Gabelli Global Small & MGGZ

13F holders, Q1 2026 (March 31)
42holders −5
5new positions
9sold out
1famous investor
$15.02avg. 13F price*

At the end of Q1 2026, 42 institutions reported holding Gabelli Global Small & M (GGZ) in their 13F filings, down 5 from Q4 2025. 5 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($4.6M), Private Management Group Inc. ($3.9M) and Blue Bell Private Wealth Management, LLC ($2.4M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions5$343K
Exits9$621K

All 13F filers, Q4 2025 → Q1 2026: 68,591 shares bought and 93,968 shares sold, net −25,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Morgan Stanley 0.00% Reduce -0.0% 304,601 $4.6M
Private Management Group Inc. 0.11% Reduce -1.4% 256,642 $3.9M
Blue Bell Private Wealth Management, LLC 0.34% Add +7.1% 158,524 $2.4M
180 Wealth Advisors, LLC 0.20% Add +2.9% 119,812 $1.8M
Raymond James Financial Inc. 0.00% Add +19.5% 90,267 $1.4M
GatePass Capital, LLC 0.65% Reduce -1.1% 87,000 $1.3M
Bank of America Corp. 0.00% Reduce -0.7% 85,295 $1.3M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.18% No change 82,711 $1.2M
UBS Group AG 0.00% Reduce -1.5% 78,380 $1.2M
Evolve Private Wealth, LLC 0.06% Reduce -0.7% 69,520 $1.0M
Capstone Investment Advisors, LLC 0.01% No change 69,157 $1.0M
Osaic Holdings, Inc. 0.00% Reduce -38.0% 63,559 $955K
LPL Financial LLC 0.00% Add +31.3% 58,803 $883K
Beckerman Institutional, LLC 0.46% Reduce -2.3% 57,529 $864K
Wells Fargo & Company 0.00% Add +1.8% 52,462 $788K
GAMCO Investors 0.01% No change 45,586 $685K
Stephens Inc. 0.01% Reduce -0.5% 45,235 $679K
CSS LLC 0.09% Reduce -12.0% 35,952 $540K
Silverlake Wealth Management LLC 0.05% Add +4.0% 14,928 $224K
Private Advisor Group, LLC 0.00% Add +8.7% 13,154 $198K
Commonwealth Equity Services, LLC 0.00% Add +0.3% 12,235 $184K
Susquehanna International Group, LLP 0.00% New 11,239 $169K
Fifth Third Bancorp 0.00% New 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% No change 2,135 $32K
Royal Bank of Canada 0.00% Add +2300.0% 600 $9K
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% No change 242 $4K
Atlantic Union Bankshares Corp 0.00% No change 200 $3K
Salem Investment Counselors Inc. 0.00% New 160 $2K
Medallion Wealth Advisors, LLC 0.00% No change 100 $2K
MAI Capital Management 0.00% No change 73 $1K
Capital Advisors, Ltd. LLC 0.00% No change 69 $1K
Spire Wealth Management 0.00% No change 40 $601
NewEdge Advisors, LLC 0.00% No change 36 $541
Keating Financial Advisory Services, Inc. 0.00% No change 31 $466
Cwm, LLC 0.00% New 16 $240
Fourth Dimension Wealth, LLC 0.00% No change 12 $180
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.