GGZ Institutional Ownership & Shareholders
GABELLI GLOBAL SMALL & M (GGZ) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $37.56M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $7.75M, representing an estimated loss of -9.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% 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
$37.56M
Largest Holder
Atlas Wealth Llc
Largest Position
$8.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
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 | $7,751,559 | -$775,156 | -9.09% | |
| Morgan Stanley | 0.00% | 309,049 | $5,031,331 | $4,573,925 | -$457,406 | -9.09% | |
| Private Management Group Inc | 0.11% | 250,827 | $4,083,468 | $3,712,240 | -$371,228 | -9.09% | |
| Blue Bell Private Wealth Management, Llc | 0.33% | 177,206 | $2,734,288 | $2,622,649 | -$111,639 | -4.08% | |
| 180 Wealth Advisors, Llc | 0.19% | 118,916 | $1,935,960 | $1,759,957 | -$176,003 | -9.09% | |
| Raymond James Financial Inc | 0.00% | 88,095 | $1,434,191 | $1,303,806 | -$130,385 | -9.09% | |
| Bank Of America Corp | 0.00% | 86,414 | $1,406,818 | $1,278,927 | -$127,891 | -9.09% | |
| Gabelli & Co Investment Advisers, Inc. | 0.20% | 82,711 | $1,346,535 | $1,224,123 | -$122,412 | -9.09% | |
| Gatepass Capital, Llc | 0.49% | 79,000 | $1,286,120 | $1,169,200 | -$116,920 | -9.09% | |
| Ubs Group Ag | 0.00% | 78,168 | $1,272,575 | $1,156,886 | -$115,689 | -9.09% | |
| Lpl Financial Llc | 0.00% | 69,937 | $1,138,576 | $1,035,068 | -$103,508 | -9.09% | |
| Capstone Investment Advisors, Llc | 0.01% | 69,157 | $1,125,876 | $1,023,524 | -$102,352 | -9.09% | |
| Evolve Private Wealth, Llc | 0.07% | 66,046 | $1,075,229 | $977,481 | -$97,748 | -9.09% | |
| Beckerman Institutional, Llc | 0.44% | 57,321 | $933,182 | $848,351 | -$84,831 | -9.09% | |
| Wells Fargo & Company/Mn | 0.00% | 51,462 | $837,804 | $761,638 | -$76,166 | -9.09% | |
| Stephens Inc | 0.01% | 46,001 | $748,896 | $680,815 | -$68,081 | -9.09% | |
| Gamco Investors, Inc. Et Al | 0.01% | 45,586 | $742,140 | $674,673 | -$67,467 | -9.09% | |
| Css Llc/Il | 0.02% | 34,071 | $554,676 | $504,251 | -$50,425 | -9.09% | |
| Private Advisor Group, Llc | 0.00% | 22,915 | $373,053 | $339,142 | -$33,911 | -9.09% | |
| Silverlake Wealth Management Llc | 0.04% | 15,083 | $232,728 | $223,228 | -$9,500 | -4.08% | |
| Susquehanna International Group, Llp | 0.00% | 11,351 | $184,794 | $167,995 | -$16,799 | -9.09% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,250 | $183,150 | $166,500 | -$16,650 | -9.09% | |
| Fifth Third Bancorp | 0.00% | 10,000 | $162,800 | $148,000 | -$14,800 | -9.09% | |
| Ancora Advisors Llc | 0.00% | 5,000 | $81,400 | $74,000 | -$7,400 | -9.09% | |
| Osaic Holdings, Inc. | 0.00% | 2,731 | $44,487 | $40,419 | -$4,068 | -9.14% | |
| Nbc Securities, Inc. | 0.00% | 2,570 | $39,655 | $38,036 | -$1,619 | -4.08% | |
| Farther Finance Advisors, Llc | 0.00% | 776 | $11,974 | $11,485 | -$489 | -4.09% | |
| North Star Investment Management Corp. | 0.00% | 450 | $6,944 | $6,660 | -$284 | -4.09% | |
| Institute For Wealth Management, Llc. | 0.00% | 298 | $4,845 | $4,410 | -$435 | -8.97% | |
| Bfsg, Llc | 0.00% | 260 | $4,012 | $3,848 | -$164 | -4.09% | |
| Soa Wealth Advisors, Llc. | 0.00% | 242 | $3,940 | $3,582 | -$358 | -9.10% | |
| Atlantic Union Bankshares Corp | 0.00% | 200 | $3,256 | $2,960 | -$296 | -9.09% | |
| Arax Advisory Partners | 0.00% | 160 | $2,605 | $2,368 | -$237 | -9.10% | |
| Medallion Wealth Advisors, Llc | 0.00% | 100 | $1,628 | $1,480 | -$148 | -9.09% | |
| Royal Bank Of Canada | 0.00% | 60 | $1,000 | $888 | -$112 | -11.20% | |
| Newedge Advisors, Llc | 0.00% | 36 | $586 | $533 | -$53 | -9.08% | |
| Keating Financial Advisory Services, Inc. | 0.00% | 31 | $505 | $459 | -$46 | -9.15% | |
| Cwm, Llc | 0.00% | 16 | $240 | $237 | -$3 | -1.33% | |
| Fourth Dimension Wealth, Llc | 0.00% | 12 | $195 | $178 | -$17 | -8.92% | |
| Capital Advisors, Ltd. Llc | 0.00% | 71 | $1 | $1,051 | +$1,050 | +104980.00% |
Frequently asked questions about GGZ
Who are the largest institutional holders of GGZ?
The largest institutional holders of GGZ reported in the latest SEC Form 13F filings include Atlas Wealth Llc, Morgan Stanley, Private Management Group Inc, Blue Bell Private Wealth Management, Llc, and 180 Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported GGZ position.
What is GGZ institutional ownership?
This page tracks GGZ positions reported by institutional investment managers through SEC Form 13F. GABELLI GLOBAL SMALL & M (GGZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GGZ?
InsiderSet currently tracks 40 institutional managers reporting GGZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GGZ shareholders.
How much GGZ stock do institutions own?
Institutional investment managers disclosed approximately $37.56M in GGZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GGZ institutional ownership last updated?
The latest GGZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GGZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GGZ position after the reporting date.
Are institutions buying or selling GGZ?
Institutional buying and selling can be analyzed by comparing GGZ positions across consecutive 13F reporting periods. InsiderSet's GGZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GGZ ownership changes.
How has GGZ institutional ownership changed over time?
InsiderSet tracks GGZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.