GRX The Gabelli Healthcare & Welln
The Gabelli Healthcare & Welln (GRX) Institutional Ownership
What the institutions did with GRX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Saba Capital Management, L.P. | 2.1M | 36.0% |
| SIT INVESTMENT ASSOCIATES INC | 1.2M | 20.4% |
| GAMCO INVESTORS, INC. ET AL | 346.0K | 5.9% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 327.7K | 5.6% |
| LPL Financial LLC | 259.3K | 4.4% |
| WELLS FARGO & COMPANY/MN | 253.2K | 4.3% |
| MORGAN STANLEY | 228.7K | 3.9% |
| EVOLVE PRIVATE WEALTH, LLC | 176.6K | 3.0% |
| Aviance Capital Partners, LLC | 171.4K | 2.9% |
| STEPHENS INC /AR/ | 118.3K | 2.0% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 99.4K | 1.7% |
| &PARTNERS | 93.5K | 1.6% |
| UHLMANN PRICE SECURITIES, LLC | 77.7K | 1.3% |
| NewEdge Advisors, LLC | 66.6K | 1.1% |
| Atlas Wealth LLC | 61.3K | 1.0% |
| Creative Planning | 27.0K | 0.5% |
| Janney Montgomery Scott LLC | 26.9K | 0.5% |
| Beacon Pointe Advisors, LLC | 24.1K | 0.4% |
| Alessandra Capital Management, LLC | 23.1K | 0.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.2K | 0.4% |
| Waverly Advisors, LLC | 20.3K | 0.3% |
| UBS Group AG | 19.1K | 0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.6K | 0.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.9K | 0.2% |
| CITADEL ADVISORS LLC | 13.9K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Atlas Wealth LLC | New | 0 | 61.3K | +61.3K |
| UBS Group AG | Reduced | 57.2K | 19.1K | -38.1K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 34.1K | 13.1K | -21.0K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | Sold Out | 20.7K | 0 | -20.7K |
| Private Advisor Group, LLC | Sold Out | 19.9K | 0 | -19.9K |
| LPL Financial LLC | Reduced | 278.2K | 259.3K | -18.9K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Increased | 308.9K | 327.7K | +18.8K |
| MORGAN STANLEY | Increased | 210.8K | 228.7K | +18.0K |
| UHLMANN PRICE SECURITIES, LLC | Increased | 61.6K | 77.7K | +16.1K |
| ROYAL BANK OF CANADA | Reduced | 16.5K | 1.2K | -15.3K |
| CITADEL ADVISORS LLC | New | 0 | 13.9K | +13.9K |
| Quarry LP | Sold Out | 12.9K | 0 | -12.9K |
| &PARTNERS | Reduced | 104.5K | 93.5K | -11.0K |
| XTX Topco Ltd | New | 0 | 10.0K | +10.0K |
| Beacon Pointe Advisors, LLC | Reduced | 32.6K | 24.1K | -8.6K |
| Waverly Advisors, LLC | Reduced | 27.8K | 20.3K | -7.5K |
| Alessandra Capital Management, LLC | Reduced | 29.7K | 23.1K | -6.6K |
| WELLS FARGO & COMPANY/MN | Reduced | 258.7K | 253.2K | -5.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 18.6K | 13.9K | -4.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Increased | 8.0K | 10.5K | +2.5K |
| OSAIC HOLDINGS, INC. | Reduced | 12.2K | 9.8K | -2.5K |
| STEPHENS INC /AR/ | Reduced | 120.7K | 118.3K | -2.3K |
| EVOLVE PRIVATE WEALTH, LLC | Reduced | 178.6K | 176.6K | -2.0K |
| Golden State Wealth Management, LLC | Sold Out | 1.8K | 0 | -1.8K |
| Janney Montgomery Scott LLC | Reduced | 28.6K | 26.9K | -1.7K |
| BROWN BROTHERS HARRIMAN & CO | New | 0 | 1.2K | +1.2K |
| Advisory Services Network, LLC | Sold Out | 841 | 0 | -841 |
| NewEdge Advisors, LLC | Reduced | 67.3K | 66.6K | -745 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 22.7K | 22.2K | -506 |
| Closed-End Fund Advisors, Inc. | Reduced | 11.7K | 11.3K | -475 |
| WOLVERINE ASSET MANAGEMENT LLC | Sold Out | 323 | 0 | -323 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | New | 0 | 208 | +208 |
| Creative Planning | Reduced | 27.1K | 27.0K | -140 |
| Aviance Capital Partners, LLC | Increased | 171.3K | 171.4K | +117 |
| PNC FINANCIAL SERVICES GROUP, INC. | Sold Out | 99 | 0 | -99 |
| JONES FINANCIAL COMPANIES LLLP | New | 0 | 78 | +78 |
| HARBOUR INVESTMENTS, INC. | New | 0 | 22 | +22 |
| Rockefeller Capital Management L.P. | Increased | 1.0K | 1.1K | +19 |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 14.6K | 14.6K | +2 |
| Continuum Advisory, LLC | New | 0 | 2 | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.