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Virtus Reaves Utilities ETF (UTES) Institutional Ownership

$76.11 +0.92 (+1.22%)
As of 03:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Reaves Utilities ETF (NYSEARCA:UTES)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$309.85M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$68.33K
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UTES Institutional Buying and Selling by Quarter

Virtus Reaves Utilities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 Principia Wealth Advisory LLC811$66K0.0%-20.6%0.005%
8/22/2026 XP Advisory US Inc.139,273$11.38M6.2%N/A0.812%
5/19/2026 Arkadios Wealth Advisors12,882$1.03M0.0%+4.2%0.068%
5/6/2026 Bartlett & CO. Wealth Management LLC1,600$135K0.0%N/A0.008%
4/27/2026 Sound Income Strategies LLC460$37K0.0%N/A0.003%
4/23/2026 Coston McIsaac & Partners421$33K0.0%N/A0.002%
4/22/2026 Janney Montgomery Scott LLC89,268$7.13M0.0%+220.5%0.502%
4/21/2026 Fiduciary Alliance LLC9,989$826K0.1%+3.2%0.056%
2/18/2026 NewEdge Advisors LLC19,786$1.56M0.0%+787.7%0.109%
2/13/2026 Arkadios Wealth Advisors12,358$976K0.0%+4.0%0.068%
2/11/2026 Janney Montgomery Scott LLC27,850$2.20M0.0%+100.1%0.153%
2/11/2026 JPMorgan Chase & Co.3,377,998$266.69M0.0%+25.0%18.612%
2/10/2026 Thoroughbred Financial Services LLC4,543$358K0.0%+13.8%0.025%
2/9/2026 Steel Grove Capital Advisors LLC43,280$3.42M0.4%+11.7%0.238%
2/9/2026 Cary Street Partners Financial LLC3,170$250K0.0%+31.0%0.017%
2/5/2026 Western Wealth Management LLC3,126$247K0.0%N/A0.017%
1/28/2026 Kingswood Wealth Advisors LLC31,699$2.50M0.1%+5.3%0.170%
1/26/2026 Private Trust Co. NA3,416$270K0.0%+713.3%0.018%
1/23/2026 Fifth Third Securities Inc.80,683$6.37M0.4%+45.9%0.440%
1/22/2026 Fiduciary Alliance LLC9,679$764K0.0%+19.1%0.053%
1/16/2026 Valicenti Advisory Services Inc.41,795$3.30M0.7%+1.9%0.228%
1/15/2026 Highline Wealth Partners LLC2,823$223K0.1%+10.2%0.015%
1/15/2026Jaffetilchin Investment Partners LLC4,578$361K0.0%-4.2%0.025%
1/14/2026 Nova Wealth Management Inc.8,002$632K0.4%+4.7%0.044%
1/8/2026 Old Port Advisors21,438$1.69M0.4%+5.4%0.118%
11/17/2025 NewEdge Advisors LLC2,229$186K0.0%N/A0.015%
11/10/2025 Cary Street Partners Financial LLC2,420$202K0.0%N/A0.016%
11/10/2025 Thoroughbred Financial Services LLC3,991$333K0.0%+3.3%0.027%
11/7/2025 JPMorgan Chase & Co.2,702,319$225.48M0.0%N/A18.136%
11/4/2025 Transcendent Capital Group LLC22,368$1.87M0.8%N/A0.150%
11/4/2025 Jones Financial Companies Lllp332$28K0.0%N/A0.002%
10/29/2025 Arkadios Wealth Advisors11,879$991K0.0%+95.2%0.081%
10/23/2025 Kingswood Wealth Advisors LLC30,115$2.51M0.2%+9.1%0.205%
10/17/2025 Valicenti Advisory Services Inc.41,000$3.42M0.7%N/A0.284%
10/15/2025 Private Trust Co. NA420$35K0.0%-50.2%0.003%
10/14/2025 Highline Wealth Partners LLC2,561$214K0.1%+7.6%0.018%
10/10/2025 Fifth Third Securities Inc.55,289$4.61M0.3%+41.9%0.385%
10/8/2025 Fiduciary Alliance LLC8,129$678K0.0%N/A0.059%
10/6/2025 Old Port Advisors20,344$1.70M0.4%+5.0%0.147%
8/12/2025Jaffetilchin Investment Partners LLC4,381$331K0.0%+8.1%0.050%
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8/5/2025GPS Wealth Strategies Group LLC933$71K0.0%N/A0.012%
8/4/2025 Arkadios Wealth Advisors6,085$460K0.0%+8.0%0.076%
7/30/2025 Steel Grove Capital Advisors LLC38,750$2.93M0.3%+1.7%0.484%
7/29/2025 Private Trust Co. NA843$64K0.0%+80.1%0.011%
7/23/2025 Kingswood Wealth Advisors LLC27,592$2.09M0.2%-2.2%0.345%
7/17/2025 Janney Montgomery Scott LLC11,036$834K0.0%+18.0%0.141%
7/17/2025 Fifth Third Securities Inc.38,950$2.95M0.2%+105.7%0.496%
7/16/2025 Highline Wealth Partners LLC2,380$180K0.1%+9.2%0.030%
7/16/2025 Old Port Advisors19,371$1.46M0.4%+30.9%0.247%
5/29/2025Nova Wealth Management Inc.7,536$487K0.4%-2.0%0.120%
5/8/2025Arkadios Wealth Advisors5,636$364K0.0%+46.7%0.092%
5/6/2025Old Port Advisors14,793$956K0.3%N/A0.243%
5/1/2025Fifth Third Securities Inc.18,934$1.22M0.1%+13.1%0.310%
4/24/2025Jaffetilchin Investment Partners LLC4,051$262K0.0%+5.0%0.066%
4/21/2025Steel Grove Capital Advisors LLC38,111$2.46M0.4%+37.5%0.625%
4/21/2025Kingswood Wealth Advisors LLC28,201$1.82M0.1%+9.8%0.462%
4/17/2025Highline Wealth Partners LLC2,180$141K0.0%N/A0.036%
4/17/2025Janney Montgomery Scott LLC9,350$604K0.0%N/A0.155%
4/9/2025NBC Securities Inc.8,854$571K0.0%+110,575.0%0.146%
2/17/2025Ameriprise Financial Inc.4,826$308K0.0%N/A0.386%
2/14/2025Steel Grove Capital Advisors LLC27,714$1.77M0.2%+551.8%2.217%
2/13/2025Jaffetilchin Investment Partners LLC3,857$246K0.0%+25.3%0.309%
2/5/2025Private Trust Co. NA468$30K0.0%+151.6%0.037%
1/23/2025Fifth Third Securities Inc.16,747$1.07M0.1%N/A1.340%
1/22/2025Kingswood Wealth Advisors LLC25,686$1.64M0.1%N/A2.055%
1/17/2025Beaumont Financial Advisors LLC104,508$6.66M0.5%+0.9%8.361%
1/15/2025Arkadios Wealth Advisors3,842$245K0.0%N/A0.307%
10/15/2024NBC Securities Inc.8,854$566K0.0%+1.8%0.708%
10/9/2024Beaumont Financial Advisors LLC103,597$6.63M0.5%+0.5%8.288%
4/5/2024NBC Securities Inc.7,538$365K0.0%+5.8%0.754%
11/4/2023NBC Securities Inc.7,128$296K0.0%N/A0.713%


UTES Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 institutional investors and hedge funds held shares of Virtus Reaves Utilities ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($266.69M), XP Advisory US Inc. ($11.38M), Janney Montgomery Scott LLC ($7.13M), Beaumont Financial Advisors LLC ($6.66M), Fifth Third Securities Inc. ($6.37M), Steel Grove Capital Advisors LLC ($3.42M), and Valicenti Advisory Services Inc. ($3.30M).Learn more on Virtus Reaves Utilities ETF's institutional investors.

Of the 27 institutional investors that purchased Virtus Reaves Utilities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($3.38M), XP Advisory US Inc. ($139.27K), Janney Montgomery Scott LLC ($86.39K), Fifth Third Securities Inc. ($80.68K), Valicenti Advisory Services Inc. ($41.80K), Steel Grove Capital Advisors LLC ($39.03K), and Kingswood Wealth Advisors LLC ($32.31K).

Institutional investors have bought a total of 3,759,376 shares in the last 24 months. This purchase volume represents approximately $309.85M in transactions.

The following institutional investors have sold Virtus Reaves Utilities ETF stock in the last 24 months: Private Trust Co. NA ($423.00), Principia Wealth Advisory LLC ($210.00), and Jaffetilchin Investment Partners LLC ($201.00).

Institutional investors have sold a total of 834 shares in the last 24 months. This volume of shares sold represents approximately $68.33K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:UTES is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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