Institutional Ownership Virtus Reaves Utilities ETF (UTES)
This table provides information about the institutional ownership of Virtus Reaves Utilities ETF (UTES). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 1.76 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
193,590
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
177,203
shares
|
$0
0.04% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
135,614
shares
|
$0
2.71% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
132,865
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
104,508
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
95,793
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
87,496
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
87,202
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
69,039
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 443.36%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
55,044
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
50,996
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
49,448
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 54.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
49,214
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.05%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
44,840
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 53.5%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
38,395
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
36,808
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
27,892
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
27,714
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 551.79%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
25,686
shares
|
$0
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
22,935
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
21,463
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
18,913
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
16,747
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
15,068
shares
|
$0
1.22% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,259
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 306.36%
|