13F

Stock

Gabelli Util Tr

Ticker not mapped · held by 93 managers

Reported value

$39.1M

Holders

93

+8 new · −14 exited

Holders’ est. mark

$112.9K

Price effect on 85 books still in the name

Largest holder

$7.74M

COMMONWEALTH EQUITY SERVICES, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
COMMONWEALTH EQUITY SERVICES, LLC1.28M$7.74M$25.6KCut−$104.7K
LPL Financial LLC950K$5.75M$18.9KAdded$59.8K
MORGAN STANLEY927.8K$5.61M$18.6KCut−$70.2K
OSAIC HOLDINGS, INC.479.7K$2.9M$8.24KAdded$418.2K
GAMCO INVESTORS, INC. ET AL331K$2M$6.62KAdded$6.62K
Plus Group Wealth Advisors LLC179.3K$1.08M$3.56KAdded$11.2K
Cetera Investment Advisers176.6K$1.07M$3.05KAdded$151.8K
Arlington Capital Management, Inc.147.1K$889.7KNew
RAYMOND JAMES FINANCIAL INC130K$786.5K$2.57KAdded$12.8K
Balboa Wealth Partners113.3K$685.2K$2.09KAdded$54.6K
CoreCap Advisors, LLC99.8K$603.7K$1.55KAdded$137.2K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC89.6K$536.9K−$3.59KCut−$33.7K
ROYAL BANK OF CANADA80.1K$485K$681Added$246K
ENVESTNET ASSET MANAGEMENT INC77.4K$468.2K$1.16KAdded$119.2K
Kestra Advisory Services, LLC70K$423.5K$1.4KCut−$38.6K
Creative Planning56.8K$343.8K$1.14KCut−$1.85K
Virtue Capital Management, LLC57.4K$340.2K−$7.46KCut−$215.3K
Balefire, LLC55.8K$337.9K$1.09KAdded$8.26K
NATIONS FINANCIAL GROUP INC, /IA/ /ADV52.7K$319.1K$1.05KAdded$1.05K
Kovack Advisors, Inc.52K$314.7K$859Cut−$38.5K
Pines Wealth Management, LLC50K$302.5K$1,000Added$1K
Wealth Quarterback LLC47.1K$285K$816Added$39.8K
ROTHSCHILD INVESTMENT LLC46.3K$280.1K$826Added$31.1K
Stratos Wealth Partners, LTD.42.7K$258.3K$560Added$89.5K
Baird Financial Group, Inc.37.6K$227.2K$717Added$11K
Accurate Wealth Management, LLC35.1K$214.1K−$336Added$9.53K
Core Wealth Advisors, Inc.34.6K$209.5KNew
Bison Wealth, LLC31.5K$198.9KNew
Compound Planning, Inc.31.3K$189.4K$563Added$20.6K
Leverty Financial Group, LLC31.3K$189.2K$625Added$625
Focus Partners Wealth28.3K$171.2K$357Added$64.8K
UBS Group AG27.9K$169.1K$558Cut−$8.99K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC27.8K$165.9K−$3.33KCut−$236K
BANK OF AMERICA CORP /DE/26.6K$161.1K$532Cut−$17.6K
STIFEL FINANCIAL CORP25.6K$154.7K$514Cut−$5.41K
D.A. DAVIDSON & CO.25.1K$151.9K$487Added$4.44K
RKL Wealth Management LLC25K$151.3K$500Added$500
Piedmont Capital Management, LLC25K$149.9K−$749Cut−$15.6K
Steward Partners Investment Advisory, LLC24K$145.2K$480Cut−$289.1K
PNC Financial Services Group, Inc.23.7K$143.1K$472Cut−$59.1K
INTEGRITY ALLIANCE, LLC.22.9K$138.6K$453Added$2.11K
Mariner, LLC21.7K$131.1K$230Added$62.1K
Valley Brook Capital Group, Inc.21K$127K$300Added$36.6K
SILVER OAK SECURITIES, INCORPORATED20.5K$124.3K−$161Added$27.1K
Plancorp, LLC19.7K$119.9KNew
Dynamic Advisor Solutions LLC19.4K$117.3K$351Added$10.2K
EAGLE WEALTH STRATEGIES LLC18.1K$109.7K$363Added$363
CASCADE INVESTMENT GROUP, INC.17.8K$107.5K$355Cut−$405
PFG Investments, LLC17.2K$103.9K$340Added$425
Register Financial Advisors LLC16.9K$102.2K$324Added$2.83K
Private Advisor Group, LLC15.3K$92.7K$305Cut−$59.5K
Pinnacle Financial Partners, Inc.15.1K$91.2K$302Added$302
Zinnia Wealth Advisory, LLC15K$90.8K$295Cut−$26K
MML INVESTORS SERVICES, LLC14.4K$86.9K$285Cut−$1.39K
MOTCO14.3K$86.4K$286Added$286
XTX Topco Ltd13.6K$82.5KNew
Vestmark Advisory Solutions, Inc.13.5K$81.7K$270Added$270
ELEVATION POINT WEALTH PARTNERS, LLC13.5K$81.7K$270Added$270
MERCER GLOBAL ADVISORS INC /ADV11.6K$69.9KNew
HighTower Advisors, LLC11.3K$68.7K$225Cut−$11.6K
Herold Advisors, Inc.11.2K$67.8KNew
Trek Financial, LLC11.1K$66.9K$221Added$221
Moors & Cabot, Inc.10K$60.5K$200Added$200
AMERIFLEX GROUP, INC.9.6K$58.1K$194Added$194
IFG Advisory, LLC5.14K$31.1KNew
FARMERS & MERCHANTS INVESTMENTS INC4.34K$26.3K$87Added$87
Scarborough Advisors, LLC4.07K$24.6K$79Added$678
FIFTH THIRD BANCORP2.76K$16.7K$50Added$1.61K
IFP Advisors, Inc2.66K$16.1K$53Added$53
Anchor Investment Management, LLC2.61K$15.8K$53Cut−$14.4K
CWM, LLC2.54K$15.4K$15.3KAdded$15.3K
NBC SECURITIES, INC.1.93K$11.7K$38Added$62
AdvisorNet Financial, Inc1.51K$9.15K$28Added$252
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.44K$8.69K$15Added$4.15K
Root Financial Partners, LLC1.33K$8.06K$27Added$27
Allworth Financial LP1.2K$7.27K$24Added$24
MTM Investment Management, LLC922$5.58K$18Added$18
ASSETMARK, INC730$4.42K$15Added$15
Cambridge Investment Research Advisors, Inc.596.5K$3.61K$8Added$1.14K
Farther Finance Advisors, LLC450$2.7K−$18Cut−$18
Rockefeller Capital Management L.P.395$2.39K$8Added$8
HIGHLINE WEALTH PARTNERS LLC380$2.3K$8Added$8
HARBOUR INVESTMENTS, INC.344$2.08K$7Added$7
Community Bank, N.A.330$2K$7Added$7
Janney Montgomery Scott LLC138.5K$838$3Added$18
MAI Capital Management133$805$3Added$3
SOA Wealth Advisors, LLC.120$726$2Added$2
WEDBUSH SECURITIES INC94.1K$569$2Added$121
Federation des caisses Desjardins du Quebec68$411$1Added$1
Sound Income Strategies, LLC55$329−$9Cut−$9
HUNTINGTON NATIONAL BANK2$12$0Held
RESOURCES MANAGEMENT CORP /CT/ /ADV1.6K$10$0Held
WELLS FARGO & COMPANY/MN1$6−$0Cut−$3.26K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.