GABELLI EQUITY TRUST (GAB) Institutional Shareholders
GABELLI EQUITY TRUST (GAB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $170.49M in GAB holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of GAB tracked by InsiderSet, reporting ownership valued at approximately $25.11M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $25.15M, representing an estimated gain of +0.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed GAB value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Shaker Financial Services, Llc, and several other long-term asset managers with concentrated positions in GABELLI EQUITY TRUST (GAB).
This page ranks the largest institutional GAB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
208
Total Reported Value
$170.49M
Largest Holder
Lpl Financial Llc
Largest Position
$25.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
138
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 4,483,488 | $25,107,532 | $25,152,368 | +$44,836 | +0.18% | |
| Morgan Stanley | 0.00% | 2,472,584 | $13,846,475 | $13,871,196 | +$24,721 | +0.18% | |
| Shaker Financial Services, Llc | 3.68% | 2,073,169 | $11,734,137 | $11,630,478 | -$103,659 | -0.88% | |
| Commonwealth Equity Services, Llc | 0.01% | 1,559,070 | $8,824,340 | $8,746,383 | -$77,957 | -0.88% | |
| Absolute Investment Advisers, Llc | 0.82% | 1,508,078 | $8,535,721 | $8,460,318 | -$75,403 | -0.88% | |
| J.W. Cole Advisors, Inc. | 0.10% | 998,455 | $5,651,256 | $5,601,333 | -$49,923 | -0.88% | |
| Gamco Investors, Inc. Et Al | 0.05% | 841,675 | $4,713,380 | $4,721,797 | +$8,417 | +0.18% | |
| Cetera Investment Advisers | 0.00% | 708,495 | $3,967,574 | $3,974,657 | +$7,083 | +0.18% | |
| Independent Financial Group, Llc | 0.07% | 663,866 | $3,757,481 | $3,724,288 | -$33,193 | -0.88% | |
| Live Oak Private Wealth Llc | 0.45% | 635,255 | $3,595,543 | $3,563,781 | -$31,762 | -0.88% | |
| Raymond James Financial Inc | 0.00% | 612,585 | $3,430,482 | $3,436,602 | +$6,120 | +0.18% | |
| Wells Fargo & Company/Mn | 0.00% | 578,779 | $3,241,162 | $3,246,950 | +$5,788 | +0.18% | |
| Royal Bank Of Canada | 0.00% | 551,907 | $3,090,000 | $3,096,198 | +$6,198 | +0.20% | |
| Kestra Advisory Services, Llc | 0.01% | 498,834 | $2,823,403 | $2,798,459 | -$24,944 | -0.88% | |
| Bank Of America Corp | 0.00% | 467,229 | $2,616,482 | $2,621,155 | +$4,673 | +0.18% | |
| Scotia Capital Inc. | 0.01% | 454,585 | $2,545,676 | $2,550,222 | +$4,546 | +0.18% | |
| Independent Advisor Alliance | 0.02% | 405,588 | $2,271,290 | $2,275,349 | +$4,059 | +0.18% | |
| Ursa Fund Management, Llc | 6.30% | 367,924 | $2,060,374 | $2,064,054 | +$3,680 | +0.18% | |
| Yakira Capital Management, Inc. | 0.59% | 362,409 | $2,029,490 | $2,033,114 | +$3,624 | +0.18% | |
| Boothbay Fund Management, Llc | 0.05% | 352,055 | $1,971,508 | $1,975,029 | +$3,521 | +0.18% | |
| Cerity Partners Llc | 0.00% | 345,772 | $1,936,324 | $1,939,781 | +$3,457 | +0.18% | |
| Alpine Global Management, Llc | 0.29% | 336,337 | $1,883,487 | $1,886,851 | +$3,364 | +0.18% | |
| Accel Wealth Management | 0.41% | 323,540 | $1,831,234 | $1,815,059 | -$16,175 | -0.88% | |
| Creative Planning | 0.00% | 325,935 | $1,825,234 | $1,828,495 | +$3,261 | +0.18% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 319,274 | $1,787,937 | $1,791,127 | +$3,190 | +0.18% | |
| Ubs Group Ag | 0.00% | 304,005 | $1,702,428 | $1,705,468 | +$3,040 | +0.18% | |
| Guggenheim Capital Llc | 0.01% | 303,875 | $1,701,700 | $1,704,739 | +$3,039 | +0.18% | |
| Golden State Wealth Management, Llc | 0.14% | 267,909 | $1,516,370 | $1,502,969 | -$13,401 | -0.88% | |
| Envestnet Asset Management Inc | 0.00% | 266,840 | $1,510,317 | $1,496,972 | -$13,345 | -0.88% | |
| Osaic Holdings, Inc. | 0.00% | 248,999 | $1,394,413 | $1,396,884 | +$2,471 | +0.18% | |
| Private Advisor Group, Llc | 0.01% | 240,371 | $1,360,505 | $1,348,481 | -$12,024 | -0.88% | |
| Marks Group Wealth Management, Inc | 0.11% | 227,710 | $1,288,839 | $1,277,453 | -$11,386 | -0.88% | |
| Rockefeller Capital Management L.P. | 0.00% | 215,206 | $1,205,154 | $1,207,306 | +$2,152 | +0.18% | |
| Advisory Advocates, Llc | 0.59% | 199,476 | $1,172,605 | $1,119,060 | -$53,545 | -4.57% | |
| Truist Financial Corp | 0.00% | 199,918 | $1,131,533 | $1,121,540 | -$9,993 | -0.88% | |
| Cable Car Capital, Lp | 0.39% | 200,000 | $1,120,000 | $1,122,000 | +$2,000 | +0.18% | |
| Quarry Lp | 0.21% | 189,452 | $1,060,931 | $1,062,826 | +$1,895 | +0.18% | |
| Ascentis Independent Advisors | 0.08% | 181,816 | $1,018,170 | $1,019,988 | +$1,818 | +0.18% | |
| Pmg Family Office Llc | 0.79% | 152,047 | $860,586 | $852,984 | -$7,602 | -0.88% | |
| Wealthspire Advisors, Llc | 0.01% | 147,092 | $823,718 | $825,186 | +$1,468 | +0.18% | |
| Truemark Investments, Llc | 0.10% | 145,438 | $823,179 | $815,907 | -$7,272 | -0.88% | |
| Dynamic Advisor Solutions Llc | 0.02% | 137,419 | $777,790 | $770,921 | -$6,869 | -0.88% | |
| Valley Brook Capital Group, Inc. | 0.43% | 133,336 | $754,680 | $748,015 | -$6,665 | -0.88% | |
| Pfg Investments, Llc | 0.02% | 108,264 | $612,772 | $607,361 | -$5,411 | -0.88% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 107,486 | $601,924 | $602,996 | +$1,072 | +0.18% | |
| Kera Capital Partners, Inc. | 0.07% | 105,780 | $592,368 | $593,426 | +$1,058 | +0.18% | |
| Captrust Financial Advisors | 0.00% | 100,452 | $562,529 | $563,536 | +$1,007 | +0.18% | |
| Hollencrest Capital Management | 0.02% | 95,533 | $534,983 | $535,940 | +$957 | +0.18% | |
| Advisory Services Network, Llc | 0.01% | 94,904 | $531,463 | $532,411 | +$948 | +0.18% | |
| Citadel Advisors Llc | 0.00% | 91,070 | $509,992 | $510,903 | +$911 | +0.18% |
Frequently asked questions about GAB
Who owns the most GAB stock?
The largest holders of GAB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GABELLI EQUITY TRUST (GAB).
Is GAB widely held by superinvestors?
Many widely followed stocks like GAB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GAB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.