VIRTUS REAVES UTILITIES ETF UTES
$81.04
+1.4% 52w: $72.80 – $86.48
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data72.8079.6486.48
Jun 20, 2025 Jul 2, 2026
Institutional holders
180
+12 QoQ
13F value
$855.7M
-2.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$4.7M calls / — puts
Institutional value by quarter
Number of holders
Who owns UTES?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 2.1M | $168.6M | 0.0% | -37.5% |
| LPL Financial LLC | Bank broker | 1.2M | $94.7M | 0.0% | +2.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 821.6K | $65.6M | 0.0% | +55.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 562.2K | $44.9M | 0.1% | +6.5% |
| UBS Group AG | Bank broker | 400.7K | $32.0M | 0.0% | -47.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 350.2K | $28.0M | 0.0% | +24.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 244.3K | $19.5M | 0.0% | +23.7% |
| Aprio Wealth Management, LLC | Wealth advisor | 215.2K | $17.2M | 0.9% | +8.3% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 197.5K | $15.8M | 0.4% | New |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 195.5K | $15.6M | 0.2% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 188.8K | $15.1M | 0.0% | +22.9% |
| Cetera Investment Advisers | Wealth advisor | 187.7K | $15.0M | 0.0% | -28.0% |
| ROYAL BANK OF CANADA | Bank broker | 186.9K | $14.9M | 0.0% | -1.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 184.3K | $14.7M | 0.0% | +24.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 162.1K | $12.9M | 0.0% | -45.2% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | Wealth advisor | 158.9K | $12.7M | 3.4% | +8.4% |
| Kraft, Davis & Associates, LLC | Wealth advisor | 131.5K | $11.0M | 2.3% | -1.2% |
| Ted Buchan & Co | Wealth advisor | 134.0K | $10.7M | 3.9% | +6.0% |
| Itau Unibanco Holding S.A. | Other | 125.9K | $10.1M | 0.2% | +2.1% |
| Riggs Asset Managment Co. Inc. | Other | 116.8K | $9.3M | 1.9% | -37.4% |
| Quadcap Wealth Management, LLC | Wealth advisor | 116.5K | $9.3M | 1.1% | +11.2% |
| Flaharty Asset Management, LLC | Wealth advisor | 114.4K | $9.1M | 1.1% | +3.7% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 110.7K | $8.8M | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 109.0K | $8.7M | 0.0% | +25.5% |
| Thrivent Financial for Lutherans | Diversified mechanical | 108.4K | $8.7M | 0.0% | -6.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 89.3K | $7.1M | 0.0% | +220.5% |
| BTG Pactual Asset Management US LLC | Quant stat arb | 80.7K | $6.4M | 0.6% | +6.2% |
| HighTower Advisors, LLC | Diversified mechanical | 78.1K | $6.2M | 0.0% | +63.5% |
| Macro Advisors, Inc. | Wealth advisor | 77.2K | $6.2M | 2.5% | — |
| Blue Water Asset Management | Wealth advisor | 75.0K | $6.0M | 2.1% | +5.4% |
| LeClair Wealth Partners LLC | Wealth advisor | 75.0K | $6.0M | 2.1% | New |
| Fifth Third Securities, Inc. | Wealth advisor | 73.8K | $5.9M | 0.4% | -8.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 68.0K | $5.4M | 0.1% | -59.8% |
| BostonPremier Wealth LLC | Wealth advisor | 54.4K | $4.3M | 2.2% | +4.9% |
| MONECO ADVISORS, LLC | Wealth advisor | 52.2K | $4.2M | 0.3% | +6.2% |
| Equitable Holdings, Inc. | Wealth advisor | 50.7K | $4.0M | 0.0% | -11.7% |
| WNY Asset Management, LLC | Wealth advisor | 49.2K | $3.9M | 0.4% | — |
| Royal Harbor Partners, LLC | Wealth advisor | 46.3K | $3.7M | 1.3% | -0.4% |
| Prosperity Financial Group, Inc. | Wealth advisor | 45.3K | $3.6M | 1.3% | +28.9% |
| STEEL GROVE CAPITAL ADVISORS, LLC | Wealth advisor | 43.9K | $3.5M | 0.4% | +1.3% |
| VALICENTI ADVISORY SERVICES INC | Other | 41.7K | $3.3M | 0.7% | -0.3% |
| Clear Creek Financial Management, LLC | Wealth advisor | 40.0K | $3.2M | 0.2% | +6.0% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 38.9K | $3.1M | 0.1% | +6.1% |
| Family Legacy, Inc. | Other | 37.5K | $3.0M | 0.9% | New |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 35.8K | $2.9M | 0.1% | +5.8% |
| PFG Investments, LLC | Diversified mechanical | 34.5K | $2.8M | 0.1% | -3.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 33.3K | $2.7M | 0.0% | +68.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 32.9K | $2.6M | 0.0% | +1.0% |
| Coastal Bridge Advisors, LLC | Other | 32.7K | $2.6M | 0.2% | +1.7% |
| MORGAN STANLEY | Bank broker | 30.9K | $2.5M | 0.0% | +1438.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.