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Disclosery

UTES ETFIS SER TR I

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VIRTUS REAVES UT (fund)

80 managers (82 13F filers) reported a position in UTES shares at 2025-03-31, 2,316,806 shares in all. 29 filers opened a position and 14 filers sold out during the quarter.

Managers
80
13F filers
82
New
29
Added
28
Reduced
15
Sold out
14
Shares held by filers
2,316,806

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC308,013$19.9M0.01%+114,42313F-HRTimeline
Cambridge Investment Research Advisors,…213,291$13.8M0.05%+36,08813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA198,562$12.8M<0.01%+65,69713F-HR/ATimelineGroup
Riggs Asset Managment Co. Inc.183,114$11.8M3.38%+95,61813F-HRTimeline
Cetera Investment Advisers137,614$8.89M0.02%+88,40013F-HRTimeline
Kraft, Davis & Associates, LLC132,738$8.52M2.75%-2,87613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…99,744$6.44M0.14%+3,95113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP97,344$6.29M0.01%+47,89613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC51,839$3.35M<0.01%+6,99913F-HRTimeline
Atria Wealth Solutions, Inc.51,809$3.35M0.04%+32,89613F-HRTimeline
Royal Harbor Partners, LLC51,181$3.31M1.28%-3,86313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,417$3.26M0.03%+13,60913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding41,038$2.65M+13,146Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,393$2.61M0.01%+23,79113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,898$2.58M<0.01%new13F-HRTimelineGroup
Advisory Resource Group39,491$2.55M0.52%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC38,111$2.46M0.37%+10,39713F-HRTimeline
Clear Creek Financial Management, LLC38,047$2.46M0.25%-34813F-HRTimeline
PFG Investments, LLC36,855$2.38M0.15%new13F-HRTimeline
Gladstone Institutional Advisory LLC36,630$2.37M0.11%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,369$2.28M<0.01%-33,67013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.33,099$2.14M0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC28,201$1.82M0.17%+2,51513F-HR/ATimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV21,000$1.36M0.96%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…18,934$1.22M0.1%+2,18713F-HRTimelineGroup
MONECO ADVISORS, LLC18,049$1.17M0.12%new13F-HR/ATimeline
Comprehensive Wealth Management, LLC16,786$1.08M0.75%+2,75213F-HRTimeline
MML INVESTORS SERVICES, LLC15,149$979K<0.01%+6,93813F-HRTimeline
Old Port Advisors14,793$956K0.28%new13F-HRTimeline
Atlas Wealth Partners, LLC13,881$897K1.11%-1,18713F-HRTimeline
Belpointe Asset Management LLC11,541$746K0.04%new13F-HRTimeline
UBS Group AGin group UBS Group AG11,222$725K<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,100$717K0.01%+3,60013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.10,772$696K0.04%-69513F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,170$648K0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC9,350$604K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.8,854$571K0.05%+8,84613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,743$565K0.01%+63313F-HRTimelineGroup
Sunbeam Capital Management, LLC8,659$559K0.53%+30313F-HRTimeline
Nova Wealth Management, Inc.7,536$487K0.42%-15613F-HR/ATimeline
TrueWealth Advisors, LLC6,976$451K0.15%+1,59413F-HRTimeline
Steward Partners Investment Advisory, L…6,249$404K<0.01%+1,33713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,204$401K<0.01%new13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,116$395K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,658$365K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors5,636$364K0.01%+1,79413F-HRTimeline
Weil Company, Inc.5,300$342K0.1%013F-HRTimeline
Prospera Financial Services Inc5,131$332K0.01%-65113F-HRTimeline
Kingsview Wealth Management, LLC4,930$318K0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,887$316K0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding4,856$314K-567Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,826$312K<0.01%013F-HRTimelineGroup
First Heartland Consultants, Inc.4,529$293K0.03%new13F-HRTimeline
INGALLS & SNYDER LLC4,421$286K0.01%-1,50013F-HRTimeline
Formidable Asset Management, LLC4,161$269K0.04%-40013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,114$266K<0.01%new13F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC4,051$262K0.02%+19413F-HRTimeline
Glassman Wealth Services3,957$256K0.04%013F-HRTimeline
Opal Wealth Advisors, LLC3,652$236K0.07%-4413F-HRTimeline
Pekin Hardy Strauss, Inc.3,600$233K0.03%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,200$206K0.03%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,122$201K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC3,080$199K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,180$141K0.05%new13F-HRTimeline
Principia Wealth Advisory, LLC1,610$102K0.1%-10613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,505$97.2K<0.01%+1,50413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,336$86K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC600$38.8K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA468$30.2K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY307$19.9K<0.01%+113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.234$15.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc206$13.3K<0.01%+14513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO186$12K<0.01%new13F-HRTimelineGroup
Global Wealth Strategies & Associates66$4.26K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44$2.84K<0.01%013F-HRTimelineGroup
New Millennium Group LLC26$1.68K<0.01%-5613F-HRTimeline
Aptus Capital Advisors, LLC25$1.61K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC10$646<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10$646<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-74113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.