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 |
|---|---|---|---|---|---|
| Comerica Bank | 1 | $6 | 0.00% | −4,374−100.0% | Reduced |
| West Branch Capital LLC | 22 | $122 | 0.00% | +22 | New |
| Tower Research Capital LLC (TRC) | 30 | $165 | 0.00% | +30 | New |
| Frazier Financial Advisors, LLC | 81 | $447 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $551 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 104 | $573 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 170 | $937 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 303 | $1.67K | 0.00% | +303 | New |
| Prestige Wealth Management Group LLC | 343 | $1.89K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 648 | $3.57K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 739 | $4.07K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 902 | $4.97K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 994 | $5.48K | 0.00% | +26+2.7% | Added |
| Community Bank, N.A. | 1,000 | $5.50K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $5.51K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,044 | $5.75K | 0.00% | +27+2.7% | Added |
| Smallwood Wealth Investment Management, LLC | 1,125 | $6.20K | 0.00% | +1,125 | New |
| MAI Capital Management | 1,166 | $6.42K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,200 | $6.61K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,270 | $7.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,447 | $7.19K | 0.00% | +38+2.7% | Added |
| Wealth Preservation Advisors, LLC | 1,500 | $8.27K | 0.01% | +1,500 | New |
| US Bancorp | 1,654 | $9.11K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,700 | $9.37K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,906 | $10.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 2,200 | $12.1K | 0.00% | +2,200 | New |
| Crews Bank & Trust | 2,423 | $13.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,500 | $13.8K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $13.8K | 0.01% | −2,490−99.4% | Reduced |
| American Capital Advisory, LLC | 2,525 | $13.9K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2,671 | $14.7K | 0.00% | +69+2.7% | Added |
| Principal Securities, Inc. | 3,933 | $21.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,411 | $24.3K | 0.00% | −6,432−59.3% | Reduced |
| JPMorgan Chase & Co | 4,500 | $24.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $26.9K | 0.00% | – | New |
| Allworth Financial LP | 5,402 | $29.0K | 0.00% | +11+0.2% | Added |
| Boyd Watterson Asset Management LLC | 5,280 | $29.1K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,344 | $29.4K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $29.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,000 | $33.1K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 6,935 | $38.2K | 0.02% | 00.0% | Unchanged |
| Kentucky Trust Co | 7,400 | $40.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,850 | $43.3K | 0.00% | +6,479+472.6% | Added |
| The PNC Financial Services Group, Inc. | 8,251 | $45.5K | 0.00% | +5,447+194.3% | Added |
| TD Waterhouse Canada Inc. | 9,150 | $50.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 10,248 | $56.5K | 0.00% | −1,200−10.5% | Reduced |
| Novem Group | 10,489 | $57.8K | 0.01% | +10,489 | New |
| Texas Yale Capital Corp. | 10,700 | $59.0K | 0.00% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 10,735 | $59.0K | 0.05% | +276+2.6% | Added |
| Sym Financial Corp | 11,185 | $61.6K | 0.01% | −3,301−22.8% | Reduced |
| Kapstone Financial Advisors LLC | 11,650 | $64.2K | 0.04% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 11,749 | $64.7K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,796 | $65.0K | 0.01% | +1,240+11.7% | Added |
| Csenge Advisory Group | 12,459 | $65.7K | 0.00% | +328+2.7% | Added |
| PCG Wealth Advisors, LLC | 11,920 | $65.7K | 0.02% | −3,890−24.6% | Reduced |
| Savant Capital, LLC | 12,297 | $67.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12,497 | $68.9K | 0.00% | +2,364+23.3% | Added |
| Register Financial Advisors LLC | 12,502 | $68.9K | 0.04% | +192+1.6% | Added |
| CWM, LLC | 12,802 | $71.0K | 0.00% | −250−1.9% | Reduced |
| Sigma Planning Corp | 12,887 | $71.0K | 0.00% | +1,055+8.9% | Added |
| Sagespring Wealth Partners, LLC | 13,421 | $74.0K | 0.00% | +13,421 | New |
| Belpointe Asset Management LLC | 13,421 | $74.0K | 0.00% | +13,421 | New |
| MTM Investment Management, LLC | 13,530 | $74.1K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 13,857 | $76.4K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 14,064 | $77.5K | 0.00% | +142+1.0% | Added |
| Safeguard Investment Advisory Group, LLC | 14,273 | $78.6K | 0.02% | +314+2.2% | Added |
| Apollon Wealth Management, LLC | 15,170 | $83.6K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 15,203 | $83.8K | 0.00% | −35,000−69.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 15,450 | $85.1K | 0.03% | −12,154−44.0% | Reduced |
| Glenmede Trust Co NA | 15,473 | $85.3K | 0.00% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 15,493 | $85.4K | 0.05% | +400+2.7% | Added |
| Johnson Investment Counsel Inc | 15,712 | $86.6K | 0.00% | +327+2.1% | Added |
| LRI Investments, LLC | 16,347 | $90.1K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 16,873 | $93.0K | 0.00% | −1,135−6.3% | Reduced |
| Modera Wealth Management, LLC | 17,200 | $94.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 17,763 | $98.6K | 0.01% | +256+1.5% | Added |
| Legacy Wealth Management, LLC | 18,551 | $102.2K | 0.03% | −56,425−75.3% | Reduced |
| Eagle Wealth Strategies LLC | 18,624 | $102.6K | 0.06% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 18,692 | $103.0K | 0.09% | +317+1.7% | Added |
| Capital Square, LLC | 18,747 | $103.3K | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 18,931 | $104.3K | 0.00% | −9,488−33.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 19,000 | $104.7K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 19,048 | $105.0K | 0.01% | +19,048 | New |
| MidWestOne Financial Group, Inc. | 19,142 | $105.5K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 19,295 | $106.3K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 20,016 | $110.0K | 0.01% | −264−1.3% | Reduced |
| Good Life Advisors, LLC | 20,141 | $111.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 20,642 | $113.7K | 0.00% | −113−0.5% | Reduced |
| Hilltop Holdings Inc. | 20,678 | $113.9K | 0.01% | +404+2.0% | Added |
| Vantage Financial Partners, LLC | 21,551 | $118.7K | 0.03% | +30+0.1% | Added |
| Insight Advisors, LLC | 21,842 | $120.3K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 21,905 | $120.7K | 0.00% | +21,905 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,995 | $132.0K | 0.02% | +308+1.3% | Added |
| Great Valley Advisor Group, Inc. | 24,340 | $134.1K | 0.00% | −5,837−19.3% | Reduced |
| Ameritas Advisory Services, LLC | 24,714 | $136.2K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 25,033 | $137.9K | 0.07% | −276−1.1% | Reduced |
| Mendel Capital Management LLC | 25,638 | $141.3K | 0.09% | 00.0% | Unchanged |
| Citadel Advisors LLC | 26,590 | $146.5K | 0.00% | +789+3.1% | Added |
| Midland Wealth Advisors LLC | 26,748 | $147.4K | 0.01% | +26,748 | New |