RYE, NY
GABELLI EQUITY TRUST INCGAB— Latest position per institution from SEC 13F filings
15
Institutional holders
34.92M
Total shares held
182.30M
Estimated value
1.75M
Avg. position size
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
6.61M
Value
37.41M
Filed
Jun 30, 2026
URSA FUND MANAGEMENT, LLC
CIK 1693838
Shares
5.56M
Value
31.44M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
4.30M
Value
24.32M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
2.60M
Value
14.71M
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
1.97M
Value
11.17M
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
1.56M
Value
8.82M
Filed
Jun 30, 2026
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
1.53M
Value
8.02M
Filed
Sep 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
1.52M
Value
7.96M
Filed
Sep 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
1.13M
Value
6.42K
Filed
Jun 30, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
998.46K
Value
5.65M
Filed
Jun 30, 2026
GAMCO INVESTORS, INC. ET AL
CIK 807249
Shares
925.84K
Value
5.24M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
894.77K
Value
5.06M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
738.89K
Value
4.18M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
717.39K
Value
4.06M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
669.07K
Value
3.79K
Filed
Jun 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC
CIK 275484
Shares
666.52K
Value
3.49M
Filed
Sep 30, 2026
PHILADELPHIA TRUST CO
CIK 1110806
Shares
655.22K
Value
3.71K
Filed
Jun 30, 2026
LIVE OAK PRIVATE WEALTH LLC
CIK 1799877
Shares
635.25K
Value
3.60M
Filed
Jun 30, 2026
QUARRY LP
CIK 1965207
Shares
624.17K
Value
3.53M
Filed
Jun 30, 2026
BERGANKDV WEALTH MANAGEMENT, LLC
CIK 1660203
Shares
623.34K
Value
3.62M
Filed
Jun 30, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 6.61M | 37.41M | Jun 30, 2026 |
| 2 | URSA FUND MANAGEMENT, LLC | 1693838 | 5.56M | 31.44M | Jun 30, 2026 |
| 3 | LPL FINANCIAL LLC | 1403438 | 4.30M | 24.32M | Jun 30, 2026 |
| 4 | MORGAN STANLEY | 895421 | 2.60M | 14.71M | Jun 30, 2026 |
| 5 | KARPUS MANAGEMENT, INC. | 1048703 | 1.97M | 11.17M | Jun 30, 2026 |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 1.56M | 8.82M | Jun 30, 2026 |
| 7 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 1.53M | 8.02M | Sep 30, 2026 |
| 8 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 1.52M | 7.96M | Sep 30, 2026 |
| 9 | COHEN & STEERS, INC. | 1284812 | 1.13M | 6.42K | Jun 30, 2026 |
| 10 | J.W. COLE ADVISORS, INC. | 1404763 | 998.46K | 5.65M | Jun 30, 2026 |
| 11 | GAMCO INVESTORS, INC. ET AL | 807249 | 925.84K | 5.24M | Jun 30, 2026 |
| 12 | BANK OF AMERICA CORP /DE/ | 70858 | 894.77K | 5.06M | Jun 30, 2026 |
| 13 | CETERA INVESTMENT ADVISERS | 1666741 | 738.89K | 4.18M | Jun 30, 2026 |
| 14 | RAYMOND JAMES FINANCIAL INC | 720005 | 717.39K | 4.06M | Jun 30, 2026 |
| 15 | SIT INVESTMENT ASSOCIATES INC | 769317 | 669.07K | 3.79K | Jun 30, 2026 |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | 275484 | 666.52K | 3.49M | Sep 30, 2026 |
| 17 | PHILADELPHIA TRUST CO | 1110806 | 655.22K | 3.71K | Jun 30, 2026 |
| 18 | LIVE OAK PRIVATE WEALTH LLC | 1799877 | 635.25K | 3.60M | Jun 30, 2026 |
| 19 | QUARRY LP | 1965207 | 624.17K | 3.53M | Jun 30, 2026 |
| 20 | BERGANKDV WEALTH MANAGEMENT, LLC | 1660203 | 623.34K | 3.62M | Jun 30, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.