GABELLI GLOBAL SMALL & M (GGZ) Institutional Ownership Changes & 13F Activity

GABELLI GLOBAL SMALL & M (GGZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Atlas Wealth Llc, Osaic Holdings, Inc., Blue Bell Private Wealth Management, Llc, Lpl Financial Llc, and Private Advisor Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Osaic Holdings, Inc.Sell-60,828-95.7%2,731$44.49KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,172-2.4%88,095$1.43MQ2 2026Aug 14, 2026
Css Llc/IlSell-1,881-5.2%34,071$554.68KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+1,119+1.3%86,414$1.41MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,000-1.9%51,462$837.80KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-540-90.0%60$1.00KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+112+1.0%11,351$184.79KQ2 2026Aug 14, 2026
Morgan StanleyBuy+4,448+1.5%309,049$5.03MQ2 2026Aug 13, 2026
Ubs Group AgSell-212-0.3%78,168$1.27MQ2 2026Aug 13, 2026
Evolve Private Wealth, LlcSell-3,474-5.0%66,046$1.08MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+3636$586.00Q2 2026Aug 12, 2026
Beckerman Institutional, LlcSell-208-0.4%57,321$933.18KQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+160160$2.60KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+11,134+18.9%69,937$1.14MQ2 2026Aug 07, 2026
Blue Bell Private Wealth Management, LlcBuy+11,597+7.3%170,121$2.77MQ2 2026Aug 06, 2026
Silverlake Wealth Management LlcBuy+76+0.5%15,004$244.26KQ2 2026Aug 06, 2026
Fifth Third BancorpSell-1,000-9.1%10,000$162.80KQ2 2026Aug 05, 2026
Private Management Group IncSell-5,815-2.3%250,827$4.08MQ2 2026Jul 31, 2026
Gatepass Capital, LlcSell-8,000-9.2%79,000$1.29MQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcSell-985-8.1%11,250$183.15KQ2 2026Jul 29, 2026
Stephens IncBuy+766+1.7%46,001$748.90KQ2 2026Jul 29, 2026
Atlas Wealth LlcBuy+523,754523,754$8.53MQ2 2026Jul 28, 2026
Institute For Wealth Management, Llc.Buy+298298$4.84KQ2 2026Jul 28, 2026
Private Advisor Group, LlcBuy+9,761+74.2%22,915$373.05KQ2 2026Jul 27, 2026
Capital Advisors, Ltd. LlcBuy+1+1.4%70$1.00KQ2 2026Jul 16, 2026
180 Wealth Advisors, LlcSell-896-0.7%118,916$1.94MQ2 2026Jul 07, 2026
Advisory Services Network, LlcSell-400-100.0%0$0.00Q2 2026May 15, 2026
Mai Capital ManagementSell-73-100.0%0$0.00Q2 2026May 15, 2026
Cwm, LlcSell-16-100.0%0$0.00Q2 2026May 14, 2026
Spire Wealth ManagementSell-40-100.0%0$0.00Q2 2026Apr 22, 2026
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Frequently asked questions about GGZ activity

  • Which institutional owners are buying GGZ?

    Institutional owners buying GGZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in GGZ activity?

    "Buy" means an investor increased their reported position in GGZ compared to the prior reporting period. This reflects growing exposure to GABELLI GLOBAL SMALL & M (GGZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in GGZ increasing?

    Institutional interest in GGZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.