Position in GUT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$41,846
-$65,039 QoQ
Shares Held
6,350
-64.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 98 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in GUT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $346,700,436 across 298 Asset Management names. GUT ranks #255 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
73,695 | $70,862,164 | |
| 2 | BX |
Blackstone Inc.
|
93,282 | $10,976,492 | |
| 3 | PSUS |
Pershing Square USA, Ltd.
|
254,260 | $9,504,238 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
431,148 | $7,200,171 | |
| 5 | UTG |
Reaves Utility Income Fund
|
172,636 | $7,029,737 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
486,357 | $5,894,646 | |
| 7 | IVZ |
Invesco Ltd.
|
222,541 | $5,872,856 | |
| 8 | KKR |
KKR & Co. Inc.
|
62,393 | $5,726,429 |
All Filings in GUT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,846 | 6,350 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $106,885 | 17,667 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $103,649 | 17,189 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $28,832 | 4,750 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $27,550 | 4,750 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,365 | 4,750 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,892 | 4,750 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $90,516 | 17,407 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $108,989 | 18,889 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $115,074 | 21,273 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,168 | 3,250 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,788 | 3,250 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,476 | 3,250 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,648 | 3,250 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,789 | 3,250 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $169,105 | 25,515 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $153,204 | 22,015 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $151,107 | 18,815 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||