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Disclosery

UTES ETFIS SER TR I

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VIRTUS REAVES UT (fund)

177 managers (180 13F filers) reported a position in UTES shares at 2026-06-30, 9,776,666 shares in all. 23 filers opened a position and 26 filers sold out during the quarter.

Managers
177
13F filers
180
New
23
Added
98
Reduced
40
Sold out
26
Shares held by filers
9,776,666

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,198,948$98M0.02%+14,04013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/869,363$71.1M<0.01%+47,80613F-HRTimelineGroup
Treasurer of the State of North Carolina623,863$51M0.13%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.553,864$45.3M0.05%-8,29713F-HRTimelineGroup
UBS Group AGin group UBS Group AG336,470$27.5M<0.01%-64,27713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP323,008$26.4M0.02%-27,17813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA311,230$25.4M<0.01%+124,35913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC283,874$23.2M0.01%+39,60913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC279,789$22.9M0.01%+95,46713F-HRTimelineGroup
Aprio Wealth Management, LLC223,983$18.3M0.9%+8,74913F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.202,713$16.6M0.33%+76,76613F-HRTimelineGroup
Cetera Investment Advisers190,124$15.5M0.01%+2,40213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC185,173$15.1M0.02%-3,64413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC165,841$13.6M2.56%+6,93513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN164,361$13.4M<0.01%+156,34113F-HRTimelineGroup
Cambridge Investment Research Advisors,…163,519$13.4M0.03%+1,45413F-HR/ATimeline
ELEVATION POINT WEALTH PARTNERS, LLC150,787$12.3M0.23%-46,70713F-HRTimeline
Vestmark Advisory Solutions, Inc.149,412$12.2M0.11%-46,08513F-HRTimeline
XP Advisory US, Inc.139,273$11.4M6.24%13F-HRTimeline
Ted Buchan & Co135,212$11.1M3.62%+1,25713F-HRTimeline
MML INVESTORS SERVICES, LLC133,566$10.9M0.02%+24,53113F-HRTimeline
Kraft, Davis & Associates, LLC135,728$10.9M2.28%+4,22613F-HRTimeline
Quadcap Wealth Management, LLC122,431$10M0.97%+5,95713F-HRTimeline
Riggs Asset Managment Co. Inc.114,582$9.37M1.67%-2,25513F-HRTimeline
Modern Wealth Management, LLC111,100$9.08M0.11%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …103,391$8.23M0.61%+22,71513F-HRTimelineGroup
Vestcor Inc91,200$7.46M0.18%+67,30013F-HRTimeline
Members Advisory Group LLC87,475$7.15M2%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding86,974$7.11M+12,156Timeline
Macro Advisors, Inc.82,502$6.74M2.15%+5,27913F-HRTimeline
Blue Water Asset Management78,357$6.4M2.07%+3,31913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.70,131$5.73M0.09%+2,14813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO64,153$5.36M<0.01%-2,048,43813F-HRTimelineGroup
Janney Montgomery Scott LLC63,301$5.17M0.01%-25,96713F-HRTimeline
BostonPremier Wealth LLC57,076$4.67M1.98%+2,67413F-HRTimeline
MONECO ADVISORS, LLC55,215$4.51M0.28%+2,98013F-HRTimeline
Royal Harbor Partners, LLC46,604$3.81M1.18%+25713F-HRTimeline
WNY Asset Management, LLC45,281$3.7M0.33%-3,91413F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC44,895$3.67M0.34%+1,04213F-HRTimeline
Steward Partners Investment Advisory, L…42,662$3.49M0.02%+9,76613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,445$3.39M0.02%-9,25013F-HRTimelineGroup
VALICENTI ADVISORY SERVICES INC41,395$3.38M0.64%-28513F-HRTimeline
Gladstone Institutional Advisory LLC39,234$3.21M0.1%+29913F-HRTimeline
J.W. COLE ADVISORS, INC.38,930$3.18M0.05%+3,09513F-HRTimeline
Family Legacy, Inc.38,902$3.18M0.85%+1,41813F-HRTimeline
NewEdge Advisors, LLC37,154$3.04M0.01%+3,86513F-HRTimeline
PFG Investments, LLC36,182$2.96M0.11%+1,71613F-HRTimeline
Private Advisor Group, LLC35,262$2.88M0.01%+10,32613F-HRTimeline
Signal Advisors Wealth, LLC34,085$2.79M0.15%+8,30513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,761$2.76M<0.01%+2,88613F-HRTimelineGroup
Coastal Bridge Advisors, LLC32,867$2.69M0.17%+14813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,690$2.59M<0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC31,339$2.56M0.16%-8,64713F-HRTimeline
Astoria Portfolio Advisors LLC.30,513$2.49M0.42%+6,68713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.30,426$2.49M<0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC27,172$2.22M0.09%+4,62613F-HRTimeline
Comprehensive Wealth Management, LLC27,007$2.21M1.01%+2,52713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC26,955$2.2M0.03%+3,56013F-HRTimelineGroup
Advisory Resource Group26,333$2.15M0.32%+72513F-HRTimeline
&PARTNERS24,667$2.02M0.01%+3,87113F-HRTimeline
Financial Freedom, LLC23,634$1.93M0.89%+10,09713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding23,283$1.9M+1,534Timeline
Prospera Financial Services Inc22,875$1.87M0.03%-2,05513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,230$1.82M0.02%013F-HRTimelineGroup
Sunbeam Capital Management, LLC21,911$1.79M0.82%+51513F-HRTimeline
Vermillion & White Wealth Management Gr…19,242$1.58M0.8%+98813F-HRTimeline
HEFFERNAN ADVISORY, INC19,146$1.56M1.31%-94013F-HRTimeline
Acorn Wealth Advisors, LLC18,061$1.48M0.36%+14,75513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,841$1.46M0.12%+4,56713F-HRTimelineGroup
Hobbs Group Advisors, LLC16,899$1.38M0.36%new13F-HRTimeline
Belpointe Asset Management LLC16,546$1.35M0.04%+1,06713F-HRTimeline
HighTower Advisors, LLC16,415$1.34M<0.01%-61,64213F-HRTimeline
Sigma Planning Corp14,537$1.19M0.03%+14913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14,521$1.19M0.1%-2,50913F-HRTimelineGroup
Aspire Capital Advisors LLC14,053$1.15M0.22%new13F-HRTimeline
Main Street Financial Solutions, LLC14,013$1.15M0.07%+2,88213F-HRTimeline
Farther Finance Advisors, LLC13,442$1.1M0.01%+13,19413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,367$1.09M<0.01%-7,19113F-HRTimelineGroup
Sanctuary Advisors, LLC13,013$1.06M<0.01%+77613F-HRTimeline
Planning Strategies Inc.12,881$1.05M0.66%13F-HRTimeline
Atlas Wealth Partners, LLC12,752$1.04M1.14%-1,60013F-HRTimeline
Elm3 Financial Group, LLC12,276$1M0.69%-1,03013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,907$973K0.01%+3,11913F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.11,758$961K0.04%+73113F-HRTimelineGroup
Arkadios Wealth Advisors11,677$954K0.01%-1,20513F-HRTimeline
Old Port Advisors10,875$889K0.18%-10,89913F-HRTimeline
Flaharty Asset Management, LLC10,904$885K1.27%-103,53513F-HRTimeline
Resurgent Financial Advisors LLC10,707$875K0.24%+50913F-HRTimeline
Summit Financial, LLC10,636$869K0.01%+1,62413F-HRTimeline
Ausdal Financial Partners, Inc.10,555$863K0.03%+38613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,534$861K<0.01%-79513F-HRTimelineGroup
Fiduciary Alliance LLC10,510$859K0.06%+52113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,347$846K0.09%+3,10313F-HRTimeline
Nova Wealth Management, Inc.9,699$793K0.44%+15613F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC9,677$791K0.25%+1,05613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,392$768K0.01%-51513F-HRTimelineGroup
Kingsview Wealth Management, LLC9,356$765K0.01%+68513F-HRTimeline
Chicago Partners Investment Group LLC8,825$729K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,567$700K0.02%+14213F-HRTimelineGroup
LANARK FINANCIAL, INC.8,546$699K0.05%013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,469$692K0.29%+1,18613F-HRTimeline
Berger Financial Group, Inc8,067$659K0.03%+10413F-HRTimeline
MAI Capital Management8,029$656K<0.01%+40613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,019$655K<0.01%-100,40513F-HRTimelineGroup
TrueWealth Advisors, LLC7,980$652K0.15%+20713F-HRTimeline
Collaborative Fund Advisors, LLC7,822$639K0.37%new13F-HRTimeline
First Heartland Consultants, Inc.7,717$631K0.04%+62013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,691$629K0.01%+21513F-HRTimelineGroup
Larry Mathis Financial Planning, LLC7,659$626K0.48%+2,90413F-HR/ATimeline
Csenge Advisory Group7,167$586K0.02%+2,73013F-HRTimeline
Phoenix Wealth Advisors7,154$585K0.2%-21213F-HRTimeline
Red Mountain Financial, LLC7,077$579K0.49%+1713F-HRTimeline
Mutual Advisors, LLC6,803$556K0.01%+4513F-HRTimeline
Oregon Pacific Wealth Management, LLC6,625$542K0.51%+2613F-HRTimeline
Redwood Financial Network Corp6,180$505K0.28%+93013F-HRTimeline
Dynamic Advisor Solutions LLC6,070$496K0.01%+22213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,023$492K<0.01%+62913F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC5,993$490K0.12%+1,17413F-HRTimelineGroup
Beacon Pointe Advisors, LLC5,916$484K<0.01%-4,12313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,856$479K<0.01%-25,08913F-HRTimelineGroup
RHODES INVESTMENT ADVISORS INC /ADV5,580$456K0.34%-6,62013F-HRTimeline
Focus Financial Network, Inc.5,569$455K0.01%new13F-HRTimeline
Weil Company, Inc.5,300$433K0.08%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,021$410K<0.01%-49413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP4,939$404K<0.01%+1,32713F-HR/ATimelineGroup
Opal Wealth Advisors, LLC4,932$403K0.09%+45413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,736$387K+4,690Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,673$382K0.02%+213F-HRTimeline
Glassman Wealth Services4,652$380K0.05%013F-HRTimeline
INGALLS & SNYDER LLC4,421$361K0.01%013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC3,960$324K0.33%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3,858$315K0.06%+1,12013F-HRTimeline
Prime Capital Investment Advisors, LLC3,838$314K<0.01%new13F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …3,647$298K0.14%+5513F-HRTimeline
Western Wealth Management, LLC3,560$291K0.01%+9913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,480$284K0.01%+31013F-HRTimelineGroup
Secure Asset Management, LLC3,464$283K0.04%+8013F-HRTimeline
SIMPLEX TRADING, LLC3,378$276K0.01%-79913F-HRTimeline
Sequoia Financial Advisors, LLC3,318$271K<0.01%+1013F-HRTimeline
Kovack Advisors, Inc.3,342$268K0.01%-67913F-HRTimeline
PRIVATE TRUST CO NA3,196$261K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,044$249K<0.01%-2,06213F-HR/ATimeline
OneDigital Investment Advisors LLC2,882$236K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.2,787$233K0.01%new13F-HRTimeline
Simplicity Wealth,LLC2,807$229K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,663$218K<0.01%+8313F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,608$213K0.02%-3113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,487$203K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,299$194K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC1,960$160K0.07%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC1,945$159K0.01%+20013F-HRTimeline
Blue Trust, Inc.1,729$141K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,604$131K<0.01%+413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,336$109K<0.01%013F-HRTimelineGroup
Principia Wealth Advisory, LLC811$66.3K0.03%-21013F-HRTimeline
IFP Advisors, Inc629$51.4K<0.01%+30513F-HRTimeline
MCF Advisors LLC565$46.2K<0.01%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…510$41.7K<0.01%+40013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC495$40.5K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC375$30.7K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC342$28K0.01%+10313F-HRTimeline
HARBOUR INVESTMENTS, INC.315$25.8K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV229$18.7K<0.01%+10813F-HRTimeline
Aptus Capital Advisors, LLC225$18.4K<0.01%+1513F-HRTimeline
Global Trust Asset Management, LLC150$12.3K<0.01%-1,01013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC100$8.17K<0.01%013F-HRTimelineGroup
Triumph Capital Management100$8.17K<0.01%013F-HRTimeline
Copia Wealth Management69$5.64K<0.01%013F-HRTimeline
SHP Wealth Management61$4.95K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC56$4.59K<0.01%-2113F-HRTimeline
Integrated Wealth Concepts LLC38$3.13K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC36$2.94K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC26$2.12K<0.01%-2613F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC15$1.23K<0.01%new13F-HRTimeline
Trust Co13$1.07K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10$818<0.01%013F-HRTimeline
FMR LLCin group FMR LLC4$327<0.01%new13F-HRTimelineGroup