Position in GUT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$375,083
+$31,262 QoQ
Shares Held
56,917
+0.2% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 98 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GUT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Creative Planning holds $559,848,828 across 177 Asset Management names. GUT ranks #102 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
436,815 | $51,400,020 | |
| 2 | TROW |
Price T Rowe Group Inc
|
420,488 | $47,805,280 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
885,994 | $37,734,483 | |
| 4 | CGBD |
Carlyle Secured Lending, Inc.
|
3,086,927 | $32,505,340 | |
| 5 | BLK |
BlackRock, Inc.
|
33,365 | $32,082,448 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
1,288,752 | $30,556,309 | |
| 7 | JHG |
Janus Henderson Group Ltd.
|
452,530 | $23,508,932 | |
| 8 | STT |
State Street Corp
|
137,249 | $23,277,430 |
All Filings in GUT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,083 | 56,917 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $343,821 | 56,830 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $345,675 | 57,326 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $358,172 | 59,007 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $337,235 | 58,144 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $323,844 | 60,645 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $314,354 | 62,496 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $306,820 | 59,004 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $339,956 | 58,918 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $323,271 | 59,761 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $263,564 | 49,892 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $251,574 | 48,701 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $326,669 | 49,434 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $332,411 | 47,700 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $350,423 | 47,874 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $96,632 | 14,369 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $95,014 | 14,336 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $95,631 | 13,742 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $105,120 | 13,089 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $96,312 | 12,556 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $97,227 | 12,532 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $82,938 | 12,297 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||