VIRTUS REAVES UTILITIES ETF (UTES) Institutional Ownership
UTES is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $264,297 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $264,297 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's UTES position is now estimated to be worth approximately $267,418.72, representing an estimated gain of +1.18% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward VIRTUS REAVES UTILITIES ETF (UTES).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $264,297 | 3,308 |
| Q4 2025 | 1 | $260,104 | 3,295 |
Related UTES Institutional Insights:
- UTES Institutional Ownership & Insiders Activity
- UTES Institutional Ownership & 13F Activity
- UTES Top Institutional Shareholders
- UTES Institutional Buying Activity
- UTES Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- UTES Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings