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Disclosery

UTG REAVES UTIL INCOME FD

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COM SH BEN INT (fund), issuer CIK 1263994

240 managers (240 13F filers) reported a position in UTG shares at 2025-09-30, 12,535,687 shares in all. 32 filers opened a position and 10 filers sold out during the quarter.

Managers
240
13F filers
240
New
32
Added
97
Reduced
56
Sold out
10
Shares held by filers
12,535,687

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
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…950$37.6K<0.01%013F-HRTimelineGroup
CX Institutional920$36K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST850$33.7K<0.01%new13F-HRTimeline
West Branch Capital LLC840$33.3K0.01%+1013F-HRTimeline
Caldwell Trust Co825$32.7K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.687$27.2K0.03%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…650$25.8K<0.01%-2,01413F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…600$23.8K0.01%+913F-HRTimelineGroup
Hilltop National Bank590$23.4K0.01%013F-HRTimeline
Salomon & Ludwin, LLC580$23.3K<0.01%013F-HRTimeline
UMB Bank, n.a.574$22.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc554$22K<0.01%013F-HRTimeline
Clearstead Advisors, LLC550$21.8K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC500$19.8K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust485$19.2K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT395$15.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…358$14.2K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV356$14K<0.01%013F-HR/ATimeline
Tradewinds Capital Management, LLC320$12.7K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.302$11.9K<0.01%+213F-HRTimelineGroup
DUNCKER STREETT & CO INC300$11.9K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.278$11K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALERUS FINANCIAL NA267$10.6K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC258$10.2K<0.01%+413F-HRTimeline
Parallel Advisors, LLC253$10.1K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…250$9.9K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN200$7.92K<0.01%013F-HRTimeline
Main Street Group, LTD200$7.92K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.192$7.61K<0.01%-19213F-HRTimelineGroup
Morton Brown Family Wealth, LLC155$6.14K<0.01%+213F-HRTimeline
Blue Trust, Inc.150$5.94K<0.01%-91713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp126$4.99K<0.01%-7513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…120$4.75K<0.01%new13F-HRTimelineGroup
Roble, Belko & Company, Inc93$4K<0.01%+2113F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH100$3.96K<0.01%013F-HRTimeline
Aspect Partners, LLC100$3.96K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.98$3.88K<0.01%013F-HRTimeline
Versant Capital Management, Inc29$1.16K<0.01%-20513F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Avion Wealth0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.