DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
GAB

GABELLI EQUITY TR INC

220 institutions still hold GABELLI EQUITY TR INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 362397101·Exchange Traded Fund·220 13F holders·last filed Mar 31, 2026
Market cap
3.0%
vs prior quarter
13F value held
$94M
78.0% inst. owned
of float
Holders
220
+126 QoQ
filers reporting
Activity
+8 / −51
+899 added · −704 reduced
this quarter
Concentration
26.82%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

220 institutions reported GAB in Q1 2026. LPL Financial LLC leads at 26.8% of the visible book. +126 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$25M4.5M0.01%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$14M2.5M0.00%Q1 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M1.5M0.01%Q1 2026
04
GAMCO INVESTORS, INC. ET AL
CIK 0000807249
$5M842K0.05%Q1 2026
05
Cetera Investment Advisers
CIK 0001666741
$4M708K0.00%Q1 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M613K0.00%Q1 2026
07
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$3M586K0.07%Q1 2026
08
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M579K0.00%Q1 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$3M552K0.00%Q1 2026
10
Live Oak Private Wealth LLC
CIK 0001799877
$3M514K0.40%Q1 2026
11
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M467K0.00%Q1 2026
12
SCOTIA CAPITAL INC.
CIK 0001335644
$3M455K0.01%Q1 2026
13
Kestra Advisory Services, LLC
CIK 0001830819
$3M453K0.01%Q1 2026
14
Independent Advisor Alliance
CIK 0001696899
$2M406K0.02%Q1 2026
15
Yakira Capital Management, Inc.
CIK 0001584639
$2M362K0.59%Q1 2026
16
BOOTHBAY FUND MANAGEMENT, LLC
CIK 0001549230
$2M352K0.03%Q1 2026
17
Cerity Partners LLC
CIK 0001566475
$2M346K0.00%Q1 2026
18
Accel Wealth Management
CIK 0001838226
$2M344K0.50%Q1 2026
19
Alpine Global Management, LLC
CIK 0001581655
$2M336K0.28%Q1 2026
20
Creative Planning
CIK 0001540235
$2M326K0.00%Q1 2026
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