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 52 institutions that hold shares in the stock, with a total of 1.42 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.
|
Oct 28, 2024 Q3 2024 |
205,643
shares
|
$0
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
154,413
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 78.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
135,637
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 29.56%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
134,092
shares
|
$0
2.57% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
104,508
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
87,496
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
54,278
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
50,996
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
40,993
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
38,395
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,025
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
31,905
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 293.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
30,336
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
29,212
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 656.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
27,631
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 359.6%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
25,686
shares
|
$0
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
22,935
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
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%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
16,747
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,404
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
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 |
Nov 06, 2024 Q3 2024 |
13,329
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
12,706
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
12,380
shares
|
$0
0.07% of portfolio
|
Q3 2024
Reduced 15.47%
|