Gabelli Global Small & M (GGZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Private Management Group Inc

DECREASED

Shares244,139 from 250,827

Change-6,688 (-3%)

Value$3.8M (-$316.4K)

Filed 2026-11-04

Blue Bell Private Wealth Management, LLC

INCREASED

Shares177,206 from 170,121

Change+7,085 (+4%)

Value$2.7M (-$35.3K)

Filed 2026-10-29

180 Wealth Advisors, LLC

DECREASED

Shares116,479 from 118,916

Change-2,437 (-2%)

Value$1.8M (-$138.7K)

Filed 2026-11-03

LPL Financial LLC

INCREASED

Shares97,096 from 69,937

Change+27,159 (+39%)

Value$1.5M (+$359.6K)

Filed 2026-11-06

Silverlake Wealth Management LLC

INCREASED

Shares15,083 from 15,004

Change+79 (+1%)

Value$232.7K (-$11.5K)

Filed 2026-10-21

Commonwealth Equity Services, LLC

INCREASED

Shares11,255 from 11,250

Change+5 (+0%)

Value$173.7K (-$9.5K)

Filed 2026-11-02

Fifth Third Bancorp

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$154.3K (-$8.5K)

Filed 2026-11-05

Lanark Financial, Inc.

DECREASED

Shares2,570 from 2,870

Change-300 (-10%)

Value$39.7K (-$7.1K)

Filed 2026-10-26

Farther Finance Advisors, LLC

NEW

Shares776

Change+776

Value$12.0K

Filed 2026-10-08

North Star Investment Management Corp.

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$6.9K (-$382)

Filed 2026-10-27

Bfsg, LLC

UNCHANGED

Shares260 from 260

Change0 (0%)

Value$4.0K (-$221)

Filed 2026-10-30

Capital Advisors, Ltd. LLC

INCREASED

Shares71 from 70

Change+1 (+1%)

Value$1 ($0)

Filed 2026-10-27

Ulland Investment Advisors, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$0 ($0)

Filed 2026-10-13

International Assets Investment Management, LLC

CLOSED

Shares0 from 2,135

Change-2,135 (-100%)

Value$0 (-$34.9K)

Filed 2026-11-02

Salem Investment Counselors Inc

CLOSED

Shares0 from 160

Change-160 (-100%)

Value$0 (-$2.6K)

Filed 2026-10-13

Atlas Wealth LLC

N/A

Shares— from 523,754

Change-523,754 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 309,049

Change-309,049 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 88,095

Change-88,095 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 86,414

Change-86,414 (-100%)

Value—

Gabelli & Co Investment Advisers, Inc.

N/A

Shares— from 82,711

Change-82,711 (-100%)

Value—

GatePass Capital, LLC

N/A

Shares— from 79,000

Change-79,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 78,168

Change-78,168 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 69,157

Change-69,157 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 66,046

Change-66,046 (-100%)

Value—

Beckerman Institutional, LLC

N/A

Shares— from 57,321

Change-57,321 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 51,462

Change-51,462 (-100%)

Value—

Stephens Inc

N/A

Shares— from 46,001

Change-46,001 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 45,586

Change-45,586 (-100%)

Value—

CSS LLC

N/A

Shares— from 34,071

Change-34,071 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 22,915

Change-22,915 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,351

Change-11,351 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,731

Change-2,731 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 298

Change-298 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 242

Change-242 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 200

Change-200 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 160

Change-160 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 60

Change-60 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 31

Change-31 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

	Status
Private Management Group Inc	DECREASED	244,139	250,827	-6,688	-3%	$4.1M	$3.8M	-$316.4K	2026-11-04
Blue Bell Private Wealth Management, LLC	INCREASED	177,206	170,121	+7,085	+4%	$2.8M	$2.7M	-$35.3K	2026-10-29
180 Wealth Advisors, LLC	DECREASED	116,479	118,916	-2,437	-2%	$1.9M	$1.8M	-$138.7K	2026-11-03
LPL Financial LLC	INCREASED	97,096	69,937	+27,159	+39%	$1.1M	$1.5M	+$359.6K	2026-11-06
Silverlake Wealth Management LLC	INCREASED	15,083	15,004	+79	+1%	$244.3K	$232.7K	-$11.5K	2026-10-21
Commonwealth Equity Services, LLC	INCREASED	11,255	11,250	+5	+0%	$183.2K	$173.7K	-$9.5K	2026-11-02
Fifth Third Bancorp	UNCHANGED	10,000	10,000	0	0%	$162.8K	$154.3K	-$8.5K	2026-11-05
Lanark Financial, Inc.	DECREASED	2,570	2,870	-300	-10%	$46.7K	$39.7K	-$7.1K	2026-10-26
Farther Finance Advisors, LLC	NEW	776	—	+776	—	—	$12.0K	—	2026-10-08
North Star Investment Management Corp.	UNCHANGED	450	450	0	0%	$7.3K	$6.9K	-$382	2026-10-27
Bfsg, LLC	UNCHANGED	260	260	0	0%	$4.2K	$4.0K	-$221	2026-10-30
Capital Advisors, Ltd. LLC	INCREASED	71	70	+1	+1%	$1	$1	$0	2026-10-27
Ulland Investment Advisors, LLC	UNCHANGED	20	20	0	0%	$0	$0	$0	2026-10-13
International Assets Investment Management, LLC	CLOSED	0	2,135	-2,135	-100%	$34.9K	$0	-$34.9K	2026-11-02
Salem Investment Counselors Inc	CLOSED	0	160	-160	-100%	$2.6K	$0	-$2.6K	2026-10-13
Atlas Wealth LLC	N/A	—	523,754	-523,754	-100%	$8.5M	—	—	—
Morgan Stanley	N/A	—	309,049	-309,049	-100%	$5.0M	—	—	—
Raymond James Financial Inc	N/A	—	88,095	-88,095	-100%	$1.4M	—	—	—
Bank of America Corp	N/A	—	86,414	-86,414	-100%	$1.4M	—	—	—
Gabelli & Co Investment Advisers, Inc.	N/A	—	82,711	-82,711	-100%	$1.3M	—	—	—
GatePass Capital, LLC	N/A	—	79,000	-79,000	-100%	$1.3M	—	—	—
UBS Group AG	N/A	—	78,168	-78,168	-100%	$1.3M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	69,157	-69,157	-100%	$1.1M	—	—	—
Evolve Private Wealth, LLC	N/A	—	66,046	-66,046	-100%	$1.1M	—	—	—
Beckerman Institutional, LLC	N/A	—	57,321	-57,321	-100%	$933.2K	—	—	—
Wells Fargo & Company	N/A	—	51,462	-51,462	-100%	$837.8K	—	—	—
Stephens Inc	N/A	—	46,001	-46,001	-100%	$748.9K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	45,586	-45,586	-100%	$742.1K	—	—	—
CSS LLC	N/A	—	34,071	-34,071	-100%	$554.7K	—	—	—
Private Advisor Group, LLC	N/A	—	22,915	-22,915	-100%	$373.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	11,351	-11,351	-100%	$184.8K	—	—	—
Ancora Advisors LLCA	N/A	—	5,000	-5,000	-100%	$81.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,731	-2,731	-100%	$44.5K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	298	-298	-100%	$4.8K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	242	-242	-100%	$3.9K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	200	-200	-100%	$3.3K	—	—	—
Arax Advisory Partners	N/A	—	160	-160	-100%	$2.6K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	100	-100	-100%	$1.6K	—	—	—
Royal Bank of Canada	N/A	—	60	-60	-100%	$1.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	36	-36	-100%	$586	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	31	-31	-100%	$505	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	12	-12	-100%	$195	—	—	—

Showing 42 of 42 institutions