GUT

Gabelli Utility TrustETF
UnclassifiedUSCUSIP 36240A101◍ Confluence graph
Tracked 13F Holders
86
-36 QoQ
13F Value (tracked)
$40.5M
13F Moves · latest Q
17 added
3 trimmed
Recent Filings
15

Who owns GUT?

86 tracked 13F filers

86 tracked 13F filers disclose a position in GUT as of the latest SEC 13F filings, a combined $40.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1COMMONWEALTH EQUITY SERVICES, LLC
$7.7M
1.3M
−1.7%
Reduced · −22K sh
Q1 2026
2LPL Financial LLC
$5.7M
950K
+0.7%
Added · +7K sh
Q1 2026
3MORGAN STANLEY
$5.6M
928K
−1.6%
Reduced · −15K sh
Q1 2026
4OSAIC HOLDINGS, INC.
$2.9M
480K
+16%
Added · +68K sh
Q1 2026
5GAMCO INVESTORS, INC. ET AL
$2.0M
331K
Held
Q1 2026
6Plus Group Wealth Advisors LLC
$1.2M
188K
+4.8%
Added · +9K sh
Q2 2026
7Cetera Investment Advisers
$1.1M
177K
+16%
Added · +25K sh
Q1 2026
8RAYMOND JAMES FINANCIAL INC
$787K
130K
+1.3%
Added · +2K sh
Q1 2026
9Balboa Wealth Partners
$728K
110K
−2.5%
Reduced · −3K sh
Q2 2026
10J.W. COLE ADVISORS, INC.
$665K
101K
Added
Added · +101K sh
Q2 2026
11CoreCap Advisors, LLC
$604K
100K
+29%
Added · +22K sh
Q1 2026
12INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
$564K
86K
−4.0%
Reduced · −4K sh
Q2 2026
13ROYAL BANK OF CANADA
$485K
80K
+102%
Added · +41K sh
Q1 2026
14ENVESTNET ASSET MANAGEMENT INC
$468K
77K
+34%
Added · +20K sh
Q1 2026
15Kestra Advisory Services, LLC
$483K
73K
+4.7%
Added · +3K sh
Q2 2026
16Ignite Planners, LLC
$319K
66K
New
+66K sh
Q2 2026
17Kovack Advisors, Inc.
$422K
64K
+23%
Added · +12K sh
Q2 2026
18Core Wealth Advisors, Inc.
$383K
58K
+68%
Added · +24K sh
Q2 2026
19Virtue Capital Management, LLC
$378K
57K
Held
Q2 2026
20Balefire, LLC
$376K
57K
+2.1%
Added · +1K sh
Q2 2026
21Creative Planning
$344K
57K
−0.9%
Reduced · −496 sh
Q1 2026
22NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$360K
55K
+3.7%
Added · +2K sh
Q2 2026
23Pines Wealth Management, LLC
$330K
50K
Held
Q2 2026
24Bison Wealth, LLC
$314K
47K
+48%
Added · +15K sh
Q2 2026
25ROTHSCHILD INVESTMENT LLC
$305K
46K
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is GUT being bought or sold by institutions?

Last quarter, 5 funds opened a new position in GUT and 12 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
12
funds
Reduced
3
funds
Exited
0
funds

Funds that own GUT also own

CompanyCo-held byCombined value
APPLE INCAAPL38 funds$3.6B
MICROSOFT CORPMSFT38 funds$1.9B
NVIDIA CORPNVDA37 funds$2.6B
SS SPDR S&P 500 ETF TRUST-USSPY37 funds$1.8B
AMAZON.COM INCAMZN37 funds$1.5B
INVESCO QQQ TRUST SERIES 1QQQ37 funds$1.5B
JPMORGAN CHASE & COJPM37 funds$992.7M
JOHNSON & JOHNSONJNJ37 funds$747.0M
ELI LILLY & COLLY37 funds$733.8M
ABBVIE INCABBV37 funds$508.0M
CATERPILLAR INCCAT37 funds$487.1M
CHEVRON CORPCVX37 funds$479.3M

Ranked by how many of GUT's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

49 funds-16 since Q3 2024
04488Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $10.9M

Recent filings

15 shown

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Connected entities for GUT

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Ask your agent what changed in GUT

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/GUT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for GUT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GUT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.