Gabelli Global Small & MGGZ

13F holders, Q4 2025 (December 31)
47holders +4
7new positions
5sold out
1famous investor
$15.00avg. 13F price*

At the end of Q4 2025, 47 institutions reported holding Gabelli Global Small & M (GGZ) in their 13F filings, up 4 from Q3 2025. 7 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($4.6M), Private Management Group Inc. ($3.9M) and Blue Bell Private Wealth Management, LLC ($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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions7$46K
Exits5$219K

All 13F filers, Q3 2025 → Q4 2025: 65,982 shares bought and 150,355 shares sold, net −84,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

Morgan Stanley 0.00% Add +0.5% 304,727 $4.6M
Private Management Group Inc. 0.11% Reduce -3.8% 260,254 $3.9M
Blue Bell Private Wealth Management, LLC 0.33% Add +12.3% 148,001 $2.2M
180 Wealth Advisors, LLC 0.20% Add +5.5% 116,480 $1.7M
Osaic Holdings, Inc. 0.00% Add +5.2% 102,589 $1.5M
GatePass Capital, LLC 0.69% No change 88,000 $1.3M
Bank of America Corp. 0.00% Reduce -43.1% 85,931 $1.3M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.19% No change 82,711 $1.2M
UBS Group AG 0.00% Reduce -7.5% 79,564 $1.2M
Raymond James Financial Inc. 0.00% Add +8.4% 75,527 $1.1M
Evolve Private Wealth, LLC 0.06% — 70,004 $1.1M
Capstone Investment Advisors, LLC 0.01% No change 69,157 $1.0M
Beckerman Institutional, LLC 0.50% Add +1.6% 58,885 $883K
Wells Fargo & Company 0.00% Reduce -17.5% 51,524 $773K
GAMCO Investors 0.01% No change 45,586 $684K
Stephens Inc. 0.01% Reduce -14.9% 45,449 $682K
LPL Financial LLC 0.00% Add +147.3% 44,802 $672K
CSS LLC 0.10% Reduce -6.4% 40,869 $613K
Matisse Capital 0.27% Reduce -43.8% 40,365 $605K
Silverlake Wealth Management LLC 0.05% Add +0.6% 14,350 $215K
Commonwealth Equity Services, LLC 0.00% Add +3.7% 12,193 $183K
Private Advisor Group, LLC 0.00% Reduce -0.2% 12,107 $182K
Comerica Bank 0.00% No change 11,000 $165K
Ancora Advisors LLC 0.00% No change 5,000 $75K
Lanark Financial, Inc. 0.00% No change 2,870 $43K
International Assets Investment Management, LLC 0.00% New 2,135 $32K
North Star Investment Management Corp. 0.00% No change 450 $7K
Flagship Harbor Advisors, LLC 0.00% New 300 $5K
Bfsg, LLC 0.00% No change 260 $4K
SOA Wealth Advisors, LLC. 0.00% No change 242 $4K
SageView Advisory Group, LLC 0.00% New 208 $3K
Atlantic Union Bankshares Corp 0.00% No change 200 $3K
PNC Financial Services Group, Inc. 0.00% New 200 $3K
Harbour Investments, Inc. 0.00% Add +0.8% 119 $2K
Medallion Wealth Advisors, LLC 0.00% New 100 $2K
Cornerstone Advisors, LLC 0.00% Reduce -14.6% 82 $1K
MAI Capital Management 0.00% New 73 $1K
Capital Advisors, Ltd. LLC 0.00% Add +1.5% 69 $1K
Larson Financial Group LLC 0.00% Reduce -56.7% 65 $975
Jones Financial Companies LLLP 0.00% New 50 $750
Spire Wealth Management 0.00% No change 40 $600
NewEdge Advisors, LLC 0.00% No change 36 $540
Keating Financial Advisory Services, Inc. 0.00% — 31 $465
Beaird Harris Wealth Management, LLC 0.00% No change 20 $300
Fourth Dimension Wealth, LLC 0.00% No change 12 $180
Royal Bank of Canada 0.00% Reduce -83.3% 25 $0
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.