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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,500
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 51.3%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,421
shares
|
$0
0.09% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,377
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 348.53%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 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%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
933
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
843
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 80.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
560
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 139.32%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
296
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 43.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
186
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
110
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
70
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 180.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
45
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
36
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
26
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 68.29%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
10
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
10
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
9
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|