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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 20,567 | $119.7K | 0.00% | −75−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,302 | $118.2K | 0.00% | −21,601−51.6% | Reduced |
| Evernest Financial Advisors, LLC | 19,855 | $115.6K | 0.04% | −16,855−45.9% | Reduced |
| Avidian Wealth Solutions, LLC | 19,295 | $112.3K | 0.00% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 19,142 | $111.4K | 0.01% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 19,010 | $110.6K | 0.09% | +318+1.7% | Added |
| Capital Square, LLC | 18,747 | $110.6K | 0.06% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 19,000 | $110.6K | 0.00% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 18,624 | $108.4K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 18,317 | $106.6K | 0.01% | +18,317 | New |
| Hilltop Holdings Inc. | 18,032 | $104.9K | 0.01% | −2,646−12.8% | Reduced |
| Cornerstone Advisory, LLC | 18,021 | $104.9K | 0.01% | +258+1.5% | Added |
| Modera Wealth Management, LLC | 17,200 | $100.1K | 0.00% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 17,154 | $99.8K | 0.03% | +17,154 | New |
| Smith, Moore & Co. | 17,104 | $99.5K | 0.01% | +5,308+45.0% | Added |
| Stephens Inc | 16,873 | $98.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 16,537 | $96.2K | 0.00% | +16,536+1,653,600.0% | Added |
| LRI Investments, LLC | 16,347 | $95.1K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 16,264 | $94.7K | 0.00% | +2,200+15.6% | Added |
| Montz Harcus Wealth Management LLC | 15,896 | $92.5K | 0.04% | +403+2.6% | Added |
| Moloney Securities Asset Management, LLC | 15,832 | $92.1K | 0.01% | +15,832 | New |
| Beacon Pointe Advisors, LLC | 15,731 | $91.6K | 0.00% | −13,000−45.2% | Reduced |
| Glenmede Investment Management, LP | 15,473 | $90.1K | 0.00% | +15,473 | New |
| Vantage Financial Partners, LLC | 15,269 | $88.9K | 0.02% | −6,282−29.1% | Reduced |
| Apollon Wealth Management, LLC | 15,222 | $88.6K | 0.00% | +52+0.3% | Added |
| TCG Advisory Services, LLC | 15,203 | $88.5K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 15,129 | $88.0K | 0.00% | −583−3.7% | Reduced |
| Safeguard Investment Advisory Group, LLC | 14,590 | $84.9K | 0.02% | +317+2.2% | Added |
| RFG - Bristol Wealth Advisors, LLC | 14,053 | $81.8K | 0.03% | −1,397−9.0% | Reduced |
| Wellington Shields Capital Management, LLC | 13,857 | $80.6K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 13,612 | $79.2K | 0.00% | +13,612 | New |
| Ameriprise Financial Inc | 13,605 | $79.2K | 0.00% | +13,605 | New |
| MTM Investment Management, LLC | 13,530 | $78.7K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,942 | $75.3K | 0.00% | +55+0.4% | Added |
| CWM, LLC | 12,802 | $75.0K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 12,459 | $71.8K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,297 | $71.6K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 12,190 | $70.9K | 0.00% | −9,715−44.4% | Reduced |
| Aire Advisors, LLC | 11,813 | $68.8K | 0.01% | +11,813 | New |
| Cascade Investment Group, Inc. | 11,749 | $68.4K | 0.05% | 00.0% | Unchanged |
| Sym Financial Corp | 11,476 | $66.8K | 0.01% | +291+2.6% | Added |
| Triton Wealth Management, PLLC | 11,031 | $65.5K | 0.03% | +11,031 | New |
| Texas Yale Capital Corp. | 11,000 | $64.0K | 0.00% | +300+2.8% | Added |
| Aurora Private Wealth, Inc. | 11,014 | $64.0K | 0.05% | +279+2.6% | Added |
| Novem Group | 10,489 | $61.0K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 10,151 | $59.1K | 0.00% | +10,151 | New |
| Ameritas Advisory Services, LLC | 9,856 | $57.4K | 0.00% | −14,858−60.1% | Reduced |
| CoreCap Advisors, LLC | 9,562 | $55.7K | 0.00% | −2,935−23.5% | Reduced |
| TD Waterhouse Canada Inc. | 9,150 | $53.6K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 7,400 | $43.1K | 0.02% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 6,246 | $36.4K | 0.01% | +6,246 | New |
| Rothschild Investment LLC | 6,000 | $34.9K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $31.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,344 | $31.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 5,280 | $30.7K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5,235 | $30.5K | 0.01% | −1,700−24.5% | Reduced |
| Geneos Wealth Management Inc. | 5,100 | $29.7K | 0.00% | +3,400+200.0% | Added |
| JPMorgan Chase & Co | 4,500 | $26.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,147 | $24.1K | 0.00% | +214+5.4% | Added |
| Fifth Third Bancorp | 4,000 | $23.3K | 0.00% | −411−9.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 3,917 | $22.8K | 0.00% | +3,917 | New |
| Oliver Lagore Vanvalin Investment Group | 3,750 | $20.7K | 0.01% | +3,750 | New |
| The PNC Financial Services Group, Inc. | 2,804 | $16.3K | 0.00% | −5,447−66.0% | Reduced |
| Hilltop National Bank | 2,750 | $16.0K | 0.00% | +2,750 | New |
| Vermillion Wealth Management, Inc. | 2,740 | $15.9K | 0.01% | +69+2.6% | Added |
| Armstrong Advisory Group, Inc | 2,727 | $15.9K | 0.00% | +2,727 | New |
| American Capital Advisory, LLC | 2,525 | $14.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 2,200 | $12.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,170 | $12.6K | 0.00% | −330−13.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,000 | $11.6K | 0.00% | +2,000 | New |
| Glen Eagle Advisors, LLC | 1,906 | $11.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,902 | $11.1K | 0.00% | +1,902 | New |
| US Bancorp | 1,654 | $9.63K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1,500 | $8.73K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,484 | $8.64K | 0.00% | +37+2.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,371 | $7.98K | 0.00% | −6,479−82.5% | Reduced |
| SOA Wealth Advisors, LLC. | 1,200 | $6.98K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,166 | $6.79K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,125 | $6.55K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,020 | $5.94K | 0.00% | +26+2.6% | Added |
| 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 |
| Bartlett & Co. Wealth Management LLC | 902 | $5.25K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 739 | $4.30K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 648 | $3.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 343 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 303 | $1.76K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 104 | $605 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $582 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 81 | $472 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 25 | $146 | 0.00% | −5−16.7% | Reduced |
| West Branch Capital LLC | 22 | $129 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −53,218−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −52,810−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,016−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,048−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −13,421−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −13,421−100.0% | Sold out |
| PCG Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,920−100.0% | Sold out |