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Disclosery

UTES ETFIS SER TR I

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VIRTUS REAVES UT (fund)

67 managers (67 13F filers) reported a position in UTES shares at 2024-12-31, 1,786,607 shares in all. 21 filers opened a position and 7 filers sold out during the quarter.

Managers
67
13F filers
67
New
21
Added
22
Reduced
12
Sold out
7
Shares held by filers
1,786,607

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC193,590$12.3M0.01%+39,17713F-HRTimeline
Cambridge Investment Research Advisors,…177,203$11.3M0.04%-28,44013F-HRTimeline
Kraft, Davis & Associates, LLC135,614$9.48M2.71%+1,52213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA132,865$8.47M<0.01%-2,77213F-HRTimelineGroup
Beaumont Financial Advisors, LLC104,508$6.66M0.5%+91113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…95,793$6.11M0.14%new13F-HRTimelineGroup
Riggs Asset Managment Co. Inc.87,496$5.6M1.5%+7,60413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC87,202$5.56M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…69,039$4.4M0.01%+56,33313F-HRTimelineGroup
Royal Harbor Partners, LLC55,044$3.51M1.32%+76613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC50,996$3.26M0.25%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,448$3.15M<0.01%+17,54313F-HRTimelineGroup
Cetera Investment Advisers49,214$3.14M0.01%+8,22113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC44,840$2.86M<0.01%+15,62813F-HRTimeline
Clear Creek Financial Management, LLC38,395$2.45M0.26%-5,82013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,808$2.35M0.02%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,892$1.78M<0.01%+26113F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC27,714$1.77M0.25%+23,46213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,686$1.64M0.12%new13F-HRTimeline
Sigma Planning Corp21,463$1.37M0.04%new13F-HRTimeline
Fulcrum Equity Management19,253$1.23M1.21%-3,68213F-HRTimeline
Atria Wealth Solutions, Inc.18,913$1.21M0.01%+2,22413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…16,747$1.07M0.09%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,602$1.06M<0.01%+9,13913F-HR/ATimelineGroup
Sanctuary Advisors, LLC14,259$985K0.01%+10,75013F-HRTimeline
Atlas Wealth Partners, LLC15,068$961K1.22%+22513F-HRTimeline
Comprehensive Wealth Management, LLC14,034$895K0.67%+70513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,467$731K0.04%-91313F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,170$648K0.01%+34813F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC8,637$551K0.05%new13F-HRTimeline
Sunbeam Capital Management, LLC8,356$533K0.49%13F-HR/ATimeline
MML INVESTORS SERVICES, LLC8,211$523K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,110$517K0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC7,140$503K0.01%new13F-HRTimeline
Nova Wealth Management, Inc.7,692$490K0.42%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,500$478K0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC6,928$442K<0.01%new13F-HRTimeline
INGALLS & SNYDER LLC5,921$377K0.01%013F-HRTimeline
Prospera Financial Services Inc5,782$369K0.01%-2,33313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,423$346K0.01%new13F-HRTimelineGroup
TrueWealth Advisors, LLC5,382$343K0.11%new13F-HRTimeline
Weil Company, Inc.5,300$338K0.12%013F-HRTimeline
Steward Partners Investment Advisory, L…4,912$313K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,826$308K<0.01%new13F-HRTimelineGroup
Formidable Asset Management, LLC4,561$291K0.05%-40013F-HRTimeline
Integrated Advisors Network LLC4,406$281K0.01%new13F-HRTimeline
Glassman Wealth Services3,957$252K0.04%+1,21713F-HRTimeline
Jaffetilchin Investment Partners, LLC3,857$246K0.02%+78013F-HRTimeline
Arkadios Wealth Advisors3,842$245K0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC3,696$236K0.07%-75413F-HRTimeline
Legacy Capital Group California, Inc.3,685$235K0.07%-1,32613F-HRTimeline
Greenwich Wealth Management LLC3,267$208K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC3,080$196K0.01%+42513F-HRTimeline
Principia Wealth Advisory, LLC1,716$109K0.1%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,336$85K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…741$53.2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA468$29.8K<0.01%+28213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY306$19.5K<0.01%+30513F-HR/ATimelineGroup
New Millennium Group LLC82$5.23K<0.01%013F-HRTimeline
IFP Advisors, Inc61$3.89K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44$2.81K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC30$1.91K<0.01%013F-HRTimeline
Lindbrook Capital, LLC10$638<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.10$638<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.8$5640.05%-8,84613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$81<0.01%-113F-HRTimelineGroup
CoreCap Advisors, LLC0$00%-10013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.