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 84 institutions that hold shares in the stock, with a total of 2.35 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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
308,013
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 59.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
213,291
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
198,562
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 49.45%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
183,114
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 109.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
137,614
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 179.62%
|
|
|
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%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
99,744
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
97,344
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 96.86%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
51,839
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
51,809
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 173.93%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
51,181
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
50,417
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 36.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
40,393
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 58.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
39,898
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
39,491
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
38,950
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 105.71%
|
|
|
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%
|
|
|
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%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
35,369
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 48.77%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
34,847
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 24.94%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
33,099
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
19,884
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 72.29%
|