Who Owns The Gabelli Global Small and Mid Cap Value Trust (GGZ)?Hedge Fund & Institutional Holders

$15.40+0.02 (+0.13%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.903000132000012e+148T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$10.62$12.12$13.61$15.11$16.60Sep 24Jun 25Mar 26

GGZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
GatePass Capital, LLCNew Position+88K+$1.3B
STEPHENS INC /AR/New Position+45K+$681.0M
Matisse CapitalNew Position+40K+$604.0M
SILVERLAKE WEALTH MANAGEMENT LLCNew Position+14K+$215.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+2K+$32.0M
North Star Investment Management Corp.New Position+450+$6.0M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+300+$4.0M
SOA Wealth Advisors, LLC.New Position+242+$3.0M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+148K+$2.2M
180 WEALTH ADVISORS, LLCNew Position+116K+$1.7M
EVOLVE PRIVATE WEALTH, LLCNew Position+70K+$1.0M
Beckerman Institutional, LLCNew Position+59K+$883K
BFSG, LLCNew Position+260+$3K
Atlantic Union Bankshares CorpNew Position+200+$3K
Capital Advisors, Ltd. LLCNew Position+69+$1K

GGZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-11K-$902.0M
Private Advisor Group, LLCDecreased-27-$175.3M
TWO SIGMA INVESTMENTS, LPClosed Position-12K-$167.6M
UBS Group AGDecreased-6K-$51.4M
Rockefeller Capital Management L.P.Closed Position-3K-$40.7M
CSS LLC/ILDecreased-3K-$17.9M
PRIVATE MANAGEMENT GROUP INCDecreased-10K-$6.5M
Advisory Services Network, LLCClosed Position-400-$5.8M
Allworth Financial LPClosed Position-169-$2.4M
SALEM INVESTMENT COUNSELORS INCClosed Position-160-$2.3M
Larson Financial Group LLCDecreased-85-$2.2M
ROYAL BANK OF CANADADecreased-125-$2.0M
Cornerstone Advisors, LLCDecreased-14-$1.4M
BANK OF AMERICA CORP /DE/Decreased-65K-$-997.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1PRIVATE MANAGEMENT GROUP INC260,254$3.9B0.11%Share
2GatePass Capital, LLC88,000$1.3B0.68%Share
3UBS Group AG79,533$1.2B0.00%Share
4CAPSTONE INVESTMENT ADVISORS, LLC69,157$1.0B0.00%Share
5BANK OF AMERICA CORP /DE/85,931$1.0B0.00%Share
6OSAIC HOLDINGS, INC.102,589$1.0B0.00%Share
7RAYMOND JAMES FINANCIAL INC70,762$1.0B0.00%Share
8GAMCO INVESTORS, INC. ET AL45,586$683.0M0.01%Share
9STEPHENS INC /AR/45,449$681.0M0.01%Share
10CSS LLC/IL40,869$613.0M0.03%Share
11Matisse Capital26,377$395.0M0.18%Share
12SILVERLAKE WEALTH MANAGEMENT LLC14,350$215.0M0.05%Share
13Matisse Capital13,988$209.0M0.09%Share
14COMERICA BANK11,000$165.0M0.00%Share
15INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,135$32.0M0.00%Share
16North Star Investment Management Corp.450$6.0M0.00%Share
17FLAGSHIP HARBOR ADVISORS, LLC300$4.0M0.00%Share
18MORGAN STANLEY304,725$4.0M0.00%Share
19SOA Wealth Advisors, LLC.242$3.0M0.00%Share
20BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC148,001$2.2M0.33%Share
21180 WEALTH ADVISORS, LLC116,480$1.7M0.20%Share
22GABELLI & Co INVESTMENT ADVISERS, INC.82,711$1.2M0.19%Share
23EVOLVE PRIVATE WEALTH, LLC70,004$1.0M0.06%Share
24Beckerman Institutional, LLC58,885$883K0.50%Share
25NBC SECURITIES, INC.2,870$43K0.00%Share
26Atlantic Union Bankshares Corp200$3K0.00%Share
27BFSG, LLC260$3K0.00%Share
28Capital Advisors, Ltd. LLC69$1K0.00%Share
29HARBOUR INVESTMENTS, INC.119$1K0.00%Share
30Larson Financial Group LLC65$00.00%Share
31Private Advisor Group, LLC12,107$00.00%Share
32MORGAN STANLEY2$00.00%Share
33Ulland Investment Advisors, LLC20$00.00%Share
34Keating Financial Advisory Services, Inc.31$00.00%Share
35SageView Advisory Group, LLC208$00.00%Share
36MAI Capital Management73$00.00%Share
37NewEdge Advisors, LLC36$00.00%Share
38LPL Financial LLC44,802$00.00%Share
39Beaird Harris Wealth Management, LLC20$00.00%Share
40WELLS FARGO & COMPANY/MN18,319$00.00%Share
41RAYMOND JAMES FINANCIAL INC4,765$00.00%Share
42WELLS FARGO & COMPANY/MN33,205$00.00%Share
43Ancora Advisors LLC5,000$00.00%Share
44Spire Wealth Management40$00.00%Share
45JONES FINANCIAL COMPANIES LLLP50$00.00%Share
46Cornerstone Advisors, LLC82$00.00%Share
47PNC FINANCIAL SERVICES GROUP, INC.200$00.00%Share
48Fourth Dimension Wealth, LLC12$00.00%Share
49ROYAL BANK OF CANADA25$00.00%Share
50UBS Group AG31$00.00%Share

GGZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202546$13.4B+18
Q3 202528$11.7B-7
Q2 202535$16.1B-6
Q1 202541$17.8B+6
Q4 202435$10.6B+6
Q3 202429$18.6B-1
Q2 202430$18.6B+2
Q1 202428$166.6T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold GGZ (The Gabelli Global Small and Mid Cap Value Trust). The largest holder is PRIVATE MANAGEMENT GROUP INC with $3.9B in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own GGZ?

As of Q4 2025, 50 institutional investors report holding GGZ (The Gabelli Global Small and Mid Cap Value Trust) in their 13F filings.

Who is the largest institutional holder of GGZ?

The largest institutional holder of GGZ is PRIVATE MANAGEMENT GROUP INC with $3.9B in shares.

Is institutional ownership of GGZ increasing or decreasing?

This quarter, 15 institutions opened new positions in GGZ and 5 closed their positions.