GABELLI EQUITY TR INC (GAB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
216
Reporting holders
$258.3M
Reported value
0.0%
Held as options
+19
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $37.4M | 6,609,367 | 1.78% | new | NEW |
| Ursa Fund Management, LLC | $31.4M | 5,555,196 | 2.46% | 2q | +1409.9%+$29.4M |
| LPL Financial LLC | $24.3M | 4,296,092 | 0.01% | 31q | -4.2%-$1.1M |
| MORGAN STANLEY | $14.7M | 2,598,911 | 0.00% | 35q | +5.1%+$715.0K |
| Shaker Financial Services, LLC | $11.7M | 2,073,169 | 3.68% | new | NEW |
| Karpus Management, Inc. | $11.2M | 1,973,929 | 0.32% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.8M | 1,559,070 | 0.01% | 31q | +2.4%+$203.3K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $8.5M | 1,508,078 | 0.82% | new | NEW |
| J.W. COLE ADVISORS, INC. | $5.7M | 998,455 | 0.10% | new | NEW |
| GAMCO INVESTORS, INC. ET AL | $5.2M | 925,844 | 0.05% | 31q | +10.0%+$476.4K |
| BANK OF AMERICA CORP /DE/ | $5.1M | 894,767 | 0.00% | 31q | +91.5%+$2.4M |
| Cetera Investment Advisers | $4.2M | 738,887 | 0.00% | 23q | +4.3%+$172.0K |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 717,391 | 0.00% | 7q | +17.1%+$593.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.8M | 663,866 | 0.07% | 6q | +13.4%+$442.6K |
| Live Oak Private Wealth LLC | $3.6M | 635,255 | 0.45% | 25q | +23.5%+$685.3K |
| Quarry LP | $3.5M | 624,167 | 0.29% | 2q | +229.5%+$2.5M |
| WELLS FARGO & COMPANY/MN | $3.4M | 605,199 | 0.00% | 31q | -47.7%-$3.1M |
| ROYAL BANK OF CANADA | $3.3M | 575,391 | 0.00% | 31q | +4.3%+$132.9K |
| Kestra Advisory Services, LLC | $2.8M | 498,834 | 0.01% | 24q | +10.1%+$259.6K |
| SCOTIA CAPITAL INC. | $2.6M | 458,173 | 0.01% | 31q | +0.8%+$20.3K |
| UBS Group AG | $2.4M | 424,085 | 0.00% | 31q | +39.5%+$679.7K |
| 1607 Capital Partners, LLC | $2.3M | 400,000 | 0.20% | new | NEW |
| Steward Partners Investment Advisory, LLC | $2.1M | 364,375 | 0.01% | 22q | +14.1%+$255.3K |
| Cerity Partners LLC | $2.0M | 359,456 | 0.00% | 9q | +4.0%+$77.5K |
| Accel Wealth Management | $1.8M | 323,540 | 0.41% | 21q | -5.8%-$113.8K |
| Creative Planning | $1.8M | 322,128 | 0.00% | 31q | -1.2%-$21.5K |
| GUGGENHEIM CAPITAL LLC | $1.8M | 320,400 | 0.01% | 8q | +5.4%+$93.5K |
| NOMURA HOLDINGS INC | $1.8M | 313,820 | 0.00% | 2q | +1277.2%+$1.6M |
| Golden State Wealth Management, LLC | $1.5M | 267,909 | 0.14% | 14q | -6.7%-$109.7K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 266,840 | 0.00% | 15q | -1.0%-$15.8K |
| OSAIC HOLDINGS, INC. | $1.5M | 262,828 | 0.00% | 26q | +5.6%+$78.3K |
| Private Advisor Group, LLC | $1.4M | 240,371 | 0.01% | 31q | +19.9%+$225.9K |
| Marks Group Wealth Management, Inc | $1.3M | 227,710 | 0.11% | 24q | HELD |
| Rockefeller Capital Management L.P. | $1.2M | 214,277 | 0.00% | 26q | HELD |
| TRUIST FINANCIAL CORP | $1.1M | 199,918 | 0.00% | 27q | -32.8%-$552.0K |
| IMC-Chicago, LLC | $1.0M | 183,328 | 0.00% | new | NEW |
| Yakira Capital Management, Inc. | $1.0M | 179,964 | 0.29% | 2q | -50.3%-$1.0M |
| Almitas Capital LLC | $960.5K | 169,700 | 0.23% | new | NEW |
| WOLVERINE ASSET MANAGEMENT LLC | $866.0K | 153,010 | 0.01% | new | NEW |
| PMG Family Office LLC | $860.6K | 152,047 | 0.79% | 4q | +5.3%+$43.5K |
| Clear Street Group Inc. | $849.0K | 150,000 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $840.1K | 148,431 | 0.00% | 7q | +142.2%+$493.2K |
| Wealthspire Advisors, LLC | $832.7K | 147,116 | 0.00% | 2q | HELD |
| TrueMark Investments, LLC | $823.2K | 145,438 | 0.10% | new | NEW |
| Mariner, LLC | $788.0K | 139,214 | 0.00% | 16q | +110.7%+$414.1K |
| Dynamic Advisor Solutions LLC | $777.8K | 137,419 | 0.02% | 2q | +2.2%+$16.7K |
| Valley Brook Capital Group, Inc. | $754.7K | 133,336 | 0.43% | 23q | HELD |
| MML INVESTORS SERVICES, LLC | $726.5K | 128,364 | 0.00% | 31q | +46.9%+$231.9K |
| Kera Capital Partners, Inc. | $645.3K | 114,003 | 0.06% | 7q | +7.8%+$46.5K |
| PFG Investments, LLC | $612.8K | 108,264 | 0.02% | 10q | +6.7%+$38.4K |
| HOLLENCREST CAPITAL MANAGEMENT | $601.3K | 106,243 | 0.04% | 32q | +11.2%+$60.6K |
| Stratos Wealth Partners, LTD. | $579.0K | 102,298 | 0.01% | 31q | -4.8%-$29.4K |
| Advisory Advocates, LLC | $578.0K | 102,128 | 0.50% | 3q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $537.2K | 94,918 | 0.00% | 16q | -5.5%-$31.3K |
| Advisory Services Network, LLC | $524.3K | 92,634 | 0.01% | 31q | -2.4%-$12.8K |
| HighTower Advisors, LLC | $512.1K | 90,472 | 0.00% | 31q | HELD |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $508.0K | 89,759 | 0.14% | 16q | +0.5%+$2.7K |
| OPPENHEIMER & CO INC | $506.6K | 89,499 | 0.01% | 9q | HELD |
| JPMORGAN CHASE & CO | $492.2K | 86,500 | 0.00% | 31q | +23.9%+$95.0K |
| LEIGH BALDWIN & CO., LLC | $487.2K | 86,084 | 0.26% | 7q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $444.8K | 78,865 | 0.00% | 12q | +80.2%+$197.9K |
| BROWN BROTHERS HARRIMAN & CO | $436.5K | 77,124 | 0.00% | new | NEW |
| HCR Wealth Advisors | $426.5K | 75,353 | 0.04% | 11q | HELD |
| STIFEL FINANCIAL CORP | $425.1K | 75,103 | 0.00% | 31q | -6.2%-$27.9K |
| Darden Wealth Group Inc | $418.3K | 73,900 | 0.17% | 9q | +29.6%+$95.7K |
| BRIGHTON JONES LLC | $411.5K | 72,704 | 0.01% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $403.7K | 71,321 | 0.02% | 7q | +4.9%+$18.7K |
| Equitable Holdings, Inc. | $402.4K | 71,102 | 0.00% | 19q | +8.4%+$31.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $396.6K | 70,066 | 0.00% | 24q | +13.3%+$46.5K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $383.1K | 67,682 | 0.01% | 12q | -5.5%-$22.2K |
| XTX Topco Ltd | $368.3K | 65,075 | 0.00% | new | NEW |
| Zinnia Wealth Advisory, LLC | $367.3K | 64,901 | 0.37% | 3q | +2.2%+$7.9K |
| Core Wealth Advisors, Inc. | $358.6K | 63,364 | 0.07% | 2q | +72.4%+$150.7K |
| Kingstone Capital Partners Texas, LLC | $305.2K | 53,922 | 0.16% | 7q | +25.2%+$61.5K |
| Midwest Trust Co | $298.9K | 52,810 | 0.00% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $279.8K | 49,431 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $279.2K | 49,331 | 0.00% | 5q | -49.0%-$267.9K |
| Integrity Advisory Solutions, LLC | $277.0K | 48,933 | 0.03% | 2q | +257.9%+$199.6K |
| Plancorp, LLC | $271.6K | 47,898 | 0.01% | 2q | HELD |
| BENJAMIN EDWARDS INC | $270.6K | 47,814 | 0.00% | 6q | +6.6%+$16.8K |
| Arista Wealth Management, LLC | $266.7K | 47,128 | 0.03% | 9q | HELD |
| Shulman DeMeo Asset Management LLC | $252.6K | 44,634 | 0.05% | 20q | -6.6%-$18.0K |
| Dakota Wealth Management | $252.5K | 44,610 | 0.00% | new | NEW |
| MISSION WEALTH MANAGEMENT, LP | $236.7K | 41,816 | 0.00% | 10q | +11.3%+$24.0K |
| Graves Light Lenhart Wealth, Inc. | $233.3K | 41,224 | 0.02% | 31q | HELD |
| Pinnacle Financial Partners, Inc. | $223.4K | 39,468 | 0.00% | 3q | -0.8%-$1.7K |
| World Investment Advisors | $220.5K | 38,958 | 0.00% | 2q | -56.1%-$281.3K |
| Allworth Financial LP | $220.5K | 38,953 | 0.00% | 10q | HELD |
| Coquina Private Wealth LLC | $220.0K | 38,876 | 0.15% | 3q | +1.5%+$3.2K |
| Kingsview Wealth Management, LLC | $215.9K | 38,152 | 0.00% | 12q | +3.6%+$7.5K |
| AQR CAPITAL MANAGEMENT LLC | $215.1K | 38,001 | 0.00% | 2q | -16.3%-$41.8K |
| MILLENNIUM MANAGEMENT LLC | $208.7K | 36,868 | 0.00% | new | NEW |
| IFG Advisory, LLC | $203.1K | 35,877 | 0.01% | 13q | +987.2%+$184.4K |
| GREAT VALLEY ADVISOR GROUP, INC. | $196.1K | 34,642 | 0.00% | 29q | +1.0%+$1.9K |
| Kapstone Financial Advisors LLC | $194.9K | 34,435 | 0.08% | 9q | +9.8%+$17.5K |
| Brookstone Capital Management | $194.0K | 34,267 | 0.00% | 21q | +46.9%+$61.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $192.2K | 34,139 | 0.01% | 11q | +23.1%+$36.0K |
| SMITH, MOORE & CO. | $191.8K | 33,879 | 0.01% | 10q | +44.9%+$59.5K |
| Marex Group Ltd | $184.2K | 32,552 | 0.00% | new | NEW |
| Legacy Wealth Management, LLC / MS | $182.4K | 32,223 | 0.05% | 8q | +1.1%+$2.0K |
Showing the largest 100 of 225 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 216 | $258.3M | 45,628,645 | 41 | 74 | 38 | 0.0% |
| Q1 2026 | 197 | $145.1M | 25,915,120 | 32 | 57 | 33 | 0.0% |
| Q4 2025 | 184 | $149.3M | 24,209,936 | 13 | 57 | 31 | 0.0% |
| Q3 2025 | 176 | $136.1M | 22,358,515 | 12 | 47 | 29 | 0.0% |
| Q2 2025 | 181 | $128.3M | 22,049,581 | 15 | 55 | 35 | 0.0% |
| Q1 2025 | 174 | $108.5M | 19,695,473 | 13 | 52 | 35 | 0.0% |
| Q4 2024 | 185 | $104.3M | 19,389,047 | 14 | 49 | 34 | 0.0% |
| Q3 2024 | 172 | $96.6M | 17,608,837 | 20 | 44 | 33 | 0.0% |
| Q2 2024 | 163 | $88.0M | 16,918,208 | 18 | 49 | 32 | 0.0% |
| Q1 2024 | 172 | $121.0M | 21,945,574 | 26 | 48 | 36 | 0.0% |
| Q4 2023 | 170 | $98.2M | 19,325,557 | 25 | 45 | 28 | 0.0% |
| Q3 2023 | 151 | $83.0M | 16,187,304 | 20 | 40 | 29 | 0.0% |
| Q2 2023 | 144 | $95.9M | 16,542,642 | 14 | 44 | 26 | 0.0% |
| Q1 2023 | 138 | $92.4M | 16,005,861 | 9 | 46 | 21 | 0.0% |
| Q4 2022 | 145 | $88.9M | 16,240,945 | 20 | 39 | 25 | 0.0% |
| Q3 2022 | 163 | $114.9M | 20,877,896 | 18 | 51 | 22 | 0.0% |
| Q2 2022 | 158 | $124.8M | 20,462,973 | 8 | 46 | 36 | 0.0% |
| Q1 2022 | 170 | $144.7M | 20,876,254 | 17 | 45 | 33 | 0.0% |
| Q4 2021 | 170 | $146.1M | 20,356,441 | 17 | 52 | 19 | 0.0% |
| Q3 2021 | 155 | $140.9M | 21,201,739 | 23 | 58 | 21 | 0.0% |
| Q2 2021 | 142 | $120.2M | 17,401,132 | 23 | 38 | 18 | 0.0% |
| Q1 2021 | 129 | $103.6M | 15,189,303 | 11 | 34 | 28 | 0.0% |
| Q4 2020 | 134 | $97.7M | 15,570,372 | 12 | 29 | 27 | 0.0% |
| Q3 2020 | 117 | $77.5M | 15,205,557 | 10 | 24 | 22 | 0.0% |
| Q2 2020 | 117 | $71.8M | 14,269,363 | 13 | 22 | 26 | 0.0% |
| Q1 2020 | 121 | $61.7M | 14,180,446 | 12 | 31 | 34 | 0.0% |
| Q4 2019 | 122 | $94.0M | 15,426,319 | 11 | 34 | 19 | 0.0% |
| Q3 2019 | 124 | $91.9M | 15,377,180 | 12 | 35 | 24 | 0.0% |
| Q2 2019 | 124 | $102.0M | 16,519,250 | 17 | 36 | 21 | 0.0% |
| Q1 2019 | 124 | $101.0M | 16,373,810 | 12 | 31 | 24 | 0.0% |
| Q4 2018 | 120 | $90.8M | 17,693,907 | 2 | 3 | 4 | 0.0% |