DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
GRX

GABELLI HLTHCARE & WELLNESS

54 institutions still hold GABELLI HLTHCARE & WELLNESS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 36246K103·54 13F holders·last filed Mar 31, 2026
Market cap
4.1%
vs prior quarter
13F value held
$42M
75.0% inst. owned
of float
Holders
54
+128 QoQ
filers reporting
Activity
+8 / −6
+883 added · −871 reduced
this quarter
Concentration
46.09%
Saba Capital Management, L.P. #1
top holder share
AI Holders Summary · Q1 2026

54 institutions reported GRX in Q1 2026. Saba Capital Management, L.P. leads at 46.1% of the visible book. +128 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Saba Capital Management, L.P.
CIK 0001510281
$19M2.1M0.53%Q1 2026
02
GAMCO INVESTORS, INC. ET AL
CIK 0000807249
$3M346K0.03%Q1 2026
03
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$3M309K0.40%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$3M278K0.00%Q1 2026
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M259K0.00%Q1 2026
06
MORGAN STANLEY
CIK 0000895421
$2M211K0.00%Q1 2026
07
Aviance Capital Partners, LLC
CIK 0001542383
$2M168K0.19%Q4 2025
08
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$2M179K0.09%Q1 2026
09
STEPHENS INC /AR/
CIK 0000757657
$1M121K0.01%Q1 2026
10
&PARTNERS
CIK 0000107136
$946,052105K0.00%Q1 2026
11
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 0001426196
$899,94199K0.00%Q1 2026
12
NewEdge Advisors, LLC
CIK 0001633516
$609,36867K0.00%Q1 2026
13
UHLMANN PRICE SECURITIES, LLC
CIK 0001035344
$557,39262K0.04%Q1 2026
14
UBS Group AG
CIK 0001610520
$517,56057K0.00%Q1 2026
15
AQR Arbitrage LLC
CIK 0001167456
$508,67653K0.01%Q4 2025
16
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$308,77434K0.00%Q1 2026
17
Beacon Pointe Advisors, LLC
CIK 0001744317
$295,16633K0.00%Q1 2026
18
Alessandra Capital Management, LLC
CIK 0002132506
$268,66730K0.23%Q1 2026
19
Waverly Advisors, LLC
CIK 0001568787
$251,36528K0.00%Q1 2026
20
Creative Planning
CIK 0001540235
$245,66127K0.00%Q1 2026
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