GAB — Gabelli Equity Tr Inc Institutional Holders · Q3 2026
Who owns Gabelli Equity Tr Inc (GAB)? 9 institutions reported holding $936,677 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Shulman DeMeo Asset Management LLC ($230,433), Graves Light Lenhart Wealth, Inc. ($216,014), Avidian Wealth Enterprises, LLC ($186,560).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Shulman DeMeo Asset Management LLC | $230,433 | 44,485 | Trimmed |
| 2 | Graves Light Lenhart Wealth, Inc. | $216,014 | 41,224 | Hold |
| 3 | Avidian Wealth Enterprises, LLC | $186,560 | 35,603 | Added |
| 4 | Montz Harcus Wealth Management LLC | $94,564 | 18,047 | Added |
| 5 | RFG - Bristol Wealth Advisors, LLC | $65,620 | 12,523 | Added |
| 6 | Tactive Advisors, LLC | $65,021 | 12,409 | Trimmed |
| 7 | Valeo Financial Advisors, LLC | $52,616 | 10,041 | New |
| 8 | CoreCap Advisors, LLC | $25,849 | 4,933 | Hold |
| 9 | ARMSTRONG ADVISORY GROUP, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30