GABELLI GLOBAL SMALL & M (GGZ) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $36.63M in GGZ holdings during the latest filing period.
Atlas Wealth Llc is currently the largest disclosed institutional shareholder of GGZ tracked by InsiderSet, reporting ownership valued at approximately $8.53M in its June 30, 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 $8.74M, representing an estimated gain of +2.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed GGZ value among the investors covered in this analysis. Major shareholders include Atlas Wealth Llc, Morgan Stanley, Private Management Group Inc, 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
40
Total Reported Value
$36.63M
Largest Holder
Atlas Wealth Llc
Largest Position
$8.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Atlas Wealth Llc | 1.22% | 523,754 | $8,526,715 | $8,739,254 | +$212,539 | +2.49% | |
| Morgan Stanley | 0.00% | 304,601 | $4,575,108 | $5,082,511 | +$507,403 | +11.09% | |
| Private Management Group Inc | 0.11% | 250,827 | $4,083,468 | $4,185,249 | +$101,781 | +2.49% | |
| Blue Bell Private Wealth Management, Llc | 0.34% | 158,524 | $2,381,023 | $2,645,100 | +$264,077 | +11.09% | |
| 180 Wealth Advisors, Llc | 0.19% | 118,916 | $1,935,960 | $1,984,209 | +$48,249 | +2.49% | |
| Raymond James Financial Inc | 0.00% | 90,267 | $1,355,817 | $1,506,177 | +$150,360 | +11.09% | |
| Gatepass Capital, Llc | 0.49% | 79,000 | $1,286,120 | $1,318,178 | +$32,058 | +2.49% | |
| Bank Of America Corp | 0.00% | 85,295 | $1,281,132 | $1,423,215 | +$142,083 | +11.09% | |
| Gabelli & Co Investment Advisers, Inc. | 0.18% | 82,711 | $1,242,319 | $1,380,099 | +$137,780 | +11.09% | |
| Ubs Group Ag | 0.00% | 78,380 | $1,177,268 | $1,307,833 | +$130,565 | +11.09% | |
| Evolve Private Wealth, Llc | 0.06% | 69,520 | $1,044,190 | $1,159,997 | +$115,807 | +11.09% | |
| Capstone Investment Advisors, Llc | 0.01% | 69,157 | $1,038,738 | $1,153,940 | +$115,202 | +11.09% | |
| Osaic Holdings, Inc. | 0.00% | 63,559 | $954,647 | $1,060,533 | +$105,886 | +11.09% | |
| Lpl Financial Llc | 0.00% | 58,803 | $883,217 | $981,175 | +$97,958 | +11.09% | |
| Beckerman Institutional, Llc | 0.46% | 57,529 | $864,088 | $959,917 | +$95,829 | +11.09% | |
| Wells Fargo & Company/Mn | 0.00% | 52,462 | $787,984 | $875,370 | +$87,386 | +11.09% | |
| Stephens Inc | 0.01% | 46,001 | $748,896 | $767,563 | +$18,667 | +2.49% | |
| Gamco Investors, Inc. Et Al | 0.01% | 45,586 | $684,702 | $760,639 | +$75,937 | +11.09% | |
| Css Llc/Il | 0.03% | 35,952 | $539,999 | $599,888 | +$59,889 | +11.09% | |
| Private Advisor Group, Llc | 0.00% | 22,915 | $373,053 | $382,355 | +$9,302 | +2.49% | |
| Silverlake Wealth Management Llc | 0.05% | 14,928 | $224,226 | $249,086 | +$24,860 | +11.09% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,250 | $183,150 | $187,715 | +$4,565 | +2.49% | |
| Susquehanna International Group, Llp | 0.00% | 11,239 | $168,810 | $187,532 | +$18,722 | +11.09% | |
| Fifth Third Bancorp | 0.00% | 11,000 | $165,220 | $183,544 | +$18,324 | +11.09% | |
| Nbc Securities, Inc. | 0.00% | 2,870 | $46,723 | $47,888 | +$1,165 | +2.49% | |
| International Assets Investment Management, Llc | 0.00% | 2,135 | $34,886 | $35,624 | +$738 | +2.12% | |
| Royal Bank Of Canada | 0.00% | 600 | $9,000 | $10,011 | +$1,011 | +11.24% | |
| North Star Investment Management Corp. | 0.00% | 450 | $7,326 | $7,509 | +$183 | +2.49% | |
| Advisory Services Network, Llc | 0.00% | 400 | $6,008 | $6,674 | +$666 | +11.09% | |
| Institute For Wealth Management, Llc. | 0.00% | 298 | $4,845 | $4,972 | +$127 | +2.63% | |
| Bfsg, Llc | 0.00% | 260 | $4,233 | $4,338 | +$105 | +2.49% | |
| Soa Wealth Advisors, Llc. | 0.00% | 242 | $3,940 | $4,038 | +$98 | +2.49% | |
| Atlantic Union Bankshares Corp | 0.00% | 200 | $3,004 | $3,337 | +$333 | +11.09% | |
| Medallion Wealth Advisors, Llc | 0.00% | 200 | $3,002 | $3,337 | +$335 | +11.16% | |
| Salem Investment Counselors Inc | 0.00% | 160 | $2,605 | $2,670 | +$65 | +2.48% | |
| Mai Capital Management | 0.00% | 73 | $1,097 | $1,218 | +$121 | +11.04% | |
| Keating Financial Advisory Services, Inc. | 0.00% | 31 | $466 | $517 | +$51 | +11.00% | |
| Cwm, Llc | 0.00% | 16 | $240 | $267 | +$27 | +11.24% | |
| Fourth Dimension Wealth, Llc | 0.00% | 12 | $195 | $200 | +$5 | +2.68% | |
| Capital Advisors, Ltd. Llc | 0.00% | 70 | $1 | $1,168 | +$1,167 | +116700.60% |
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.