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Disclosery

UTES ETFIS SER TR I

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VIRTUS REAVES UT (fund)

94 managers (96 13F filers) reported a position in UTES shares at 2025-06-30, 6,047,405 shares in all. 22 filers opened a position and 7 filers sold out during the quarter.

Managers
94
13F filers
96
New
22
Added
46
Reduced
18
Sold out
7
Shares held by filers
6,047,405

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC565,977$42.8M0.01%+257,96413F-HRTimeline
Cambridge Investment Research Advisors,…264,052$20M0.06%+50,76113F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV262,572$19.9M0.98%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA196,105$14.8M<0.01%-2,45713F-HR/ATimelineGroup
Riggs Asset Managment Co. Inc.186,506$14.1M3.47%+3,39213F-HRTimeline
Cetera Investment Advisers157,438$11.9M0.02%+19,82413F-HRTimeline
Kraft, Davis & Associates, LLC132,182$10.5M2.87%-55613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP124,028$9.38M0.01%+26,68413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…105,577$7.98M0.18%+5,83313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC83,524$6.31M0.01%+31,68513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/82,173$6.21M<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.63,030$4.75M0.11%+11,22113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.52,792$3.99M0.03%+2,37513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.52,623$3.98M0.02%+19,52413F-HRTimeline
Royal Harbor Partners, LLC50,222$3.8M1.39%-95913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,467$3.74M0.01%+9,07413F-HR/ATimelineGroup
Proficio Capital Partners LLC2,811,223$3.58M0.22%new13F-HRTimeline
MONECO ADVISORS, LLC42,562$3.22M0.3%+24,51313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…38,950$2.94M0.22%+20,01613F-HRTimelineGroup
Advisory Resource Group38,783$2.93M0.56%-70813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC38,750$2.93M0.35%+63913F-HRTimeline
Clear Creek Financial Management, LLC37,990$2.87M0.27%-5713F-HRTimeline
Gladstone Institutional Advisory LLC37,296$2.82M0.12%+66613F-HRTimeline
PFG Investments, LLC36,489$2.76M0.16%-36613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding33,817$2.56M-7,221Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,500$2.38M<0.01%-8,39813F-HRTimelineGroup
HighTower Advisors, LLC30,034$2.27M<0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,592$2.09M0.16%-60913F-HRTimeline
MML INVESTORS SERVICES, LLC26,786$2.02M0.01%+11,63713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,295$1.84M<0.01%-11,07413F-HRTimelineGroup
Wise Wealth Partners20,804$1.57M2.63%new13F-HRTimeline
Belpointe Asset Management LLC19,884$1.5M0.06%+8,34313F-HRTimeline
Old Port Advisors19,371$1.46M0.4%+4,57813F-HRTimeline
Comprehensive Wealth Management, LLC16,866$1.28M1.03%+8013F-HRTimeline
Sunbeam Capital Management, LLC16,765$1.27M0.96%+8,10613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,155$1.15M0.01%+4,05513F-HRTimelineGroup
Atlas Wealth Partners, LLC15,056$1.14M1.31%+1,17513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,255$851K0.02%+1,08513F-HRTimelineGroup
Janney Montgomery Scott LLC11,036$834K<0.01%+1,68613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,892$823K0.04%+12013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,680$807K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC10,430$789K<0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,409$787K<0.01%new13F-HR/ATimelineGroup
LANARK FINANCIAL, INC.8,854$669K0.05%013F-HRTimeline
Nova Wealth Management, Inc.7,585$573K0.42%+4913F-HRTimeline
TrueWealth Advisors, LLC7,384$558K0.17%+40813F-HRTimeline
Chicago Partners Investment Group LLC7,000$556K0.02%new13F-HRTimeline
Prospera Financial Services Inc7,268$550K0.01%+2,13713F-HRTimeline
Mariner, LLCin group Mariner, LLC7,199$544K<0.01%+1,54113F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,549$495K<0.01%+30013F-HRTimeline
Arkadios Wealth Advisors6,085$460K0.01%+44913F-HRTimeline
Pekin Hardy Strauss, Inc.5,900$446K0.05%+2,30013F-HRTimeline
Kingsview Wealth Management, LLC5,878$444K0.01%+94813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,839$441K0.01%+95213F-HRTimelineGroup
First Heartland Consultants, Inc.5,705$431K0.04%+1,17613F-HRTimeline
Red Mountain Financial, LLC5,489$415K0.46%new13F-HR/ATimeline
Weil Company, Inc.5,300$401K0.11%013F-HRTimeline
Dynamic Advisor Solutions LLC5,179$392K0.01%new13F-HRTimeline
Glassman Wealth Services4,652$352K0.05%+69513F-HRTimeline
INGALLS & SNYDER LLC4,421$334K0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC4,381$331K0.02%+33013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …4,345$328K0.19%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,233$320K<0.01%-4,51013F-HRTimelineGroup
Global Trust Asset Management, LLC4,220$319K0.17%+3,62013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,118$311K0.02%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,114$311K<0.01%013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC3,864$292K0.02%+74213F-HRTimeline
Opal Wealth Advisors, LLC3,848$291K0.08%+19613F-HRTimeline
Retireful, LLC3,800$287K0.2%new13F-HRTimeline
Orion Porfolio Solutions, LLC3,651$276K<0.01%new13F-HR/ATimeline
Formidable Asset Management, LLC4,161$269K0.04%013F-HRTimeline
IAM Advisory, LLC3,013$228K0.05%new13F-HRTimeline
Wealthspire Advisors, LLC2,974$225K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,696$204K<0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…2,695$204K0.03%-50513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,380$180K0.05%+20013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,500$113K0.01%-1,58013F-HRTimeline
Principia Wealth Advisory, LLC1,421$107K0.09%-18913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,377$104K<0.01%+1,07013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,336$101K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding1,157$87.5K-3,699Timeline
GPS Wealth Strategies Group, LLC933$70.5K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA843$63.7K0.01%+37513F-HRTimeline
HARBOUR INVESTMENTS, INC.560$42.3K<0.01%+32613F-HRTimeline
IFP Advisors, Inc296$22.4K<0.01%+9013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…110$8.32K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC70$5.29K<0.01%+4513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC36$2.72K<0.01%-813F-HRTimelineGroup
New Millennium Group LLC26$1.97K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10$756<0.01%013F-HRTimeline
Financially Speaking Inc9$680<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC3$227<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$36<0.01%-1,50513F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.