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 38 institutions that hold shares in the stock, with a total of 1.18 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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
205,643
shares
|
$0
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
192,565
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2024 Q2 2024 |
133,385
shares
|
$0
2.11% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
103,597
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
86,619
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 171.71%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
79,892
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
54,278
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
50,996
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
44,215
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
29,212
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 656.0%
|
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
21,223
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
18,674
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 113.66%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
18,360
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
17,661
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
14,843
shares
|
$0
1.45% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
14,645
shares
|
$0
0.07% of portfolio
|
Q2 2024
Added 5.5%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 13, 2024 Q2 2024 |
14,049
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2024 Q2 2024 |
11,921
shares
|
$0
0.03% of portfolio
|
Q1 2024
Reduced 22.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
9,822
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 33.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
8,854
shares
|
$0
0.05% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
8,109
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
8,044
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
7,729
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
6,012
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
5,300
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|