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Disclosery

UTG REAVES UTIL INCOME FD

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COM SH BEN INT (fund), issuer CIK 1263994

241 managers (241 13F filers) reported a position in UTG shares at 2025-12-31, 12,410,069 shares in all. 23 filers opened a position and 28 filers sold out during the quarter.

Managers
241
13F filers
241
New
23
Added
97
Reduced
51
Sold out
28
Shares held by filers
12,410,069

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
West Branch Capital LLC843$30.8K0.01%+313F-HRTimeline
Caldwell Trust Co825$30.2K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.687$25.1K0.02%013F-HRTimeline
Hilltop National Bank590$21.6K0.01%013F-HRTimeline
Salomon & Ludwin, LLC580$21.5K<0.01%013F-HRTimeline
UMB Bank, n.a.574$21K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc554$20.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/540$19.7K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC500$18.3K0.01%013F-HRTimeline
Parkside Financial Bank & Trust485$17.7K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT395$14.4K<0.01%013F-HRTimeline
Root Financial Partners, LLC383$14K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…358$13.1K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV356$13K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC320$11.7K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.306$11.2K<0.01%+413F-HRTimelineGroup
DUNCKER STREETT & CO INC300$11K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC300$11K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC297$10.9K0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.278$10K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALERUS FINANCIAL NA267$9.77K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC262$9.59K<0.01%+413F-HRTimeline
FINANCIAL CONSULATE, INC250$9.14K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…250$9.14K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.203$7.41K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC157$5.76K<0.01%+213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp126$4.61K<0.01%013F-HRTimelineGroup
Roble, Belko & Company, Inc122$4K<0.01%+2913F-HRTimeline
IFC & Insurance Marketing, Inc.100$4K<0.01%13F-HRTimeline
RHUMBLINE ADVISERS108$3.96K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH100$3.66K<0.01%013F-HRTimeline
Aspect Partners, LLC100$3.66K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.98$3.58K<0.01%013F-HRTimeline
Motiv8 Investments LLC70$3K<0.01%new13F-HRTimeline
Essential Partners LLC54$1.98K<0.01%new13F-HRTimeline
Versant Capital Management, Inc29$1.07K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC20$732<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$256<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3$110<0.01%-11713F-HRTimelineGroup
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.