Gabelli Equity Trust Inc
GAB- Exchange
- NYSE
- SEC CIK
- 0000794685
No open-market purchases or sales by Gabelli Equity Trust Inc insiders were filed in the last 90 days; 223 institutions reported holding it in 13F filings for Q2 2026, worth $277.9M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Gabelli Equity Trust Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 188
- −6 vs. Q4 2024
- Shares held
- 23.8M
- +143.1K (+0.6%) vs. Q4 2024
- Total value
- $131.3M
- +$3.89M (+3.1%) vs. Q4 2024
- New holders
- 15
- 64 more added
- Sold out
- 21
- 42 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GAB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 223 | $277.9M |
| Q1 2026 | 206 | $154.5M |
| Q4 2025 | 192 | $160.5M |
| Q3 2025 | 184 | $155.6M |
| Q2 2025 | 193 | $148.1M |
| Q1 2025 | 188 | $131.3M |
| Q4 2024 | 199 | $127.6M |
| Q3 2024 | 187 | $124.1M |
| Q2 2024 | 179 | $118.3M |
| Q1 2024 | 191 | $127.2M |
| Q4 2023 | 188 | $113.2M |
| Q3 2023 | 167 | $106.9M |
| Q2 2023 | 160 | $121.3M |
| Q1 2023 | 157 | $117.7M |
| Q4 2022 | 174 | $112.6M |
| Q3 2022 | 165 | $115.8M |
| Q2 2022 | 159 | $125.6M |
| Q1 2022 | 170 | $143.8M |
| Q4 2021 | 171 | $146.6M |
| Q3 2021 | 156 | $141.4M |
| Q2 2021 | 143 | $120.6M |
| Q1 2021 | 130 | $103.4M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 3,474,636 | $19.1M | 0.01% | −45,791−1.3% | Reduced |
| Morgan Stanley | 2,424,901 | $13.4M | 0.00% | +75,233+3.2% | Added |
| Commonwealth Equity Services, LLC | 1,892,283 | $10.4M | 0.01% | −11,417−0.6% | Reduced |
| Philadelphia Trust Co | 1,144,244 | $6.30M | 0.54% | −51,250−4.3% | Reduced |
| Gamco Investors, Inc. Et Al | 847,105 | $4.67M | 0.05% | +5,430+0.6% | Added |
| J.W. Cole Advisors, Inc. | 720,307 | $3.97M | 0.12% | +701,120+3,654.1% | Added |
| Cetera Investment Advisers | 573,601 | $3.16M | 0.01% | +68,157+13.5% | Added |
| Golden State Wealth Management, LLC | 518,642 | $2.86M | 0.42% | −25,119−4.6% | Reduced |
| Royal Bank of Canada | 516,514 | $2.85M | 0.00% | −44,484−7.9% | Reduced |
| Live Oak Private Wealth LLC | 514,176 | $2.83M | 0.46% | 00.0% | Unchanged |
| Raymond James Financial Inc | 512,945 | $2.83M | 0.00% | +26,979+5.6% | Added |
| Bank of America Corp | 507,404 | $2.80M | 0.00% | −83,841−14.2% | Reduced |
| Creative Planning | 460,707 | $2.54M | 0.00% | +14,364+3.2% | Added |
| Scotia Capital Inc. | 458,084 | $2.52M | 0.01% | −14,574−3.1% | Reduced |
| Wells Fargo & Company | 457,420 | $2.52M | 0.00% | +3,407+0.8% | Added |
| Independent Financial Group, LLC | 445,861 | $2.46M | 0.08% | +38,493+9.4% | Added |
| Cohen & Steers, Inc. | 400,000 | $2.20M | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 397,426 | $2.19M | 0.19% | −20,500−4.9% | Reduced |
| Accel Wealth Management | 360,509 | $1.99M | 0.72% | +14,473+4.2% | Added |
| UBS Group AG | 343,904 | $1.89M | 0.00% | −52,241−13.2% | Reduced |
| Guggenheim Capital LLC | 258,987 | $1.43M | 0.01% | +91,493+54.6% | Added |
| Steward Partners Investment Advisory, LLC | 250,390 | $1.38M | 0.01% | +26,970+12.1% | Added |
| Marks Group Wealth Management, Inc | 244,838 | $1.35M | 0.13% | 00.0% | Unchanged |
| Cerity Partners LLC | 237,653 | $1.31M | 0.00% | −37,556−13.6% | Reduced |
| Advisors Asset Management, Inc. | 209,583 | $1.15M | 0.02% | +489+0.2% | Added |
| Rockefeller Capital Management L.P. | 202,144 | $1.11M | 0.00% | −2,296−1.1% | Reduced |
| Thrivent Financial for Lutherans | 189,962 | $1.05M | 0.00% | +15,270+8.7% | Added |
| Advisor Group Holdings, Inc. | 189,761 | $1.05M | 0.00% | +15,203+8.7% | Added |
| Private Advisor Group, LLC | 188,848 | $1.04M | 0.01% | +26,708+16.5% | Added |
| Janney Montgomery Scott LLC | 138,210 | $762.0K | 0.00% | +66,772+93.5% | Added |
| Consolidated Portfolio Review Corp | 136,767 | $753.6K | 0.12% | +13,928+11.3% | Added |
| Wedbush Securities Inc | 121,478 | $669.0K | 0.02% | +4,687+4.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,937 | $633.3K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 114,817 | $632.6K | 0.01% | +40,947+55.4% | Added |
| Valley Brook Capital Group | 112,836 | $621.7K | 0.49% | +14,000+14.2% | Added |
| Stifel Financial Corp | 112,642 | $620.7K | 0.00% | −21,520−16.0% | Reduced |
| Kera Capital Partners, Inc. | 105,780 | $582.8K | 0.17% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 102,054 | $562.3K | 0.01% | −290−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 101,784 | $560.8K | 0.00% | −38,397−27.4% | Reduced |
| Golden State Equity Partners | 97,176 | $535.4K | 0.11% | −182−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 96,620 | $532.4K | 0.01% | −59,391−38.1% | Reduced |
| Hollencrest Capital Management | 95,533 | $526.4K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 92,866 | $512.0K | 0.00% | +473+0.5% | Added |
| RSM US Wealth Management LLC | 92,100 | $507.5K | 0.01% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 88,806 | $489.3K | 0.22% | +62,951+243.5% | Added |
| Captrust Financial Advisors | 87,944 | $484.6K | 0.00% | +2,207+2.6% | Added |
| PFG Investments, LLC | 86,549 | $476.9K | 0.03% | +2,928+3.5% | Added |
| Atria Wealth Solutions, Inc. | 86,415 | $476.1K | 0.01% | −8,661−9.1% | Reduced |
| Leigh Baldwin & Co., LLC | 86,084 | $474.3K | 0.38% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 80,213 | $442.0K | 0.01% | +1,139+1.4% | Added |
| CIBC World Markets Inc. | 77,945 | $429.5K | 0.00% | +7,461+10.6% | Added |
| HCR Wealth Advisors | 75,353 | $415.2K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 70,788 | $390.0K | 0.00% | +306+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,940 | $363.0K | 0.00% | −980−1.5% | Reduced |
| Mercer Global Advisors Inc | 64,980 | $358.0K | 0.00% | +35,980+124.1% | Added |
| Silver Oak Securities, Inc | 64,472 | $354.6K | 0.03% | +1,029+1.6% | Added |
| Equitable Holdings, Inc. | 63,099 | $347.7K | 0.00% | +2,001+3.3% | Added |
| Darden Wealth Group Inc | 62,000 | $341.6K | 0.26% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 61,836 | $340.7K | 0.03% | +1,014+1.7% | Added |
| Shulman DeMeo Asset Management LLC | 57,755 | $318.2K | 0.09% | −361−0.6% | Reduced |
| Susquehanna International Group, LLP | 53,218 | $293.2K | 0.00% | +53,218 | New |
| Envestnet Asset Management Inc | 53,039 | $292.2K | 0.00% | +25,514+92.7% | Added |
| Financial Counselors Inc | 52,810 | $291.0K | 0.00% | −1,085−2.0% | Reduced |
| Kestra Advisory Services, LLC | 50,555 | $278.6K | 0.00% | −3,099−5.8% | Reduced |
| Arista Wealth Management, LLC | 47,128 | $259.7K | 0.06% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 46,739 | $257.5K | 0.01% | +1,231+2.7% | Added |
| Avantax Advisory Services, Inc. | 46,220 | $254.7K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 41,903 | $230.9K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 41,224 | $227.1K | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 39,468 | $217.5K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 39,376 | $217.0K | 0.00% | +160.0% | Added |
| NBC Securities, Inc. | 39,076 | $215.0K | 0.02% | +39,037+100,094.9% | Added |
| Mission Wealth Management, LP | 37,574 | $207.0K | 0.01% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 36,710 | $202.3K | 0.07% | −56,351−60.6% | Reduced |
| GWM Advisors LLC | 36,706 | $202.3K | 0.00% | −2,700−6.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 33,495 | $184.6K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 32,449 | $178.8K | 0.00% | +208+0.6% | Added |
| Benjamin Edwards Inc | 31,805 | $175.2K | 0.00% | +31,805 | New |
| Baird Financial Group, Inc. | 30,548 | $168.3K | 0.00% | −166,104−84.5% | Reduced |
| Motco | 30,318 | $167.1K | 0.02% | +8,000+35.8% | Added |
| Mariner, LLC | 29,858 | $164.5K | 0.00% | +11,327+61.1% | Added |
| Symphony Financial Services, Inc. | 29,744 | $163.9K | 0.11% | +1,623+5.8% | Added |
| Beacon Pointe Advisors, LLC | 28,731 | $158.3K | 0.00% | −1,269−4.2% | Reduced |
| IFG Advisory, LLC | 28,186 | $155.3K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 27,842 | $153.4K | 0.00% | +87+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 27,228 | $150.0K | 0.02% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 26,996 | $149.0K | 0.12% | +1,620+6.4% | Added |
| Brookstone Capital Management | 26,906 | $148.3K | 0.00% | −726−2.6% | Reduced |
| Midland Wealth Advisors LLC | 26,748 | $147.4K | 0.01% | +26,748 | New |
| Citadel Advisors LLC | 26,590 | $146.5K | 0.00% | +789+3.1% | Added |
| Mendel Capital Management LLC | 25,638 | $141.3K | 0.09% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 25,033 | $137.9K | 0.07% | −276−1.1% | Reduced |
| Ameritas Advisory Services, LLC | 24,714 | $136.2K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 24,340 | $134.1K | 0.00% | −5,837−19.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,995 | $132.0K | 0.02% | +308+1.3% | Added |
| Colony Group, LLC | 21,905 | $120.7K | 0.00% | +21,905 | New |
| Insight Advisors, LLC | 21,842 | $120.3K | 0.02% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 21,551 | $118.7K | 0.03% | +30+0.1% | Added |
| Hilltop Holdings Inc. | 20,678 | $113.9K | 0.01% | +404+2.0% | Added |
| Truist Financial Corp | 20,642 | $113.7K | 0.00% | −113−0.5% | Reduced |