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Disclosery

UTES ETFIS SER TR I

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VIRTUS REAVES UT (fund)

130 managers (130 13F filers) reported a position in UTES shares at 2025-09-30, 7,724,111 shares in all. 44 filers opened a position and 7 filers sold out during the quarter.

Managers
130
13F filers
130
New
44
Added
52
Reduced
21
Sold out
7
Shares held by filers
7,724,111

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,702,319$225M0.01%new13F-HR/ATimelineGroup
LPL Financial LLC861,016$71.8M0.02%+295,03913F-HRTimeline
Cambridge Investment Research Advisors,…279,842$23.4M0.06%+15,79013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/238,499$19.9M<0.01%+156,32613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG222,204$18.5M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP211,427$17.6M0.02%+87,39913F-HRTimelineGroup
Cetera Investment Advisers203,476$17M0.02%+46,03813F-HRTimeline
Riggs Asset Managment Co. Inc.190,037$15.9M3.44%+3,53113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA178,284$14.9M<0.01%-17,82113F-HRTimelineGroup
Aprio Wealth Management, LLC178,279$14.9M1.48%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC136,506$11.4M3.14%new13F-HRTimeline
Kraft, Davis & Associates, LLC132,254$11.3M2.75%+7213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…126,699$10.6M0.02%+116,29013F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV125,937$10.5M1.05%-136,63513F-HRTimeline
Ted Buchan & Co117,148$9.77M3.83%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…115,692$9.65M0.19%+10,11513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,782$8.16M<0.01%+95,08613F-HRTimelineGroup
Quadcap Wealth Management, LLC91,451$7.63M0.9%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,978$6.96M0.01%+37,51113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.75,330$6.29M0.05%+22,53813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC74,161$6.19M0.01%-9,36313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding64,355$5.37M+30,538Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,185$5.11M0.01%+36,89013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…55,289$4.61M0.32%+16,33913F-HRTimelineGroup
Royal Harbor Partners, LLC49,665$4.14M1.41%-55713F-HRTimeline
MML INVESTORS SERVICES, LLC48,466$4.04M0.01%+21,68013F-HRTimeline
BostonPremier Wealth LLC46,073$3.84M1.91%new13F-HRTimeline
MONECO ADVISORS, LLC44,501$3.71M0.31%+1,93913F-HRTimeline
VALICENTI ADVISORY SERVICES INC41,000$3.42M0.73%new13F-HRTimeline
Advisory Resource Group37,283$3.11M0.56%-1,50013F-HRTimeline
Clear Creek Financial Management, LLC37,071$3.09M0.27%-91913F-HRTimeline
Gladstone Institutional Advisory LLC36,867$3.08M0.12%-42913F-HRTimeline
PFG Investments, LLC36,657$3.06M0.16%+16813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC38,750$2.93M0.35%013F-HRTimeline
Steward Partners Investment Advisory, L…33,334$2.78M0.02%+26,78513F-HRTimeline
HighTower Advisors, LLC30,366$2.53M<0.01%+33213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC30,115$2.51M0.15%+2,52313F-HRTimeline
Coastal Bridge Advisors, LLC29,408$2.45M0.19%new13F-HRTimeline
Prospera Financial Services Inc26,731$2.23M0.04%+19,46313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,934$2.16M0.04%+14,67913F-HRTimelineGroup
Transcendent Capital Group LLC22,368$1.87M0.84%new13F-HRTimeline
Sunbeam Capital Management, LLC20,570$1.72M1.07%+3,80513F-HRTimeline
Comprehensive Wealth Management, LLC20,493$1.71M1.21%+3,62713F-HRTimeline
Old Port Advisors20,344$1.7M0.43%+97313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,120$1.68M0.02%+4,96513F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV19,121$1.6M1%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,922$1.58M<0.01%new13F-HRTimelineGroup
Atlas Wealth Partners, LLC16,956$1.41M1.44%+1,90013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,699$1.39M0.01%+6,01913F-HRTimelineGroup
Belpointe Asset Management LLC16,626$1.39M0.05%-3,25813F-HRTimeline
Janney Montgomery Scott LLC13,919$1.16M<0.01%+2,88313F-HRTimeline
Sanctuary Advisors, LLC13,009$1.09M0.01%+2,57913F-HR/ATimeline
Arkadios Wealth Advisors11,879$991K0.02%+5,79413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,613$886K0.04%-27913F-HRTimelineGroup
LANARK FINANCIAL, INC.9,058$756K0.06%+20413F-HRTimeline
Resurgent Financial Advisors LLC8,317$694K0.34%new13F-HRTimeline
Chicago Partners Investment Group LLC8,150$688K0.02%+1,15013F-HRTimeline
Private Advisor Group, LLC8,164$681K<0.01%new13F-HRTimeline
Fiduciary Alliance LLC8,129$678K0.05%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,950$663K0.02%new13F-HRTimelineGroup
Red Mountain Financial, LLC7,646$638K0.65%+2,15713F-HRTimeline
Nova Wealth Management, Inc.7,645$638K0.45%+6013F-HRTimeline
Summit Financial, LLC7,512$627K0.01%new13F-HRTimeline
TrueWealth Advisors, LLC7,447$621K0.17%+6313F-HRTimeline
Sovran Advisors, LLC7,278$610K0.05%new13F-HRTimeline
Phoenix Wealth Advisors7,247$605K0.23%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC7,225$603K<0.01%+2613F-HRTimelineGroup
First Heartland Consultants, Inc.6,860$572K0.05%+1,15513F-HRTimeline
Beacon Pointe Advisors, LLC6,765$565K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,507$543K0.01%+66813F-HRTimelineGroup
Wealthspire Advisors, LLC6,492$542K<0.01%+3,51813F-HRTimeline
Global Trust Asset Management, LLC6,430$537K0.24%+2,21013F-HRTimeline
Dynamic Advisor Solutions LLC5,848$488K0.01%+66913F-HRTimeline
Mutual Advisors, LLC5,780$484K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC5,581$466K0.01%-29713F-HRTimeline
Pekin Hardy Strauss, Inc.5,400$451K0.05%-50013F-HRTimeline
Weil Company, Inc.5,300$442K0.11%013F-HRTimeline
Jaffetilchin Investment Partners, LLC4,779$399K0.02%+39813F-HRTimeline
Glassman Wealth Services4,652$388K0.05%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,432$370K0.02%+31413F-HRTimelineGroup
INGALLS & SNYDER LLC4,421$369K0.01%013F-HRTimeline
MAI Capital Management4,236$353K<0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,107$343K0.04%+1,41213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,036$337K<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC3,991$333K0.02%+12713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,983$332K0.01%new13F-HRTimelineGroup
Opal Wealth Advisors, LLC3,731$311K0.09%-11713F-HRTimeline
Wise Wealth Partners3,692$308K0.47%-17,11213F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …3,666$306K0.17%-67913F-HRTimeline
Formidable Asset Management, LLC3,901$295K0.05%-26013F-HRTimeline
Main Street Financial Solutions, LLC3,102$259K0.02%new13F-HRTimeline
IAM Advisory, LLC3,021$252K0.06%+813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,994$250K<0.01%-1,23913F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.2,939$245K0.03%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,875$240K0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,802$234K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.2,670$223K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC2,668$223K<0.01%-98313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,561$214K0.06%+18113F-HRTimeline
Secure Asset Management, LLC2,535$213K0.04%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,420$202K0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC2,229$186K<0.01%new13F-HRTimeline
DAGCO, INC.1,907$159K0.04%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,500$125K0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,482$124K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,376$115K<0.01%-113F-HR/ATimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,333$111K0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,336$111K<0.01%013F-HRTimelineGroup
Principia Wealth Advisory, LLC1,265$106K0.08%-15613F-HRTimeline
GPS Wealth Strategies Group, LLC933$77.8K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…679$56.7K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.560$46.8K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN501$41.8K<0.01%+50113F-HRTimelineGroup
PRIVATE TRUST CO NA420$35K<0.01%-42313F-HRTimeline
IFP Advisors, Inc355$29.6K<0.01%+5913F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP332$27.6K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC245$20.4K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV120$10K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…110$9.18K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC110$9.18K<0.01%+4013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC100$8.34K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC69$6K<0.01%new13F-HRTimelineGroup
COMERICA BANK62$5.17K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding45$3.79K-1,112Timeline
ASSETMARK, INCin group ASSETMARK, INC36$3K<0.01%013F-HRTimelineGroup
New Millennium Group LLC26$2.17K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12$1K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.10$835<0.01%013F-HRTimeline
Advisory Services Network, LLC2$167<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$83<0.01%-213F-HRTimelineGroup