Funds holding Gabelli Global Small & Mid Cap Value Trust
2 funds declare a position · 0 ETFs and 2 other funds · 13.5K $ · US36249W1045
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Multi-Hedge Strategies Fund Rydex Variable Trust | 655 | 9.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 2 | Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 242 | 3.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
Institutional managers
40 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 304,601 | 4.6M $ | as of Mar 31, 2026 |
| PRIVATE MANAGEMENT GROUP INC | 256,642 | 3.9M $ | as of Mar 31, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 158,524 | 2.4M $ | as of Mar 31, 2026 |
| 180 WEALTH ADVISORS, LLC | 119,812 | 1.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 90,267 | 1.4M $ | as of Mar 31, 2026 |
| GatePass Capital, LLC | 87,000 | 1.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 85,295 | 1.3M $ | as of Mar 31, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 82,711 | 1.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 78,380 | 1.2M $ | as of Mar 31, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | 69,520 | 1M $ | as of Mar 31, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 69,157 | 1M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 63,559 | 954.6K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 58,803 | 883.2K $ | as of Mar 31, 2026 |
| Beckerman Institutional, LLC | 57,529 | 864.1K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 52,462 | 788K $ | as of Mar 31, 2026 |
| GAMCO INVESTORS, INC. ET AL | 45,586 | 684.7K $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 45,235 | 679.4K $ | as of Mar 31, 2026 |
| CSS LLC/IL | 35,952 | 540K $ | as of Mar 31, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 14,928 | 224.2K $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 13,154 | 197.6K $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 12,235 | 183.8K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,239 | 168.8K $ | as of Mar 31, 2026 |
| FIFTH THIRD BANCORP | 11,000 | 165.2K $ | as of Mar 31, 2026 |
| Ancora Advisors LLC | 5,000 | 75.1K $ | as of Mar 31, 2026 |
| NBC SECURITIES, INC. | 2,870 | 43.1K $ | as of Mar 31, 2026 |