RYE, NY
GABELLI UTILITY TRUSTGUT-PC— Latest position per institution from SEC 13F filings
15
Institutional holders
7.42M
Total shares held
35.95M
Estimated value
371.23K
Avg. position size
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
1.28M
Value
7.74M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
949.99K
Value
5.75M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
927.81K
Value
5.61M
Filed
Mar 31, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
596.50K
Value
3.61K
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
510.83K
Value
2.73K
Filed
Mar 31, 2025
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
479.66K
Value
2.90M
Filed
Mar 31, 2026
ALPINE GLOBAL MANAGEMENT, LLC
CIK 1581655
Shares
436.41K
Value
2.27M
Filed
Sep 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC
CIK 1549230
Shares
425.69K
Value
2.21M
Filed
Sep 30, 2024
GAMCO INVESTORS, INC. ET AL
CIK 807249
Shares
331.02K
Value
2M
Filed
Mar 31, 2026
PLUS GROUP WEALTH ADVISORS LLC
CIK 2109515
Shares
179.27K
Value
1.08M
Filed
Mar 31, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
176.62K
Value
1.07M
Filed
Mar 31, 2026
SIGNIFICANT WEALTH PARTNERS LLC
CIK 1964680
Shares
163.47K
Value
886K
Filed
Dec 31, 2023
ARLINGTON CAPITAL MANAGEMENT, INC.
CIK 1606507
Shares
147.06K
Value
889.74K
Filed
Mar 31, 2026
ARISTIDES CAPITAL LLC
CIK 1595521
Shares
144.08K
Value
852.97K
Filed
Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
138.49K
Value
838.00
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
130K
Value
786.52K
Filed
Mar 31, 2026
BALBOA WEALTH PARTNERS
CIK 1929008
Shares
113.26K
Value
685.21K
Filed
Mar 31, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
101.69K
Value
603.08K
Filed
Dec 31, 2025
CORECAP ADVISORS, LLC
CIK 1902501
Shares
99.79K
Value
603.74K
Filed
Mar 31, 2026
WEDBUSH SECURITIES INC
CIK 1142495
Shares
94.09K
Value
569.00
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 1.28M | 7.74M | Mar 31, 2026 |
| 2 | LPL FINANCIAL LLC | 1403438 | 949.99K | 5.75M | Mar 31, 2026 |
| 3 | MORGAN STANLEY | 895421 | 927.81K | 5.61M | Mar 31, 2026 |
| 4 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 596.50K | 3.61K | Mar 31, 2026 |
| 5 | SIT INVESTMENT ASSOCIATES INC | 769317 | 510.83K | 2.73K | Mar 31, 2025 |
| 6 | OSAIC HOLDINGS, INC. | 1677044 | 479.66K | 2.90M | Mar 31, 2026 |
| 7 | ALPINE GLOBAL MANAGEMENT, LLC | 1581655 | 436.41K | 2.27M | Sep 30, 2024 |
| 8 | BOOTHBAY FUND MANAGEMENT, LLC | 1549230 | 425.69K | 2.21M | Sep 30, 2024 |
| 9 | GAMCO INVESTORS, INC. ET AL | 807249 | 331.02K | 2M | Mar 31, 2026 |
| 10 | PLUS GROUP WEALTH ADVISORS LLC | 2109515 | 179.27K | 1.08M | Mar 31, 2026 |
| 11 | CETERA INVESTMENT ADVISERS | 1666741 | 176.62K | 1.07M | Mar 31, 2026 |
| 12 | SIGNIFICANT WEALTH PARTNERS LLC | 1964680 | 163.47K | 886K | Dec 31, 2023 |
| 13 | ARLINGTON CAPITAL MANAGEMENT, INC. | 1606507 | 147.06K | 889.74K | Mar 31, 2026 |
| 14 | ARISTIDES CAPITAL LLC | 1595521 | 144.08K | 852.97K | Jun 30, 2024 |
| 15 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 138.49K | 838.00 | Mar 31, 2026 |
| 16 | RAYMOND JAMES FINANCIAL INC | 720005 | 130K | 786.52K | Mar 31, 2026 |
| 17 | BALBOA WEALTH PARTNERS | 1929008 | 113.26K | 685.21K | Mar 31, 2026 |
| 18 | J.W. COLE ADVISORS, INC. | 1404763 | 101.69K | 603.08K | Dec 31, 2025 |
| 19 | CORECAP ADVISORS, LLC | 1902501 | 99.79K | 603.74K | Mar 31, 2026 |
| 20 | WEDBUSH SECURITIES INC | 1142495 | 94.09K | 569.00 | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.