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Disclosery

GRX GABELLI HEALTHCARE & WELLNES

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SHS (fund), issuer CIK 1391437

53 managers (53 13F filers) reported a position in GRX shares at 2025-12-31, 5,930,212 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
53
13F filers
53
New
4
Added
15
Reduced
13
Sold out
7
Shares held by filers
5,930,212

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

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Saba Capital Management, L.P.10% owner2026-10-07+2,955 P$9.43Form 4
Saba Capital Management, L.P.10% owner2026-10-06+4,439 P$9.41Form 4
Saba Capital Management, L.P.10% owner2026-10-05+1,775 P$9.38Form 4

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Saba Capital Management, L.P.in group Saba Capital Management, L.P.2,118,201$20.4M0.68%+67,16613F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,031,350$9.93M0.2%+197,59413F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)342,226$3.3M0.03%+30,00013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC292,672$2.82M0.41%+14,81413F-HRTimeline
LPL Financial LLC291,560$2.81M<0.01%+5,90713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN250,830$2.42M<0.01%-118,84013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY199,618$1.92M<0.01%+5,65813F-HR/ATimelineGroup
EVOLVE PRIVATE WEALTH, LLC178,787$1.72M0.1%13F-HRTimeline
Aviance Capital Partners, LLC167,843$1.62M0.19%+4,16413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…121,038$1.17M0.01%+4913F-HRTimelineGroup
&PARTNERS118,714$1.14M0.01%new13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…99,441$958K0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC66,689$642K<0.01%+2,56813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA65,943$634K<0.01%+46413F-HRTimelineGroup
UBS Group AGin group UBS Group AG57,483$554K<0.01%+79113F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC52,822$509K0.01%-34,99213F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC50,502$486K0.29%+15,47313F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC44,233$427K0.05%-40,88913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,748$420K<0.01%-43313F-HRTimeline
Traub Capital Management LLC34,917$336K0.32%-50,66813F-HRTimeline
Beacon Pointe Advisors, LLC32,600$314K<0.01%-39,50013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,006$308K<0.01%+1,03213F-HRTimelineGroup
Janney Montgomery Scott LLC29,871$288K<0.01%-3,45913F-HRTimeline
Waverly Advisors, LLC28,748$277K<0.01%-4,71713F-HRTimeline
Quarry LP27,469$265K0.04%013F-HRTimeline
Creative Planningin group Creative Planning26,907$259K<0.01%+6813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,974$202K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,495$178K<0.01%-1,32313F-HRTimeline
Private Advisor Group, LLC15,888$153K<0.01%+3,60013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,523$140K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,094$136K<0.01%-7,44413F-HRTimelineGroup
Closed-End Fund Advisors, Inc.11,744$113K0.07%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,009$77.1K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,922$37.8K<0.01%-9,49113F-HRTimelineGroup
Allworth Financial LP3,840$37K<0.01%013F-HRTimeline
COMERICA BANK3,620$34.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,618$34.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,811$17.4K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,017$9.8K<0.01%new13F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC850$8K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC300$2.89K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO225$2.17K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC200$1.93K<0.01%-1,35013F-HRTimelineGroup
Anchor Investment Management, LLC164$1.58K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.160$1.54K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH152$1.46K<0.01%013F-HRTimeline
Hilltop National Bank100$963<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\87$838<0.01%013F-HRTimelineGroup
Larson Financial Group LLC66$636<0.01%-6813F-HRTimeline
SOA Wealth Advisors, LLC.60$578<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…48$462<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC17$164<0.01%013F-HRTimeline
Key Financial Inc10$96<0.01%013F-HRTimeline

Events

  • Saba Capital Management, L.P. bought 2,955 GRX shares on 2026-10-07, Form 4 filed 2026-10-09. 0001510281-26-000335

    Accepted , ingested

  • Saba Capital Management, L.P. bought 4,439 GRX shares on 2026-10-06, Form 4 filed 2026-10-08. 0001510281-26-000331

    Accepted , ingested

  • Saba Capital Management, L.P. bought 1,775 GRX shares on 2026-10-05, Form 4 filed 2026-10-07. 0001510281-26-000327

    Accepted , ingested