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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
6,085
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
5,900
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 63.89%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,878
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
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%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
5,705
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 25.97%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 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
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
4,841
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
4,652
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 17.56%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
4,421
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 25.33%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
4,381
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
4,345
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
4,233
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 51.58%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,220
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 603.33%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
4,161
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,118
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
4,114
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,864
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 23.77%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,848
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
3,800
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
3,651
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
3,013
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,974
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,696
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
2,695
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.78%
|