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 133 institutions that hold shares in the stock, with a total of 7.82 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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
52,623
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 58.99%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
49,665
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
48,466
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 80.94%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Oct 27, 2025 Q3 2025 |
46,073
shares
|
$0
1.91% of portfolio
|
Q3 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
44,501
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
41,000
shares
|
$0
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
38,750
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
37,283
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
37,071
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
36,867
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
36,657
shares
|
$0
0.16% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
33,334
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 408.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
30,366
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
30,115
shares
|
$0
0.15% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
29,408
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
26,731
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 267.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
25,934
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 130.42%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
22,368
shares
|
$0
0.84% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
20,570
shares
|
$0
1.07% of portfolio
|
Q3 2025
Added 22.7%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
20,493
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.5%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
20,344
shares
|
$0
0.43% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
20,120
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 32.76%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
18,922
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
16,956
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
16,699
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 56.36%
|
|