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 |
|---|---|---|---|---|---|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
14,034
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
11,360
shares
|
$0
0.05% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
10,170
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
8,637
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,211
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
8,110
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
7,500
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
7,140
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
6,928
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,541
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
5,921
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 50.33%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
5,782
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 28.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,423
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,382
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
5,300
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,912
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,826
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
4,561
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
4,406
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,957
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 44.42%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
3,857
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 25.35%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,842
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
3,696
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
3,685
shares
|
$0
0.07% of portfolio
|
Q4 2024
Reduced 26.46%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
3,267
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|