Who owns The Gabelli Healthcare & Wellness Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of GRX from SEC Form 13F filings across 52 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 52 institutions disclosed 5.9M shares of The Gabelli Healthcare & Wellness Trust worth $44.1M — about 39.8% of shares outstanding; the largest disclosed holder is Saba Capital Management, L.P.. Source: SEC Form 13F filings, parsed by EvidInvest.
52
13F holders
$44.1M
value, 2026 filers
39.8%
of shares outstanding (5.9M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of GRX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Saba Capital Management, L.P. | 2.1M | $20.0M | 0.5% | 14.3% | 0.0% |
| 2 | SIT INVESTMENT ASSOCIATES INC | 1.2M | $11,326 | 0.2% | 8.1% | 0.0% |
| 3 | GAMCO INVESTORS, INC. ET AL | 346,026 | $3.3M | 0.0% | 2.3% | 0.0% |
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 327,658 | $3.1M | 0.4% | 2.2% | +6.1% |
| 5 | LPL Financial LLC | 259,281 | $2.5M | 0.0% | 1.8% | -6.8% |
| 6 | WELLS FARGO & COMPANY/MN | 253,218 | $2.4M | 0.0% | 1.7% | -2.1% |
| 7 | MORGAN STANLEY | 228,713 | $2.2M | 0.0% | 1.5% | +8.5% |
| 8 | EVOLVE PRIVATE WEALTH, LLC | 176,625 | $1.7M | 0.1% | 1.2% | -1.1% |
| 9 | Aviance Capital Partners, LLC | 171,442 | $1.6M | 0.2% | 1.2% | +0.1% |
| 10 | STEPHENS INC /AR/ | 118,349 | $1.1M | 0.0% | 0.8% | -1.9% |
| 11 | CAPSTONE INVESTMENT ADVISORS, LLC | 99,441 | $939,717 | 0.0% | 0.7% | 0.0% |
| 12 | &PARTNERS | 93,507 | $881,871 | 0.0% | 0.6% | -10.6% |
| 13 | UHLMANN PRICE SECURITIES, LLC | 77,700 | $734,314 | 0.0% | 0.5% | +26.2% |
| 14 | NewEdge Advisors, LLC | 66,589 | $629,268 | 0.0% | 0.5% | -1.1% |
| 15 | Atlas Wealth LLCNEW | 61,294 | $579,228 | 0.1% | 0.4% | new |
| 16 | Creative Planning | 27,005 | $255,195 | 0.0% | 0.2% | -0.5% |
| 17 | Janney Montgomery Scott LLC | 26,872 | $254 | 0.0% | 0.2% | -6.0% |
| 18 | Beacon Pointe Advisors, LLC | 24,055 | $227,320 | 0.0% | 0.2% | -26.2% |
| 19 | Alessandra Capital Management, LLC | 23,087 | $218,172 | 0.2% | 0.2% | -22.2% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22,186 | $212,987 | 0.0% | 0.2% | -2.2% |
| 21 | Waverly Advisors, LLC | 20,290 | $191,739 | 0.0% | 0.1% | -26.9% |
| 22 | UBS Group AG | 19,116 | $180,646 | 0.0% | 0.1% | -66.6% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 14,563 | $137,620 | 0.0% | 0.1% | 0.0% |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,947 | $131,799 | 0.0% | 0.1% | -24.9% |
| 25 | CITADEL ADVISORS LLCNEW | 13,897 | $131,327 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.