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Disclosery

UTES ETFIS SER TR I

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VIRTUS REAVES UT (fund)

182 managers (184 13F filers) reported a position in UTES shares at 2026-03-31, 10,731,031 shares in all. 34 filers opened a position and 17 filers sold out during the quarter.

Managers
182
13F filers
184
New
34
Added
82
Reduced
49
Sold out
17
Shares held by filers
10,731,031

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,112,591$169M0.01%-1,265,40713F-HR/ATimelineGroup
LPL Financial LLC1,184,908$94.7M0.03%+31,55513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/821,557$65.6M<0.01%+292,63813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.562,161$44.9M0.07%+34,50113F-HRTimelineGroup
UBS Group AGin group UBS Group AG400,747$32M0.01%-356,96513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP350,186$28M0.03%+68,90313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC244,265$19.5M0.01%+46,79613F-HRTimelineGroup
Aprio Wealth Management, LLC215,234$17.2M0.94%+16,43913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC197,494$15.8M0.38%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.195,497$15.6M0.17%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC188,817$15.1M0.02%+35,20313F-HRTimeline
Cetera Investment Advisers187,722$15M0.02%-72,93013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA186,871$14.9M<0.01%-2,81613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC184,322$14.7M<0.01%+35,75913F-HRTimelineGroup
Cambridge Investment Research Advisors,…162,065$12.9M0.03%-133,62513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC158,906$12.7M3.36%+12,35613F-HRTimeline
Kraft, Davis & Associates, LLC131,502$11M2.35%-1,61913F-HRTimeline
Ted Buchan & Co133,955$10.7M3.89%+7,62013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.125,947$10.1M0.24%+2,54713F-HR/ATimelineGroup
Riggs Asset Managment Co. Inc.116,837$9.34M1.92%-69,80213F-HRTimeline
Quadcap Wealth Management, LLC116,474$9.31M1.06%+11,69913F-HRTimeline
Flaharty Asset Management, LLC114,439$9.14M1.14%+4,05113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP110,700$8.84M0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC109,035$8.71M0.02%+22,12413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…108,424$8.66M0.02%-7,63113F-HRTimelineGroup
Janney Montgomery Scott LLC89,268$7.13M0.02%+61,41813F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …80,676$6.42M0.62%+4,71313F-HRTimelineGroup
HighTower Advisors, LLC78,057$6.24M0.01%+30,31013F-HRTimeline
Macro Advisors, Inc.77,223$6.17M2.55%13F-HRTimeline
Blue Water Asset Management75,038$6M2.07%+3,83513F-HRTimeline
LeClair Wealth Partners LLC75,038$6M2.07%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding74,818$5.98M-5,865Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…67,983$5.43M0.1%-101,15213F-HRTimelineGroup
BostonPremier Wealth LLC54,402$4.35M2.25%+2,55913F-HRTimeline
MONECO ADVISORS, LLC52,235$4.17M0.32%+3,05613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,695$4M0.03%-6,74213F-HRTimelineGroup
WNY Asset Management, LLC49,195$3.93M0.41%13F-HRTimeline
Royal Harbor Partners, LLC46,347$3.7M1.25%-19613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…45,299$3.62M1.34%+10,16913F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC43,853$3.5M0.37%+57313F-HRTimeline
VALICENTI ADVISORY SERVICES INC41,680$3.33M0.73%-11513F-HRTimeline
Clear Creek Financial Management, LLC39,986$3.19M0.24%+2,25613F-HRTimeline
Gladstone Institutional Advisory LLC38,935$3.11M0.12%+2,23113F-HRTimeline
Family Legacy, Inc.37,484$2.99M0.9%new13F-HRTimeline
J.W. COLE ADVISORS, INC.35,835$2.86M0.1%+1,96013F-HRTimeline
PFG Investments, LLC34,466$2.75M0.13%-1,41613F-HRTimeline
NewEdge Advisors, LLC33,289$2.66M0.01%+13,50313F-HR/ATimeline
Steward Partners Investment Advisory, L…32,896$2.63M0.01%+34113F-HRTimeline
Coastal Bridge Advisors, LLC32,719$2.61M0.19%+55513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY30,945$2.47M<0.01%+28,93413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,875$2.47M<0.01%+6,75613F-HRTimelineGroup
Signal Advisors Wealth, LLC25,780$2.06M0.14%+17,34513F-HRTimeline
Advisory Resource Group25,608$2.05M0.35%-12,12713F-HRTimeline
Astoria Portfolio Advisors LLC.23,826$2M0.43%+1,00213F-HRTimeline
Private Advisor Group, LLC24,936$1.99M0.01%-92913F-HRTimeline
Prospera Financial Services Inc24,930$1.99M0.03%-1,31213F-HRTimeline
Comprehensive Wealth Management, LLC24,480$1.96M0.99%+1,58613F-HRTimeline
Vestcor Inc23,900$1.91M0.05%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC23,395$1.87M0.03%-3,10313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC22,546$1.8M0.09%-9,15313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,230$1.78M0.02%+1,36013F-HRTimelineGroup
Old Port Advisors21,774$1.74M0.4%+33613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,749$1.74M0.01%+3,03313F-HRTimelineGroup
Sunbeam Capital Management, LLC21,396$1.71M0.98%+1,78613F-HRTimeline
&PARTNERS20,796$1.66M0.01%+6,33313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,558$1.64M<0.01%+8,47313F-HRTimelineGroup
HEFFERNAN ADVISORY, INC20,086$1.6M1.49%013F-HRTimeline
Vermillion & White Wealth Management Gr…18,254$1.46M0.84%new13F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…17,030$1.36M0.12%-1,60413F-HRTimelineGroup
Belpointe Asset Management LLC15,479$1.24M0.05%+5,20413F-HRTimeline
Sigma Planning Corp14,388$1.15M0.03%+6,65813F-HRTimeline
Atlas Wealth Partners, LLC14,352$1.15M1.18%-1,68013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,309$1.14M<0.01%new13F-HRTimelineGroup
Financial Freedom, LLC13,537$1.08M0.54%new13F-HRTimeline
Elm3 Financial Group, LLC13,306$1.06M0.9%+99513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,274$1.06M0.1%-1,74313F-HRTimelineGroup
Arkadios Wealth Advisors12,882$1.03M0.02%+52413F-HRTimeline
Sanctuary Advisors, LLC12,237$978K0.01%-2913F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV12,200$975K0.84%+1,93013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,329$905K<0.01%-30,39913F-HRTimelineGroup
Main Street Financial Solutions, LLC11,131$889K0.06%+4,63213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,027$881K0.05%+25413F-HRTimelineGroup
Fiduciary Alliance LLC9,989$826K0.05%+31013F-HRTimeline
Resurgent Financial Advisors LLC10,198$815K0.3%+32913F-HRTimeline
Ausdal Financial Partners, Inc.10,169$812K0.04%+2,21413F-HRTimeline
Beacon Pointe Advisors, LLC10,039$802K<0.01%+48713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,907$792K0.01%+1,48013F-HRTimelineGroup
Nova Wealth Management, Inc.9,543$762K0.5%+1,54113F-HRTimeline
Summit Financial, LLC9,012$720K0.01%+70013F-HRTimeline
Mariner, LLCin group Mariner, LLC8,902$711K<0.01%+1,67413F-HRTimelineGroup
Chicago Partners Investment Group LLC8,825$708K0.02%+42513F-HRTimeline
KPP Advisory Services LLC8,842$706K0.1%+2,62913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,788$702K0.01%+4,13213F-HRTimelineGroup
Kingsview Wealth Management, LLC8,671$693K0.01%-2513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC8,621$689K0.3%+5,90613F-HRTimeline
LANARK FINANCIAL, INC.8,546$683K0.05%-37913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,425$673K0.02%-2,20013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,020$641K<0.01%+7,50413F-HR/ATimelineGroup
Berger Financial Group, Inc7,963$636K0.04%+2,86613F-HRTimeline
TrueWealth Advisors, LLC7,773$621K0.16%+36613F-HRTimeline
MAI Capital Management7,623$609K<0.01%+1,98113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,476$597K0.01%-3013F-HRTimelineGroup
Phoenix Wealth Advisors7,366$589K0.23%-1113F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC7,283$582K0.27%-55513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,244$579K0.07%+2,27413F-HRTimeline
First Heartland Consultants, Inc.7,097$567K0.04%+10513F-HRTimeline
Red Mountain Financial, LLC7,060$564K0.53%-10813F-HRTimeline
Mutual Advisors, LLC6,758$540K0.01%+48213F-HRTimeline
Oregon Pacific Wealth Management, LLC6,599$527K0.55%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,515$472K<0.01%-2,07313F-HRTimelineGroup
Dynamic Advisor Solutions LLC5,848$467K0.01%-4613F-HRTimeline
Pekin Hardy Strauss, Inc.5,700$455K0.05%+1,20013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,394$431K<0.01%new13F-HRTimelineGroup
Weil Company, Inc.5,300$423K0.1%013F-HRTimeline
Redwood Financial Network Corp5,250$419K0.28%+2,55013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,106$408K<0.01%+2,04513F-HRTimeline
Wellspring Financial Advisors, LLC4,990$399K0.03%new13F-HRTimeline
Larry Mathis Financial Planning, LLC4,755$380K0.34%-13,98613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,671$373K0.02%+12813F-HRTimeline
Glassman Wealth Services4,652$372K0.05%013F-HRTimeline
Jaffetilchin Investment Partners, LLC4,569$365K0.02%-913F-HRTimeline
Opal Wealth Advisors, LLC4,478$358K0.08%+74313F-HRTimeline
Csenge Advisory Group4,437$355K0.02%+52913F-HRTimeline
INGALLS & SNYDER LLC4,421$353K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC4,177$334K0.01%+3,97313F-HRTimeline
Kovack Advisors, Inc.4,021$324K0.02%-3213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,612$289K<0.01%-16,28513F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …3,592$287K0.16%-2113F-HRTimeline
Western Wealth Management, LLC3,461$276K0.01%+33513F-HR/ATimeline
Secure Asset Management, LLC3,384$270K0.04%+44913F-HRTimeline
Sequoia Financial Advisors, LLC3,308$264K<0.01%+1313F-HRTimeline
Acorn Wealth Advisors, LLC3,306$264K0.08%new13F-HRTimeline
Wise Wealth Partners3,265$261K0.35%+1013F-HRTimeline
PRIVATE TRUST CO NA3,196$255K0.02%-22013F-HRTimeline
Hibernia Wealth Partners, LLC3,194$255K0.08%+613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,170$253K0.01%013F-HRTimelineGroup
Independent Advisor Alliance3,041$243K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,895$231K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC2,738$219K0.06%-8513F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,639$211K0.02%-12013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,580$206K<0.01%new13F-HRTimelineGroup
Greenwich Wealth Management LLC2,531$202K0.01%new13F-HRTimeline
KIECKHEFER GROUP LLC2,510$201K0.09%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,958$156K0.08%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,831$146K0.01%+7813F-HRTimeline
JFS WEALTH ADVISORS, LLC1,745$139K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,600$135K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,336$107K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC1,160$92.7K0.04%-1,10013F-HRTimeline
Principia Wealth Advisory, LLC1,021$81.6K0.05%-20413F-HRTimeline
MCF Advisors LLC563$45K<0.01%new13F-HRTimeline
Allworth Financial LP500$40K<0.01%+47313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC495$39.5K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC460$37.1K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners421$33K0.01%new13F-HRTimeline
Wall Street Financial Group, Inc.405$32.4K0.02%new13F-HRTimeline
IFP Advisors, Inc324$25.9K<0.01%-813F-HRTimeline
HARBOUR INVESTMENTS, INC.314$25.1K<0.01%-24813F-HRTimeline
Smithfield Trust Co305$24K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC248$20K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC239$19.1K0.01%+19913F-HRTimeline
Aptus Capital Advisors, LLC210$16.8K<0.01%+10013F-HRTimeline
Cherry Tree Wealth Management, LLC130$10.4K<0.01%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.126$10.1K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV121$9.64K<0.01%-1513F-HRTimeline
CWM, LLCin group CWM, LLC114$9.11K<0.01%-43613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…110$8.79K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC100$7.99K<0.01%013F-HRTimelineGroup
Triumph Capital Management100$7.99K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC77$6.49K<0.01%new13F-HRTimeline
Copia Wealth Management69$5.51K<0.01%013F-HRTimeline
Horizon Investments, LLC52$4.16K<0.01%+2613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…46$3.66K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC36$2.88K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC26$2.08K<0.01%new13F-HRTimeline
DAGCO, INC.25$2.01K<0.01%-1,25313F-HRTimeline
CVA Family Office, LLC23$1.84K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC16$1.28K<0.01%new13F-HR/ATimeline
Trust Co13$1.05K<0.01%-15913F-HRTimeline
DHJJ Financial Advisors, Ltd.10$799<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$80<0.01%013F-HRTimelineGroup
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline