Filing Research | GABELLI EQUITY TR INC Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	Shaker Financial Services, LLC	Shares	2.1MSH	$11.7M
2	ABSOLUTE INVESTMENT ADVISERS, LLC	Shares	1.5MSH	$8.5M
3	J.W. COLE ADVISORS, INC.	Shares	998.5KSH	$5.7M
4	INDEPENDENT FINANCIAL GROUP, LLC	Shares	663.9KSH	$3.8M
5	Live Oak Private Wealth LLC	Shares	635.3KSH	$3.6M
6	Accel Wealth Management	Shares	323.5KSH	$1.8M
7	Golden State Wealth Management, LLC	Shares	267.9KSH	$1.5M
8	PMG Family Office LLC	Shares	152.0KSH	$860.6K
9	TrueMark Investments, LLC	Shares	145.4KSH	$823.2K
10	Dynamic Advisor Solutions LLC	Shares	137.4KSH	$777.8K
11	PFG Investments, LLC	Shares	108.3KSH	$612.8K
12	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	89.8KSH	$508.0K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	78.9KSH	$444.8K
14	HCR Wealth Advisors	Shares	75.4KSH	$426.5K
15	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	67.7KSH	$383.1K
16	Plancorp, LLC	Shares	47.9KSH	$271.6K
17	BENJAMIN EDWARDS INC	Shares	47.8KSH	$270.6K
18	Arista Wealth Management, LLC	Shares	47.1KSH	$266.7K
19	Shulman DeMeo Asset Management LLC	Shares	44.6KSH	$252.6K
20	MISSION WEALTH MANAGEMENT, LP	Shares	41.8KSH	$236.7K
21	Graves Light Lenhart Wealth, Inc.	Shares	41.2KSH	$233.3K
22	Brookstone Capital Management	Shares	34.3KSH	$194.0K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	34.1KSH	$192.2K
24	Legacy Wealth Management, LLC / MS	Shares	32.2KSH	$182.4K
25	Symphony Financial Services, Inc.	Shares	32.2KSH	$182.0K
26	LANARK FINANCIAL, INC.	Shares	29.2KSH	$165.2K
27	MIDLAND WEALTH ADVISORS, LLC	Shares	26.7KSH	$151.4K
28	Mendel Capital Management LLC	Shares	25.6KSH	$145.1K
29	Avidian Wealth Enterprises, LLC	Shares	25.5KSH	$144.3K
30	Quad-Cities Investment Group, LLC	Shares	23.6KSH	$133.8K
31	Abel Hall, LLC	Shares	20.0KSH	$113.2K
32	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	19.0KSH	$107.5K
33	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	19.0KSH	$107.4K
34	EAGLE WEALTH STRATEGIES LLC	Shares	18.6KSH	$105.4K
35	Montz Harcus Wealth Management LLC	Shares	17.6KSH	$99.4K
36	Register Financial Advisors LLC	Shares	17.5KSH	$98.9K
37	JOHNSON INVESTMENT COUNSEL INC	Shares	16.4KSH	$92.8K
38	LRI Investments, LLC	Shares	16.3KSH	$92.5K
39	Benchmark Financial Wealth Advisors, LLC	Shares	16.0KSH	$90.4K
40	Drucker Wealth 3.0, LLC	Shares	15.2KSH	$86.1K
41	Tactive Advisors, LLC	Shares	13.0KSH	$73.4K
42	Morton Capital Management LLC/CA	Shares	12.1KSH	$68.6K
43	CASCADE INVESTMENT GROUP, INC.	Shares	10.6KSH	$60.3K
44	NOVEM GROUP	Shares	10.5KSH	$59.4K
45	Kentucky Trust Co	Shares	7.4KSH	$41.9K
46	GHP Investment Advisors, Inc.	Shares	5.3KSH	$30.2K
47	CoreCap Advisors, LLC	Shares	4.9KSH	$27.9K
48	Vermillion Wealth Management, Inc.	Shares	3.0KSH	$17.1K
49	ARMSTRONG ADVISORY GROUP, INC	Shares	3.0KSH	$17.1K
50	Hilltop National Bank	Shares	2.8KSH	$15.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 64 loaded

#		Instrument
1	Shaker Financial Services, LLC new	Shares	+2.1M	+$11.7M	$11.7M
2	ABSOLUTE INVESTMENT ADVISERS, LLC new	Shares	+1.5M	+$8.5M	$8.5M
3	J.W. COLE ADVISORS, INC. new	Shares	+998.5K	+$5.7M	$5.7M
4	TrueMark Investments, LLC new	Shares	+145.4K	+$823.2K	$823.2K
5	Live Oak Private Wealth LLC added	Shares	+121.1K	+$716.2K	$3.6M
6	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+78.2K	+$477.7K	$3.8M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+35.1K	+$211.0K	$444.8K
8	Abel Hall, LLC new	Shares	+20.0K	+$113.2K	$113.2K
9	Brookstone Capital Management added	Shares	+10.9K	+$63.3K	$194.0K
10	PMG Family Office LLC added	Shares	+7.7K	+$52.2K	$860.6K
11	PFG Investments, LLC added	Shares	+6.8K	+$44.5K	$612.8K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+6.4K	+$41.9K	$192.2K
13	MISSION WEALTH MANAGEMENT, LP added	Shares	+4.2K	+$26.3K	$236.7K
14	Dynamic Advisor Solutions LLC added	Shares	+2.9K	+$24.7K	$777.8K
15	BENJAMIN EDWARDS INC added	Shares	+3.0K	+$19.5K	$270.6K
16	Avidian Wealth Enterprises, LLC added	Shares	+2.3K	+$14.4K	$144.3K
17	FLYNN ZITO CAPITAL MANAGEMENT, LLC added	Shares	+479	+$8.1K	$508.0K
18	HCR Wealth Advisors unchanged	Shares	0	+$4.5K	$426.5K
19	MB, LEVIS & ASSOCIATES, LLC new	Shares	+745	+$4.2K	$4.2K
20	Legacy Wealth Management, LLC / MS added	Shares	+356	+$3.9K	$182.4K
21	Plancorp, LLC unchanged	Shares	0	+$3.8K	$271.6K
22	Register Financial Advisors LLC added	Shares	+460	+$3.6K	$98.9K
23	Montz Harcus Wealth Management LLC added	Shares	+458	+$3.6K	$99.4K
24	Symphony Financial Services, Inc. added	Shares	+248	+$3.3K	$182.0K
25	Benchmark Financial Wealth Advisors, LLC added	Shares	+419	+$3.3K	$90.4K
26	JOHNSON INVESTMENT COUNSEL INC added	Shares	+349	+$2.9K	$92.8K
27	Arista Wealth Management, LLC unchanged	Shares	0	+$2.8K	$266.7K
28	Graves Light Lenhart Wealth, Inc. unchanged	Shares	0	+$2.5K	$233.3K
29	Blue Trust, Inc. new	Shares	+411	+$2.3K	$2.3K
30	MIDLAND WEALTH ADVISORS, LLC unchanged	Shares	0	+$1.6K	$151.4K
31	Mendel Capital Management LLC unchanged	Shares	0	+$1.5K	$145.1K
32	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$1.1K	$107.5K
33	EAGLE WEALTH STRATEGIES LLC unchanged	Shares	0	+$1.1K	$105.4K
34	LRI Investments, LLC unchanged	Shares	0	+$981	$92.5K
35	Morton Capital Management LLC/CA added	Shares	+6	+$758	$68.6K
36	Drucker Wealth 3.0, LLC trimmed	Shares	-31	+$739	$86.1K
37	NOVEM GROUP unchanged	Shares	0	+$630	$59.4K
38	Vermillion Wealth Management, Inc. added	Shares	+79	+$623	$17.1K
39	ARMSTRONG ADVISORY GROUP, INC added	Shares	+79	+$621	$17.1K
40	Kentucky Trust Co unchanged	Shares	0	+$444	$41.9K
41	GHP Investment Advisors, Inc. unchanged	Shares	0	+$321	$30.2K
42	CoreCap Advisors, LLC unchanged	Shares	0	+$296	$27.9K
43	Hilltop National Bank unchanged	Shares	0	+$165	$15.6K
44	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$72	$6.8K
45	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$67	$6.4K
46	Spire Wealth Management unchanged	Shares	0	+$60	$5.7K
47	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$30	$2.8K
48	PARK AVENUE SECURITIES LLC added	Shares	+2.6K	+$16	$159
49	Key FInancial Inc unchanged	Shares	0	+$6	$566
50	Aurora Private Wealth, Inc. exited	Shares	-11.6K	-$71	$0

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