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 $649.05M 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 $94.67M in its March 31, 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 $93.24M, representing an estimated loss of -1.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed UTES value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Osaic Holdings, Inc., 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
178
Total Reported Value
$649.05M
Largest Holder
Lpl Financial Llc
Largest Position
$94.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 1,184,908 | $94,674,123 | $93,240,411 | -$1,433,712 | -1.51% | |
| Bank Of America Corp | 0.00% | 821,557 | $65,642,428 | $64,648,320 | -$994,108 | -1.51% | |
| Osaic Holdings, Inc. | 0.07% | 562,161 | $44,917,145 | $44,236,449 | -$680,696 | -1.52% | |
| Ubs Group Ag | 0.01% | 400,747 | $32,019,685 | $31,534,781 | -$484,904 | -1.51% | |
| Stifel Financial Corp | 0.03% | 350,186 | $27,980,497 | $27,556,136 | -$424,361 | -1.52% | |
| Envestnet Asset Management Inc | 0.01% | 244,265 | $19,516,811 | $19,221,213 | -$295,598 | -1.51% | |
| Aprio Wealth Management, Llc | 0.90% | 223,983 | $18,308,342 | $17,625,222 | -$683,120 | -3.73% | |
| Elevation Point Wealth Partners, Llc | 0.38% | 197,494 | $15,779,810 | $15,540,803 | -$239,007 | -1.51% | |
| Vestmark Advisory Solutions, Inc. | 0.17% | 195,497 | $15,620,250 | $15,383,659 | -$236,591 | -1.51% | |
| Commonwealth Equity Services, Llc | 0.02% | 185,173 | $15,136,063 | $14,571,263 | -$564,800 | -3.73% | |
| Cetera Investment Advisers | 0.02% | 187,722 | $14,998,962 | $14,771,844 | -$227,118 | -1.51% | |
| Royal Bank Of Canada | 0.00% | 186,871 | $14,928,000 | $14,704,879 | -$223,121 | -1.49% | |
| Raymond James Financial Inc | 0.00% | 184,322 | $14,727,401 | $14,504,298 | -$223,103 | -1.51% | |
| Adamsbrown Wealth Consultants Llc | 2.56% | 165,841 | $13,555,861 | $13,050,028 | -$505,833 | -3.73% | |
| Ted Buchan & Co | 3.62% | 135,212 | $11,052,264 | $10,639,832 | -$412,432 | -3.73% | |
| Kraft, Davis & Associates, Llc | 2.28% | 135,728 | $10,913,714 | $10,680,436 | -$233,278 | -2.14% | |
| Quadcap Wealth Management, Llc | 0.97% | 122,431 | $10,007,510 | $9,634,095 | -$373,415 | -3.73% | |
| Itau Unibanco Holding S.A. | 0.24% | 123,400 | $9,742,430 | $9,710,346 | -$32,084 | -0.33% | |
| Riggs Asset Managment Co. Inc. | 1.67% | 114,582 | $9,365,933 | $9,016,458 | -$349,475 | -3.73% | |
| Two Sigma Investments, Lp | 0.01% | 110,700 | $8,844,930 | $8,710,983 | -$133,947 | -1.51% | |
| Mml Investors Services, Llc | 0.02% | 109,035 | $8,711,858 | $8,579,964 | -$131,894 | -1.51% | |
| Members Advisory Group Llc | 2.00% | 87,475 | $7,150,408 | $6,883,408 | -$267,000 | -3.73% | |
| Fifth Third Securities, Inc. | 0.40% | 85,098 | $6,955,943 | $6,696,362 | -$259,581 | -3.73% | |
| Btg Pactual Asset Management Us Llc | 0.62% | 80,676 | $6,420,196 | $6,348,394 | -$71,802 | -1.12% | |
| Hightower Advisors, Llc | 0.01% | 78,057 | $6,236,750 | $6,142,305 | -$94,445 | -1.51% | |
| Macro Advisors, Inc. | 2.55% | 77,223 | $6,170,118 | $6,076,678 | -$93,440 | -1.51% | |
| Blue Water Asset Management | 2.07% | 75,038 | $5,995,517 | $5,904,740 | -$90,777 | -1.51% | |
| Leclair Wealth Partners Llc | 2.07% | 75,038 | $5,995,517 | $5,904,740 | -$90,777 | -1.51% | |
| Great Valley Advisor Group, Inc. | 0.10% | 67,983 | $5,431,588 | $5,349,582 | -$82,006 | -1.51% | |
| Bostonpremier Wealth Llc | 1.98% | 57,076 | $4,665,407 | $4,491,310 | -$174,097 | -3.73% | |
| Moneco Advisors, Llc | 0.32% | 52,235 | $4,173,603 | $4,110,372 | -$63,231 | -1.52% | |
| Equitable Holdings, Inc. | 0.03% | 50,695 | $4,002,655 | $3,989,190 | -$13,465 | -0.34% | |
| Royal Harbor Partners, Llc | 1.18% | 46,604 | $3,809,411 | $3,667,269 | -$142,142 | -3.73% | |
| Steel Grove Capital Advisors, Llc | 0.34% | 44,895 | $3,669,742 | $3,532,788 | -$136,954 | -3.73% | |
| Gladstone Institutional Advisory Llc | 0.10% | 39,234 | $3,206,953 | $3,087,323 | -$119,630 | -3.73% | |
| J.W. Cole Advisors, Inc. | 0.05% | 38,930 | $3,182,157 | $3,063,402 | -$118,755 | -3.73% | |
| Family Legacy, Inc. | 0.90% | 37,484 | $2,994,972 | $2,949,616 | -$45,356 | -1.51% | |
| Pfg Investments, Llc | 0.11% | 36,182 | $2,957,529 | $2,847,162 | -$110,367 | -3.73% | |
| Private Advisor Group, Llc | 0.01% | 35,262 | $2,882,336 | $2,774,767 | -$107,569 | -3.73% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 32,896 | $2,628,375 | $2,588,586 | -$39,789 | -1.51% | |
| Coastal Bridge Advisors, Llc | 0.19% | 32,719 | $2,614,223 | $2,574,658 | -$39,565 | -1.51% | |
| Clear Creek Financial Management, Llc | 0.16% | 31,339 | $2,561,650 | $2,466,066 | -$95,584 | -3.73% | |
| Astoria Portfolio Advisors Llc. | 0.42% | 30,513 | $2,494,147 | $2,401,068 | -$93,079 | -3.73% | |
| Morgan Stanley | 0.00% | 30,945 | $2,472,507 | $2,435,062 | -$37,445 | -1.51% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 30,875 | $2,466,908 | $2,429,554 | -$37,354 | -1.51% | |
| Kingswood Wealth Advisors, Llc | 0.09% | 27,172 | $2,221,039 | $2,138,165 | -$82,874 | -3.73% | |
| Advisory Resource Group | 0.32% | 26,333 | $2,152,459 | $2,072,144 | -$80,315 | -3.73% | |
| Signal Advisors Wealth, Llc | 0.14% | 25,780 | $2,059,822 | $2,028,628 | -$31,194 | -1.51% | |
| Comprehensive Wealth Management, Llc | 0.99% | 24,480 | $1,955,952 | $1,926,331 | -$29,621 | -1.51% | |
| Prospera Financial Services Inc | 0.03% | 22,875 | $1,869,680 | $1,800,034 | -$69,646 | -3.73% |
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.