Who owns Virtus Reaves Utilities ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of UTES from SEC Form 13F filings across 180 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 180 institutions disclosed 9.8M shares of Virtus Reaves Utilities ETF worth $798.9M — about 58% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
180
13F holders
$798.9M
value, 2026 filers
58%
of shares outstanding (9.8M sh)
29
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of UTES's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.2M | $98.0M | 0.0% | 7.1% | +1.2% |
| 2 | BANK OF AMERICA CORP /DE/ | 869,363 | $71.1M | 0.0% | 5.2% | +5.8% |
| 3 | Treasurer of the State of North CarolinaNEW | 623,863 | $51.0M | 0.1% | 3.7% | new |
| 4 | OSAIC HOLDINGS, INC. | 553,864 | $45.3M | 0.1% | 3.3% | -1.5% |
| 5 | UBS Group AG | 336,470 | $27.5M | 0.0% | 2% | -16.0% |
| 6 | STIFEL FINANCIAL CORP | 323,008 | $26.4M | 0.0% | 1.9% | -7.8% |
| 7 | ROYAL BANK OF CANADA | 311,230 | $25.4M | 0.0% | 1.8% | +66.5% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 283,874 | $23.2M | 0.0% | 1.7% | +16.2% |
| 9 | RAYMOND JAMES FINANCIAL INC | 279,789 | $22.9M | 0.0% | 1.7% | +51.8% |
| 10 | Aprio Wealth Management, LLC | 223,983 | $18.3M | 0.9% | 1.3% | +4.1% |
| 11 | Itau Unibanco Holding S.A. | 202,713 | $16.6M | 0.3% | 1.2% | +61.0% |
| 12 | Cetera Investment Advisers | 190,124 | $15.5M | 0.0% | 1.1% | +1.3% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 185,173 | $15.1M | 0.0% | 1.1% | -1.9% |
| 14 | ADAMSBROWN WEALTH CONSULTANTS LLC | 165,841 | $13.6M | 2.6% | 1% | +4.4% |
| 15 | WELLS FARGO & COMPANY/MN | 164,361 | $13.4M | 0.0% | 1% | +1949.4% |
| 16 | Cambridge Investment Research Advisors, Inc. | 163,519 | $13.4M | 0.0% | 1% | +0.9% |
| 17 | ELEVATION POINT WEALTH PARTNERS, LLC | 150,787 | $12.3M | 0.2% | 0.9% | -23.6% |
| 18 | Vestmark Advisory Solutions, Inc. | 149,412 | $12.2M | 0.1% | 0.9% | -23.6% |
| 19 | XP Advisory US, Inc.NEW | 139,273 | $11.4M | 6.2% | 0.8% | new |
| 20 | Kraft, Davis & Associates, LLC | 135,728 | $10.9M | 2.3% | 0.8% | +3.2% |
| 21 | Ted Buchan & Co | 135,212 | $11.1M | 3.6% | 0.8% | +0.9% |
| 22 | MML INVESTORS SERVICES, LLC | 133,566 | $10.9M | 0.0% | 0.8% | +22.5% |
| 23 | Quadcap Wealth Management, LLC | 122,431 | $10.0M | 1.0% | 0.7% | +5.1% |
| 24 | Riggs Asset Managment Co. Inc. | 114,582 | $9.4M | 1.7% | 0.7% | -1.9% |
| 25 | Modern Wealth Management, LLCNEW | 111,100 | $9.1M | 0.1% | 0.7% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.