Stock ownership · SEC 13F · Q3 2025

GABELLI EQUITY TRUST

Institutional ownership of GABELLI EQUITY TRUST (CUSIP 362397101) - who holds it, how concentrated it is, and what moved last quarter.

$151K
Reported value
3
Institutions
100%
Top-5 share

The verdict

3 institutions report $151K of GABELLI EQUITY TRUST positions as of Q3 2025, with ownership heavily concentrated in a handful of holders.

3
institutions hold it
$151K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 362397101 · Q3 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $0.2M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 5Q history

Read with: Ownership concentration guide - GABELLI EQUITY TRUST's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of GABELLI EQUITY TRUST
  1. 1
    Capital Square, LLC $114K
  2. 2
    JPMORGAN CHASE & CO $27K
  3. 3
    CIBC Private Wealth Group LLC $9K

Top 3 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a GABELLI EQUITY TRUST position has risen from 2 to 3 over the last 5 quarters of 13F filings.

0123456 Q1'24Q3'24Q4'24Q2'25Q3'25 3
Distinct 13F filers holding GABELLI EQUITY TRUST, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Capital Square, LLC 18,747 $114K 75.7%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 4,500 $27K 18.2%
3 CIBC Private Wealth Group LLC 1,520 $9K 6.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among GABELLI EQUITY TRUST's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
81.8%
Shared-defined discretion (DFND)
18.2%

Latest Quarter Activity · Q3 2025

New positions (3)

Capital Square, LLC $114K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $27K
CIBC Private Wealth Group LLC $9K

Complete exits (1)

THRIVENT FINANCIAL FOR LUTHERANS exited

Frequently Asked Questions

How many institutions hold GABELLI EQUITY TRUST?▼
GABELLI EQUITY TRUST is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of GABELLI EQUITY TRUST?▼
Institutions report $151K of GABELLI EQUITY TRUST as of Q3 2025.
How concentrated is ownership of GABELLI EQUITY TRUST?▼
The top five institutional holders account for 100% of the reported institutional value in GABELLI EQUITY TRUST, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of GABELLI EQUITY TRUST?▼
Capital Square, LLC is the largest reported holder of GABELLI EQUITY TRUST with $114K across 18,747 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.