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 2026
Institutional positions in Gabelli Equity Trust Inc as of Jun 30, 2026. 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
- 223
- +20 vs. Q1 2026
- Shares held
- 49.1M
- +21.6M (+78.4%) vs. Q1 2026
- Total value
- $277.9M
- +$123.7M (+80.3%) vs. Q1 2026
- New holders
- 44
- 87 more added
- Sold out
- 24
- 41 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 70 | $395 | 0.00% | +70 | New |
| Larson Financial Group LLC | 80 | $453 | 0.00% | +80 | New |
| Key Financial Inc | 100 | $566 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 327 | $1.85K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 343 | $1.94K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 411 | $2.33K | 0.00% | +411 | New |
| Highline Wealth Partners LLC | 500 | $2.83K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 500 | $2.83K | 0.00% | +500 | New |
| Assetmark, Inc | 648 | $3.67K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 739 | $4.18K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 745 | $4.22K | 0.00% | +745 | New |
| Harbour Investments, Inc. | 785 | $4.44K | 0.00% | +454+137.2% | Added |
| Community Bank, N.A. | 1,000 | $5.66K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $5.66K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,125 | $6.37K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,127 | $6.38K | 0.00% | +29+2.6% | Added |
| SOA Wealth Advisors, LLC. | 1,200 | $6.79K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,473 | $8.28K | 0.00% | +1,473 | New |
| IFP Advisors, Inc | 1,670 | $9.45K | 0.00% | −4,008−70.6% | Reduced |
| Gen-Wealth Partners Inc | 1,900 | $10.8K | 0.00% | −1,200−38.7% | Reduced |
| Glen Eagle Advisors, LLC | 1,906 | $10.8K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 2,000 | $11.3K | 0.00% | +2,000 | New |
| American Capital Advisory, LLC | 2,295 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2,750 | $15.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,000 | $17.0K | 0.00% | +3,000 | New |
| Armstrong Advisory Group, Inc | 3,014 | $17.1K | 0.00% | +79+2.7% | Added |
| Vermillion Wealth Management, Inc. | 3,028 | $17.1K | 0.00% | +79+2.7% | Added |
| Ameriflex Group, Inc. | 3,450 | $19.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,933 | $27.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,100 | $28.9K | 0.00% | −5,100−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 5,344 | $30.2K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,428 | $30.7K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 6,780 | $38.4K | 0.02% | 00.0% | Unchanged |
| Kentucky Trust Co | 7,400 | $41.9K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,858 | $44.5K | 0.00% | −2,312−22.7% | Reduced |
| SRS Capital Advisors, Inc. | 7,900 | $44.7K | 0.00% | +7,900 | New |
| Institute for Wealth Management, LLC. | 8,113 | $45.9K | 0.00% | +8,113 | New |
| Private Trust Co NA | 8,400 | $47.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,150 | $51.5K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,000 | $56.6K | 0.00% | −3,479−25.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,000 | $56.6K | 0.00% | −3,479−25.8% | Reduced |
| Pinnacle Associates Ltd | 10,000 | $56.6K | 0.00% | +10,000 | New |
| SMART Wealth LLC | 10,041 | $56.8K | 0.01% | +10,041 | New |
| Sanctuary Advisors, LLC | 10,151 | $57.5K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 10,232 | $57.9K | 0.00% | +10,232 | New |
| Mutual Advisors, LLC | 10,239 | $58.0K | 0.00% | +10,239 | New |
| Novem Group | 10,489 | $59.4K | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,500 | $59.4K | 0.00% | −500−4.5% | Reduced |
| Meridian Wealth Management, LLC | 10,527 | $59.6K | 0.00% | +99+0.9% | Added |
| Cascade Investment Group, Inc. | 10,649 | $60.3K | 0.03% | −1,100−9.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 10,670 | $60.4K | 0.01% | +10,670 | New |
| Colony Group, LLC | 10,755 | $60.9K | 0.00% | −10,685−49.8% | Reduced |
| OpenArc Corporate Advisory, LLC | 10,770 | $61.0K | 0.00% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 11,446 | $63.9K | 0.01% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 11,348 | $64.2K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 11,354 | $64.3K | 0.00% | −4,949−30.4% | Reduced |
| Morton Capital Management LLC | 12,118 | $68.6K | 0.01% | +60.0% | Added |
| Schiavi & Co LLC | 12,131 | $68.7K | 0.02% | +12,131 | New |
| RFG - Bristol Wealth Advisors, LLC | 12,456 | $70.5K | 0.02% | −1,907−13.3% | Reduced |
| Tactive Advisors, LLC | 12,976 | $73.4K | 0.02% | −2,187−14.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 13,195 | $74.7K | 0.02% | +1,254+10.5% | Added |
| Jackson Thornton Asset Management, LLC | 13,245 | $75.0K | 0.01% | +13,245 | New |
| Kiley Juergens Wealth Management, LLC | 13,369 | $75.7K | 0.01% | +348+2.7% | Added |
| MTM Investment Management, LLC | 13,530 | $76.6K | 0.02% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 13,852 | $78.4K | 0.00% | +95+0.7% | Added |
| Wellington Shields Capital Management, LLC | 13,857 | $78.4K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 14,148 | $80.1K | 0.00% | +371+2.7% | Added |
| TCG Advisory Services, LLC | 15,203 | $86.0K | 0.00% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 15,210 | $86.1K | 0.01% | −31−0.2% | Reduced |
| Curran Financial Partners, LLC | 15,325 | $86.7K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 15,998 | $90.0K | 0.00% | +15,998 | New |
| Benchmark Financial Wealth Advisors, LLC | 15,968 | $90.4K | 0.02% | +419+2.7% | Added |
| LRI Investments, LLC | 16,347 | $92.5K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 16,404 | $92.8K | 0.00% | +349+2.2% | Added |
| Baird Financial Group, Inc. | 16,565 | $93.8K | 0.00% | +16,565 | New |
| Stephens Inc | 16,873 | $95.5K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 16,925 | $95.8K | 0.00% | +2,014+13.5% | Added |
| Glenmede Trust Co NA | 17,020 | $96.3K | 0.00% | +1,547+10.0% | Added |
| Alpine Global Management, LLC | 17,086 | $96.7K | 0.02% | −319,251−94.9% | Reduced |
| Modera Wealth Management, LLC | 17,200 | $97.4K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 17,477 | $98.9K | 0.03% | +460+2.7% | Added |
| Montz Harcus Wealth Management LLC | 17,567 | $99.4K | 0.04% | +458+2.7% | Added |
| Savant Capital, LLC | 17,707 | $100.6K | 0.00% | +5,410+44.0% | Added |
| Sym Financial Corp | 17,890 | $101.3K | 0.01% | +466+2.7% | Added |
| Eagle Wealth Strategies LLC | 18,624 | $105.4K | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,969 | $107.4K | 0.01% | −7,969−29.6% | Reduced |
| Beacon Pointe Advisors, LLC | 18,987 | $107.5K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 19,000 | $107.5K | 0.00% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 19,142 | $108.3K | 0.00% | +19,142 | New |
| Motco | 19,910 | $112.7K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 20,000 | $113.2K | 0.00% | +20,000 | New |
| Abel Hall, LLC | 20,000 | $113.2K | 0.02% | +20,000 | New |
| Chancellor Financial Group WB LP | 20,323 | $115.0K | 0.07% | +358+1.8% | Added |
| Northstar Group, Inc. | 20,521 | $116.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 20,536 | $116.2K | 0.00% | 00.0% | Unchanged |
| Capital Square, LLC | 20,622 | $116.3K | 0.05% | +1,875+10.0% | Added |
| Hilltop Holdings Inc. | 21,410 | $121.2K | 0.01% | +632+3.0% | Added |
| Insight Advisors, LLC | 21,842 | $123.6K | 0.02% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 22,850 | $129.3K | 0.01% | +22,850 | New |