VIRTUS REAVES UTILITIES ETF (UTES) Institutional Shareholders
VIRTUS REAVES UTILITIES ETF (UTES) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $767.75M in UTES holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of UTES tracked by InsiderSet, reporting ownership valued at approximately $98.00M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $85.82M, representing an estimated loss of -12.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed UTES value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Treasurer Of The State Of North Carolina, and several other long-term asset managers with concentrated positions in VIRTUS REAVES UTILITIES ETF (UTES).
This page ranks the largest institutional UTES shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
173
Total Reported Value
$767.75M
Largest Holder
Lpl Financial Llc
Largest Position
$98.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 1,198,948 | $98,002,021 | $85,820,698 | -$12,181,323 | -12.43% | |
| Bank Of America Corp | 0.00% | 869,363 | $71,061,753 | $62,229,004 | -$8,832,749 | -12.43% | |
| Treasurer Of The State Of North Carolina | 0.13% | 623,863 | $50,995,000 | $44,656,114 | -$6,338,886 | -12.43% | |
| Osaic Holdings, Inc. | 0.05% | 553,864 | $45,273,487 | $39,645,585 | -$5,627,902 | -12.43% | |
| Ubs Group Ag | 0.00% | 336,470 | $27,503,058 | $24,084,523 | -$3,418,535 | -12.43% | |
| Stifel Financial Corp | 0.02% | 323,008 | $26,403,753 | $23,120,913 | -$3,282,840 | -12.43% | |
| Royal Bank Of Canada | 0.00% | 311,230 | $25,440,000 | $22,277,843 | -$3,162,157 | -12.43% | |
| Envestnet Asset Management Inc | 0.01% | 283,874 | $23,203,849 | $20,319,701 | -$2,884,148 | -12.43% | |
| Raymond James Financial Inc | 0.01% | 279,789 | $22,869,961 | $20,027,297 | -$2,842,664 | -12.43% | |
| Aprio Wealth Management, Llc | 0.90% | 223,983 | $18,308,342 | $16,032,703 | -$2,275,639 | -12.43% | |
| Itau Unibanco Holding S.A. | 0.33% | 202,713 | $16,569,761 | $14,510,197 | -$2,059,564 | -12.43% | |
| Cetera Investment Advisers | 0.01% | 190,124 | $15,540,711 | $13,609,076 | -$1,931,635 | -12.43% | |
| Commonwealth Equity Services, Llc | 0.02% | 185,173 | $15,136,063 | $13,254,683 | -$1,881,380 | -12.43% | |
| Adamsbrown Wealth Consultants Llc | 2.56% | 165,841 | $13,555,861 | $11,870,899 | -$1,684,962 | -12.43% | |
| Wells Fargo & Company/Mn | 0.00% | 164,361 | $13,434,887 | $11,764,960 | -$1,669,927 | -12.43% | |
| Elevation Point Wealth Partners, Llc | 0.23% | 150,787 | $12,325,344 | $10,793,333 | -$1,532,011 | -12.43% | |
| Vestmark Advisory Solutions, Inc. | 0.11% | 149,412 | $12,212,952 | $10,694,911 | -$1,518,041 | -12.43% | |
| Ted Buchan & Co | 3.62% | 135,212 | $11,052,264 | $9,678,475 | -$1,373,789 | -12.43% | |
| Mml Investors Services, Llc | 0.02% | 133,566 | $10,917,678 | $9,560,654 | -$1,357,024 | -12.43% | |
| Kraft, Davis & Associates, Llc | 2.28% | 135,728 | $10,913,714 | $9,715,410 | -$1,198,304 | -10.98% | |
| Quadcap Wealth Management, Llc | 0.97% | 122,431 | $10,007,510 | $8,763,611 | -$1,243,899 | -12.43% | |
| Riggs Asset Managment Co. Inc. | 1.67% | 114,582 | $9,365,933 | $8,201,780 | -$1,164,153 | -12.43% | |
| Modern Wealth Management, Llc | 0.11% | 111,100 | $9,081,324 | $7,952,538 | -$1,128,786 | -12.43% | |
| Btg Pactual Asset Management Us Llc | 0.61% | 103,391 | $8,227,856 | $7,400,728 | -$827,128 | -10.05% | |
| Vestcor Inc | 0.18% | 91,200 | $7,455,000 | $6,528,096 | -$926,904 | -12.43% | |
| Members Advisory Group Llc | 2.00% | 87,475 | $7,150,408 | $6,261,461 | -$888,948 | -12.43% | |
| Fifth Third Securities, Inc. | 0.40% | 85,098 | $6,955,943 | $6,091,315 | -$864,628 | -12.43% | |
| Macro Advisors, Inc. | 2.15% | 82,502 | $6,743,713 | $5,905,493 | -$838,220 | -12.43% | |
| Blue Water Asset Management | 2.07% | 78,357 | $6,404,917 | $5,608,794 | -$796,123 | -12.43% | |
| Great Valley Advisor Group, Inc. | 0.09% | 70,131 | $5,732,451 | $5,019,977 | -$712,474 | -12.43% | |
| Jpmorgan Chase & Co | 0.00% | 64,153 | $5,356,198 | $4,592,072 | -$764,126 | -14.27% | |
| Janney Montgomery Scott Llc | 0.01% | 63,301 | $5,174,000 | $4,531,086 | -$642,914 | -12.43% | |
| Bostonpremier Wealth Llc | 1.98% | 57,076 | $4,665,407 | $4,085,500 | -$579,907 | -12.43% | |
| Moneco Advisors, Llc | 0.28% | 55,215 | $4,513,242 | $3,952,290 | -$560,952 | -12.43% | |
| Royal Harbor Partners, Llc | 1.18% | 46,604 | $3,809,411 | $3,335,914 | -$473,497 | -12.43% | |
| Wny Asset Management, Llc | 0.33% | 45,281 | $3,701,306 | $3,241,214 | -$460,092 | -12.43% | |
| Steel Grove Capital Advisors, Llc | 0.34% | 44,895 | $3,669,742 | $3,213,584 | -$456,158 | -12.43% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 42,662 | $3,487,162 | $3,053,746 | -$433,416 | -12.43% | |
| Equitable Holdings, Inc. | 0.02% | 41,445 | $3,387,744 | $2,966,633 | -$421,111 | -12.43% | |
| Valicenti Advisory Services Inc | 0.64% | 41,395 | $3,384,000 | $2,963,054 | -$420,946 | -12.44% | |
| Gladstone Institutional Advisory Llc | 0.10% | 39,234 | $3,206,953 | $2,808,370 | -$398,583 | -12.43% | |
| J.W. Cole Advisors, Inc. | 0.05% | 38,930 | $3,182,157 | $2,786,609 | -$395,548 | -12.43% | |
| Family Legacy, Inc. | 0.85% | 38,902 | $3,179,849 | $2,784,605 | -$395,244 | -12.43% | |
| Newedge Advisors, Llc | 0.01% | 37,154 | $3,036,989 | $2,659,483 | -$377,506 | -12.43% | |
| Pfg Investments, Llc | 0.11% | 36,182 | $2,957,529 | $2,589,908 | -$367,621 | -12.43% | |
| Private Advisor Group, Llc | 0.01% | 35,262 | $2,882,336 | $2,524,054 | -$358,282 | -12.43% | |
| Signal Advisors Wealth, Llc | 0.15% | 34,085 | $2,786,074 | $2,439,804 | -$346,270 | -12.43% | |
| Coastal Bridge Advisors, Llc | 0.17% | 32,867 | $2,686,525 | $2,352,620 | -$333,905 | -12.43% | |
| Goldman Sachs Group Inc | 0.00% | 31,690 | $2,590,341 | $2,268,370 | -$321,971 | -12.43% | |
| Clear Creek Financial Management, Llc | 0.16% | 31,339 | $2,561,650 | $2,243,246 | -$318,404 | -12.43% |
Frequently asked questions about UTES
Who owns the most UTES stock?
The largest holders of UTES are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VIRTUS REAVES UTILITIES ETF (UTES).
Is UTES widely held by superinvestors?
Many widely followed stocks like UTES appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UTES is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.