RYE, NY
GABELLI UTILITY TRUSTGUT— Latest position per institution from SEC 13F filings
15
Institutional holders
8.06M
Total shares held
43.31M
Estimated value
403.05K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.38M
Value
9.08M
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
1.26M
Value
8.30M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
947.88K
Value
6.25M
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
599.88K
Value
3.95K
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
510.83K
Value
2.73K
Filed
Mar 31, 2025
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
472.65K
Value
3.11M
Filed
Jun 30, 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
2.18M
Filed
Jun 30, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
225.79K
Value
1.49M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
188.27K
Value
1.24M
Filed
Jun 30, 2026
PLUS GROUP WEALTH ADVISORS LLC
CIK 2109515
Shares
187.85K
Value
1.24M
Filed
Jun 30, 2026
CORECAP ADVISORS, LLC
CIK 1902501
Shares
163.48K
Value
1.08M
Filed
Jun 30, 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
141.87K
Value
935.00
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
125.17K
Value
824.88K
Filed
Jun 30, 2026
BALBOA WEALTH PARTNERS
CIK 1929008
Shares
110.44K
Value
727.82K
Filed
Jun 30, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
100.92K
Value
665.07K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.38M | 9.08M | Jun 30, 2026 |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 1.26M | 8.30M | Jun 30, 2026 |
| 3 | LPL FINANCIAL LLC | 1403438 | 947.88K | 6.25M | Jun 30, 2026 |
| 4 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 599.88K | 3.95K | Jun 30, 2026 |
| 5 | SIT INVESTMENT ASSOCIATES INC | 769317 | 510.83K | 2.73K | Mar 31, 2025 |
| 6 | OSAIC HOLDINGS, INC. | 1677044 | 472.65K | 3.11M | Jun 30, 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 | 2.18M | Jun 30, 2026 |
| 10 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 225.79K | 1.49M | Jun 30, 2026 |
| 11 | CETERA INVESTMENT ADVISERS | 1666741 | 188.27K | 1.24M | Jun 30, 2026 |
| 12 | PLUS GROUP WEALTH ADVISORS LLC | 2109515 | 187.85K | 1.24M | Jun 30, 2026 |
| 13 | CORECAP ADVISORS, LLC | 1902501 | 163.48K | 1.08M | Jun 30, 2026 |
| 14 | SIGNIFICANT WEALTH PARTNERS LLC | 1964680 | 163.47K | 886K | Dec 31, 2023 |
| 15 | ARLINGTON CAPITAL MANAGEMENT, INC. | 1606507 | 147.06K | 889.74K | Mar 31, 2026 |
| 16 | ARISTIDES CAPITAL LLC | 1595521 | 144.08K | 852.97K | Jun 30, 2024 |
| 17 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 141.87K | 935.00 | Jun 30, 2026 |
| 18 | RAYMOND JAMES FINANCIAL INC | 720005 | 125.17K | 824.88K | Jun 30, 2026 |
| 19 | BALBOA WEALTH PARTNERS | 1929008 | 110.44K | 727.82K | Jun 30, 2026 |
| 20 | J.W. COLE ADVISORS, INC. | 1404763 | 100.92K | 665.07K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.