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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,361,230$53.5M<0.01%+290,77113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,138,657$44.7M<0.01%+68,96313F-HRTimelineGroup
LPL Financial LLC819,415$32.2M0.01%+39,97013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN707,581$27.8M0.01%+28,28913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA576,373$22.6M<0.01%+41,00813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC424,402$16.7M0.02%-105,77413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS365,861$14.4M0.03%+22,69513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC359,278$14.1M<0.01%+30,73613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC332,261$13M<0.01%-36,67413F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP298,420$11.7M0.01%+14,81413F-HRTimelineGroup
UBS Group AGin group UBS Group AG262,401$10.3M<0.01%+41,26013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.253,611$9.96M0.01%-1,69713F-HRTimelineGroup
Gerald Baker Financial Group LLC236,955$9.31M2.95%13F-HR/ATimeline
OAK FAMILY ADVISORS, LLC230,396$9.05M2.79%+6,17413F-HRTimeline
Magnus Financial Group LLC230,239$9.04M0.74%-1,48913F-HRTimeline
Sterling Investment Advisors, Ltd.192,424$7.56M1.37%+3,09613F-HRTimeline
Cetera Investment Advisers165,248$6.49M0.01%-3,32213F-HRTimeline
Wealthspire Advisors, LLC151,869$5.97M0.05%+7,55913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC150,589$5.92M0.02%+55413F-HRTimelineGroup
Private Advisor Group, LLC138,375$5.44M0.03%-77213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC132,699$5.21M0.04%-83513F-HRTimelineGroup
JBR Co Financial Management Inc142,112$5.2M2.18%013F-HRTimeline
Mariner, LLCin group Mariner, LLC111,222$4.37M0.01%-7,76213F-HRTimelineGroup
Janney Montgomery Scott LLC111,125$4.37M0.01%+3,88313F-HRTimeline
HBW ADVISORY SERVICES LLC110,909$4.36M0.46%+1,89313F-HRTimeline
Cambridge Investment Research Advisors,…109,023$4.28M0.01%+13,16113F-HRTimeline
Western Wealth Management, LLC7,537$3.43M0.13%-58513F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC86,727$3.41M0.08%-1,01313F-HR/ATimeline
REAVES W H & CO INC84,562$3.32M0.06%+1,23613F-HRTimeline
WEALTH EFFECTS LLC82,866$3.25M1.15%+5,75613F-HRTimeline
Tradition Wealth Management, LLC82,341$3.23M0.23%-413F-HRTimeline
NewEdge Advisors, LLC81,650$3.21M0.01%-10,15313F-HR/ATimeline
Smith Asset Management Co., LLC75,380$2.96M2.54%-1,62713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …74,358$2.92M0.04%+9,91113F-HRTimelineGroup
LongView Wealth Management67,380$2.82M0.71%+6513F-HRTimeline
&PARTNERS68,960$2.7M0.01%+23,39013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.62,870$2.47M0.03%+31,42313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…58,129$2.28M<0.01%+67913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…57,120$2.24M<0.01%+4,17813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,064$2.2M0.01%+5,24713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.55,782$2.19M0.1%-83513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP54,706$2.15M<0.01%+1,26613F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.53,000$2.08M<0.01%+30,00013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.51,854$2.04M0.02%+2,18913F-HRTimelineGroup
LANARK FINANCIAL, INC.51,079$2.01M0.15%-1,05813F-HRTimeline
Steward Partners Investment Advisory, L…50,113$1.97M0.01%+15,54513F-HRTimeline
Strategic Family Wealth Counselors, L.L…49,895$1.96M0.51%+20413F-HRTimeline
NWF Advisory Services Inc.49,723$1.95M0.22%+2,91413F-HRTimeline
Kercheville Advisors, LLC47,645$1.87M0.6%-34513F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.46,390$1.82M0.21%-3,41913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,593$1.78M<0.01%-21,75513F-HRTimeline
Wright Wealth LLC44,805$1.76M1.18%+2,24013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding44,208$1.74M+10,194Timeline
INTEGRITY ALLIANCE, LLC.43,497$1.71M0.07%+4,96413F-HRTimeline
Aegis Wealth Management, Inc.41,958$1.65M1.3%-30813F-HRTimeline
Sowell Financial Services LLC39,143$1.54M0.06%-15,58313F-HRTimeline
WEDBUSH SECURITIES INC37,425$1.47M0.04%+3113F-HRTimeline
Sigma Planning Corp37,095$1.46M0.04%+14713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,658$1.44M<0.01%+28,23313F-HRTimelineGroup
Samalin Investment Counsel, LLC35,875$1.41M0.5%+19,78113F-HRTimeline
Beacon Capital Management, Inc.34,500$1.36M0.08%013F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,296$1.35M0.03%+23113F-HRTimelineGroup
World Investment Advisors32,455$1.27M0.02%-30,58613F-HRTimeline
HighTower Advisors, LLC31,806$1.25M<0.01%+13,21613F-HRTimeline
Creative Planningin group Creative Planning30,972$1.22M<0.01%+6,24213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC30,816$1.21M<0.01%-3813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…29,857$1.17M0.01%-30013F-HRTimelineGroup
Merrion Investment Management Co, LLC27,500$1.08M0.58%+2,50013F-HRTimeline
Carnegie Lake Advisors LLC26,447$1.04M0.41%-2,32513F-HRTimeline
XML Financial, LLC25,904$1.02M0.08%-1,54113F-HRTimeline
Future Financial Wealth Managment LLC24,202$1.01M0.65%-94013F-HRTimeline
PMG Family Office LLC25,712$1.01M1.13%+24513F-HRTimeline
Westbourne Investment Advisors, Inc.25,600$1.01M0.29%+1,90013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC23,952$941K0.45%+3,94513F-HRTimeline
CWM, LLCin group CWM, LLC22,081$867K<0.01%-1,70813F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC21,500$845K0.2%+1,00013F-HRTimeline
Sanctuary Advisors, LLC21,392$840K<0.01%+1,33113F-HRTimeline
Atlanta Consulting Group Advisors, LLC20,889$821K0.18%+5113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management20,679$812K0.01%+42113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…20,495$805K<0.01%+19,54513F-HRTimelineGroup
Atlas Brown,Inc.20,461$804K0.24%+84013F-HRTimeline
Welch Group, LLC19,729$775K0.03%013F-HRTimeline
Advisory Services Network, LLC19,445$764K0.01%+4113F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…19,260$757K0.22%+3,87513F-HRTimeline
Mission Hills Financial Advisory, LLC19,029$747K0.38%+2,14313F-HRTimeline
Prospera Financial Services Inc18,801$739K0.01%-37713F-HRTimeline
DAVENPORT & Co LLC18,283$718K<0.01%+3213F-HRTimeline
HBK Sorce Advisory LLC16,868$717K0.01%+2,80113F-HRTimeline
Belpointe Asset Management LLC17,753$697K0.03%-3713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth17,699$695K<0.01%+2,05713F-HRTimelineGroup
Castle Rock Wealth Management, LLC17,376$692K0.15%-82513F-HRTimeline
Summit Financial, LLC17,523$688K0.01%new13F-HRTimeline
AlphaCore Capital LLC17,523$688K0.02%+19313F-HRTimeline
Compound Planning, Inc.17,461$686K0.02%+11813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,417$684K<0.01%+1,65913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,226$677K<0.01%+8,96213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,229$667K<0.01%+3,33613F-HRTimelineGroup
MAI Capital Management16,917$664K<0.01%-19213F-HRTimeline
PFG Investments, LLC16,777$659K0.03%-48713F-HRTimeline
Sunpointe, LLC16,755$658K0.22%-1,07213F-HRTimeline
Certified Advisory Corp16,007$629K0.06%-13913F-HRTimeline
Maridea Wealth Management LLC15,812$621K0.09%+57813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP15,750$619K0.09%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,575$612K0.03%013F-HRTimeline
Focus Financial Network, Inc.14,170$557K0.02%+1,05113F-HRTimeline
Farther Finance Advisors, LLC13,955$555K0.01%+78713F-HRTimeline
Per Stirling Capital Management, LLC.13,885$545K0.06%+20813F-HRTimeline
Sound View Wealth Advisors Group, LLC13,749$540K0.04%+913F-HRTimeline
MGO ONE SEVEN LLC13,726$539K0.01%013F-HRTimeline
Triumph Capital Management13,674$537K0.11%+4,76513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,656$536K<0.01%+5,46213F-HRTimelineGroup
Beacon Pointe Advisors, LLC13,540$532K<0.01%+8813F-HRTimeline
Visionary Wealth Advisors13,333$524K0.02%+86813F-HRTimeline
AE Wealth Management LLC13,266$521K<0.01%-3,45213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,115$515K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC13,007$511K<0.01%+4,37613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,891$506K0.03%+36913F-HRTimelineGroup
NEVILLE RODIE & SHAW INC12,701$499K0.04%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…12,700$499K<0.01%013F-HRTimelineGroup
Financial Security Advisor, Inc.12,500$491K0.09%+50013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,795$463K0.01%+1,41313F-HRTimelineGroup
GRAYBILL WEALTH MANAGEMENT, LTD.11,342$446K0.14%+5213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,115$437K0.02%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,011$433K0.01%new13F-HRTimelineGroup
Commonwealth Financial Services, LLC10,997$432K0.07%+11113F-HRTimeline
Quantum Portfolio Management LLC10,966$431K0.19%-21713F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,707$421K0.05%+76613F-HRTimeline
RFG Advisory, LLC10,508$413K0.01%+2,49413F-HRTimeline
Bey-Douglas LLC10,239$402K0.35%+1,65813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,212$401K<0.01%+66213F-HRTimelineGroup
Abel Hall, LLC10,000$393K0.08%013F-HRTimeline
Leslie Global Wealth, LLC9,667$380K0.2%013F-HRTimeline
Orca Investment Management, LLC9,500$373K0.32%013F-HRTimeline
Innova Wealth Partners9,481$372K0.18%+3,12013F-HRTimeline
Commerce Advisors, LLC9,451$371K0.31%13F-HRTimeline
Simplicity Wealth,LLC9,379$368K0.02%+1,26013F-HRTimeline
Costello Asset Management, INC9,050$355K0.12%+1513F-HRTimeline
City Center Advisors, LLC8,873$349K0.32%+62013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,803$346K0.01%-1,98113F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC8,791$345K0.01%new13F-HRTimelineGroup
Resurgent Financial Advisors LLC8,393$330K0.12%new13F-HRTimeline
Estate Planners Group, LLC8,300$326K0.16%+2,43013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,291$326K<0.01%+19013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.8,243$324K0.17%+10013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP8,150$320K<0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,923$311K<0.01%+2,10913F-HRTimelineGroup
NWAM LLC7,912$311K0.02%013F-HRTimeline
Balboa Wealth Partners7,861$309K0.05%+22513F-HRTimeline
Purus Wealth Management, LLC7,785$306K0.1%+54513F-HRTimeline
HARBOUR INVESTMENTS, INC.7,390$290K<0.01%+1,80013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.7,309$287K<0.01%+89213F-HRTimelineGroup
ELCO Management Co., LLC7,250$285K0.14%013F-HRTimeline
RDA Financial Network7,119$280K0.07%+1513F-HRTimeline
Investors Research Corp7,077$278K0.05%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,927$272K<0.01%+5813F-HRTimelineGroup
Moors & Cabot, Inc.6,617$260K0.01%013F-HRTimeline
Allie Family Office LLC6,490$255K0.11%013F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,331$249K<0.01%new13F-HRTimelineGroup
Ballew Advisors, Inc5,934$244K0.14%+8913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,210$244K0.02%new13F-HRTimelineGroup
Total Clarity Wealth Management, Inc.6,190$243K0.06%new13F-HRTimeline
D.A. DAVIDSON & CO.6,146$241K<0.01%new13F-HRTimeline
Penbrook Management LLC6,125$241K0.18%+10013F-HRTimeline
Armor Investment Advisors, LLC5,996$236K0.08%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC5,870$233K0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,837$229K0.01%-15013F-HRTimelineGroup
Semus Wealth Partners LLC5,777$227K0.13%-17313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,676$223K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC5,604$220K0.01%013F-HRTimeline
Everstar Asset Management, LLC5,450$214K0.11%-20013F-HRTimeline
Keystone Financial Group5,420$213K0.01%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,379$211K<0.01%new13F-HRTimelineGroup
RMR Capital Management, LLC5,373$211K0.15%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.5,350$210K0.1%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,260$207K<0.01%new13F-HRTimelineGroup
Hilton Head Capital Partners, LLC5,215$205K0.12%013F-HRTimeline
Foundations Investment Advisors, LLC5,120$201K<0.01%new13F-HRTimeline
Allworth Financial LP5,008$197K<0.01%+51713F-HRTimeline
IFG Advisory, LLC4,568$179K0.51%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,539$178K0.01%-613F-HRTimelineGroup
Geneos Wealth Management Inc.4,466$175K<0.01%+1,25013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,142$163K0.01%+513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,098$160K<0.01%+54213F-HR/ATimelineGroup
SIGNATUREFD, LLC4,000$157K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,166$124K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,099$122K<0.01%+1,56913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,780$111K0.01%013F-HRTimeline
Sunbelt Securities, Inc.2,700$106K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,449$96.2K<0.01%+28313F-HRTimelineGroup
IFP Advisors, Inc2,345$92.1K<0.01%+1213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,000$78.6K<0.01%013F-HR/ATimelineGroup
AMERIFLEX GROUP, INC.1,864$73.2K0.04%-2,00913F-HRTimeline
Cassaday & Co Wealth Management LLC1,858$73K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,760$69.1K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,747$68.6K<0.01%-54713F-HRTimeline
Centerpoint Advisors, LLC1,700$67K0.02%013F-HRTimeline
Anchor Investment Management, LLC1,699$66.7K0.01%+2513F-HRTimeline
Bank of New Hampshire1,560$61.3K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,500$58.9K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC1,500$58.9K0.01%new13F-HRTimeline