UTES ETFIS SER TR I
FollowVIRTUS REAVES UT (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in UTES shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Planning Strategies Inc. | 12,811 | $899K | 0.53% | -70 | 13F-HRTimeline |
| Elm3 Financial Group, LLC | 10,657 | $748K | 0.5% | -1,619 | 13F-HRTimeline |
| TrueWealth Advisors, LLC | 8,792 | $617K | 0.14% | +812 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 8,185 | $574K | <0.01% | -5,257 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 8,063 | $566K | 0.04% | +346 | 13F-HRTimeline |
| PUFF WEALTH MANAGEMENT, LLC | 4,577 | $321K | 0.3% | +617 | 13F-HRTimeline |
| Roxbury Financial LLC | 1,714 | $120K | 0.09% | new | 13F-HRTimeline |
| GK Wealth Management LLC | 832 | $58.4K | 0.03% | new | 13F-HRTimeline |
| Trust Co | 13 | $922 | <0.01% | 0 | 13F-HRTimeline |