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 132 institutions that hold shares in the stock, with a total of 7.81 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 |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
5,400
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
5,300
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
4,779
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
4,656
shares
|
$0
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
4,652
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 17.56%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
4,432
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
4,421
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 25.33%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,236
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,107
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 52.39%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,036
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
3,991
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,983
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
3,901
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
3,731
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
3,692
shares
|
$0
0.47% of portfolio
|
Q3 2025
Reduced 82.25%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
3,666
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 15.63%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
3,102
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
2,994
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 29.27%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
2,939
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,875
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,802
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,670
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
2,668
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 26.92%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
2,561
shares
|
$0
0.06% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,535
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|