Position in GUT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$168,591
+$7,498 QoQ
Shares Held
25,583
-3.9% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 98 holders
Holding Since
Mar 2020
26 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, 2026BANK OF AMERICA CORP /DE/ holds $15,385,060,737 across 364 Asset Management names. GUT ranks #348 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,585,356 | $4,409,094,910 | |
| 2 | BX |
Blackstone Inc.
|
11,594,914 | $1,364,373,526 | |
| 3 | ARES |
Ares Management Corp
|
11,855,596 | $1,319,646,388 | |
| 4 | APO |
Apollo Global Management, Inc.
|
6,911,799 | $817,734,936 | |
| 5 | PFG |
Principal Financial Group Inc
|
6,884,023 | $741,959,995 | |
| 6 | KKR |
KKR & Co. Inc.
|
7,898,444 | $724,919,185 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
9,864,675 | $420,136,505 | |
| 8 | RJF |
Raymond James Financial Inc
|
2,371,847 | $360,591,897 |
All Filings in GUT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,591 | 25,583 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $161,093 | 26,627 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $178,656 | 29,628 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $199,581 | 32,880 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $185,066 | 31,908 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $107,803 | 20,188 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $95,941 | 19,074 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $378,507 | 72,790 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $516,016 | 89,431 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $499,416 | 92,324 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $407,585 | 77,155 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $644,121 | 124,692 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $552,550 | 83,616 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $550,994 | 79,066 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $573,754 | 78,385 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $591,115 | 87,897 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $653,635 | 98,622 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $630,528 | 90,605 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $401,880 | 50,040 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $380,154 | 49,560 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $297,569 | 38,355 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $255,397 | 37,867 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $303,920 | 38,402 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $229,186 | 31,104 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $215,170 | 30,662 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $411,292 | 72,134 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||