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, Q2 2025
Institutional positions in Gabelli Equity Trust Inc as of Jun 30, 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
- 193
- +7 vs. Q1 2025
- Shares held
- 25.4M
- +1.66M (+7.0%) vs. Q1 2025
- Total value
- $148.1M
- +$17.0M (+13.0%) vs. Q1 2025
- New holders
- 22
- 63 more added
- Sold out
- 15
- 46 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Branch Capital LLC | 22 | $129 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 25 | $146 | 0.00% | −5−16.7% | Reduced |
| Frazier Financial Advisors, LLC | 81 | $472 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $582 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 104 | $605 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 303 | $1.76K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 343 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 648 | $3.77K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 739 | $4.30K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 902 | $5.25K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $5.82K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $5.82K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 1,000 | $5.82K | 0.00% | +1,000 | New |
| Thomas J. Herzfeld Advisors, Inc. | 1,020 | $5.94K | 0.00% | +26+2.6% | Added |
| Smallwood Wealth Investment Management, LLC | 1,125 | $6.55K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,166 | $6.79K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,200 | $6.98K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,371 | $7.98K | 0.00% | −6,479−82.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,484 | $8.64K | 0.00% | +37+2.6% | Added |
| Wealth Preservation Advisors, LLC | 1,500 | $8.73K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,654 | $9.63K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,902 | $11.1K | 0.00% | +1,902 | New |
| Glen Eagle Advisors, LLC | 1,906 | $11.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $11.6K | 0.00% | +2,000 | New |
| IFP Advisors, Inc | 2,170 | $12.6K | 0.00% | −330−13.2% | Reduced |
| Cornerstone Advisors, LLC | 2,200 | $12.8K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,525 | $14.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,727 | $15.9K | 0.00% | +2,727 | New |
| Vermillion Wealth Management, Inc. | 2,740 | $15.9K | 0.01% | +69+2.6% | Added |
| Hilltop National Bank | 2,750 | $16.0K | 0.00% | +2,750 | New |
| The PNC Financial Services Group, Inc. | 2,804 | $16.3K | 0.00% | −5,447−66.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,750 | $20.7K | 0.01% | +3,750 | New |
| Beaird Harris Wealth Management, LLC | 3,917 | $22.8K | 0.00% | +3,917 | New |
| Fifth Third Bancorp | 4,000 | $23.3K | 0.00% | −411−9.3% | Reduced |
| Principal Securities, Inc. | 4,147 | $24.1K | 0.00% | +214+5.4% | Added |
| JPMorgan Chase & Co | 4,500 | $26.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,100 | $29.7K | 0.00% | +3,400+200.0% | Added |
| Gen-Wealth Partners Inc | 5,235 | $30.5K | 0.01% | −1,700−24.5% | Reduced |
| Boyd Watterson Asset Management LLC | 5,280 | $30.7K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,344 | $31.1K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $31.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,000 | $34.9K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 6,246 | $36.4K | 0.01% | +6,246 | New |
| Kentucky Trust Co | 7,400 | $43.1K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,150 | $53.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9,562 | $55.7K | 0.00% | −2,935−23.5% | Reduced |
| Ameritas Advisory Services, LLC | 9,856 | $57.4K | 0.00% | −14,858−60.1% | Reduced |
| Sanctuary Advisors, LLC | 10,151 | $59.1K | 0.00% | +10,151 | New |
| Novem Group | 10,489 | $61.0K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 11,014 | $64.0K | 0.05% | +279+2.6% | Added |
| Texas Yale Capital Corp. | 11,000 | $64.0K | 0.00% | +300+2.8% | Added |
| Triton Wealth Management, PLLC | 11,031 | $65.5K | 0.03% | +11,031 | New |
| Sym Financial Corp | 11,476 | $66.8K | 0.01% | +291+2.6% | Added |
| Cascade Investment Group, Inc. | 11,749 | $68.4K | 0.05% | 00.0% | Unchanged |
| Aire Advisors, LLC | 11,813 | $68.8K | 0.01% | +11,813 | New |
| Colony Group, LLC | 12,190 | $70.9K | 0.00% | −9,715−44.4% | Reduced |
| Savant Capital, LLC | 12,297 | $71.6K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 12,459 | $71.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 12,802 | $75.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,942 | $75.3K | 0.00% | +55+0.4% | Added |
| MTM Investment Management, LLC | 13,530 | $78.7K | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 13,605 | $79.2K | 0.00% | +13,605 | New |
| StoneX Group Inc. | 13,612 | $79.2K | 0.00% | +13,612 | New |
| Wellington Shields Capital Management, LLC | 13,857 | $80.6K | 0.01% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 14,053 | $81.8K | 0.03% | −1,397−9.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 14,590 | $84.9K | 0.02% | +317+2.2% | Added |
| Johnson Investment Counsel Inc | 15,129 | $88.0K | 0.00% | −583−3.7% | Reduced |
| TCG Advisory Services, LLC | 15,203 | $88.5K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 15,222 | $88.6K | 0.00% | +52+0.3% | Added |
| Vantage Financial Partners, LLC | 15,269 | $88.9K | 0.02% | −6,282−29.1% | Reduced |
| Glenmede Investment Management, LP | 15,473 | $90.1K | 0.00% | +15,473 | New |
| Beacon Pointe Advisors, LLC | 15,731 | $91.6K | 0.00% | −13,000−45.2% | Reduced |
| Moloney Securities Asset Management, LLC | 15,832 | $92.1K | 0.01% | +15,832 | New |
| Montz Harcus Wealth Management LLC | 15,896 | $92.5K | 0.04% | +403+2.6% | Added |
| Meridian Wealth Management, LLC | 16,264 | $94.7K | 0.00% | +2,200+15.6% | Added |
| LRI Investments, LLC | 16,347 | $95.1K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 16,537 | $96.2K | 0.00% | +16,536+1,653,600.0% | Added |
| Stephens Inc | 16,873 | $98.2K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 17,104 | $99.5K | 0.01% | +5,308+45.0% | Added |
| Tactive Advisors, LLC | 17,154 | $99.8K | 0.03% | +17,154 | New |
| Modera Wealth Management, LLC | 17,200 | $100.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 18,021 | $104.9K | 0.01% | +258+1.5% | Added |
| Hilltop Holdings Inc. | 18,032 | $104.9K | 0.01% | −2,646−12.8% | Reduced |
| Two Sigma Securities, LLC | 18,317 | $106.6K | 0.01% | +18,317 | New |
| Eagle Wealth Strategies LLC | 18,624 | $108.4K | 0.06% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 19,000 | $110.6K | 0.00% | 00.0% | Unchanged |
| Capital Square, LLC | 18,747 | $110.6K | 0.06% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 19,010 | $110.6K | 0.09% | +318+1.7% | Added |
| MidWestOne Financial Group, Inc. | 19,142 | $111.4K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 19,295 | $112.3K | 0.00% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 19,855 | $115.6K | 0.04% | −16,855−45.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,302 | $118.2K | 0.00% | −21,601−51.6% | Reduced |
| Truist Financial Corp | 20,567 | $119.7K | 0.00% | −75−0.4% | Reduced |
| Kapstone Financial Advisors LLC | 21,080 | $122.7K | 0.06% | +9,430+80.9% | Added |
| Insight Advisors, LLC | 21,842 | $127.1K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 22,161 | $129.0K | 0.01% | +2,020+10.0% | Added |
| Motco | 22,318 | $129.9K | 0.01% | −8,000−26.4% | Reduced |
| Register Financial Advisors LLC | 22,637 | $131.7K | 0.06% | +10,135+81.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24,230 | $141.0K | 0.02% | +235+1.0% | Added |
| Great Valley Advisor Group, Inc. | 24,475 | $142.4K | 0.00% | +135+0.6% | Added |