GUT · Gabelli Utility Trust

$6.49 +0.02 (+0.31%) At close · Aug 14

Market Cap

$568.51M

89.60M

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.

Quarter:

Holders: 98

Total Value: $54,179,906

Total Shares: 8,221,541

Institutional Ownership Trend

26 quarters

Superinvestors Holding GUT

All superinvestors →

Mario Gabelli $2,181,441

Holder Concentration

Across 98 13F filers · Δ vs Mar 31, 2026

Top Holder

16.8%

−0.7 pts

Top 5

56.7%

−1.2 pts

Top 10

70.0%

−1.2 pts

HHI

795

Broadly held−12

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +4

Institutional value: +22.5%

Shares held: +12.5%

Top Buyers

vs Mar 31, 2026

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

Top Sellers

vs Mar 31, 2026

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

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid J.W. COLE ADVISORS, INC.	100,922	$665,075
Small Ignite Planners, LLC	65,818	$433,740
Mid Sequoia Financial Advisors, LLC	26,868	$177,060
Mega Nuveen, LLC	24,566	$161,889
Large HRT FINANCIAL LP	18,051	$118,956

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Micro Arlington Capital Management, Inc.	147,065	$889,743
Small SILVER OAK SECURITIES, INCORPORATED	20,546	$124,303
Micro Scarborough Advisors, LLC	4,065	$24,593
Small Anchor Investment Management, LLC	2,611	$15,796
Large CWM, LLC	2,539	$15,360

Filter: New 15 Increased 36 Reduced 17 Sold out 11 Unchanged 30

Showing 98 of 98

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$9,083,516

16.77%

1,378,379

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	1,378,357	$9,083,372	100.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	22	$144	0.0%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$8,302,167

15.32%

1,259,813

LPL Financial LLC

$6,246,522

11.53%

947,879

Cambridge Investment Research Advisors, Inc.

$3,953,182

7.30%

599,876

OSAIC HOLDINGS, INC.

$3,114,743

5.75%

472,647

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	472,647	$3,114,743	100.0%	Defined

GAMCO INVESTORS, INC. ET AL

$2,181,441

4.03%

331,023

Baird Financial Group, Inc.

$1,487,982

2.75%

225,794

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	225,077	$1,483,257	99.7%	Defined
BAIRD TRUST Co	717	$4,725	0.3%	Defined

Cetera Investment Advisers

$1,240,699

2.29%

188,270

Plus Group Wealth Advisors LLC

$1,237,924

2.28%

187,849

CoreCap Advisors, LLC

$1,077,359

1.99%

163,484

Janney Montgomery Scott LLC

$934,923

1.73%

141,870

RAYMOND JAMES FINANCIAL INC

$824,882

1.52%

125,172

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	90,708	$597,765	72.5%	Defined
Raymond James Financial Services Advisors, Inc.	34,464	$227,117	27.5%	Defined

Balboa Wealth Partners

$727,819

1.34%

110,443

J.W. COLE ADVISORS, INC.

$665,075

1.23%

100,922

ENVESTNET ASSET MANAGEMENT INC

$661,563

1.22%

100,389

WEDBUSH SECURITIES INC

$643,091

1.19%

97,586

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$566,944

1.05%

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

0.71%

58,163

Virtue Capital Management, LLC

$378,035

0.70%

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

0.67%

54,701

Mariner, LLC

$339,879

0.63%

51,575

Pines Wealth Management, LLC

$329,500

0.61%

50,000

ROYAL BANK OF CANADA

$313,525

0.58%

47,576

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	47,576	$313,525	100.0%	Defined

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

STIFEL FINANCIAL CORP

$180,691

0.33%

27,419

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	27,419	$180,691	100.0%	Defined

Sequoia Financial Advisors, LLC

$177,060

0.33%

26,868

BANK OF AMERICA CORP /DE/

$168,591

0.31%

25,583

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	25,583	$168,591	100.0%	Defined

D.A. DAVIDSON & CO.

$165,527

0.31%

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	24,945	$164,387	100.0%	Defined

Nuveen, LLC

$161,889

0.30%

24,566

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	24,566	$161,889	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$155,892

0.29%

23,656

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	23,656	$155,892	100.0%	Other

Valley Brook Capital Group, Inc.

$154,865

0.29%

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

$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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Synovus Securities, Inc.	15,076	$99,350	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	8,234	$54,262	59.8%	Defined
Jane Street Global Trading, LLC	5,533	$36,462	40.2%	Defined

ELEVATION POINT WEALTH PARTNERS, LLC

$88,965

0.16%

13,500

Vestmark Advisory Solutions, Inc.

$88,965

0.16%

13,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ELEVATION POINT WEALTH PARTNERS, LLC	13,500	$88,965	100.0%	Other

XTX Topco Ltd

$85,096

0.16%

12,913

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	12,913	$85,096	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	4,758	$31,355	100.0%	Defined

FARMERS & MERCHANTS INVESTMENTS INC

$28,626

0.05%

4,344

IFP Advisors, Inc

$17,542

0.03%

2,662

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	597	$3,934	100.0%	Sole

WELLS FARGO & COMPANY/MN

$3,577

0.01%

543

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	252	$1,660	46.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	291	$1,917	53.6%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	405	$2,668	100.0%	Defined

SOA Wealth Advisors, LLC.

$790

0.00%

120

Federation des caisses Desjardins du Quebec

$448

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	68	$448	100.0%	Defined

HUNTINGTON NATIONAL BANK

$13

0.00%

Key facts CIK 1080720 CUSIP 36240A101 13F (30d) 87 filings 87 filers Visit website