GABELLI GLOBAL SMALL & MID C (GGZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
41
Reporting holders
$37.6M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Atlas Wealth LLC | $8.5M | 523,754 | 1.22% | new | NEW |
| MORGAN STANLEY | $5.0M | 309,049 | 0.00% | 35q | +1.5%+$72.4K |
| PRIVATE MANAGEMENT GROUP INC | $4.1M | 250,827 | 0.11% | 31q | -2.3%-$94.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.8M | 170,121 | 0.35% | 31q | +7.3%+$188.8K |
| 180 WEALTH ADVISORS, LLC | $1.9M | 118,916 | 0.19% | 25q | -0.7%-$14.6K |
| RAYMOND JAMES FINANCIAL INC | $1.4M | 88,095 | 0.00% | 7q | -2.4%-$35.4K |
| BANK OF AMERICA CORP /DE/ | $1.4M | 86,414 | 0.00% | 31q | +1.3%+$18.2K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $1.3M | 82,711 | 0.20% | 7q | HELD |
| GatePass Capital, LLC | $1.3M | 79,000 | 0.49% | 7q | -9.2%-$130.2K |
| UBS Group AG | $1.3M | 78,168 | 0.00% | 31q | HELD |
| LPL Financial LLC | $1.1M | 69,937 | 0.00% | 6q | +18.9%+$181.3K |
| CAPSTONE INVESTMENT ADVISORS, LLC | $1.1M | 69,157 | 0.00% | 7q | HELD |
| EVOLVE PRIVATE WEALTH, LLC | $1.1M | 66,046 | 0.07% | 3q | -5.0%-$56.6K |
| Beckerman Institutional, LLC | $933.2K | 57,321 | 0.44% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $837.8K | 51,462 | 0.00% | 31q | -51.0%-$870.4K |
| STEPHENS INC /AR/ | $748.9K | 46,001 | 0.01% | 24q | +1.7%+$12.5K |
| GAMCO INVESTORS, INC. ET AL | $742.1K | 45,586 | 0.01% | 31q | HELD |
| CSS LLC/IL | $554.7K | 34,071 | 0.02% | 31q | -5.2%-$30.6K |
| Private Advisor Group, LLC | $373.1K | 22,915 | 0.00% | 8q | +74.2%+$158.9K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $244.3K | 15,004 | 0.05% | 19q | +0.5%+$1.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $184.8K | 11,351 | 0.00% | 2q | +1.0%+$1.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $183.2K | 11,250 | 0.00% | 18q | -8.1%-$16.0K |
| FIFTH THIRD BANCORP | $162.8K | 10,000 | 0.00% | 2q | -9.1%-$16.3K |
| Ancora Advisors LLC | $81.4K | 5,000 | 0.00% | 28q | HELD |
| LANARK FINANCIAL, INC. | $46.7K | 2,870 | 0.00% | 12q | HELD |
| OSAIC HOLDINGS, INC. | $44.5K | 2,731 | 0.00% | 26q | -95.7%-$990.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $34.9K | 2,135 | 0.00% | 3q | HELD |
| North Star Investment Management Corp. | $7.3K | 450 | 0.00% | 28q | HELD |
| Institute for Wealth Management, LLC. | $4.8K | 298 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $4.2K | 260 | 0.00% | new | NEW |
| BFSG, LLC | $4.2K | 260 | 0.00% | 11q | HELD |
| SOA Wealth Advisors, LLC. | $3.9K | 242 | 0.00% | 4q | HELD |
| Atlantic Union Bankshares Corp | $3.3K | 200 | 0.00% | 4q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $2.6K | 160 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $2.6K | 160 | 0.00% | new | NEW |
| Medallion Wealth Advisors, LLC | $1.6K | 100 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $1.0K | 60 | 0.00% | 2q | -90.0%-$9.0K |
| NewEdge Advisors, LLC | $586 | 36 | 0.00% | new | NEW |
| Keating Financial Advisory Services, Inc. | $505 | 31 | 0.00% | 3q | HELD |
| Fourth Dimension Wealth, LLC | $195 | 12 | 0.00% | 7q | HELD |
| Capital Advisors, Ltd. LLC | $1 | 70 | 0.00% | 24q | +1.4% |
| Ulland Investment Advisors, LLC | $0 | 20 | 0.00% | new | NEW |
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 | 41 | $37.6M | 2,312,181 | 6 | 8 | 11 | 0.0% |
| Q1 2026 | 39 | $28.4M | 1,888,642 | 6 | 7 | 8 | 0.0% |
| Q4 2025 | 44 | $28.1M | 1,872,568 | 7 | 10 | 9 | 0.0% |
| Q3 2025 | 40 | $27.1M | 1,875,179 | 8 | 8 | 8 | 0.0% |
| Q2 2025 | 31 | $23.8M | 1,787,599 | 2 | 8 | 9 | 0.0% |
| Q1 2025 | 34 | $22.3M | 1,854,506 | 5 | 11 | 7 | 0.0% |
| Q4 2024 | 34 | $22.9M | 1,953,050 | 5 | 11 | 8 | 0.0% |
| Q3 2024 | 31 | $21.9M | 1,759,686 | 2 | 8 | 12 | 0.0% |
| Q2 2024 | 34 | $28.2M | 2,492,623 | 3 | 13 | 5 | 0.0% |
| Q1 2024 | 33 | $29.6M | 2,458,712 | 3 | 11 | 10 | 0.0% |
| Q4 2023 | 33 | $24.6M | 2,098,870 | 7 | 10 | 8 | 0.0% |
| Q3 2023 | 33 | $24.6M | 2,379,057 | 5 | 13 | 8 | 0.0% |
| Q2 2023 | 36 | $28.4M | 2,356,126 | 5 | 15 | 7 | 0.0% |
| Q1 2023 | 34 | $26.5M | 2,273,092 | 5 | 12 | 9 | 0.0% |
| Q4 2022 | 29 | $25.6M | 2,276,826 | 4 | 11 | 8 | 0.0% |
| Q3 2022 | 32 | $17.7M | 1,858,406 | 1 | 14 | 7 | 0.0% |
| Q2 2022 | 35 | $21.0M | 1,898,156 | 2 | 11 | 13 | 0.0% |
| Q1 2022 | 32 | $29.9M | 2,142,538 | 5 | 13 | 5 | 0.0% |
| Q4 2021 | 33 | $34.6M | 2,175,177 | 4 | 9 | 10 | 0.0% |
| Q3 2021 | 30 | $36.2M | 2,271,389 | 1 | 14 | 6 | 0.0% |
| Q2 2021 | 35 | $35.8M | 2,236,694 | 6 | 12 | 8 | 0.0% |
| Q1 2021 | 35 | $34.9M | 2,389,026 | 4 | 10 | 7 | 0.0% |
| Q4 2020 | 37 | $27.8M | 2,133,323 | 6 | 9 | 9 | 0.0% |
| Q3 2020 | 35 | $21.6M | 2,141,945 | 5 | 8 | 14 | 0.0% |
| Q2 2020 | 37 | $22.1M | 2,483,412 | 10 | 14 | 7 | 0.0% |
| Q1 2020 | 32 | $19.4M | 2,675,445 | 4 | 12 | 6 | 0.0% |
| Q4 2019 | 39 | $34.8M | 2,936,772 | 1 | 20 | 10 | 0.0% |
| Q3 2019 | 39 | $30.2M | 2,715,714 | 5 | 12 | 10 | 0.0% |
| Q2 2019 | 38 | $31.9M | 2,744,748 | 3 | 12 | 8 | 0.0% |
| Q1 2019 | 43 | $37.0M | 3,144,727 | 7 | 12 | 11 | 0.0% |
| Q4 2018 | 38 | $31.7M | 3,236,760 | 0 | 1 | 3 | 0.0% |