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 2.36 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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
19,371
shares
|
$0
0.4% of portfolio
|
Q2 2025
Added 30.95%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
17,957
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
16,786
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
15,149
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 84.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,259
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 306.36%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
13,881
shares
|
$0
1.11% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
11,222
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
11,100
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 48.0%
|
|
|
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.
|
May 15, 2025 Q1 2025 |
10,772
shares
|
$0
0.04% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
10,170
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,854
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 110575.0%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,743
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
8,659
shares
|
$0
0.53% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
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%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,249
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 27.22%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
6,204
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
6,191
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,839
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,658
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,636
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 46.69%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
5,300
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,179
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,131
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.26%
|