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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,420
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,229
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
1,907
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 51.3%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,482
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
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 |
Nov 14, 2025 Q3 2025 |
1,376
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,336
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,333
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
933
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
683
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
679
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
560
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 139.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
501
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
420
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 50.18%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
356
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.27%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
332
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
245
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
120
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
110
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
110
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
100
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
69
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
62
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
45
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|