13FBOX
GABELLI UTIL TR · 13F 机构持仓分析
期权收益计算器 机构排行
G

GABELLI UTIL TR

GUT
持有机构数
98
机构合计市值 (Q2 2026)
$5,409.5万
机构合计股数 (Q2 2026)
822.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+133.7万股
51 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-30.2万股
29 · 12 清仓 · ≈
⚖️ 净额
+103.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,409.5万
持有机构数
98
新买入
15
加仓
36
减仓
17
清仓
12
持股不变
30
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#64$908.4万137.8万股$481.3万79.3万股+58.5万股+73.84%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#33$830.2万126.0万股$773.7万127.9万股-1.9万股-1.48%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#53$624.7万94.8万股$574.7万95.0万股-2,111股-0.22%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#35$395.3万60.0万股$360.9万59.6万股+3,377股+0.57%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#42$311.5万47.3万股$290.2万48.0万股-7,014股-1.46%减仓
GAMCO投资(加贝利)GAMCO INVESTORS, INC. ET AL
0.02%0.02%#23$218.1万33.1万股$200.3万33.1万股00.00%持仓不变
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#48$148.8万22.6万股$22.7万3.8万股+18.8万股+501.17%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#54$124.1万18.8万股$106.9万17.7万股+1.2万股+6.60%加仓
Plus Group Wealth Advisors LLC
1.16%1.19%#1$123.8万18.8万股$108.5万17.9万股+8,578股+4.78%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.03%0.02%#18$107.7万16.3万股$60.4万10.0万股+6.4万股+63.83%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#49$93.5万14.2万股$83.8万13.8万股+3,384股+2.44%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#69$82.5万12.5万股$78.7万13.0万股-4,832股-3.72%减仓
Balboa Wealth Partners
0.1%0.11%#3$72.8万11.0万股$68.5万11.3万股-2,815股-2.49%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%#30$66.5万10.1万股$00股+10.1万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#74$66.2万10.0万股$46.8万7.7万股+2.3万股+29.71%加仓
WEDBUSH SECURITIES INC
0.02%0.02%#26$64.3万9.8万股$56.9万9.4万股+3,499股+3.72%加仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.02%0.04%#24$56.4万8.6万股$53.7万9.0万股-3,600股-4.02%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#52$48.3万7.3万股$42.4万7.0万股+3,307股+4.72%加仓
Kovack Advisors, Inc.
0.02%0.02%#22$42.2万6.4万股$31.5万5.2万股+1.2万股+23.02%加仓
Core Wealth Advisors, Inc.
0.08%0.05%#9$38.3万5.8万股$20.9万3.5万股+2.4万股+67.99%加仓
Virtue Capital Management, LLC
0.05%0.05%#13$37.8万5.7万股$34.0万5.7万股00.00%持仓不变
Balefire, LLC
0.06%0.06%#12$37.6万5.7万股$33.8万5.6万股+1,172股+2.10%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#70$37.5万5.7万股$34.4万5.7万股+87股+0.15%加仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.02%0.02%#25$36.0万5.5万股$31.9万5.3万股+1,960股+3.72%加仓
MarinerMariner, LLC
<0.01%<0.01%#67$34.0万5.2万股$13.1万2.2万股+3.0万股+137.96%加仓
Pines Wealth Management, LLC
0.09%0.1%#4$33.0万5.0万股$30.3万5.0万股00.00%持仓不变
Ignite Planners, LLC
0.04%#15$31.9万6.6万股$00股+6.6万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#84$31.4万4.8万股$48.5万8.0万股-3.3万股-40.59%减仓
Bison Wealth, LLC
0.03%0.02%#19$31.4万4.7万股$19.9万3.2万股+1.5万股+48.38%加仓
ROTHSCHILD 投资ROTHSCHILD INVESTMENT LLC
0.01%0.01%#31$30.5万4.6万股$28.0万4.6万股00.00%持仓不变
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%<0.01%#45$30.4万4.6万股$25.8万4.3万股+3,425股+8.02%加仓
Accurate Wealth Management, LLC
0.03%0.03%#20$28.2万4.1万股$21.4万3.5万股+6,141股+17.50%加仓
Wealth Quarterback LLC
0.08%0.11%#7$27.0万4.1万股$28.5万4.7万股-6,118股-12.99%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#66$25.8万3.8万股$16.6万2.8万股+9,818股+35.34%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#55$24.3万3.7万股$9.3万1.5万股+2.2万股+140.54%加仓
Leverty Financial Group, LLC
0.04%0.04%#16$20.6万3.1万股$18.9万3.1万股00.00%持仓不变
Compound Planning, Inc.
0.01%0.01%#38$20.2万3.1万股$18.9万3.1万股-603股-1.93%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#75$18.1万2.7万股$15.5万2.6万股+1,847股+7.22%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
<0.01%#58$17.7万2.7万股$00股+2.7万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#90$16.9万2.6万股$16.1万2.7万股-1,044股-3.92%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#57$16.6万2.5万股$15.2万2.5万股+7股+0.03%加仓
RKL Wealth Management LLC
0.01%0.01%#28$16.5万2.5万股$15.1万2.5万股00.00%持仓不变
Piedmont Capital Management, LLC
0.08%0.08%#8$16.5万2.5万股$15.0万2.5万股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#89$16.4万2.5万股$16.9万2.8万股-3,000股-10.74%减仓
纽文Nuveen, LLC
<0.01%#86$16.2万2.5万股$00股+2.5万股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#80$15.6万2.4万股$14.3万2.4万股00.00%持仓不变
Valley Brook Capital Group, Inc.
0.09%0.09%#6$15.5万2.4万股$12.7万2.1万股+2,500股+11.90%加仓
INTEGRITY ALLIANCE, LLC.
<0.01%0.01%#39$14.8万2.2万股$13.9万2.3万股-452股-1.97%减仓
Dynamic Advisor Solutions LLC
<0.01%<0.01%#41$13.9万2.1万股$11.7万1.9万股+1,729股+8.92%加仓
Plancorp, LLC
<0.01%<0.01%#44$13.7万2.0万股$12.0万2.0万股00.00%持仓不变

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