13F

Stock

Gabelli Equity Tr Inc

Ticker not mapped · held by 205 managers

Reported value

$141.6M

Holders

205

+35 new · −15 exited

Holders’ est. mark

−$12.2M

Price effect on 168 books still in the name

Largest holder

$25.1M

LPL Financial LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
LPL Financial LLC4.48M$25.1M−$2.54MCut−$2.43M
MORGAN STANLEY2.47M$13.8M−$1.39MCut−$1.17M
COMMONWEALTH EQUITY SERVICES, LLC1.52M$8.53M−$864.4KCut−$827.5K
GAMCO INVESTORS, INC. ET AL841.7K$4.71M−$479.8KCut−$479.8K
Cetera Investment Advisers708.5K$3.97M−$384.4KCut−$192.9K
RAYMOND JAMES FINANCIAL INC612.6K$3.43M−$349.2KCut−$537.4K
INDEPENDENT FINANCIAL GROUP, LLC585.7K$3.28M−$308.7KCut−$61.3K
WELLS FARGO & COMPANY/MN578.8K$3.24M−$329.9KCut−$715.7K
ROYAL BANK OF CANADA551.9K$3.09M−$309.5KCut−$257K
Live Oak Private Wealth LLC514.2K$2.88M−$293.1KCut−$293.1K
BANK OF AMERICA CORP /DE/467.2K$2.62M−$266.3KCut−$1.07M
SCOTIA CAPITAL INC.454.6K$2.55M−$259.1KCut−$269.8K
Kestra Advisory Services, LLC453K$2.54M−$258.2KCut−$278.3K
Independent Advisor Alliance405.6K$2.27MNew
Ursa Fund Management, LLC367.9K$2.06MNew
Yakira Capital Management, Inc.362.4K$2.03MNew
BOOTHBAY FUND MANAGEMENT, LLC352.1K$1.97MNew
Cerity Partners LLC345.8K$1.94M−$179.3KCut−$4.61K
Accel Wealth Management343.6K$1.92M−$195.9KCut−$249.3K
Alpine Global Management, LLC336.3K$1.88MNew
Creative Planning325.9K$1.83M−$185.8KCut−$195.8K
Steward Partners Investment Advisory, LLC319.3K$1.79M−$177KCut−$128.1K
UBS Group AG304K$1.7M−$173.3KCut−$356.9K
GUGGENHEIM CAPITAL LLC303.9K$1.7M−$173.2KCut−$886.9K
TRUIST FINANCIAL CORP297.4K$1.67M−$98.2KAdded$602.1K
Golden State Wealth Management, LLC287.3K$1.61M−$159.7KCut−$119.9K
ENVESTNET ASSET MANAGEMENT INC269.6K$1.51M−$153.7KCut−$657.5K
OSAIC HOLDINGS, INC.249K$1.39M−$131.9KCut−$33.1K
Marks Group Wealth Management, Inc227.7K$1.28M−$129.8KCut−$235.5K
Rockefeller Capital Management L.P.215.2K$1.21M−$122.7KCut−$165.7K
Private Advisor Group, LLC200.5K$1.12M−$97.3KAdded$69.2K
Cable Car Capital, LP200K$1.12MNew
Quarry LP189.5K$1.06MNew
Golden State Equity Partners181.8K$1.02M−$53.1KAdded$443.1K
Wealthspire Advisors, LLC147.1K$823.7KNew
PMG Family Office LLC144.4K$808.4K−$78.9KCut−$46K
Dynamic Advisor Solutions LLC134.5K$753KNew
Valley Brook Capital Group, Inc.134K$750.2K−$66.6KAdded$29.3K
Stratos Wealth Partners, LTD.107.5K$601.9K−$61.3KCut−$120.1K
Kera Capital Partners, Inc.105.8K$592.4K−$50.8KCut−$50.8K
Advisory Advocates, LLC102K$571.4K−$55.5KCut−$29.8K
PFG Investments, LLC101.5K$568.3K−$55.2KCut−$29.1K
CAPTRUST FINANCIAL ADVISORS100.5K$562.5K−$51.3KAdded$6.87K
HOLLENCREST CAPITAL MANAGEMENT95.5K$535K−$54.5KCut−$54.5K
Advisory Services Network, LLC94.9K$531.5K−$54.1KCut−$53.9K
Citadel91.1K$510K−$24.1KAdded$249.5K
HighTower Advisors, LLC90.1K$504.7K−$47.8KCut−$12.5K
FLYNN ZITO CAPITAL MANAGEMENT, LLC89.3K$500K−$50.6KCut−$48K
OPPENHEIMER & CO INC89.3K$499.8K−$50.7KCut−$49.4K
World Investment Advisors88.7K$496.5KNew
MML INVESTORS SERVICES, LLC87.4K$489.4K−$49.8KCut−$119.3K
LEIGH BALDWIN & CO., LLC86.1K$482.1K−$48.9KCut−$48.9K
STIFEL FINANCIAL CORP80K$448.2K−$45.6KCut−$90.7K
HCR Wealth Advisors75.4K$422K−$43KCut−$43K
Equitable Holdings, Inc.65.6K$403.3K−$1.37KAdded$14K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management71.6K$401K−$40.8KCut−$40.8K
JPMORGAN CHASE & CO69.8K$382.5K−$11.7KAdded$278.2K
KINGSWOOD WEALTH ADVISORS, LLC68K$380.9K−$38.8KCut−$38.8K
Mariner, LLC66.1K$369.9K−$37.6KCut−$107.8K
Zinnia Wealth Advisory, LLC63.5K$355.6K−$35.8KCut−$31.9K
MERCER GLOBAL ADVISORS INC /ADV61.8K$346.3K−$35.3KCut−$367.5K
JANE STREET GROUP, LLC61.3K$343.2K−$34.9KCut−$814.4K
Darden Wealth Group Inc57K$319.2K−$32.5KCut−$32.5K
&PARTNERS55.4K$310KNew
Midwest Trust Co52.8K$295.7K−$30.1KCut−$30.1K
EXENCIAL WEALTH ADVISORS, LLC48.7K$272.8K−$27.8KCut−$27.8K
AMERIPRISE FINANCIAL INC48.3K$270.6K−$27.1KCut−$22.3K
Plancorp, LLC47.9K$267.8KNew
Shulman DeMeo Asset Management LLC47.8K$267.7K−$27.3KCut−$86.3K
Arista Wealth Management, LLC47.1K$263.9K−$26.9KCut−$26.9K
NBC SECURITIES, INC.46.2K$258.6K−$21.3KAdded$27.5K
Icahn Capital45.4K$254.2KNew
BENJAMIN EDWARDS INC44.9K$251.2K−$25.1KCut−$20.7K
Kingstone Capital Partners Texas, LLC43.1K$241K−$19.5KAdded$36K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC43.8K$233.8K−$36.8KCut−$280.9K
Graves Light Lenhart Wealth, Inc.41.2K$230.9K−$23.5KCut−$23.5K
Pinnacle Financial Partners, Inc.39.8K$222.7K−$22.5KCut−$20.8K
Allworth Financial LP38.9K$218.1K−$22.2KCut−$22.1K
Coquina Private Wealth LLC38.3K$214.5K−$21.8KCut−$22.2K
MISSION WEALTH MANAGEMENT, LP37.6K$210.4K−$21.4KCut−$21.4K
Kingsview Wealth Management, LLC36.8K$206.3K−$21KCut−$36.7K
Core Wealth Advisors, Inc.36.7K$205.8KNew
GREAT VALLEY ADVISOR GROUP, INC.34.3K$192.1K−$19.5KCut−$18.7K
NorthRock Partners, LLC32.1K$179.8K−$18.3KCut−$311.9K
Symphony Financial Services, Inc.31.9K$178.7K−$18KCut−$16.7K
Legacy Wealth Management, LLC / MS31.9K$178.5K−$18KCut−$16K
Kapstone Financial Advisors LLC31.4K$175.6K−$13.9KAdded$25.1K
Pekin Hardy Strauss, Inc.27.9K$156.1K−$15.9KCut−$15.9K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors26.9K$150.9K−$15.2KCut−$13.6K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC27.7K$150.3K−$20.8KCut−$20.8K
Compound Planning, Inc.26.8K$150K−$14.7KCut−$8.8K
MIDLAND WEALTH ADVISORS, LLC26.7K$149.8K−$15.2KCut−$15.2K
KESTRA PRIVATE WEALTH SERVICES, LLC26.2K$146.5K−$14.9KCut−$14.6K
CIBC WORLD MARKET INC.26K$145.7K−$14.8KCut−$402.4K
Mendel Capital Management LLC25.6K$143.6KHeld
Savvy Advisors, Inc.24.4K$136.8KNew
Quad-Cities Investment Group, LLC23.9K$134K−$13.6KCut−$19.9K
SMITH, MOORE & CO.23.4K$130.9K−$10KAdded$22.3K
Brookstone Capital Management23.3K$130.6K−$13.3KCut−$20.9K
Avidian Wealth Enterprises, LLC23.2K$129.9K−$11KAdded$10.9K
SCHMIDT P J INVESTMENT MANAGEMENT INC23K$128.8KNew
NOMURA HOLDINGS INC22.8K$127.6KNew
Insight Advisors, LLC/ PA21.8K$122.3K−$12.4KCut−$12.4K
Focus Partners Wealth21.4K$120.1K−$12.1KCut−$11.3K
Hilltop Holdings Inc.20.8K$116.4K−$11.5KCut−$8.2K
FIFTH THIRD BANCORP20.5K$115K−$2.28KAdded$90.3K
Northstar Group, Inc.20.5K$114.9KNew
Chancellor Financial Group WB LP20K$111.8K−$11.2KCut−$9.25K
MOTCO19.9K$111.5K−$11.3KCut−$26.2K
SILVER OAK SECURITIES, INCORPORATED19.8K$110.9K−$9.86KAdded$5.82K
BEACON INVESTMENT ADVISORY SERVICES, INC.19K$106.4K−$10.8KCut−$10.8K
Beacon Pointe Advisors, LLC19K$106.3K−$8.97KAdded$9.27K
Capital Square, LLC18.7K$105.2K−$10.5KCut−$10.5K
EAGLE WEALTH STRATEGIES LLC18.6K$104.3K−$10.6KCut−$10.6K
SYM FINANCIAL Corp17.4K$97.6K−$6.86KAdded$23.3K
Modera Wealth Management, LLC17.2K$96.3K−$9.8KCut−$9.8K
Montz Harcus Wealth Management LLC17.1K$95.8K−$9.5KCut−$7.03K
Register Financial Advisors LLC17K$95.3K−$9.45KCut−$6.97K
STEPHENS INC /AR/16.9K$94.5K−$9.62KCut−$9.62K
Oxford Wealth Group, LLC16.7K$93.7KNew
TWO SIGMA SECURITIES, LLC16.7K$93.7KNew
LRI Investments, LLC16.3K$91.5K−$9.32KCut−$9.32K
Ashton Thomas Private Wealth, LLC16.3K$91.3K−$8.72KCut−$3.12K
JOHNSON INVESTMENT COUNSEL INC16.1K$89.9K−$8.96KCut−$7.08K
Benchmark Financial Wealth Advisors, LLC15.5K$87.1KNew
GLENMEDE TRUST CO NA15.5K$86.6K−$8.82KCut−$8.82K
Curran Financial Partners, LLC15.3K$85.8K−$8.73KCut−$8.73K
Drucker Wealth 3.0, LLC15.2K$85.4K−$8.69KCut−$40.4K
HUB Investment Partners, LLC15.2K$85.1K−$8.67KCut−$8.67K
Tactive Advisors, LLC15.2K$84.9K−$8.64KCut−$18.2K
MGO ONE SEVEN LLC14.9K$83.5K−$8.48KCut−$8.3K
RFG - Bristol Wealth Advisors, LLC14.4K$80.4K−$8.13KCut−$7.49K
Acropolis Investment Management, LLC14.3K$80.3K−$8.17KCut−$8.17K
Wellington Shields Capital Management, LLC13.9K$77.6K−$7.9KCut−$7.9K
Csenge Advisory Group13.8K$77.2K−$7.65KCut−$5.65K
SAGESPRING WEALTH PARTNERS, LLC13.8K$77K−$7.79KCut−$7.28K
Integrity Advisory Solutions, LLC13.7K$76.6KNew
MTM Investment Management, LLC13.5K$75.8K−$7.71KCut−$7.71K
Vestmark Advisory Solutions, Inc.13.5K$75.5K−$7.68KCut−$7.68K
ELEVATION POINT WEALTH PARTNERS, LLC13.5K$75.5K−$7.68KCut−$7.68K
Sigma Planning Corp13.1K$73.4K−$7.44KCut−$7.1K
KILEY JUERGENS WEALTH MANAGEMENT, LLC13K$72.9KNew
CWM, LLC12.8K$71.8K$71.7KAdded$71.7K
Savant Capital, LLC12.3K$68.9K−$7.01KCut−$7.01K
Morton Capital Management LLC/CA12.1K$67.8KNew
Safeguard Investment Advisory Group, LLC11.9K$66.9K−$6.8KCut−$25K
CASCADE INVESTMENT GROUP, INC.11.7K$65.8K−$6.7KCut−$6.7K
New England Private Wealth Advisors LLC11.4K$64.1KNew
SUMMIT WEALTH GROUP LLC / CO11.3K$63.5K−$6.47KCut−$6.47K
Texas Yale Capital Corp.11K$61.6K−$6.27KCut−$6.27K
OpenArc Corporate Advisory, LLC10.8K$60.3K−$5.98KCut−$4.43K
NOVEM GROUP10.5K$58.7K−$5.98KCut−$5.98K
Meridian Wealth Management, LLC10.4K$58.4K−$5.94KCut−$17.7K
Geneos Wealth Management Inc.10.2K$57.1K−$5.81KCut−$5.81K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10.2K$57K−$781Added$48.5K
Sanctuary Advisors, LLC10.2K$56.8K−$5.79KCut−$5.79K
TD Waterhouse Canada Inc.9.15K$49.6K−$6.59KCut−$6.59K
PRIVATE TRUST CO NA8.4K$47KNew
Kentucky Trust Co7.4K$41.4K−$4.22KCut−$4.22K
Hilton Head Capital Partners, LLC6.78K$38K−$3.87KCut−$3.87K
ROTHSCHILD INVESTMENT LLC6K$33.6K−$3.42KCut−$3.42K
PNC Financial Services Group, Inc.5.91K$33.1KNew
IFP Advisors, Inc5.68K$31.8K−$1.24KAdded$18.4K
Wellington Shields & Co., LLC5.43K$30.4K−$3.09KCut−$3.09K
GHP Investment Advisors, Inc.5.34K$29.9K−$3.05KCut−$3.05K
MAI Capital Management4.94K$27.6K−$2.6KCut−$531
CoreCap Advisors, LLC4.93K$27.6K−$2.81KCut−$31.4K
Beaird Harris Wealth Management, LLC3.92K$21.9K−$2.23KCut−$2.23K
AMERIFLEX GROUP, INC.3.45K$19.3K−$1.97KCut−$1.97K
Destiny Wealth Partners, LLC3.3K$18.5KNew
IFG Advisory, LLC3.3K$18.5K−$1.88KCut−$155.4K
Gen-Wealth Partners Inc3.1K$17.4K−$1.77KCut−$4.85K
Vermillion Wealth Management, Inc.2.95K$16.5K−$1.63KCut−$1.21K
ARMSTRONG ADVISORY GROUP, INC2.94K$16.4K−$1.63KCut−$1.21K
Hilltop National Bank2.75K$15.4K−$1.57KCut−$1.57K
American Capital Advisory, LLC2.29K$12.9K−$1.31KCut−$2.73K
Financial Gravity Asset Management, Inc.2K$11.2K−$1.14KCut−$1.14K
NewEdge Advisors, LLC10.7K$10.7K−$55.2KCut−$354.7K
Glen Eagle Advisors, LLC1.91K$10.7K−$1.09KCut−$1.09K
SOA Wealth Advisors, LLC.1.2K$6.72K−$684Cut−$684
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.1.16K$6.48KNew
Smallwood Wealth Investment Management, LLC1.13K$6.3K−$641Cut−$641
Thomas J. Herzfeld Advisors, Inc.1.1K$6.15K−$608Cut−$451
PHILADELPHIA TRUST CO1.02M$5.73K−$583Cut−$843
Community Bank, N.A.1K$5.6K−$570Cut−$570
Spire Wealth Management1K$5.6K−$570Cut−$570
Federation des caisses Desjardins du Quebec739$4.14K−$422Cut−$422
HOWE & RUSLING INC728$4.08KNew
ASSETMARK, INC648$3.63K−$369Cut−$369
Cambridge Investment Research Advisors, Inc.569.1K$3.19K−$320Cut−$280
Addison Advisors LLC500$2.8KNew
HIGHLINE WEALTH PARTNERS LLC500$2.8K−$285Cut−$285
Tower Research Capital LLC (TRC)451$2.53K−$26Added$2.24K
Prestige Wealth Management Group LLC343$1.92K−$196Cut−$196
HARBOUR INVESTMENTS, INC.331$1.85KNew
Frazier Financial Advisors, LLC327$1.83K−$186Cut−$186
COHEN & STEERS, INC.280K$1.57KNew
WEDBUSH SECURITIES INC190.5K$1.07K−$95Added$43
Vanguard National Trust Co183$1.02KHeld
Janney Montgomery Scott LLC159.2K$891−$89Cut−$71
Sound Income Strategies, LLC104$564−$72Cut−$72
Key Financial Inc100$560−$57Cut−$57
PARK AVENUE SECURITIES LLC25.6K$143New
Aurora Private Wealth, Inc.11.6K$71$0Held
Virtu Financial LLC10.3K$57New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.