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 73 institutions that hold shares in the stock, with a total of 1.95 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.
|
Apr 22, 2025 Q1 2025 |
213,291
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
193,590
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
183,114
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 109.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
132,865
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
132,738
shares
|
$0
2.75% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
104,508
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
95,793
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
87,202
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
69,039
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 443.36%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
51,181
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
49,448
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 54.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
49,214
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.05%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
44,840
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 53.5%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
39,491
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
38,111
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 37.52%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
38,047
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
36,855
shares
|
$0
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
36,808
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
34,847
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 24.94%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
28,201
shares
|
$0
0.07% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
18,934
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
18,913
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
15,068
shares
|
$0
1.22% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,259
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 306.36%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
14,034
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.29%
|