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Disclosery

UTG REAVES UTIL INCOME FD

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COM SH BEN INT (fund), issuer CIK 1263994

241 managers (242 13F filers) reported a position in UTG shares at 2026-03-31, 12,673,893 shares in all. 26 filers opened a position and 21 filers sold out during the quarter.

Managers
241
13F filers
242
New
26
Added
111
Reduced
47
Sold out
21
Shares held by filers
12,673,893

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
North Star Investment Management Corp.1,450$57K<0.01%013F-HRTimeline
LRI Investments, LLC1,440$56.6K0.01%013F-HRTimeline
Larson Financial Group LLC1,420$55.8K<0.01%-2213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,346$52.9K<0.01%new13F-HR/ATimeline
Keating Financial Advisory Services, In…1,042$40.9K0.01%+1013F-HRTimeline
TD Waterhouse Canada Inc.1,000$39.5K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,000$39.3K<0.01%013F-HRTimeline
Osbon Capital Management LLC992$39K0.03%new13F-HRTimeline
Paladin Partners, LLC969$38.1K0.03%013F-HRTimeline
West Branch Capital LLC853$33.5K0.01%+1013F-HRTimeline
Caldwell Trust Co825$32.4K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.744$29.2K<0.01%-25113F-HRTimeline
Quest 10 Wealth Builders, Inc.687$27K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp625$24.6K<0.01%+49913F-HRTimelineGroup
Hilltop National Bank590$23.2K0.01%013F-HRTimeline
Salomon & Ludwin, LLC580$23.1K<0.01%013F-HRTimeline
UMB Bank, n.a.574$22.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc554$21.8K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC500$19.6K0.01%013F-HRTimeline
Parkside Financial Bank & Trust485$19.1K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT395$15.5K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…358$14.1K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV356$14K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC320$12.6K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC300$11.8K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC297$11.7K0.01%013F-HRTimeline
ALERUS FINANCIAL NA267$10.5K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC266$10.5K<0.01%+413F-HRTimeline
FINANCIAL CONSULATE, INC250$9.82K<0.01%013F-HRTimeline
Signature Resources Capital Management,…250$9.82K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC160$6.28K<0.01%+313F-HRTimeline
Roble, Belko & Company, Inc124$5K<0.01%+213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH100$3.93K<0.01%013F-HRTimeline
MCF Advisors LLC100$3.93K<0.01%new13F-HRTimeline
Aspect Partners, LLC100$3.93K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.98$3.85K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC75$2.95K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$118<0.01%-413F-HRTimelineGroup
IMG Wealth Management, Inc.1$42<0.01%-20213F-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.