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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 20,141 | $111.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 20,016 | $110.0K | 0.01% | −264−1.3% | Reduced |
| Avidian Wealth Solutions, LLC | 19,295 | $106.3K | 0.00% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 19,142 | $105.5K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 19,048 | $105.0K | 0.01% | +19,048 | New |
| Beacon Investment Advisory Services, Inc. | 19,000 | $104.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 18,931 | $104.3K | 0.00% | −9,488−33.4% | Reduced |
| Capital Square, LLC | 18,747 | $103.3K | 0.06% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 18,692 | $103.0K | 0.09% | +317+1.7% | Added |
| Eagle Wealth Strategies LLC | 18,624 | $102.6K | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 18,551 | $102.2K | 0.03% | −56,425−75.3% | Reduced |
| Cornerstone Advisory, LLC | 17,763 | $98.6K | 0.01% | +256+1.5% | Added |
| Modera Wealth Management, LLC | 17,200 | $94.8K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 16,873 | $93.0K | 0.00% | −1,135−6.3% | Reduced |
| LRI Investments, LLC | 16,347 | $90.1K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 15,712 | $86.6K | 0.00% | +327+2.1% | Added |
| Montz Harcus Wealth Management LLC | 15,493 | $85.4K | 0.05% | +400+2.7% | Added |
| Glenmede Trust Co NA | 15,473 | $85.3K | 0.00% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 15,450 | $85.1K | 0.03% | −12,154−44.0% | Reduced |
| TCG Advisory Services, LLC | 15,203 | $83.8K | 0.00% | −35,000−69.7% | Reduced |
| Apollon Wealth Management, LLC | 15,170 | $83.6K | 0.00% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 14,273 | $78.6K | 0.02% | +314+2.2% | Added |
| Meridian Wealth Management, LLC | 14,064 | $77.5K | 0.00% | +142+1.0% | Added |
| Wellington Shields Capital Management, LLC | 13,857 | $76.4K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,530 | $74.1K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,421 | $74.0K | 0.00% | +13,421 | New |
| Sagespring Wealth Partners, LLC | 13,421 | $74.0K | 0.00% | +13,421 | New |
| Sigma Planning Corp | 12,887 | $71.0K | 0.00% | +1,055+8.9% | Added |
| CWM, LLC | 12,802 | $71.0K | 0.00% | −250−1.9% | Reduced |
| Register Financial Advisors LLC | 12,502 | $68.9K | 0.04% | +192+1.6% | Added |
| CoreCap Advisors, LLC | 12,497 | $68.9K | 0.00% | +2,364+23.3% | Added |
| Savant Capital, LLC | 12,297 | $67.8K | 0.00% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 11,920 | $65.7K | 0.02% | −3,890−24.6% | Reduced |
| Csenge Advisory Group | 12,459 | $65.7K | 0.00% | +328+2.7% | Added |
| Smith, Moore & Co. | 11,796 | $65.0K | 0.01% | +1,240+11.7% | Added |
| Cascade Investment Group, Inc. | 11,749 | $64.7K | 0.05% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 11,650 | $64.2K | 0.04% | 00.0% | Unchanged |
| Sym Financial Corp | 11,185 | $61.6K | 0.01% | −3,301−22.8% | Reduced |
| Aurora Private Wealth, Inc. | 10,735 | $59.0K | 0.05% | +276+2.6% | Added |
| Texas Yale Capital Corp. | 10,700 | $59.0K | 0.00% | 00.0% | Unchanged |
| Novem Group | 10,489 | $57.8K | 0.01% | +10,489 | New |
| Stratos Wealth Advisors, LLC | 10,248 | $56.5K | 0.00% | −1,200−10.5% | Reduced |
| TD Waterhouse Canada Inc. | 9,150 | $50.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,251 | $45.5K | 0.00% | +5,447+194.3% | Added |
| Northwestern Mutual Wealth Management Co | 7,850 | $43.3K | 0.00% | +6,479+472.6% | Added |
| Kentucky Trust Co | 7,400 | $40.8K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 6,935 | $38.2K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,000 | $33.1K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $29.9K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,344 | $29.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 5,280 | $29.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,402 | $29.0K | 0.00% | +11+0.2% | Added |
| Huntington National Bank | – | $26.9K | 0.00% | – | New |
| JPMorgan Chase & Co | 4,500 | $24.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,411 | $24.3K | 0.00% | −6,432−59.3% | Reduced |
| Principal Securities, Inc. | 3,933 | $21.2K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2,671 | $14.7K | 0.00% | +69+2.7% | Added |
| American Capital Advisory, LLC | 2,525 | $13.9K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $13.8K | 0.01% | −2,490−99.4% | Reduced |
| IFP Advisors, Inc | 2,500 | $13.8K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 2,423 | $13.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 2,200 | $12.1K | 0.00% | +2,200 | New |
| Park Place Capital Corp | 2,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,906 | $10.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,700 | $9.37K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,654 | $9.11K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1,500 | $8.27K | 0.01% | +1,500 | New |
| CIBC Private Wealth Group, LLC | 1,447 | $7.19K | 0.00% | +38+2.7% | Added |
| Carolinas Wealth Consulting LLC | 1,270 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,200 | $6.61K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,166 | $6.42K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,125 | $6.20K | 0.00% | +1,125 | New |
| Continuum Advisory, LLC | 1,044 | $5.75K | 0.00% | +27+2.7% | Added |
| Spire Wealth Management | 1,000 | $5.51K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $5.50K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 994 | $5.48K | 0.00% | +26+2.7% | Added |
| Bartlett & Co. Wealth Management LLC | 902 | $4.97K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 739 | $4.07K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 648 | $3.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 343 | $1.89K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 303 | $1.67K | 0.00% | +303 | New |
| DecisionPoint Financial, LLC | 170 | $937 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 104 | $573 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $551 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 81 | $447 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 30 | $165 | 0.00% | +30 | New |
| West Branch Capital LLC | 22 | $122 | 0.00% | +22 | New |
| Comerica Bank | 1 | $6 | 0.00% | −4,374−100.0% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −367,744−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −60,643−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −22,682−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −23,112−100.0% | Sold out |
| RDA Financial Network | 0 | $0 | 0.00% | −21,318−100.0% | Sold out |
| Putney Financial Group LLC | 0 | $0 | 0.00% | −18,679−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −17,245−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −12,861−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −11,777−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,393−100.0% | Sold out |