DaveManuel.com · Institutional Ownership · Who Owns It
GABELLI EQUITY TR INC (GAB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
224
Reporting holders
$281.3M
Reported value
0.0%
Calls
0.0%
Puts
+17
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $37.4M | 6,609,367 | 1.78% | new | NEW |
| Ursa Fund Management, LLC | $31.4M | 5,555,196 | 2.46% | 2q | +1409.9%+$29.4M |
| LPL Financial LLC | $24.3M | 4,296,092 | 0.01% | 31q | -4.2%-$1.1M |
| MORGAN STANLEY | $14.7M | 2,598,911 | 0.00% | 35q | +5.1%+$715.0K |
| Shaker Financial Services, LLC | $11.7M | 2,073,169 | 3.68% | new | NEW |
| Karpus Management, Inc. | $11.2M | 1,973,929 | 0.32% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.8M | 1,559,070 | 0.01% | 31q | +2.4%+$203.3K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $8.5M | 1,508,078 | 0.82% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $6.7M | 1,186,462 | 0.01% | 31q | +108.5%+$3.5M |
| COHEN & STEERS, INC. | $6.4M | 1,133,650 | 0.01% | 2q | +304.9%+$4.8M |
| J.W. COLE ADVISORS, INC. | $5.7M | 998,455 | 0.10% | new | NEW |
| GAMCO INVESTORS, INC. ET AL | $5.2M | 925,844 | 0.05% | 31q | +10.0%+$476.4K |
| BANK OF AMERICA CORP /DE/ | $5.1M | 894,767 | 0.00% | 31q | +91.5%+$2.4M |
| Cetera Investment Advisers | $4.2M | 738,887 | 0.00% | 23q | +4.3%+$172.0K |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 717,391 | 0.00% | 7q | +17.1%+$593.2K |
| SIT INVESTMENT ASSOCIATES INC | $3.8M | 669,071 | 0.07% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.8M | 663,866 | 0.07% | 26q | +13.4%+$442.6K |
| PHILADELPHIA TRUST CO | $3.7M | 655,219 | 0.24% | 31q | -36.0%-$2.1M |
| Live Oak Private Wealth LLC | $3.6M | 635,255 | 0.45% | 25q | +23.5%+$685.3K |
| Quarry LP | $3.5M | 624,167 | 0.29% | 2q | +229.5%+$2.5M |
| WELLS FARGO & COMPANY/MN | $3.4M | 605,199 | 0.00% | 31q | +4.6%+$149.5K |
| ROYAL BANK OF CANADA | $3.3M | 575,391 | 0.00% | 31q | +4.3%+$132.9K |
| Kestra Advisory Services, LLC | $2.8M | 498,834 | 0.01% | 24q | +10.1%+$259.6K |
| SCOTIA CAPITAL INC. | $2.6M | 458,173 | 0.01% | 31q | +0.8%+$20.3K |
| UBS Group AG | $2.4M | 424,085 | 0.00% | 31q | +39.5%+$679.7K |
| 1607 Capital Partners, LLC | $2.3M | 400,000 | 0.20% | new | NEW |
| Steward Partners Investment Advisory, LLC | $2.1M | 364,375 | 0.01% | 22q | +14.1%+$255.3K |
| Cerity Partners LLC | $2.0M | 359,456 | 0.00% | 9q | +4.0%+$77.5K |
| Accel Wealth Management | $1.8M | 323,540 | 0.41% | 21q | -5.8%-$113.8K |
| Creative Planning | $1.8M | 322,128 | 0.00% | 31q | -1.2%-$21.5K |
| GUGGENHEIM CAPITAL LLC | $1.8M | 320,400 | 0.01% | 8q | +5.4%+$93.5K |
| NOMURA HOLDINGS INC | $1.8M | 313,820 | 0.00% | 2q | +1277.2%+$1.6M |
| Golden State Wealth Management, LLC | $1.5M | 267,909 | 0.14% | 14q | -6.7%-$109.7K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 266,840 | 0.00% | 15q | -1.0%-$15.8K |
| OSAIC HOLDINGS, INC. | $1.5M | 262,828 | 0.00% | 26q | +5.6%+$78.3K |
| Private Advisor Group, LLC | $1.4M | 240,371 | 0.01% | 31q | +19.9%+$225.9K |
| Marks Group Wealth Management, Inc | $1.3M | 227,710 | 0.11% | 24q | HELD |
| Rockefeller Capital Management L.P. | $1.2M | 214,277 | 0.00% | 26q | HELD |
| WEDBUSH SECURITIES INC | $1.1M | 200,329 | 0.03% | 31q | +5.1%+$55.5K |
| TRUIST FINANCIAL CORP | $1.1M | 199,918 | 0.00% | 27q | -32.8%-$552.0K |
| IMC-Chicago, LLC | $1.0M | 183,328 | 0.00% | new | NEW |
| Yakira Capital Management, Inc. | $1.0M | 179,964 | 0.29% | 2q | -50.3%-$1.0M |
| Almitas Capital LLC | $960.5K | 169,700 | 0.23% | new | NEW |
| Janney Montgomery Scott LLC | $912.0K | 161,081 | 0.00% | 31q | +1.2%+$10.9K |
| WOLVERINE ASSET MANAGEMENT LLC | $866.0K | 153,010 | 0.01% | new | NEW |
| PMG Family Office LLC | $860.6K | 152,047 | 0.79% | 4q | +5.3%+$43.5K |
| Clear Street Group Inc. | $849.0K | 150,000 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $840.1K | 148,431 | 0.00% | 7q | +142.2%+$493.2K |
| Wealthspire Advisors, LLC | $832.7K | 147,116 | 0.00% | 2q | HELD |
| TrueMark Investments, LLC | $823.2K | 145,438 | 0.10% | new | NEW |
| Mariner, LLC | $788.0K | 139,214 | 0.00% | 16q | +110.7%+$414.1K |
| Dynamic Advisor Solutions LLC | $777.8K | 137,419 | 0.02% | 2q | +2.2%+$16.7K |
| Valley Brook Capital Group, Inc. | $754.7K | 133,336 | 0.43% | 23q | HELD |
| MML INVESTORS SERVICES, LLC | $726.5K | 128,364 | 0.00% | 31q | +46.9%+$231.9K |
| Kera Capital Partners, Inc. | $645.3K | 114,003 | 0.06% | 7q | +7.8%+$46.5K |
| PFG Investments, LLC | $612.8K | 108,264 | 0.02% | 10q | +6.7%+$38.4K |
| HOLLENCREST CAPITAL MANAGEMENT | $601.3K | 106,243 | 0.04% | 32q | +11.2%+$60.6K |
| Stratos Wealth Partners, LTD. | $579.0K | 102,298 | 0.01% | 31q | -4.8%-$29.4K |
| Advisory Advocates, LLC | $578.0K | 102,128 | 0.50% | 3q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $537.2K | 94,918 | 0.00% | 16q | -5.5%-$31.3K |
| Advisory Services Network, LLC | $524.3K | 92,634 | 0.01% | 31q | -2.4%-$12.8K |
| HighTower Advisors, LLC | $512.1K | 90,472 | 0.00% | 31q | HELD |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $508.0K | 89,759 | 0.14% | 16q | +0.5%+$2.7K |
| OPPENHEIMER & CO INC | $506.6K | 89,499 | 0.01% | 9q | HELD |
| JPMORGAN CHASE & CO | $492.2K | 86,500 | 0.00% | 31q | +23.9%+$95.0K |
| LEIGH BALDWIN & CO., LLC | $487.2K | 86,084 | 0.26% | 7q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $444.8K | 78,865 | 0.00% | 12q | +80.2%+$197.9K |
| BROWN BROTHERS HARRIMAN & CO | $436.5K | 77,124 | 0.00% | new | NEW |
| HCR Wealth Advisors | $426.5K | 75,353 | 0.04% | 11q | HELD |
| STIFEL FINANCIAL CORP | $425.1K | 75,103 | 0.00% | 31q | -6.2%-$27.9K |
| Darden Wealth Group Inc | $418.3K | 73,900 | 0.17% | 9q | +29.6%+$95.7K |
| BRIGHTON JONES LLC | $411.5K | 72,704 | 0.01% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $403.7K | 71,321 | 0.02% | 7q | +4.9%+$18.7K |
| Equitable Holdings, Inc. | $402.4K | 71,102 | 0.00% | 19q | +8.4%+$31.1K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $383.1K | 67,682 | 0.01% | 12q | -5.5%-$22.2K |
| Stonebridge Financial Group, LLC/CA | $374.0K | 66,248 | 0.05% | new | FIRST |
| XTX Topco Ltd | $368.3K | 65,075 | 0.00% | new | NEW |
| Zinnia Wealth Advisory, LLC | $367.3K | 64,901 | 0.37% | 3q | +2.2%+$7.9K |
| Core Wealth Advisors, Inc. | $358.6K | 63,364 | 0.07% | 2q | +72.4%+$150.7K |
| Kingstone Capital Partners Texas, LLC | $305.2K | 53,922 | 0.16% | 7q | +25.2%+$61.5K |
| Midwest Trust Co | $298.9K | 52,810 | 0.00% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $279.8K | 49,431 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $279.2K | 49,331 | 0.00% | 5q | +2.1%+$5.7K |
| Integrity Advisory Solutions, LLC | $277.0K | 48,933 | 0.03% | 2q | +257.9%+$199.6K |
| Plancorp, LLC | $271.6K | 47,898 | 0.01% | 2q | HELD |
| BENJAMIN EDWARDS INC | $270.6K | 47,814 | 0.00% | 6q | +6.6%+$16.8K |
| Arista Wealth Management, LLC | $266.7K | 47,128 | 0.03% | 9q | HELD |
| Shulman DeMeo Asset Management LLC | $252.6K | 44,634 | 0.05% | 20q | -6.6%-$18.0K |
| Dakota Wealth Management | $252.5K | 44,610 | 0.00% | new | NEW |
| MISSION WEALTH MANAGEMENT, LP | $236.7K | 41,816 | 0.00% | 10q | +11.3%+$24.0K |
| Graves Light Lenhart Wealth, Inc. | $233.3K | 41,224 | 0.02% | 31q | HELD |
| Pinnacle Financial Partners, Inc. | $223.4K | 39,468 | 0.00% | 3q | -0.8%-$1.7K |
| World Investment Advisors | $220.5K | 38,958 | 0.00% | 2q | -56.1%-$281.3K |
| Allworth Financial LP | $220.5K | 38,953 | 0.00% | 10q | HELD |
| Coquina Private Wealth LLC | $220.0K | 38,876 | 0.15% | 3q | +1.5%+$3.2K |
| Kingsview Wealth Management, LLC | $215.9K | 38,152 | 0.00% | 12q | +3.6%+$7.5K |
| AQR CAPITAL MANAGEMENT LLC | $215.1K | 38,001 | 0.00% | 2q | -16.3%-$41.8K |
| MILLENNIUM MANAGEMENT LLC | $208.7K | 36,868 | 0.00% | new | NEW |
| IFG Advisory, LLC | $203.1K | 35,877 | 0.01% | 13q | +987.2%+$184.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $198.3K | 35,033 | 0.00% | 24q | -43.4%-$151.8K |
Showing the largest 100 of 224 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 64 | $31.9M | 6,088,472 | 6 | 14 | 12 | 0.0% |
| Q2 2026 | 224 | $281.3M | 49,705,114 | 42 | 80 | 38 | 0.0% |
| Q1 2026 | 207 | $154.6M | 27,604,705 | 35 | 60 | 35 | 0.0% |
| Q4 2025 | 193 | $160.6M | 26,044,249 | 14 | 62 | 33 | 0.0% |
| Q3 2025 | 184 | $155.7M | 25,576,090 | 14 | 50 | 31 | 0.0% |
| Q2 2025 | 193 | $152.3M | 26,170,978 | 16 | 58 | 39 | 0.0% |
| Q1 2025 | 187 | $131.4M | 23,842,133 | 14 | 59 | 39 | 0.0% |
| Q4 2024 | 199 | $127.6M | 23,723,327 | 15 | 54 | 40 | 0.0% |
| Q3 2024 | 186 | $124.1M | 22,617,967 | 21 | 51 | 37 | 0.0% |
| Q2 2024 | 178 | $118.4M | 22,765,065 | 18 | 58 | 35 | 0.0% |
| Q1 2024 | 192 | $155.2M | 28,138,974 | 27 | 58 | 40 | 0.0% |
| Q4 2023 | 188 | $124.0M | 24,412,372 | 27 | 51 | 32 | 0.0% |
| Q3 2023 | 167 | $106.9M | 20,834,273 | 21 | 48 | 34 | 0.0% |
| Q2 2023 | 160 | $121.3M | 20,924,897 | 16 | 49 | 29 | 0.0% |
| Q1 2023 | 156 | $118.3M | 20,506,065 | 10 | 55 | 25 | 0.0% |
| Q4 2022 | 171 | $112.6M | 20,591,119 | 22 | 45 | 33 | 0.0% |
| Q3 2022 | 162 | $159.2M | 28,947,150 | 18 | 51 | 22 | 0.0% |
| Q2 2022 | 157 | $140.6M | 23,058,060 | 9 | 47 | 35 | 0.0% |
| Q1 2022 | 169 | $451.8M | 65,185,402 | 17 | 44 | 34 | 0.0% |
| Q4 2021 | 170 | $466.1M | 64,862,453 | 17 | 53 | 19 | 0.0% |
| Q3 2021 | 155 | $424.2M | 63,795,101 | 23 | 59 | 21 | 0.0% |
| Q2 2021 | 142 | $131.5M | 19,032,610 | 23 | 39 | 18 | 0.0% |
| Q1 2021 | 127 | $113.2M | 16,602,881 | 9 | 34 | 29 | 0.0% |
| Q4 2020 | 134 | $108.2M | 17,249,576 | 12 | 30 | 27 | 0.0% |
| Q3 2020 | 118 | $390.4M | 76,694,239 | 10 | 25 | 22 | 0.0% |
| Q2 2020 | 118 | $140.3M | 27,889,467 | 13 | 23 | 26 | 0.0% |
| Q1 2020 | 122 | $120.7M | 27,737,475 | 12 | 31 | 34 | 0.0% |
| Q4 2019 | 122 | $174.5M | 28,659,073 | 11 | 34 | 19 | 0.0% |
| Q3 2019 | 124 | $201.5M | 33,700,474 | 12 | 35 | 25 | 0.0% |
| Q2 2019 | 124 | $462.4M | 74,831,665 | 17 | 36 | 21 | 0.0% |
| Q1 2019 | 124 | $403.7M | 65,596,227 | 12 | 32 | 24 | 0.0% |
| Q4 2018 | 120 | $130.5M | 25,469,827 | 2 | 2 | 5 | 0.0% |