% Add +4.4% 18,119 $262K
Silverlake Wealth Management LLC 0.05% Reduce -23.5% 14,271 $206K
Private Advisor Group, LLC 0.00% Reduce -49.6% 12,134 $175K
Commonwealth Equity Services, LLC 0.00% Reduce -0.0% 11,753 $170K
Two Sigma Investments, LP 0.00% Reduce -28.0% 11,601 $168K
Comerica Bank 0.00% No change 11,000 $159K
Ancora Advisors LLC 0.00% No change 5,000 $72K
Lanark Financial, Inc. 0.00% No change 2,870 $41K
Rockefeller Capital Management L.P. 0.00% New 2,820 $41K
North Star Investment Management Corp. 0.00% No change 450 $7K
Advisory Services Network, LLC 0.00% New 400 $6K
Bfsg, LLC 0.00% No change 260 $4K
SOA Wealth Advisors, LLC. 0.00% New 242 $3K
Atlantic Union Bankshares Corp 0.00% New 200 $3K
Allworth Financial LP 0.00% No change 169 $2K
Salem Investment Counselors Inc. 0.00% New 160 $2K
Larson Financial Group LLC 0.00% New 150 $2K
Royal Bank of Canada 0.00% New 150 $2K
Harbour Investments, Inc. 0.00% Add +1.7% 118 $2K
Cornerstone Advisors, LLC 0.00% Reduce -98.7% 96 $1K
Capital Advisors, Ltd. LLC 0.00% Add +1.5% 68 $1K
Spire Wealth Management 0.00% No change 40 $578
NewEdge Advisors, LLC 0.00% No change 36 $520
Beaird Harris Wealth Management, LLC 0.00% New 20 $289
Fourth Dimension Wealth, LLC 0.00% No change 12 $173
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.