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$1.2B0.19%Share
4RAYMOND JAMES FINANCIAL INC70,762$1.0B0.31%Share
5BANK OF AMERICA CORP /DE/85,931$1.0B0.07%Share
6CAPSTONE INVESTMENT ADVISORS, LLC69,157$1.0B1.96%Share
7OSAIC HOLDINGS, INC.102,589$1.0B1.46%Share
8GAMCO INVESTORS, INC. ET AL45,586$683.0M6.56%Share
9STEPHENS INC /AR/45,449$681.0M8.47%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$165.0M0.66%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
28HARBOUR INVESTMENTS, INC.119$1K0.00%Share
29Capital Advisors, Ltd. LLC69$1K0.00%Share
30Beaird Harris Wealth Management, LLC20$00.00%Share
31ROYAL BANK OF CANADA25$00.00%Share
32PNC FINANCIAL SERVICES GROUP, INC.200$00.00%Share
33MORGAN STANLEY2$00.00%Share
34UBS Group AG31$00.00%Share
35Larson Financial Group LLC65$00.00%Share
36LPL Financial LLC44,802$00.00%Share
37MAI Capital Management73$00.00%Share
38COMMONWEALTH EQUITY SERVICES, LLC12,193$00.00%Share
39Spire Wealth Management40$00.00%Share
40Private Advisor Group, LLC12,107$00.00%Share
41RAYMOND JAMES FINANCIAL INC4,765$00.00%Share
42Ulland Investment Advisors, LLC20$00.00%Share
43Ancora Advisors LLC5,000$00.00%Share
44JONES FINANCIAL COMPANIES LLLP50$00.00%Share
45Cornerstone Advisors, LLC82$00.00%Share
46SageView Advisory Group, LLC208$00.00%Share
47NewEdge Advisors, LLC36$00.00%Share
48Fourth Dimension Wealth, LLC12$00.00%Share
49WELLS FARGO & COMPANY/MN33,205$00.00%Share
50Keating Financial Advisory Services, Inc.31$00.00%Share

GGZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202546$13.4B+18
Q3 202528$11.7B-7
Q2 202535$14.9B-6
Q1 202541$17.8B+6
Q4 202435$10.6B+6
Q3 202429$18.6B-1
Q2 202430$17.3B+2
Q1 202428$166.6T—

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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.