GABELLI GLOBAL SMALL & M (GGZ) Top Institutional Shareholders

GABELLI GLOBAL SMALL & M (GGZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $27.51M in GGZ holdings during the latest filing period.

Morgan Stanley is currently the largest disclosed institutional shareholder of GGZ tracked by InsiderSet, reporting ownership valued at approximately $4.58M 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 $4.84M, representing an estimated gain of +5.79% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed GGZ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Private Management Group Inc, Blue Bell Private Wealth Management, Llc, and several other long-term asset managers with concentrated positions in GABELLI GLOBAL SMALL & M (GGZ).

This page ranks the largest institutional GGZ 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

39

Total Reported Value

$27.51M

Largest Holder

Morgan Stanley

Largest Position

$4.58M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

49

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.00%304,601$4,575,108$4,840,110+$265,002+5.79%
Private Management Group Inc0.11%256,642$3,854,763$4,078,041+$223,278+5.79%
Blue Bell Private Wealth Management, Llc0.34%158,524$2,381,023$2,518,946+$137,923+5.79%
180 Wealth Advisors, Llc0.20%119,812$1,799,570$1,903,813+$104,243+5.79%
Raymond James Financial Inc0.00%90,267$1,355,817$1,434,343+$78,526+5.79%
Gatepass Capital, Llc0.64%87,000$1,306,740$1,382,430+$75,690+5.79%
Bank Of America Corp0.00%85,295$1,281,132$1,355,338+$74,206+5.79%
Gabelli & Co Investment Advisers, Inc.0.18%82,711$1,242,319$1,314,278+$71,959+5.79%
Ubs Group Ag0.00%78,380$1,177,268$1,245,458+$68,190+5.79%
Evolve Private Wealth, Llc0.06%69,520$1,044,190$1,104,673+$60,483+5.79%
Capstone Investment Advisors, Llc0.01%69,157$1,038,738$1,098,905+$60,167+5.79%
Osaic Holdings, Inc.0.00%63,559$954,647$1,009,953+$55,306+5.79%
Lpl Financial Llc0.00%58,803$883,217$934,380+$51,163+5.79%
Beckerman Institutional, Llc0.46%57,529$864,088$914,136+$50,048+5.79%
Wells Fargo & Company/Mn0.00%52,462$787,984$833,621+$45,637+5.79%
Gamco Investors, Inc. Et Al0.01%45,586$684,702$724,362+$39,660+5.79%
Stephens Inc0.01%45,235$679,430$718,784+$39,354+5.79%
Css Llc/Il0.03%35,952$539,999$571,277+$31,278+5.79%
Silverlake Wealth Management Llc0.05%14,928$224,226$237,206+$12,980+5.79%
Private Advisor Group, Llc0.00%13,154$197,575$209,017+$11,442+5.79%
Commonwealth Equity Services, Llc0.00%12,235$183,770$194,414+$10,644+5.79%
Susquehanna International Group, Llp0.00%11,239$168,810$178,588+$9,778+5.79%
Fifth Third Bancorp0.00%11,000$165,220$174,790+$9,570+5.79%
Nbc Securities, Inc.0.00%2,870$43,107$45,604+$2,497+5.79%
International Assets Investment Management, Llc0.00%2,135$32,217$33,925+$1,708+5.30%
Royal Bank Of Canada0.00%600$9,000$9,534+$534+5.93%
North Star Investment Management Corp.0.00%450$6,759$7,151+$392+5.79%
Advisory Services Network, Llc0.00%400$6,008$6,356+$348+5.79%
Bfsg, Llc0.00%260$3,906$4,131+$225+5.77%
Soa Wealth Advisors, Llc.0.00%242$3,635$3,845+$210+5.79%
Atlantic Union Bankshares Corp0.00%200$3,004$3,178+$174+5.79%
Medallion Wealth Advisors, Llc0.00%200$3,002$3,178+$176+5.86%
Salem Investment Counselors Inc0.00%160$2,404$2,542+$138+5.76%
Mai Capital Management0.00%73$1,097$1,160+$63+5.74%
Spire Wealth Management0.00%40$601$636+$35+5.76%
Keating Financial Advisory Services, Inc.0.00%31$466$493+$27+5.71%
Cwm, Llc0.00%16$240$254+$14+5.93%
Fourth Dimension Wealth, Llc0.00%12$180$191+$11+5.93%
Capital Advisors, Ltd. Llc0.00%69$1$1,096+$1,095+109541.00%

Frequently asked questions about GGZ

  • Who owns the most GGZ stock?

    The largest holders of GGZ 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 GLOBAL SMALL & M (GGZ).

  • Is GGZ widely held by superinvestors?

    Many widely followed stocks like GGZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GGZ 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.