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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
30,034
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
28,976
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 16.85%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
27,592
shares
|
$0
0.16% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
26,786
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 76.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
24,295
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 31.31%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
20,804
shares
|
$0
2.63% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
19,884
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 72.29%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
19,371
shares
|
$0
0.4% of portfolio
|
Q2 2025
Added 30.95%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
16,866
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
16,765
shares
|
$0
0.96% of portfolio
|
Q2 2025
Added 93.61%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
15,155
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 36.53%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
15,056
shares
|
$0
1.31% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,259
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 306.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
11,255
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,036
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 18.03%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
10,892
shares
|
$0
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,680
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
10,409
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,854
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 110575.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
7,585
shares
|
$0
0.42% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
7,384
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,268
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 41.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,199
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 27.24%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
7,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,549
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.8%
|