Skip to content
Disclosery

UTES ETFIS SER TR I

Follow

VIRTUS REAVES UT (fund)

168 managers (168 13F filers) reported a position in UTES shares at 2025-12-31, 11,135,424 shares in all. 43 filers opened a position and 11 filers sold out during the quarter.

Managers
168
13F filers
168
New
43
Added
79
Reduced
30
Sold out
11
Shares held by filers
11,135,424

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,377,998$267M0.02%+675,67913F-HRTimelineGroup
LPL Financial LLC1,153,353$91.1M0.02%+292,33713F-HRTimeline
UBS Group AGin group UBS Group AG757,712$59.8M0.01%+535,50813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/528,919$41.8M<0.01%+290,42013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.527,660$41.7M0.06%+440,68213F-HRTimelineGroup
Cambridge Investment Research Advisors,…295,690$23.3M0.06%+15,84813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP281,283$22.2M0.02%+69,85613F-HRTimelineGroup
Cetera Investment Advisers260,652$20.6M0.02%+57,17613F-HRTimeline
Aprio Wealth Management, LLC198,795$15.7M0.9%+20,51613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC197,469$15.6M<0.01%+133,11413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA189,687$15M<0.01%+11,40313F-HRTimelineGroup
Riggs Asset Managment Co. Inc.186,639$14.7M2.97%-3,39813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…169,135$13.4M0.26%+53,44313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC153,614$12.1M0.02%+79,45313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC148,563$11.7M<0.01%+50,78113F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC146,550$11.6M3.22%+10,04413F-HRTimeline
Kraft, Davis & Associates, LLC133,121$10.6M2.37%+86713F-HRTimeline
Ted Buchan & Co126,335$9.97M3.66%+9,18713F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.123,400$9.74M0.24%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…116,055$9.22M0.02%-10,64413F-HRTimelineGroup
Flaharty Asset Management, LLC110,388$8.79M1.1%new13F-HRTimeline
Quadcap Wealth Management, LLC104,775$8.28M0.95%+13,32413F-HRTimeline
MML INVESTORS SERVICES, LLC86,911$6.86M0.02%+38,44513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…80,683$6.37M0.42%+25,39413F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …75,963$6.05M0.67%+74,63013F-HRTimelineGroup
Blue Water Asset Management71,203$5.62M2.02%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.57,437$4.53M0.03%-17,89313F-HRTimelineGroup
BostonPremier Wealth LLC51,843$4.09M2.1%+5,77013F-HRTimeline
MONECO ADVISORS, LLC49,179$3.88M0.31%+4,67813F-HRTimeline
HighTower Advisors, LLC47,747$3.77M<0.01%+17,38113F-HRTimeline
Royal Harbor Partners, LLC46,543$3.67M1.21%-3,12213F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC43,280$3.42M0.36%+4,53013F-HRTimeline
VALICENTI ADVISORY SERVICES INC41,795$3.3M0.69%+79513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,728$3.29M<0.01%new13F-HRTimelineGroup
Advisory Resource Group37,735$2.98M0.52%+45213F-HRTimeline
Clear Creek Financial Management, LLC37,730$2.98M0.24%+65913F-HRTimeline
Gladstone Institutional Advisory LLC36,704$2.9M0.11%-16313F-HRTimeline
PFG Investments, LLC35,882$2.83M0.13%-77513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…35,130$2.77M1%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.33,875$2.67M0.06%new13F-HRTimeline
Steward Partners Investment Advisory, L…32,555$2.57M0.01%-77913F-HRTimeline
Coastal Bridge Advisors, LLC32,164$2.54M0.19%+2,75613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC31,699$2.5M0.12%+1,58413F-HRTimeline
Janney Montgomery Scott LLC27,850$2.2M0.01%+13,93113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC26,498$2.09M0.03%+56413F-HRTimelineGroup
Prospera Financial Services Inc26,242$2.07M0.03%-48913F-HRTimeline
Private Advisor Group, LLC25,865$2.04M0.01%+17,70113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,119$1.9M<0.01%+23,44013F-HR/ATimelineGroup
Astoria Portfolio Advisors LLC.22,824$1.9M0.43%new13F-HRTimeline
Comprehensive Wealth Management, LLC22,894$1.81M1.07%+2,40113F-HRTimeline
Old Port Advisors21,438$1.69M0.42%+1,09413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,870$1.65M0.02%+75013F-HRTimelineGroup
HEFFERNAN ADVISORY, INC20,086$1.59M1.52%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,897$1.57M<0.01%+97513F-HR/ATimelineGroup
NewEdge Advisors, LLC19,786$1.56M0.01%+17,55713F-HRTimeline
Sunbeam Capital Management, LLC19,610$1.55M0.92%-96013F-HRTimeline
Larry Mathis Financial Planning, LLC18,741$1.48M1.31%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,716$1.48M0.01%+2,01713F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…18,634$1.47M0.12%new13F-HRTimelineGroup
Atlas Wealth Partners, LLC16,032$1.27M1.39%-92413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,017$1.19M0.07%+12,14213F-HRTimelineGroup
&PARTNERS14,463$1.14M0.01%new13F-HRTimeline
Arkadios Wealth Advisors12,358$976K0.02%+47913F-HRTimeline
Elm3 Financial Group, LLC12,311$972K0.81%new13F-HRTimeline
Sanctuary Advisors, LLC12,266$968K0.01%-74313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,085$954K<0.01%-49,10013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.10,773$851K0.04%+16013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management10,625$839K0.03%+2,67513F-HRTimelineGroup
Belpointe Asset Management LLC10,275$811K0.03%-6,35113F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV10,270$811K0.66%13F-HRTimeline
Resurgent Financial Advisors LLC9,869$779K0.39%+1,55213F-HRTimeline
Orion Porfolio Solutions, LLC9,734$769K0.01%+7,06613F-HRTimeline
Fiduciary Alliance LLC9,679$764K0.05%+1,55013F-HRTimeline
Beacon Pointe Advisors, LLC9,552$754K0.01%+2,78713F-HRTimeline
LANARK FINANCIAL, INC.8,925$705K0.05%-13313F-HRTimeline
Kingsview Wealth Management, LLC8,696$687K0.01%+3,11513F-HRTimeline
Proficio Capital Partners LLC8,645$683K0.05%new13F-HRTimeline
Signal Advisors Wealth, LLC8,435$666K0.05%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,427$665K0.01%new13F-HRTimelineGroup
Summit Financial, LLC8,312$656K0.01%+80013F-HRTimeline
Chicago Partners Investment Group LLC8,400$652K0.02%+25013F-HRTimeline
Nova Wealth Management, Inc.8,002$632K0.43%+35713F-HRTimeline
Ausdal Financial Partners, Inc.7,955$628K0.03%+5,28513F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC7,838$619K0.29%13F-HRTimeline
Sigma Planning Corp7,730$610K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,588$599K<0.01%+3,55213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,506$593K0.01%+99913F-HRTimelineGroup
TrueWealth Advisors, LLC7,407$585K0.15%-4013F-HRTimeline
Phoenix Wealth Advisors7,377$582K0.22%+13013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,228$571K<0.01%+313F-HRTimelineGroup
Red Mountain Financial, LLC7,168$566K0.56%-47813F-HRTimeline
First Heartland Consultants, Inc.6,992$552K0.04%+13213F-HRTimeline
Main Street Financial Solutions, LLC6,499$513K0.04%+3,39713F-HRTimeline
Mutual Advisors, LLC6,276$495K0.01%+49613F-HRTimeline
KPP Advisory Services LLC6,213$491K0.07%new13F-HRTimeline
Dynamic Advisor Solutions LLC5,894$465K0.01%+4613F-HRTimeline
MAI Capital Management5,642$445K<0.01%+1,40613F-HRTimeline
Weil Company, Inc.5,300$418K0.1%013F-HRTimeline
Berger Financial Group, Inc5,097$402K0.02%new13F-HRTimeline
Advisor Resource Council5,172$395K0.14%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,970$392K0.05%+86313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,775$377K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,656$368K<0.01%new13F-HRTimelineGroup
Glassman Wealth Services4,652$367K0.05%013F-HRTimeline
Jaffetilchin Investment Partners, LLC4,578$361K0.02%-20113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,543$358K0.02%+55213F-HRTimeline
Pekin Hardy Strauss, Inc.4,500$355K0.03%-90013F-HRTimeline
INGALLS & SNYDER LLC4,421$349K0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,203$332K0.01%new13F-HRTimeline
Kovack Advisors, Inc.4,053$320K0.02%new13F-HR/ATimeline
Sovran Advisors, LLC3,858$317K0.03%-3,42013F-HRTimeline
Csenge Advisory Group3,908$309K0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC3,735$295K0.08%+413F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …3,613$285K0.15%-5313F-HRTimeline
PRIVATE TRUST CO NA3,416$270K0.02%+2,99613F-HRTimeline
Sequoia Financial Advisors, LLC3,295$260K<0.01%new13F-HRTimeline
Wise Wealth Partners3,255$257K0.37%-43713F-HRTimeline
Hibernia Wealth Partners, LLC3,188$252K0.08%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,170$250K0.01%+75013F-HRTimelineGroup
Western Wealth Management, LLC3,126$247K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,061$242K<0.01%new13F-HRTimeline
Secure Asset Management, LLC2,935$232K0.04%+40013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,823$223K0.06%+26213F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,759$218K0.02%-123,17813F-HRTimeline
Redhawk Wealth Advisors, Inc.2,730$216K0.02%-20913F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,715$214K0.11%new13F-HRTimeline
Redwood Financial Network Corp2,700$213K0.14%new13F-HRTimeline
Formidable Asset Management, LLC2,501$209K0.03%-1,40013F-HRTimeline
Global Trust Asset Management, LLC2,260$178K0.07%-4,17013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,011$159K<0.01%+63513F-HR/ATimelineGroup
AE Wealth Management LLC1,878$148K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,753$138K0.01%-1,04913F-HRTimeline
JFS WEALTH ADVISORS, LLC1,745$138K0.01%+24513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,336$105K<0.01%013F-HR/ATimelineGroup
DAGCO, INC.1,278$101K0.02%-62913F-HRTimeline
Principia Wealth Advisory, LLC1,225$96.7K0.06%-4013F-HRTimeline
COMERICA BANK1,001$79K<0.01%+93913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…675$53.3K<0.01%new13F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.562$44.3K<0.01%+213F-HRTimeline
CWM, LLCin group CWM, LLC550$43K<0.01%+48113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN516$40.8K<0.01%+1513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC495$39.1K<0.01%+25013F-HRTimelineGroup
IFP Advisors, Inc332$26.2K<0.01%-2313F-HRTimeline
AlphaCore Capital LLC250$19.7K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC230$18.2K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC204$16.1K<0.01%new13F-HRTimeline
Trust Co172$13.6K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV136$10.7K<0.01%+1613F-HRTimeline
SageView Advisory Group, LLC128$10.1K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…110$8.69K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC110$8.69K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC100$7.89K<0.01%013F-HRTimelineGroup
Triumph Capital Management100$7.89K<0.01%new13F-HRTimeline
Copia Wealth Management69$5.45K<0.01%new13F-HRTimeline
United Financial Planning Group LLC69$5.45K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.54$4.26K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…46$3.61K<0.01%+113F-HRTimelineGroup
Hilton Head Capital Partners, LLC40$3.16K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC36$2.84K<0.01%013F-HRTimelineGroup
Allworth Financial LP27$2.13K<0.01%new13F-HRTimeline
Horizon Investments, LLC26$2.05K<0.01%new13F-HRTimeline
New Millennium Group LLC26$2.05K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC15$1.18K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.13$1.03K<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC12$947<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.10$790<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2$158<0.01%+113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$79<0.01%-1113F-HRTimelineGroup