DOSSIER · 13F Holders · Q2 2026
GUT

GABELLI UTIL TR

108 institutions still hold GABELLI UTIL TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 36240A101·108 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$44M
visible holders
Holders
108
filers reporting
Concentration
20.74%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

108 institutions reported GUT in Q2 2026. MORGAN STANLEY leads at 20.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$9M1.4M0.00%Q2 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M1.3M0.01%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$6M948K0.00%Q2 2026
04
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M596K0.01%Q1 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M473K0.00%Q2 2026
06
GAMCO INVESTORS, INC. ET AL
CIK 0000807249
$2M331K0.02%Q2 2026
07
Baird Financial Group, Inc.
CIK 0001648711
$1M226K0.00%Q2 2026
08
Cetera Investment Advisers
CIK 0001666741
$1M188K0.00%Q2 2026
09
Plus Group Wealth Advisors LLC
CIK 0002109515
$1M188K1.16%Q2 2026
10
CoreCap Advisors, LLC
CIK 0001902501
$1M163K0.03%Q2 2026
11
Janney Montgomery Scott LLC
CIK 0001329948
$838K138K0.00%Q1 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$825K125K0.00%Q2 2026
13
Balboa Wealth Partners
CIK 0001929008
$728K110K0.10%Q2 2026
14
J.W. COLE ADVISORS, INC.
CIK 0001404763
$665K101K0.01%Q2 2026
15
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$662K100K0.00%Q2 2026
16
WEDBUSH SECURITIES INC
CIK 0001142495
$569K94K0.02%Q1 2026
17
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$564K86K0.03%Q2 2026
18
Kestra Advisory Services, LLC
CIK 0001830819
$483K73K0.00%Q2 2026
19
MAS Advisors LLC
CIK 0001906683
$452K75K0.72%Q3 2025
20
Kovack Advisors, Inc.
CIK 0001728321
$422K64K0.02%Q2 2026
Page 1 of 6
88 more holders available. Log in →
Insiders at GABELLI UTIL TR
Gabelli Mario J →Ball John Chester →Conn James P →Zizza Salvatore J →Nakamura Kuni →