Shaker Financial Services, LLC

Position in GAB — Gabelli Equity Trust Inc

CIK 1511794 Arlington, VA

Position in GAB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$11,734,136

+$11,407,879 QoQ

Shares Held

2,073,169

+3284.8% QoQ

Ownership

0.666%

of shares outstanding

% of Portfolio

3.77%

of 13F equity value

Holder Rank

of 224 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Shaker Financial Services, LLC holds $305,199,317 across 140 Asset Management names. GAB ranks #1 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GAB	Gabelli Equity Trust Inc This page	2,073,169	$11,734,136
2	RVT	Royce Small-Cap Trust, Inc.	605,745	$11,188,110
3	USA	Liberty All Star Equity Fund	1,646,776	$9,567,768
4	SPE	Special Opportunities Fund, Inc.	664,992	$8,957,442
5	JCE	Nuveen Core Equity Alpha Fund	519,128	$8,492,934
6	ASG	Liberty All Star Growth Fund Inc.	1,527,646	$8,356,223
7	FFA	First Trust Enhanced Equity Income Fund	328,741	$7,350,648
8	SOR	Source Capital /De/	153,966	$7,077,817

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,734,136	2,073,169	+3318.6%	Shares	Sole	2026-07-15
2024-12-31	$326,257	60,643	-90.7%	Shares	Sole	2025-02-13
2024-09-30	$3,583,036	652,653	+413.3%	Shares	Sole	2024-10-31
2024-06-30	$661,183	127,151	-71.3%	Shares	Sole	2024-08-02
2024-03-31	$2,445,885	443,099	-7.8%	Shares	Sole	2024-05-13
2023-12-31	$2,440,501	480,414	+686.3%	Shares	Sole	2024-02-07
2021-12-31	$439,293	61,098	-72.5%	Shares	Sole	2022-02-07
2021-09-30	$1,475,039	221,809	-23.0%	Shares	Sole	2021-11-02
2021-06-30	$1,988,384	288,171	—	Shares	Sole	2021-08-04
No filing history on record for this holder in this stock.