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 96 institutions that hold shares in the stock, with a total of 6.05 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 |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
2,811,223
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
565,977
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 83.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
264,052
shares
|
$0
0.06% of portfolio
|
Q2 2025
Added 23.8%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
262,572
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
196,105
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
186,506
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
157,438
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
132,182
shares
|
$0
2.87% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
124,028
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
105,577
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
83,524
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 61.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
82,173
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
63,030
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 21.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
52,792
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
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
|
Aug 08, 2025 Q2 2025 |
50,222
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
49,467
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 110.07%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
42,562
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 57.59%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
38,950
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 105.71%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
38,783
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
38,750
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
37,990
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
36,630
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
36,489
shares
|
$0
0.16% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
31,500
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.05%
|