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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
4,930
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
4,826
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
4,529
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
4,421
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 25.33%
|
|
|
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 |
May 15, 2025 Q1 2025 |
4,114
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
4,051
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
3,957
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 44.42%
|
|
|
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
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
3,600
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
3,200
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
3,122
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,080
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.01%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
3,013
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
2,380
shares
|
$0
0.05% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
1,610
shares
|
$0
0.1% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,505
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 150400.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,336
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,112
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 76.89%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
468
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 151.61%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
307
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
234
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|