$GGZ

$14.81 -$0.07 (0.47%) Close

$GGZ Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 7.5M shares outstanding

Who owns GGZ?

By type of holder

Institutions 30.5% Insiders 0.0% Everyone else 69.5%

Concentration Top 10 holders own 58.3%

Gabelli Mario J 35.6% · Atlas Wealth LLC 7.0%

Institutional ownership

30.5%

+6.2 pts vs last qtr

Institutional holders

-2 vs last qtr

Net shares bought

+464.3K

by institutions in Q2 2026

New / sold out

3 / 5

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Atlas Wealth LLC NEW +523.8K
Blue Bell Private Wealth Management, LLC +11.6K

Biggest sellers in Q2 2026

Osaic Holdings, Inc. −60.8K
Susquehanna International Group, LLP SOLD OUT −11.2K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Gabelli Global Small and Mid Cap Value Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Gabelli Global Small and Mid Cap Value Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years52% 3–5 years1% 1–3 years21% Under 1 year26%

Quarterly turnover

18.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting GGZ on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AW Atlas Wealth LLC	523.8K	6.96%	NEW	Q2 '26	1.2%
Shares held by quarter Peak holding523.8K (Q2'26) Change over 8 quarters+523.8K Share of the company6.960% Atlas Wealth LLC's full portfolio →
MS Morgan Stanley	309.0K	4.10%	+4.4K (+1.5%)	≤2021	0.0%
Shares held by quarter Peak holding338.1K (Q1'25) Change over 8 quarters−23.7K Share of the company4.100% Morgan Stanley's full portfolio →

Atlas Wealth LLC

523.8K

% of company

6.96%

Change vs last qtr

NEW

Held since

Q2 '26

Morgan Stanley

309.0K

% of company

4.10%

Change vs last qtr

+4.4K (+1.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Gabelli Global Small and Mid Cap Value Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting GGZ on Form N-PORT; together they hold 0.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
MD Matisse Discounted Closed-End Fund Strategy Starboard Investment Trust	$596K	39.7K	0.53%	0.87%	December 31, 2025
MC Modern Capital Tactical Income Fund Modern Capital Funds Trust	$177K	11.8K	0.16%	0.23%	December 31, 2025

Matisse Discounted Closed-End Fund Strategy

Starboard Investment Trust

Position value

$596K

% of company

0.53%

% of the fund

0.87%

As of

December 31, 2025

Modern Capital Tactical Income Fund

Modern Capital Funds Trust

Position value

$177K

% of company

0.16%

% of the fund

0.23%

As of

December 31, 2025

3 more funds behind a free account

See every fund holding Gabelli Global Small and Mid Cap Value Trust and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GM Gabelli Mario J 5%+ holder 13D · 34.8%	2.7M	35.57%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company35.570% Disclosed stake13D · 34.8% View the 13D/G filing →
AC Associated Capital Group, Inc. 5%+ holder 13D · 1.1%	82.7K	1.10%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company1.100% Disclosed stake13D · 1.1% View the 13D/G filing →

Gabelli Mario J

5%+ holder13D · 34.8%

2.7M

% of company

35.57%

Change vs last qtr

—

Held since

—

Associated Capital Group, Inc.

5%+ holder13D · 1.1%

82.7K

% of company

1.10%

Change vs last qtr

—

Held since

—

2 more holders behind a free account

See every insider and 5%+ holder of Gabelli Global Small and Mid Cap Value Trust.

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