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Equibles

GUT · Gabelli Utility Trust · Holdings

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$5.95 +0.25 (+4.39%) At close · Oct 2
Rebalance outlook locked
Market Cap
$531.17M
Shares
90.03M
Volume · Oct 2 215.76K Avg daily vol (3M) 226.02K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 100
Total Value: $54,395,365
Total Shares: 8,254,236

Institutional Ownership Trend

26 quarters

Superinvestors Holding GUT

All superinvestors →
Mario Gabelli $2,181,441

Holder Concentration

Across 100 13F filers · Δ vs Mar 31, 2026
Top Holder
16.7%
Sep 2023 → Jun 2026 · range 16.7% – 23.0%
−0.8 pts
Top 5
56.4%
Sep 2023 → Jun 2026 · range 56.4% – 64.8%
−1.5 pts
Top 10
69.7%
Sep 2023 → Jun 2026 · range 69.3% – 74.9%
−1.5 pts
HHI
789
Sep 2023 → Jun 2026 · range 789 – 1,058
Broadly held−18

Quarterly Activity

vs Mar 31, 2026
New
16
Increased
36
Decreased
17
Sold Out
10
Unchanged
31
Holder count: +6
Institutional value: +23.0%
Shares held: +12.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MORGAN STANLEY +450,565 1,378,379
Baird Financial Group, Inc. +188,235 225,794
CoreCap Advisors, LLC +63,693 163,484
Mariner, LLC +29,901 51,575
Core Wealth Advisors, Inc. +23,540 58,163

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
ROYAL BANK OF CANADA −32,507 47,576
COMMONWEALTH EQUITY SERVICES, LLC −18,951 1,259,813
NewEdge Advisors, LLC −11,317 6,350
Focus Partners Wealth −10,649 17,654
OSAIC HOLDINGS, INC. −7,014 472,647

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
J.W. COLE ADVISORS, INC. 100,922 $665,075
Ignite Planners, LLC 65,818 $433,740
Kingsview Wealth Management, LLC 30,084 $198,253
Sequoia Financial Advisors, LLC 26,868 $177,060
Nuveen, LLC 24,566 $161,889

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Arlington Capital Management, Inc. 147,065 $889,743
SILVER OAK SECURITIES, INCORPORATED 20,546 $124,303
Scarborough Advisors, LLC 4,065 $24,593
CWM, LLC 2,539 $15,360
RESOURCES MANAGEMENT CORP /CT/ /ADV 1,601 $9,686
Filter: New 16 Increased 36 Reduced 17 Sold out 10 Unchanged 31
Showing 100 of 100
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $9,083,516 16.70% 1,378,379
COMMONWEALTH EQUITY SERVICES, LLC $8,302,167 15.26% 1,259,813
LPL Financial LLC $6,246,522 11.48% 947,879
Cambridge Investment Research Advisors, Inc. $3,953,182 7.27% 599,876
OSAIC HOLDINGS, INC. $3,114,743 5.73% 472,647
GAMCO INVESTORS, INC. ET AL $2,181,441 4.01% 331,023
Baird Financial Group, Inc. $1,487,982 2.74% 225,794
Cetera Investment Advisers $1,240,699 2.28% 188,270
Plus Group Wealth Advisors LLC $1,237,924 2.28% 187,849
CoreCap Advisors, LLC $1,077,359 1.98% 163,484
Janney Montgomery Scott LLC $934,923 1.72% 141,870
RAYMOND JAMES FINANCIAL INC $824,882 1.52% 125,172
Balboa Wealth Partners $727,819 1.34% 110,443
J.W. COLE ADVISORS, INC. $665,075 1.22% 100,922
ENVESTNET ASSET MANAGEMENT INC $661,563 1.22% 100,389
WEDBUSH SECURITIES INC $643,091 1.18% 97,586
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $566,944 1.04% 86,031
Kestra Advisory Services, LLC $483,139 0.89% 73,314
Ignite Planners, LLC $433,740 0.80% 65,818
Kovack Advisors, Inc. $421,964 0.78% 64,031
Core Wealth Advisors, Inc. $383,294 0.70% 58,163
Virtue Capital Management, LLC $378,035 0.69% 57,365
Balefire, LLC $375,735 0.69% 57,016
Creative Planning $375,083 0.69% 56,917
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $360,479 0.66% 54,701
Mariner, LLC $339,879 0.62% 51,575
Pines Wealth Management, LLC $329,500 0.61% 50,000
ROYAL BANK OF CANADA $313,525 0.58% 47,576
Bison Wealth, LLC $308,220 0.57% 46,771
ROTHSCHILD INVESTMENT LLC $305,077 0.56% 46,294
Stratos Wealth Partners, LTD. $303,878 0.56% 46,112
Accurate Wealth Management, LLC $271,765 0.50% 41,239
Wealth Quarterback LLC $270,077 0.50% 40,983
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $247,784 0.46% 37,600
Private Advisor Group, LLC $242,841 0.45% 36,850
Leverty Financial Group, LLC $206,049 0.38% 31,267
Compound Planning, Inc. $202,280 0.37% 30,695
Kingsview Wealth Management, LLC $198,253 0.36% 30,084
STIFEL FINANCIAL CORP $180,691 0.33% 27,419
Sequoia Financial Advisors, LLC $177,060 0.33% 26,868
BANK OF AMERICA CORP /DE/ $168,591 0.31% 25,583
D.A. DAVIDSON & CO. $165,527 0.30% 25,118
RKL Wealth Management LLC $164,750 0.30% 25,000
Piedmont Capital Management, LLC $164,598 0.30% 24,977
UBS Group AG $164,387 0.30% 24,945
Nuveen, LLC $161,889 0.30% 24,566
PNC FINANCIAL SERVICES GROUP, INC. $155,892 0.29% 23,656
Valley Brook Capital Group, Inc. $154,865 0.28% 23,500
INTEGRITY ALLIANCE, LLC. $147,971 0.27% 22,454
Dynamic Advisor Solutions LLC $139,121 0.26% 21,111
Steward Partners Investment Advisory, LLC $131,905 0.24% 20,016
Plancorp, LLC $129,506 0.24% 19,652
EAGLE WEALTH STRATEGIES LLC $119,529 0.22% 18,138
HRT FINANCIAL LP $118,956 0.22% 18,051
CASCADE INVESTMENT GROUP, INC. $117,051 0.22% 17,762
Focus Partners Wealth $116,339 0.21% 17,654
Register Financial Advisors LLC $113,960 0.21% 17,293
PFG Investments, LLC $113,229 0.21% 17,182
Zinnia Wealth Advisory, LLC $99,390 0.18% 15,082
Pinnacle Financial Partners, Inc. $99,350 0.18% 15,076
MML INVESTORS SERVICES, LLC $96,589 0.18% 14,657
MOTCO $94,085 0.17% 14,277
JANE STREET GROUP, LLC $90,724 0.17% 13,767
ELEVATION POINT WEALTH PARTNERS, LLC $88,965 0.16% 13,500
Vestmark Advisory Solutions, Inc. $88,965 0.16% 13,500
XTX Topco Ltd $85,096 0.16% 12,913
MERCER GLOBAL ADVISORS INC /ADV $76,892 0.14% 11,668
Belpointe Asset Management LLC $75,119 0.14% 11,399
HighTower Advisors, LLC $74,796 0.14% 11,350
Turner Financial Group, Inc. $73,952 0.14% 11,222
Herold Advisors, Inc. $73,887 0.14% 11,212
Trek Financial, LLC $72,885 0.13% 11,060
Ellis Investment Partners, LLC $68,430 0.13% 10,384
Moors & Cabot, Inc. $65,900 0.12% 10,000
Liberty Capital Management, Inc. $65,900 0.12% 10,000
AMERIFLEX GROUP, INC. $63,264 0.12% 9,600
NewEdge Advisors, LLC $41,846 0.08% 6,350
BROWN BROTHERS HARRIMAN & CO $37,167 0.07% 5,640
IFG Advisory, LLC $33,892 0.06% 5,143
Quantum Portfolio Management LLC $32,607 0.06% 4,948
FIFTH THIRD BANCORP $31,355 0.06% 4,758
FARMERS & MERCHANTS INVESTMENTS INC $28,626 0.05% 4,344
IFP Advisors, Inc $17,542 0.03% 2,662
Anchor Investment Management, LLC $17,206 0.03% 2,611
Arax Advisory Partners $15,163 0.03% 2,301
Highland Investment Advisors LLC $13,292 0.02% 2,017
NBC SECURITIES, INC. $12,738 0.02% 1,933
AdvisorNet Financial, Inc $10,207 0.02% 1,549
Allworth Financial LP $7,921 0.01% 1,202
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7,143 0.01% 1,084
MTM Investment Management, LLC $6,075 0.01% 922
ASSETMARK, INC $4,810 0.01% 730
JONES FINANCIAL COMPANIES LLLP $3,934 0.01% 597
WELLS FARGO & COMPANY/MN $3,577 0.01% 543
Farther Finance Advisors, LLC $2,965 0.01% 450
HARBOUR INVESTMENTS, INC. $2,945 0.01% 447
Rockefeller Capital Management L.P. $2,668 0.00% 405
SOA Wealth Advisors, LLC. $790 0.00% 120
Federation des caisses Desjardins du Quebec $448 0.00% 68
HUNTINGTON NATIONAL BANK $13 0.00% 2
Key facts CIK 1080720 CUSIP 36240A101 13F (30d) 2 filings 2 filers Visit website Investor relations