UTG REAVES UTIL INCOME FD
FollowCOM SH BEN INT (fund), issuer CIK 1263994
Filings received so far for Q3 2026: 13 13F filers report a position in UTG 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 |
|---|---|---|---|---|---|
| Gerald Baker Financial Group LLC | 266,240 | $9.15M | 2.58% | +15,917 | 13F-HRTimeline |
| Atlas Brown,Inc. | 20,022 | $688K | 0.18% | +24 | 13F-HRTimeline |
| Castle Rock Wealth Management, LLC | 17,487 | $639K | 0.12% | +287 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 12,816 | $440K | <0.01% | -1,163 | 13F-HRTimeline |
| Investors Research Corp | 7,077 | $243K | 0.04% | 0 | 13F-HRTimeline |
| Ballew Advisors, Inc | 6,123 | $216K | 0.11% | +104 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 5,104 | $175K | 0.01% | -500 | 13F-HRTimeline |
| Bank of New Hampshire | 1,560 | $53.6K | 0.01% | 0 | 13F-HRTimeline |
| Paladin Partners, LLC | 969 | $33.3K | 0.02% | 0 | 13F-HRTimeline |
| GILPIN WEALTH MANAGEMENT, LLC | 297 | $10.2K | 0.01% | 0 | 13F-HRTimeline |
| ARMSTRONG ADVISORY GROUP, INC | 275 | $9.44K | <0.01% | +5 | 13F-HRTimeline |
| GK Wealth Management LLC | 143 | $4.93K | <0.01% | new | 13F-HRTimeline |
| Versant Capital Management, Inc | 29 | $1K | <0.01% | new | 13F-HRTimeline |