Position in GUT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,302,167
+$565,645 QoQ
Shares Held
1,259,813
-1.5% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2
of 98 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in GUT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $769,392,038 across 309 Asset Management names. GUT ranks #20 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
505,508 | $59,483,126 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,384,395 | $41,767,197 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
6,132,731 | $30,602,327 | |
| 4 | BLK |
BlackRock, Inc.
|
30,050 | $28,894,878 | |
| 5 | TROW |
Price T Rowe Group Inc
|
251,926 | $28,641,466 | |
| 6 | FSK |
FS KKR Capital Corp
|
1,928,826 | $20,252,673 | |
| 7 | UTG |
Reaves Utility Income Fund
|
437,513 | $17,815,529 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
1,574,319 | $16,986,902 |
All Filings in GUT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,302,167 | 1,259,813 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,736,522 | 1,278,764 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,841,243 | 1,300,372 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,234,752 | 1,521,376 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,161,917 | 1,579,641 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,313,199 | 1,556,779 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,837,534 | 1,558,158 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,902,433 | 1,327,391 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,395,847 | 1,281,776 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,868,931 | 1,269,814 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,490,024 | 1,228,543 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,284,600 | 1,216,602 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $8,111,426 | 1,227,479 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,308,921 | 1,192,303 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,521,097 | 1,164,132 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,683,937 | 1,142,576 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,341,569 | 1,107,710 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $6,376,574 | 916,293 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,000,941 | 871,718 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,566,279 | 856,032 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,035,274 | 777,912 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,409,572 | 653,793 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,936,442 | 623,745 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,445,923 | 603,377 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,039,701 | 575,661 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,294,414 | 577,785 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||