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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
16,626
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,259
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 306.36%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
13,919
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 26.12%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
11,879
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 95.22%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
10,613
shares
|
$0
0.04% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
9,058
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
8,317
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,164
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
8,150
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
8,129
shares
|
$0
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
7,950
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
7,646
shares
|
$0
0.65% of portfolio
|
Q3 2025
Added 39.3%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
7,645
shares
|
$0
0.45% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,512
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
7,447
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
7,278
shares
|
$0
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
7,247
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,225
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
6,860
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.25%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
6,765
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
6,507
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,492
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 118.29%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
6,430
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 52.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
5,848
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,780
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|