RYE, NY
GABELLI GLOBAL SMALL & MID CAP VALUE TRUSTGGZ— Latest position per institution from SEC 13F filings
15
Institutional holders
2.48M
Total shares held
34.67M
Estimated value
123.87K
Avg. position size
ATLAS WEALTH LLC
CIK 1964106
Shares
613.07K
Value
6.97M
Filed
Jun 30, 2024
MORGAN STANLEY
CIK 895421
Shares
304.60K
Value
4.58M
Filed
Mar 31, 2026
PRIVATE MANAGEMENT GROUP INC
CIK 1142031
Shares
256.64K
Value
3.85M
Filed
Mar 31, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 1352860
Shares
158.52K
Value
2.38M
Filed
Mar 31, 2026
180 WEALTH ADVISORS, LLC
CIK 1730817
Shares
119.81K
Value
1.80M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
90.27K
Value
1.36M
Filed
Mar 31, 2026
GATEPASS CAPITAL, LLC
CIK 2087399
Shares
87K
Value
1.31M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
85.30K
Value
1.28M
Filed
Mar 31, 2026
GABELLI & CO INVESTMENT ADVISERS, INC.
CIK 932724
Shares
82.71K
Value
1.24M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
78.38K
Value
1.18M
Filed
Mar 31, 2026
SANCTUARY ADVISORS, LLC
CIK 1777271
Shares
75.22K
Value
937.23K
Filed
Dec 31, 2024
EVOLVE PRIVATE WEALTH, LLC
CIK 2111131
Shares
69.52K
Value
1.04M
Filed
Mar 31, 2026
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 1426196
Shares
69.16K
Value
1.04M
Filed
Mar 31, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
64.08K
Value
853.50K
Filed
Jun 30, 2025
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
63.56K
Value
954.65K
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
58.80K
Value
883.22K
Filed
Mar 31, 2026
BECKERMAN INSTITUTIONAL, LLC
CIK 2043468
Shares
57.53K
Value
864.09K
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
52.46K
Value
787.98K
Filed
Mar 31, 2026
GAMCO INVESTORS, INC. ET AL
CIK 807249
Shares
45.59K
Value
684.70K
Filed
Mar 31, 2026
STEPHENS INC /AR/
CIK 757657
Shares
45.23K
Value
679.43K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ATLAS WEALTH LLC | 1964106 | 613.07K | 6.97M | Jun 30, 2024 |
| 2 | MORGAN STANLEY | 895421 | 304.60K | 4.58M | Mar 31, 2026 |
| 3 | PRIVATE MANAGEMENT GROUP INC | 1142031 | 256.64K | 3.85M | Mar 31, 2026 |
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | 158.52K | 2.38M | Mar 31, 2026 |
| 5 | 180 WEALTH ADVISORS, LLC | 1730817 | 119.81K | 1.80M | Mar 31, 2026 |
| 6 | RAYMOND JAMES FINANCIAL INC | 720005 | 90.27K | 1.36M | Mar 31, 2026 |
| 7 | GATEPASS CAPITAL, LLC | 2087399 | 87K | 1.31M | Mar 31, 2026 |
| 8 | BANK OF AMERICA CORP /DE/ | 70858 | 85.30K | 1.28M | Mar 31, 2026 |
| 9 | GABELLI & CO INVESTMENT ADVISERS, INC. | 932724 | 82.71K | 1.24M | Mar 31, 2026 |
| 10 | UBS GROUP AG | 1610520 | 78.38K | 1.18M | Mar 31, 2026 |
| 11 | SANCTUARY ADVISORS, LLC | 1777271 | 75.22K | 937.23K | Dec 31, 2024 |
| 12 | EVOLVE PRIVATE WEALTH, LLC | 2111131 | 69.52K | 1.04M | Mar 31, 2026 |
| 13 | CAPSTONE INVESTMENT ADVISORS, LLC | 1426196 | 69.16K | 1.04M | Mar 31, 2026 |
| 14 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 64.08K | 853.50K | Jun 30, 2025 |
| 15 | OSAIC HOLDINGS, INC. | 1677044 | 63.56K | 954.65K | Mar 31, 2026 |
| 16 | LPL FINANCIAL LLC | 1403438 | 58.80K | 883.22K | Mar 31, 2026 |
| 17 | BECKERMAN INSTITUTIONAL, LLC | 2043468 | 57.53K | 864.09K | Mar 31, 2026 |
| 18 | WELLS FARGO & COMPANY/MN | 72971 | 52.46K | 787.98K | Mar 31, 2026 |
| 19 | GAMCO INVESTORS, INC. ET AL | 807249 | 45.59K | 684.70K | Mar 31, 2026 |
| 20 | STEPHENS INC /AR/ | 757657 | 45.23K | 679.43K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.