GAB

Gabelli Equity TrustETF
UnclassifiedUSCUSIP 362397101◍ Confluence graph
Tracked 13F Holders
193
-45 QoQ
13F Value (tracked)
$161.9M
13F Moves · latest Q
31 added
9 trimmed
Recent Filings
15

Who owns GAB?

193 tracked 13F filers

193 tracked 13F filers disclose a position in GAB as of the latest SEC 13F filings, a combined $161.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$25.1M
4.5M
+0.5%
Added · +21K sh
Q1 2026
2MORGAN STANLEY
$13.8M
2.5M
+1.6%
Added · +39K sh
Q1 2026
3Shaker Financial Services, LLC
$11.7M
2.1M
Added
Added · +2.1M sh
Q2 2026
4COMMONWEALTH EQUITY SERVICES, LLC
$8.5M
1.5M
+0.4%
Added · +7K sh
Q1 2026
5J.W. COLE ADVISORS, INC.
$5.7M
998K
Added
Added · +998K sh
Q2 2026
6GAMCO INVESTORS, INC. ET AL
$4.7M
842K
Held
Q1 2026
7Cetera Investment Advisers
$4.0M
708K
+5.1%
Added · +34K sh
Q1 2026
8INDEPENDENT FINANCIAL GROUP, LLC
$3.8M
664K
+13%
Added · +78K sh
Q2 2026
9Live Oak Private Wealth LLC
$3.6M
635K
+24%
Added · +121K sh
Q2 2026
10Quarry LP
$3.5M
624K
+229%
Added · +435K sh
Q2 2026
11RAYMOND JAMES FINANCIAL INC
$3.4M
613K
−4.7%
Reduced · −31K sh
Q1 2026
12WELLS FARGO & COMPANY/MN
$3.2M
579K
−9.7%
Reduced · −63K sh
Q1 2026
13ROYAL BANK OF CANADA
$3.1M
552K
+1.7%
Added · +9K sh
Q1 2026
14Kestra Advisory Services, LLC
$2.8M
499K
+10%
Added · +46K sh
Q2 2026
15BANK OF AMERICA CORP /DE/
$2.6M
467K
−22%
Reduced · −131K sh
Q1 2026
16SCOTIA CAPITAL INC.
$2.6M
458K
+0.8%
Added · +4K sh
Q2 2026
171607 Capital Partners, LLC
$2.3M
400K
New
+400K sh
Q2 2026
18Ursa Fund Management, LLC
$2.1M
368K
New
+368K sh
Q1 2026
19Steward Partners Investment Advisory, LLC
$2.1M
364K
+14%
Added · +45K sh
Q2 2026
20BOOTHBAY FUND MANAGEMENT, LLC
$2.0M
352K
New
+352K sh
Q1 2026
21Cerity Partners LLC
$1.9M
346K
+9.9%
Added · +31K sh
Q1 2026
22Alpine Global Management, LLC
$1.9M
336K
New
+336K sh
Q1 2026
23Creative Planning
$1.8M
326K
−0.5%
Reduced · −2K sh
Q1 2026
24Accel Wealth Management
$1.8M
324K
−5.8%
Reduced · −20K sh
Q2 2026
25UBS Group AG
$1.7M
304K
−8.9%
Reduced · −30K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is GAB being bought or sold by institutions?

Last quarter, 12 funds opened a new position in GAB and 19 added to an existing one, while 9 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
12
funds
Added
19
funds
Reduced
9
funds
Exited
0
funds

Funds that own GAB also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA90 funds$16.2B
MICROSOFT CORPMSFT89 funds$10.1B
APPLE INCAAPL88 funds$14.0B
JPMORGAN CHASE & COJPM88 funds$4.1B
JOHNSON & JOHNSONJNJ88 funds$3.1B
AMAZON.COM INCAMZN87 funds$8.9B
ALPHABET INC-CL AGOOGL87 funds$6.3B
ELI LILLY & COLLY87 funds$2.7B
BROADCOM INCAVGO86 funds$6.0B
META PLATFORMS INC-CLASS AMETA86 funds$4.1B
WALMART INCWMT86 funds$3.1B
PROCTER & GAMBLE CO/THEPG86 funds$1.7B

Ranked by how many of GAB's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

133 funds-2 since Q3 2024
089178Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $66.7M

Share classes

Class13F holdersValue held
GABthis pagemf193 funds$161.9M
GAB-Rrt46 funds$363K
362397176PREFERRED STOCK1 funds$180K
362397846PREFERRED STOCK1 funds$20K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for GAB

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Ask your agent what changed in GAB

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/GAB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for GAB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GAB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.