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Disclosery

GGZ GABELLI GLOBAL SMALL & MID C

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COM (common), issuer CIK 1585855

40 managers (41 13F filers) reported a position in GGZ shares at 2026-06-30, 2,311,991 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
40
13F filers
41
New
3
Added
9
Reduced
13
Sold out
3
Shares held by filers
2,311,991

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Atlas Wealth LLC523,754$8.53M1.22%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY309,049$5.03M<0.01%+4,44813F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC250,827$4.08M0.11%-5,81513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC170,121$2.77M0.35%+11,59713F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding128,297$2.09M0Timeline
180 WEALTH ADVISORS, LLC118,916$1.94M0.19%-89613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC88,095$1.43M<0.01%-2,17213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/86,414$1.41M<0.01%+1,11913F-HRTimelineGroup
GatePass Capital, LLC79,000$1.29M0.49%-8,00013F-HRTimeline
UBS Group AGin group UBS Group AG78,168$1.27M<0.01%-21213F-HRTimelineGroup
LPL Financial LLC69,937$1.14M<0.01%+11,13413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…69,157$1.13M0.01%013F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC66,046$1.08M0.07%-3,47413F-HRTimeline
Beckerman Institutional, LLC57,321$933K0.44%-20813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN51,462$838K<0.01%-1,00013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…46,001$749K0.01%+76613F-HRTimelineGroup
CSS LLC/IL34,071$555K0.02%-1,88113F-HRTimeline
Private Advisor Group, LLC22,915$373K<0.01%+9,76113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC15,004$244K0.05%+7613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,351$185K<0.01%+11213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,250$183K<0.01%-98513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,000$163K<0.01%-1,00013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC5,000$81.4K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,870$46.7K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,731$44.5K<0.01%-60,82813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,135$34.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.450$7.33K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.298$4.84K<0.01%new13F-HRTimeline
BFSG, LLC260$4.23K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.242$3.94K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp200$3.26K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC160$2.6K<0.01%013F-HRTimeline
Arax Advisory Partners160$2.6K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC100$1.63K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC70$1K<0.01%+113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA60$1K<0.01%-54013F-HRTimelineGroup
NewEdge Advisors, LLC36$586<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…31$505<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC12$195<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC20$00%013F-HRTimelineValue filed as zero, left out of ratios.