Vault-13

GABELLI UTIL TR GUT

COM · Closed-End Fund · CUSIP 36240A101

99 institutional holders +5 vs Q1 2026
8,837,9998.8m shares reported held*
$58.2mreported value*
13 new 36 added 17 reduced 9 sold out net bought ≈ $9.9m (+1.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($89.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $6.58.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 74Q4 22: 74Q1 23: 82Q2 23: 83Q3 23: 88Q4 23: 84Q1 24: 82Q2 24: 84Q3 24: 94Q4 24: 87Q1 25: 87Q2 25: 93Q3 25: 99Q4 25: 102Q1 26: 94Q2 26: 9999Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202274
Q4 202274
Q1 202382
Q2 202383
Q3 202388
Q4 202384
Q1 202482
Q2 202484
Q3 202494
Q4 202487
Q1 202587
Q2 202593
Q3 202599
Q4 2025102
Q1 202694
Q2 202699

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 46 bought or addedQ3 24: 27 cut or sold outQ4 24: 38 bought or addedQ4 24: 39 cut or sold outQ4 24Q1 25: 36 bought or addedQ1 25: 31 cut or sold outQ2 25: 51 bought or addedQ2 25: 24 cut or sold outQ2 25Q3 25: 43 bought or addedQ3 25: 31 cut or sold outQ4 25: 45 bought or addedQ4 25: 26 cut or sold outQ4 25Q1 26: 41 bought or addedQ1 26: 35 cut or sold outQ2 26: 49 bought or addedQ2 26: 26 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244627
Q4 20243839
Q1 20253631
Q2 20255124
Q3 20254331
Q4 20254526
Q1 20264135
Q2 20264926

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +603,253+603.3k
MORGAN STANLEY Added +450,565+450.6k
Baird Financial Group, Inc. Added +188,235+188.2k
J.W. COLE ADVISORS, INC. New +100,922+100.9k
Ignite Planners, LLC New +65,818+65.8k
CoreCap Advisors, LLC Added +63,693+63.7k
Kingsview Wealth Management, LLC New +30,084+30.1k
Mariner, LLC Added +29,901+29.9k
Sequoia Financial Advisors, LLC New +26,868+26.9k
Nuveen, LLC New +24,566+24.6k

Biggest sellers

Arlington Capital Management, Inc. Sold out -147,065-147.1k
ROYAL BANK OF CANADA Reduced -32,507-32.5k
SILVER OAK SECURITIES, INCORPORATED Sold out -20,546-20.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -18,951-19.0k
NewEdge Advisors, LLC Reduced -11,317-11.3k
Focus Partners Wealth Reduced -10,649-10.6k
OSAIC HOLDINGS, INC. Reduced -7,014-7.0k
Wealth Quarterback LLC Reduced -6,118-6.1k
RAYMOND JAMES FINANCIAL INC Reduced -4,832-4.8k
Scarborough Advisors, LLC Sold out -4,065-4.1k

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,378,3791.4m $9.1m $9.1m 0.00% Added +450.6k +450,565
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 1,259,8131.3m $8.3m $8.3m 0.01% Reduced -19.0k -18,951
3 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 1,199,7521.2m $7.9m $7.9m 0.01% Added +603.3k +603,253
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 947,879947.9k $6.2m $6.2m 0.00% Reduced -2.1k -2,111
5 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 472,647472.6k $3.1m $3.1m 0.00% Reduced -7.0k -7,014
6 GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio GREENWICH, CT 331,023331.0k $2.2m $2.2m 0.02% Unchanged
7 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 225,794225.8k $1.5m $1.5m 0.00% Added +188.2k +188,235
8 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 188,270188.3k $1.2m $1.2m 0.00% Added +11.6k +11,649
9 Plus Group Wealth Advisors LLC 1.16% of their portfolio BELGIUM, WI 187,849187.8k $1.2m $1.2m 1.16% Added +8.6k +8,578
10 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 163,484163.5k $1.1m $1.1m 0.03% Added +63.7k +63,693
11 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 141,870141.9k $935.0k $935.0k 0.00% Added +3.4k +3,384
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 125,172125.2k $824.9k $824.9k 0.00% Reduced -4.8k -4,832
13 Balboa Wealth Partners 0.10% of their portfolio SCOTTSDALE, AZ 110,443110.4k $727.8k $727.8k 0.10% Reduced -2.8k -2,815
14 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 100,922100.9k $665.1k $665.1k 0.01% New
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 100,389100.4k $661.6k $661.6k 0.00% Added +23.0k +22,995
16 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 97,58697.6k $643.0k $643.0k 0.02% Added +3.5k +3,499
17 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio ORLANDO, FL 86,03186.0k $563.5k $563.5k 0.03% Reduced -3.6k -3,600
18 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 73,31473.3k $483.1k $483.1k 0.00% Added +3.3k +3,307
19 Ignite Planners, LLC 0.04% of their portfolio SAN CLEMENTE, CA 65,81865.8k $318.6k $318.6k 0.04% New
20 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 64,03164.0k $421.8k $421.8k 0.02% Added +12.0k +11,982
21 Core Wealth Advisors, Inc. 0.08% of their portfolio LAKELAND, FL 58,16358.2k $383.3k $383.3k 0.08% Added +23.5k +23,540
22 Virtue Capital Management, LLC 0.05% of their portfolio BRENTWOOD, TN 57,36557.4k $378.0k $378.0k 0.05% Unchanged
23 Balefire, LLC 0.06% of their portfolio DALLAS, TX 57,01657.0k $375.7k $375.7k 0.06% Added +1.2k +1,172
24 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 56,91756.9k $375.1k $375.1k 0.00% Added +87 +87
25 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 54,70154.7k $360.5k $360.5k 0.02% Added +2.0k +1,960
26 Mariner, LLC 0.00% of their portfolio Overland Park, KS 51,57551.6k $339.9k $339.9k 0.00% Added +29.9k +29,901
27 Pines Wealth Management, LLC 0.09% of their portfolio SOUTHERN PINES, NC 50,00050.0k $329.5k $329.5k 0.09% Unchanged
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 47,57647.6k $314.0k $314.0k 0.00% Reduced -32.5k -32,507
29 Bison Wealth, LLC 0.03% of their portfolio ATLANTA, GA 46,77146.8k $313.8k $313.8k 0.03% Added +15.2k +15,250
30 ROTHSCHILD INVESTMENT LLC 0.01% of their portfolio CHICAGO, IL 46,29446.3k $305.1k $305.1k 0.01% Unchanged
31 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 46,11246.1k $303.9k $303.9k 0.00% Added +3.4k +3,425
32 Accurate Wealth Management, LLC 0.03% of their portfolio WESLEY CHAPEL, FL 41,23941.2k $282.5k $282.5k 0.03% Added +6.1k +6,141
33 Wealth Quarterback LLC 0.08% of their portfolio TOMS RIVER, NJ 40,98341.0k $270.1k $270.1k 0.08% Reduced -6.1k -6,118
34 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 37,60037.6k $257.6k $257.6k 0.00% Added +9.8k +9,818
35 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 36,85036.9k $242.8k $242.8k 0.00% Added +21.5k +21,530
36 Leverty Financial Group, LLC 0.04% of their portfolio HUDSON, WI 31,26731.3k $206.1k $206.1k 0.04% Unchanged
37 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 30,69530.7k $202.3k $202.3k 0.01% Reduced -603 -603
38 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 30,08430.1k $198.2k $198.2k 0.00% New
39 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 27,41927.4k $180.7k $180.7k 0.00% Added +1.8k +1,847
40 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 26,86826.9k $177.1k $177.1k 0.00% New
41 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 25,58325.6k $168.6k $168.6k 0.00% Reduced -1.0k -1,044
42 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 25,11825.1k $165.5k $165.5k 0.00% Added +7 +7
43 RKL Wealth Management LLC 0.01% of their portfolio LANCASTER, PA 25,00025.0k $164.8k $164.8k 0.01% Unchanged
44 Piedmont Capital Management, LLC 0.08% of their portfolio WHITEFISH, MT 24,97725.0k $164.5k $164.5k 0.08% Unchanged
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 24,94524.9k $164.4k $164.4k 0.00% Reduced -3.0k -3,000
46 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 24,56624.6k $161.9k $161.9k 0.00% New
47 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 23,65623.7k $155.9k $155.9k 0.00% Unchanged
48 Valley Brook Capital Group, Inc. 0.09% of their portfolio Venetia, PA 23,50023.5k $154.9k $154.9k 0.09% Added +2.5k +2,500
49 INTEGRITY ALLIANCE, LLC. 0.00% of their portfolio Urbandale, IA 22,45422.5k $148.0k $148.0k 0.00% Reduced -452 -452
50 Dynamic Advisor Solutions LLC 0.00% of their portfolio PHOENIX, AZ 21,11121.1k $139.1k $139.1k 0.00% Added +1.7k +1,729
51 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 20,01620.0k $131.9k $131.9k 0.00% Reduced -4.0k -3,984
52 Plancorp, LLC 0.00% of their portfolio SAINT LOUIS, MO 19,65219.7k $137.4k $137.4k 0.00% Unchanged
53 EAGLE WEALTH STRATEGIES LLC 0.05% of their portfolio MULLICA HILL, NJ 18,13818.1k $119.5k $119.5k 0.05% Unchanged
54 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 18,05118.1k $118.0k $118.0k 0.00% New
55 CASCADE INVESTMENT GROUP, INC. 0.07% of their portfolio Colorado Springs, CO 17,76217.8k $117.1k $117.1k 0.07% Unchanged
56 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 17,65417.7k $116.3k $116.3k 0.00% Reduced -10.6k -10,649
57 Register Financial Advisors LLC 0.03% of their portfolio ATLANTA, GA 17,29317.3k $114.0k $114.0k 0.03% Added +408 +408
58 PFG Investments, LLC 0.00% of their portfolio WOODBURY, NY 17,18217.2k $113.2k $113.2k 0.00% Added +13 +13
59 Zinnia Wealth Advisory, LLC 0.10% of their portfolio Ocala, FL 15,08215.1k $99.4k $99.4k 0.10% Added +65 +65
60 Pinnacle Financial Partners, Inc. 0.00% of their portfolio ATLANTA, GA 15,07615.1k $99.4k $99.4k 0.00% Unchanged
61 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,65714.7k $96.6k $96.6k 0.00% Added +292 +292
62 MOTCO 0.01% of their portfolio SAN ANTONIO, TX 14,27714.3k $94.1k $94.1k 0.01% Unchanged
63 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 13,76713.8k $90.7k $90.7k 0.00% New
64 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 13,50013.5k $89.0k $89.0k 0.00% Unchanged
65 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% of their portfolio DENVER, CO 13,50013.5k $89.0k $89.0k 0.00% Unchanged
66 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 12,91312.9k $85.1k $85.1k 0.00% Reduced -717 -717
67 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,66811.7k $76.9k $76.9k 0.00% Added +109 +109
68 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 11,39911.4k $75.1k $75.1k 0.00% New
69 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 11,35011.3k $74.8k $74.8k 0.00% Unchanged
70 Turner Financial Group, Inc. 0.07% of their portfolio PACE, FL 11,22211.2k $74.0k $74.0k 0.07% First filing
71 Herold Advisors, Inc. 0.02% of their portfolio New York, NY 11,21211.2k $76.0k $76.0k 0.02% Unchanged
72 Trek Financial, LLC 0.00% of their portfolio Scottsdale, AZ 11,06011.1k $72.9k $72.9k 0.00% Unchanged
73 Ellis Investment Partners, LLC 0.01% of their portfolio Berwyn, PA 10,38410.4k $68.4k $68.4k 0.01% New
74 Liberty Capital Management, Inc. 0.01% of their portfolio BIRMINGHAM, MI 10,00010.0k $65.9k $65.9k 0.01% First filing
75 Moors & Cabot, Inc. 0.00% of their portfolio BOSTON, MA 10,00010.0k $65.9k $65.9k 0.00% Unchanged
76 AMERIFLEX GROUP, INC. 0.03% of their portfolio LAS VEGAS, NV 9,6009.6k $63.3k $63.3k 0.03% Unchanged
77 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,3506.3k $41.8k $41.8k 0.00% Reduced -11.3k -11,317
78 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 5,6405.6k $37.2k $37.2k 0.00% New
79 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 5,1435.1k $33.9k $33.9k 0.00% Unchanged
80 Quantum Portfolio Management LLC 0.01% of their portfolio NEW YORK, NY 4,9484.9k $32.6k $32.6k 0.01% New
81 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 4,7584.8k $31.4k $31.4k 0.00% Added +2.0k +2,000
82 FARMERS & MERCHANTS INVESTMENTS INC 0.00% of their portfolio LINCOLN, NE 4,3444.3k $28.6k $28.6k 0.00% Unchanged
83 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,6622.7k $17.5k $17.5k 0.00% Unchanged
84 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2,3012.3k $15.2k $15.2k 0.00% New
85 Highland Investment Advisors LLC 0.01% of their portfolio PONTE VEDRA, FL 2,0172.0k $13.3k $13.3k 0.01% First filing
86 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,9331.9k $12.7k $12.7k 0.00% Added +4 +4
87 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,5491.5k $10.2k $10.2k 0.00% Added +36 +36
88 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,2021.2k $7.9k $7.9k 0.00% Unchanged
89 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,0841.1k $7.1k $7.1k 0.00% Reduced -353 -353
90 MTM Investment Management, LLC 0.00% of their portfolio SPARTANBURG, SC 922922 $6.1k $6.1k 0.00% Unchanged
91 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 730730 $4.8k $4.8k 0.00% Unchanged
92 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 597597 $3.9k $3.9k 0.00% New
93 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 543543 $3.6k $3.6k 0.00% Added +542 +542
94 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 450450 $3.0k $3.0k 0.00% Unchanged
95 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 447447 $2.9k $2.9k 0.00% Added +103 +103
96 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 405405 $2.7k $2.7k 0.00% Added +10 +10
97 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 120120 $791 $791 0.00% Unchanged
98 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 6868 $448 $448 0.00% Unchanged
99 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 22 $13 $13 0.00% Unchanged