13FBOX
GABELLI CONV and INC SECS FD INC COM · 13F Institutional Holdings
Options Calculator Rankings
G

GABELLI CONV and INC SECS FD INC COM

GCV
Institutions
34
Combined AUM (Q2 2026)
$18.9M
Combined Shares (Q2 2026)
4.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+302,948
20 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-154,198
10 · 6 Exit · ≈
⚖️ Net
+148,750
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$18.9M
Institutions
34
New Buys
8
Adds
12
Reduces
4
Exits
6
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GAMCO INVESTORS, INC. ET AL
0.05%0.05%#6$5.1M1.1M$4.7M1.1M00.00%Unchanged
LPL Financial LLC
<0.01%<0.01%#21$3.6M768,825$3.3M761,993+6,832+0.90%Add
MORGAN STANLEY
<0.01%<0.01%#28$2.9M615,200$2.9M702,883-87,683-12.47%Reduce
GABELLI & Co INVESTMENT ADVISERS, INC.
0.23%0.22%#1$1.6M340,900$1.5M340,90000.00%Unchanged
PFG Advisors
0.04%0.03%#7$710,754151,870$637,379148,920+2,950+1.98%Add
Advisory Services Network, LLC
0.01%0.01%#13$596,709127,502$454,346106,156+21,346+20.11%Add
Shaker Financial Services, LLC
0.18%#3$565,967120,933$00+120,933New Buy
Equitable Holdings, Inc.
<0.01%<0.01%#16$393,12084,000$348,60084,00000.00%Unchanged
STIFEL FINANCIAL CORP
<0.01%<0.01%#26$344,18173,543$361,84484,543-11,000-13.01%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#20$282,88760,446$251,77558,826+1,620+2.75%Add
Mallini Complete Financial Planning LLC
0.2%0.19%#2$279,29859,679$238,32455,683+3,996+7.18%Add
Sage Capital Management, LLC
0.1%0.05%#4$266,76057,000$98,44023,000+34,000+147.83%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#23$265,31956,692$253,00059,053-2,361-4.00%Reduce
MGO ONE SEVEN LLC
<0.01%<0.01%#14$234,00050,000$214,00050,00000.00%Unchanged
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#31$233,68149,932$78,68618,385+31,547+171.59%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#25$180,80238,633$164,00038,366+267+0.70%Add
BENJAMIN EDWARDS INC
<0.01%<0.01%#17$173,34137,039$146,08234,132+2,907+8.52%Add
Cetera Investment Advisers
<0.01%<0.01%#29$132,92028,402$93,42321,828+6,574+30.12%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#33$131,33828,064$93,78721,913+6,151+28.07%Add
Private Advisor Group, LLC
<0.01%<0.01%#24$122,61626,200$112,13626,20000.00%Unchanged
Rockefeller Capital Management L.P.
<0.01%<0.01%#27$120,45925,739$110,16325,73900.00%Unchanged
MBL Wealth, LLC
0.01%0.01%#12$108,54823,194$99,27123,19400.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#30$96,37720,593$85,97220,087+506+2.52%Add
Stonebridge Financial Group, LLC/CA
0.01%#10$95,14420,330$00+20,330New Buy
Carnegie Lake Advisors LLC
0.03%0.03%#8$88,92019,000$81,32019,00000.00%Unchanged
XTX Topco Ltd
<0.01%#19$70,59815,085$00+15,085New Buy
Tactive Advisors, LLC
0.02%0.02%#9$68,45414,627$62,95014,708-81-0.55%Reduce
PMG Family Office LLC
0.06%#5$67,48114,419$00+14,419New Buy
Herold Advisors, Inc.
0.01%0.01%#11$50,00010,601$45,37210,60100.00%Unchanged
Institute for Wealth Management, LLC.
<0.01%#15$32,2926,900$00+6,900New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#32$24,9635,334$00+5,334New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#22$22,5344,815$20,6084,81500.00%Unchanged
Newton One Investments LLC
<0.01%#18$5,8501,250$00+1,250New Buy
WELLS FARGO & COMPANY/MN
<0.01%#34$41$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow