UTES Institutional Ownership & Shareholders
VIRTUS REAVES UTILITIES ETF (UTES) is currently held by 172 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $735.90M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $91.89M, representing an estimated loss of -6.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% 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
172
Total Reported Value
$735.90M
Largest Holder
Lpl Financial Llc
Largest Position
$98.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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 | $91,887,375 | -$6,114,646 | -6.24% | |
| Bank Of America Corp | 0.00% | 869,363 | $71,061,753 | $66,627,980 | -$4,433,773 | -6.24% | |
| Treasurer Of The State Of North Carolina | 0.13% | 623,863 | $50,995,000 | $47,812,860 | -$3,182,140 | -6.24% | |
| Osaic Holdings, Inc. | 0.05% | 553,864 | $45,273,487 | $42,448,137 | -$2,825,350 | -6.24% | |
| Ubs Group Ag | 0.00% | 336,470 | $27,503,058 | $25,787,061 | -$1,715,997 | -6.24% | |
| Stifel Financial Corp | 0.02% | 323,008 | $26,403,753 | $24,755,333 | -$1,648,420 | -6.24% | |
| Royal Bank Of Canada | 0.00% | 311,230 | $25,440,000 | $23,852,667 | -$1,587,333 | -6.24% | |
| Envestnet Asset Management Inc | 0.01% | 283,874 | $23,203,849 | $21,756,103 | -$1,447,746 | -6.24% | |
| Raymond James Financial Inc | 0.01% | 279,789 | $22,869,961 | $21,443,029 | -$1,426,932 | -6.24% | |
| Aprio Wealth Management, Llc | 0.86% | 268,039 | $18,810,963 | $20,542,509 | +$1,731,546 | +9.20% | |
| Itau Unibanco Holding S.A. | 0.33% | 202,713 | $16,569,761 | $15,535,924 | -$1,033,837 | -6.24% | |
| Cetera Investment Advisers | 0.01% | 190,124 | $15,540,711 | $14,571,103 | -$969,608 | -6.24% | |
| Wells Fargo & Company/Mn | 0.00% | 164,361 | $13,434,887 | $12,596,627 | -$838,260 | -6.24% | |
| Elevation Point Wealth Partners, Llc | 0.23% | 150,787 | $12,325,344 | $11,556,316 | -$769,028 | -6.24% | |
| Vestmark Advisory Solutions, Inc. | 0.11% | 149,412 | $12,212,952 | $11,450,936 | -$762,016 | -6.24% | |
| Commonwealth Equity Services, Llc | 0.02% | 173,284 | $12,161,100 | $13,280,486 | +$1,119,386 | +9.20% | |
| Mml Investors Services, Llc | 0.02% | 133,566 | $10,917,678 | $10,236,498 | -$681,180 | -6.24% | |
| Kraft, Davis & Associates, Llc | 2.17% | 137,727 | $10,269,056 | $10,555,397 | +$286,341 | +2.79% | |
| Ted Buchan & Co | 3.16% | 136,387 | $9,571,687 | $10,452,700 | +$881,013 | +9.20% | |
| Quadcap Wealth Management, Llc | 0.89% | 133,668 | $9,380,857 | $10,244,316 | +$863,459 | +9.20% | |
| Riggs Asset Managment Co. Inc. | 1.67% | 114,582 | $9,365,933 | $8,781,564 | -$584,369 | -6.24% | |
| Modern Wealth Management, Llc | 0.11% | 111,100 | $9,081,324 | $8,514,704 | -$566,620 | -6.24% | |
| Btg Pactual Asset Management Us Llc | 0.61% | 103,391 | $8,227,856 | $7,923,886 | -$303,970 | -3.69% | |
| Vestcor Inc | 0.18% | 91,200 | $7,455,000 | $6,989,568 | -$465,432 | -6.24% | |
| Members Advisory Group Llc | 2.00% | 87,475 | $7,150,408 | $6,704,084 | -$446,324 | -6.24% | |
| Macro Advisors, Inc. | 2.15% | 82,502 | $6,743,713 | $6,322,953 | -$420,760 | -6.24% | |
| Blue Water Asset Management | 2.07% | 78,357 | $6,404,917 | $6,005,280 | -$399,637 | -6.24% | |
| Great Valley Advisor Group, Inc. | 0.09% | 70,131 | $5,732,451 | $5,374,840 | -$357,611 | -6.24% | |
| Jpmorgan Chase & Co | 0.00% | 64,153 | $5,356,198 | $4,916,686 | -$439,512 | -8.21% | |
| Janney Montgomery Scott Llc | 0.01% | 63,301 | $5,174,000 | $4,851,389 | -$322,611 | -6.24% | |
| Moneco Advisors, Llc | 0.28% | 55,215 | $4,513,242 | $4,231,678 | -$281,564 | -6.24% | |
| Bostonpremier Wealth Llc | 1.76% | 61,328 | $4,303,970 | $4,700,178 | +$396,208 | +9.21% | |
| Wny Asset Management, Llc | 0.33% | 45,281 | $3,701,306 | $3,470,336 | -$230,970 | -6.24% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 42,662 | $3,487,162 | $3,269,616 | -$217,546 | -6.24% | |
| Equitable Holdings, Inc. | 0.02% | 41,445 | $3,387,744 | $3,176,345 | -$211,399 | -6.24% | |
| Royal Harbor Partners, Llc | 1.03% | 47,816 | $3,355,727 | $3,664,618 | +$308,891 | +9.20% | |
| Gladstone Institutional Advisory Llc | 0.10% | 39,234 | $3,206,953 | $3,006,894 | -$200,059 | -6.24% | |
| Steel Grove Capital Advisors, Llc | 0.29% | 45,669 | $3,205,081 | $3,500,072 | +$294,991 | +9.20% | |
| Signal Advisors Wealth, Llc | 0.14% | 45,572 | $3,198,270 | $3,492,638 | +$294,368 | +9.20% | |
| J.W. Cole Advisors, Inc. | 0.05% | 38,930 | $3,182,157 | $2,983,595 | -$198,562 | -6.24% | |
| Newedge Advisors, Llc | 0.01% | 37,154 | $3,036,989 | $2,847,483 | -$189,506 | -6.24% | |
| Fifth Third Securities, Inc. | 0.15% | 43,076 | $3,023,102 | $3,301,345 | +$278,243 | +9.20% | |
| Pfg Investments, Llc | 0.11% | 36,182 | $2,957,529 | $2,772,988 | -$184,541 | -6.24% | |
| Private Advisor Group, Llc | 0.01% | 35,262 | $2,882,336 | $2,702,480 | -$179,856 | -6.24% | |
| Family Legacy, Inc. | 0.79% | 40,679 | $2,854,852 | $3,117,639 | +$262,787 | +9.20% | |
| Coastal Bridge Advisors, Llc | 0.17% | 32,867 | $2,686,525 | $2,518,927 | -$167,598 | -6.24% | |
| Goldman Sachs Group Inc | 0.00% | 31,690 | $2,590,341 | $2,428,722 | -$161,619 | -6.24% | |
| Astoria Portfolio Advisors Llc. | 0.42% | 30,513 | $2,494,147 | $2,338,516 | -$155,631 | -6.24% | |
| D. E. Shaw & Co., Inc. | 0.00% | 30,426 | $2,487,021 | $2,331,849 | -$155,172 | -6.24% | |
| Principal Securities, Inc. | 0.03% | 26,955 | $2,203,302 | $2,065,831 | -$137,471 | -6.24% |
Frequently asked questions about UTES
Who are the largest institutional holders of UTES?
The largest institutional holders of UTES reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Treasurer Of The State Of North Carolina, Osaic Holdings, Inc., and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported UTES position.
What is UTES institutional ownership?
This page tracks UTES positions reported by institutional investment managers through SEC Form 13F. VIRTUS REAVES UTILITIES ETF (UTES) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UTES?
InsiderSet currently tracks 172 institutional managers reporting UTES holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UTES shareholders.
How much UTES stock do institutions own?
Institutional investment managers disclosed approximately $735.90M in UTES holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UTES institutional ownership last updated?
The latest UTES institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UTES holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UTES position after the reporting date.
Are institutions buying or selling UTES?
Institutional buying and selling can be analyzed by comparing UTES positions across consecutive 13F reporting periods. InsiderSet's UTES Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UTES ownership changes.
How has UTES institutional ownership changed over time?
InsiderSet tracks UTES institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.