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Gabelli Equity Trust (GAB)

CUSIP: 362397101 | US | Financial Services · Asset Management | Small Cap | 672 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC1,546,849
0.0% of portfolio›$8.1M
Absolute Investment Advisers, LLC1,531,228
0.7% of portfolio›$8.0M
Shaker Financial Services, LLC1,518,357
2.6% of portfolio›$8.0M
Independent Financial Group, LLC666,519
0.1% of portfolio›$3.5M
Cambridge Investment Research Advisors, Inc.645,903
0.0% of portfolio›$3.4M
Live Oak Private Wealth LLC635,255
0.4% of portfolio›$3.3M
Kestra Advisory Services, LLC529,261
0.0% of portfolio›$2.8M
Golden State Wealth Management, LLC275,183
0.1% of portfolio›$1.4M
Creative Planning254,961
0.0% of portfolio›$1.3M
Wedbush Securities Inc231,506
0.1% of portfolio›$1.2M
Ascentis Independent Advisors175,479
0.1% of portfolio›$919.6K
Accel Wealth Management169,374
0.2% of portfolio›$887.5K
Truist Financial Corp154,669
0.0% of portfolio›$810.5K
PMG Family Office LLC153,518
0.7% of portfolio›$804.4K
Sowell Financial Services LLC152,588
0.0% of portfolio›$799.6K
Dynamic Advisor Solutions LLC136,056
0.0% of portfolio›$712.9K
Valley Brook Capital Group, Inc.122,586
0.4% of portfolio›$642.3K
Oppenheimer & Co Inc93,858
0.0% of portfolio›$491.8K
Wealth Enhancement Advisory Services, LLC88,769
0.0% of portfolio›$461.6K
Flynn Zito Capital Management, LLC87,027
0.1% of portfolio›$456.0K
Procyon Advisors, LLC82,466
0.0% of portfolio›$432.1K
HCR Wealth Advisors75,353
0.0% of portfolio›$394.8K
Integrity Advisory Solutions, LLC68,209
0.0% of portfolio›$357.4K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management67,682
0.0% of portfolio›$354.7K
Kingswood Wealth Advisors, LLC67,321
0.0% of portfolio›$352.8K
Calamos Advisors LLC62,288
0.0% of portfolio›$326.4K
Kingstone Capital Partners Texas, LLC56,566
0.1% of portfolio›$296.4K
Midwest Trust Co52,810
0.0% of portfolio›$276.7K
Plancorp, LLC47,898
0.0% of portfolio›$248.6K
Arista Wealth Management, LLC47,128
0.0% of portfolio›$247.0K
Shulman DeMeo Asset Management LLC44,485
0.0% of portfolio›$230.4K
Graves Light Lenhart Wealth, Inc.41,224
0.0% of portfolio›$216.0K
Abel Hall, LLC40,000
0.0% of portfolio›$209.6K
Mission Wealth Management, LP37,574
0.0% of portfolio›$196.9K
Avidian Wealth Enterprises, LLC35,603
0.0% of portfolio›$186.6K
Coquina Private Wealth LLC34,187
0.1% of portfolio›$179.1K
Old Mission Investment Co LLC31,131
0.0% of portfolio›$163.1K
StoneX Group Inc.29,165
0.0% of portfolio›$152.8K
Brookstone Capital Management28,332
0.0% of portfolio›$148.5K
Park Avenue Securities LLC28,116
0.0% of portfolio›$147.0K
Pekin Hardy Strauss, Inc.27,750
0.0% of portfolio›$145.4K
Concurrent Investment Advisors, LLC27,444
0.0% of portfolio›$143.8K
Kestra Private Wealth Services, LLC25,851
0.0% of portfolio›$135.5K
HUB Investment Partners, LLC24,939
0.0% of portfolio›$130.7K
Quad-Cities Investment Group, LLC24,071
0.0% of portfolio›$126.1K
Insight Advisors, LLC/ PA21,842
0.0% of portfolio›$114.5K
Capital Square, LLC20,622
0.0% of portfolio›$108.1K
Beacon Investment Advisory Services, Inc.19,000
0.0% of portfolio›$99.6K
Eagle Wealth Strategies LLC18,624
0.0% of portfolio›$97.6K
SYM Financial Corp18,379
0.0% of portfolio›$96.3K
Montz Harcus Wealth Management LLC18,047
0.0% of portfolio›$94.6K
Register Financial Advisors LLC17,958
0.0% of portfolio›$94.1K
Lanark Financial, Inc.17,885
0.0% of portfolio›$93.7K
Modera Wealth Management, LLC17,200
0.0% of portfolio›$90.1K
Midland Wealth Advisors, LLC16,348
0.0% of portfolio›$85.7K
MGO One Seven LLC15,890
0.0% of portfolio›$83.3K
Curran Financial Partners, LLC15,325
0.0% of portfolio›$80.3K
Csenge Advisory Group14,536
0.0% of portfolio›$76.2K
Legacy Wealth Management, LLC / MS14,045
0.0% of portfolio›$73.6K
Sagespring Wealth Partners, LLC13,951
0.0% of portfolio›$73.1K
MTM Investment Management, LLC13,530
0.0% of portfolio›$70.9K
Choreo, LLC12,951
0.0% of portfolio›$67.9K
RFG - Bristol Wealth Advisors, LLC12,523
0.0% of portfolio›$65.6K
Tactive Advisors, LLC12,409
0.0% of portfolio›$65.0K
Morton Capital Management LLC12,123
0.0% of portfolio›$63.5K
New England Private Wealth Advisors LLC11,446
0.0% of portfolio›$60.0K
Ashton Thomas Private Wealth, LLC11,354
0.0% of portfolio›$59.5K
Summit Wealth Group LLC / Co11,348
0.0% of portfolio›$59.5K
Triton Wealth Management, Pllc11,180
0.0% of portfolio›$59.4K
OpenArc Corporate Advisory, LLC10,770
0.0% of portfolio›$56.4K
Garrett Wealth Advisory Group, LLC10,670
0.0% of portfolio›$55.9K
Cascade Investment Group, Inc.10,649
0.0% of portfolio›$55.8K
Novem Group10,489
0.0% of portfolio›$55.0K
Valeo Financial Advisors, LLC10,041
0.0% of portfolio›$52.6K
Smart Wealth LLC10,041
0.0% of portfolio›$52.6K
TD Waterhouse Canada Inc.9,150
0.0% of portfolio›$47.6K
Cassaday & Co Wealth Management LLC7,597
0.0% of portfolio›$39.8K
Kentucky Trust Co7,400
0.0% of portfolio›$38.8K
Hilton Head Capital Partners, LLC6,780
0.0% of portfolio›$35.5K
GHP Investment Advisors, Inc.5,344
0.0% of portfolio›$28.0K
CoreCap Advisors, LLC4,933
0.0% of portfolio›$25.8K
Compass Financial Management LLC4,000
0.0% of portfolio›$21.0K
Wolverine Asset Management LLC3,600
0.0% of portfolio›$18.9K
Hilltop National Bank2,750
0.0% of portfolio›$14.4K
American Capital Advisory, LLC2,295
0.0% of portfolio›$12.0K
IFP Advisors, Inc1,670
0.0% of portfolio›$8.8K
Gen-Wealth Partners Inc1,500
0.0% of portfolio›$7.9K
Smallwood Wealth Investment Management, LLC1,125
0.0% of portfolio›$5.9K
Spire Wealth Management1,000
0.0% of portfolio›$5.2K
MB, Levis & Associates, LLC745
0.0% of portfolio›$3.9K
Assetmark, Inc648
0.0% of portfolio›$3.4K
Highline Wealth Partners LLC500
0.0% of portfolio›$2.6K
Key FInancial Inc100
0.0% of portfolio›$524
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,546,849$8.1M0.0%ETFLowWaltham, MA2026-11-02
Absolute Investment Advisers, LLC
1,531,228$8.0M0.7%YieldHighRosemary Beach, FL2026-10-21
Shaker Financial Services, LLC
1,518,357$8.0M2.6%YieldHighArlington, VA2026-10-14
Independent Financial Group, LLC
666,519$3.5M0.1%GrowthLowSan Diego, CA2026-10-13
Cambridge Investment Research Advisors, Inc.
645,903$3.4M0.0%ETFLowFairfield, IA2026-11-02
Live Oak Private Wealth LLC
635,255$3.3M0.4%ValueLowWilmington, NC2026-11-02
Kestra Advisory Services, LLC
529,261$2.8M0.0%CoreLowAustin, TX2026-11-02
Golden State Wealth Management, LLC
275,183$1.4M0.1%ETFMediumSanta Ana, CA2026-11-02
Creative Planning
254,961$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Wedbush Securities Inc
231,506$1.2M0.1%CoreLowPasadena, CA2026-10-22
Ascentis Independent Advisors
175,479$919.6K0.1%ETFLowDallas, TX2026-11-03
Accel Wealth Management
169,374$887.5K0.2%ETFLowWaverly, IA2026-10-13
Truist Financial Corp
154,669$810.5K0.0%CoreLowCharlotte, NC2026-10-30
PMG Family Office LLC
153,518$804.4K0.7%YieldVery LowPlano, TX2026-10-19
Sowell Financial Services LLC
152,588$799.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
Dynamic Advisor Solutions LLC
136,056$712.9K0.0%ETFLowPhoenix, AZ2026-10-13
Valley Brook Capital Group, Inc.
122,586$642.3K0.4%GrowthVery LowVenetia, PA2026-10-26
Oppenheimer & Co Inc
93,858$491.8K0.0%CoreLowNew York, NY2026-10-26
Wealth Enhancement Advisory Services, LLC
88,769$461.6K0.0%CoreLowPlymouth, MN2026-10-13
Flynn Zito Capital Management, LLC
87,027$456.0K0.1%ETFLowGarden City, NY2026-11-04
Procyon Advisors, LLC
82,466$432.1K0.0%CoreVery LowShelton, CT2026-10-21
HCR Wealth Advisors
75,353$394.8K0.0%GrowthLowLos Angeles, CA2026-10-15
Integrity Advisory Solutions, LLC
68,209$357.4K0.0%ETFMediumDallas, TX2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
67,682$354.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Kingswood Wealth Advisors, LLC
67,321$352.8K0.0%GrowthLowSan Diego, CA2026-10-23
Calamos Advisors LLC
62,288$326.4K0.0%GrowthMediumNaperville, IL2026-11-02
Kingstone Capital Partners Texas, LLC
56,566$296.4K0.1%GrowthLowFrisco, TX2026-11-03
Midwest Trust Co
52,810$276.7K0.0%CoreLowOverland Park, KS2026-10-22
Plancorp, LLC
47,898$248.6K0.0%ETFLowSaint Louis, MO2026-11-03
Arista Wealth Management, LLC
47,128$247.0K0.0%ETFMediumLas Vegas, NV2026-10-29
Shulman DeMeo Asset Management LLC
44,485$230.4K0.0%ETFVery LowLake Success, NY2026-10-09
Graves Light Lenhart Wealth, Inc.
41,224$216.0K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Abel Hall, LLC
40,000$209.6K0.0%CoreMediumBaton Rouge, LA2026-10-19
Mission Wealth Management, LP
37,574$196.9K0.0%ETFLowSanta Barbara, CA2026-10-15
Avidian Wealth Enterprises, LLC
35,603$186.6K0.0%ETFLowHouston, TX2026-10-08
Coquina Private Wealth LLC
34,187$179.1K0.1%ETFVery LowPort Charlotte, FL2026-10-27
Old Mission Investment Co LLC
31,131$163.1K0.0%ETFLowTraverse City, MI2026-10-22
StoneX Group Inc.
29,165$152.8K0.0%ETFMediumNew York, NY2026-11-03
Brookstone Capital Management
28,332$148.5K0.0%ETFMediumWheaton, IL2026-10-22
Park Avenue Securities LLC
28,116$147.0K0.0%ETFMediumNew York, NY2026-10-26
Pekin Hardy Strauss, Inc.
27,750$145.4K0.0%ValueMediumChicago, IL2026-11-02
Concurrent Investment Advisors, LLC
27,444$143.8K0.0%GrowthMediumTampa, FL2026-10-16
Kestra Private Wealth Services, LLC
25,851$135.5K0.0%GrowthLowAustin, TX2026-10-30
HUB Investment Partners, LLC
24,939$130.7K0.0%GrowthLowAustin, TX2026-11-03
Quad-Cities Investment Group, LLC
24,071$126.1K0.0%CoreLowDavenport, IA2026-10-16
Insight Advisors, LLC/ PA
21,842$114.5K0.0%ETFMediumNewtown, PA2026-10-22
Capital Square, LLC
20,622$108.1K0.0%YieldMediumAthens, TN2026-10-19
Beacon Investment Advisory Services, Inc.
19,000$99.6K0.0%GrowthLowMorristown, NJ2026-10-13
Eagle Wealth Strategies LLC
18,624$97.6K0.0%ETFVery LowMullica Hill, NJ2026-10-20
SYM Financial Corp
18,379$96.3K0.0%ETFVery LowWinona Lake, IN2026-10-26
Montz Harcus Wealth Management LLC
18,047$94.6K0.0%ETFVery LowNew Orleans, LA2026-10-09
Register Financial Advisors LLC
17,958$94.1K0.0%GARPLowAtlanta, GA2026-10-23
Lanark Financial, Inc.
17,885$93.7K0.0%CoreMediumBirmingham, AL2026-10-26
Modera Wealth Management, LLC
17,200$90.1K0.0%ETFVery LowWestwood, NJ2026-10-28
Midland Wealth Advisors, LLC
16,348$85.7K0.0%ETFLowEffingham, IL2026-10-26
MGO One Seven LLC
15,890$83.3K0.0%GrowthLowBeachwood, OH2026-10-28
Curran Financial Partners, LLC
15,325$80.3K0.0%ETFMediumDaniel Island, SC2026-11-04
Csenge Advisory Group
14,536$76.2K0.0%ETFMediumClearwater, FL2026-11-04
Legacy Wealth Management, LLC / MS
14,045$73.6K0.0%GrowthLowRidgeland, MS2026-10-30
Sagespring Wealth Partners, LLC
13,951$73.1K0.0%ETFLowFranklin, TN2026-10-22
MTM Investment Management, LLC
13,530$70.9K0.0%CoreVery LowSpartanburg, SC2026-10-30
Choreo, LLC
12,951$67.9K0.0%IndexLowRockford, IL2026-10-28
RFG - Bristol Wealth Advisors, LLC
12,523$65.6K0.0%ETFLowTaunton, MA2026-10-09
Tactive Advisors, LLC
12,409$65.0K0.0%ETFHighJacksonville, FL2026-10-08
Morton Capital Management LLC
12,123$63.5K0.0%ETFVery LowCalabasas, CA2026-10-23
New England Private Wealth Advisors LLC
11,446$60.0K0.0%ETFVery LowWellesley, MA2026-10-19
Ashton Thomas Private Wealth, LLC
11,354$59.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Summit Wealth Group LLC / Co
11,348$59.5K0.0%ETFHighColorado Springs, CO2026-10-29
Triton Wealth Management, Pllc
11,180$59.4K0.0%ETFMediumSun City, AZ2026-11-04
OpenArc Corporate Advisory, LLC
10,770$56.4K0.0%GrowthLowAtlanta, GA2026-10-21
Garrett Wealth Advisory Group, LLC
10,670$55.9K0.0%ETFVery LowWeatherford, TX2026-10-22
Cascade Investment Group, Inc.
10,649$55.8K0.0%CoreLowColorado Springs, CO2026-10-13
Novem Group
10,489$55.0K0.0%ETFMediumRochester, NY2026-10-19
Valeo Financial Advisors, LLC
10,041$52.6K0.0%ETFLowCarmel, IN2026-10-08
Smart Wealth LLC
10,041$52.6K0.0%ETFHighOmaha, NE2026-11-04
TD Waterhouse Canada Inc.
9,150$47.6K0.0%CoreLowToronto, Australia2026-10-16
Cassaday & Co Wealth Management LLC
7,597$39.8K0.0%ETFVery LowMclean, VA2026-10-27
Kentucky Trust Co
7,400$38.8K0.0%CoreVery LowDanville, KY2026-10-15
Hilton Head Capital Partners, LLC
6,780$35.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
GHP Investment Advisors, Inc.
5,344$28.0K0.0%CoreVery LowDenver, CO2026-10-15
CoreCap Advisors, LLC
4,933$25.8K0.0%ETFMediumSouthfield, MI2026-10-08
Compass Financial Management LLC
4,000$21.0K0.0%CoreN/ATampa, FL2026-10-30
Wolverine Asset Management LLC
3,600$18.9K0.0%Deep ValueVery HighChicago, IL2026-11-02
Hilltop National Bank
2,750$14.4K0.0%CoreLowCasper, WY2026-10-14
American Capital Advisory, LLC
2,295$12.0K0.0%ETFLowKetchum, ID2026-10-28
IFP Advisors, Inc
1,670$8.8K0.0%GrowthLowTampa, FL2026-10-16
Gen-Wealth Partners Inc
1,500$7.9K0.0%CoreLowZeeland, MI2026-11-04
Smallwood Wealth Investment Management, LLC
1,125$5.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
Spire Wealth Management
1,000$5.2K0.0%GrowthMediumMclean, VA2026-10-30
MB, Levis & Associates, LLC
745$3.9K0.0%ETFVery LowCenter Valley, PA2026-10-16
Assetmark, Inc
648$3.4K0.0%ETFLowConcord, CA2026-10-21
Highline Wealth Partners LLC
500$2.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Key FInancial Inc
100$5240.0%ETFLowWest Chester, PA2026-11-02