Virtus Reaves Utilities ETFUTESETF
13F holders, Q2 2025 (June 30)94holders +13
22new positions
7sold out
2famous investors
$41.12avg. 13F price*
At the end of Q2 2025, 94 institutions reported holding Virtus Reaves Utilities ETF (UTES) in their 13F filings, up 13 from Q1 2025. 22 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($42.8M), Cambridge Investment Research Advisors, Inc. ($20.0M) and Mainstay Capital Management LLC ($19.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Virtus Reaves Utilities ETF
- Filed as
- ETFIS SER TR I (Q2 2025)
- CUSIP
- 26923G806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $39.2M |
| Exits | 7 | $3.2M |
All 13F filers, Q1 2025 → Q2 2025: 3,824,630 shares bought and 94,021 shares sold, net +3,730,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| LPL Financial LLC | 0.01% | Add +83.8% | 565,977 | $42.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +23.8% | 264,052 | $20.0M |
| Mainstay Capital Management LLC | 0.98% | New | 262,572 | $19.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 196,105 | $14.8M |
| Riggs Asset Managment Co. Inc. | 3.47% | Add +1.9% | 186,506 | $14.1M |
| Cetera Investment Advisers | 0.02% | Add +14.4% | 157,438 | $11.9M |
| Kraft, Davis & Associates, LLC | 2.87% | Reduce -0.4% | 132,182 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +27.4% | 124,028 | $9.4M |
| Great Valley Advisor Group, Inc. | 0.18% | Add +5.8% | 105,577 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +61.1% | 83,524 | $6.3M |
| Bank of America Corp. | 0.00% | New | 82,173 | $6.2M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +21.7% | 63,030 | $4.8M |
| Equitable Holdings, Inc. | 0.03% | Add +4.7% | 52,792 | $4.0M |
| Avantax Advisory Services, Inc. | 0.02% | Add +59.0% | 52,623 | $4.0M |
| Royal Harbor Partners, LLC | 1.39% | Reduce -1.9% | 50,222 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +22.5% | 49,467 | $3.7M |
| Proficio Capital Partners LLC | 0.22% | New | 2,811,223 | $3.6M |
| Moneco Advisors, LLC | 0.30% | Add +135.8% | 42,562 | $3.2M |
| Fifth Third Securities, Inc. | 0.22% | Add +105.7% | 38,950 | $2.9M |
| Advisory Resource Group | 0.56% | Reduce -1.8% | 38,783 | $2.9M |
| Steel Grove Capital Advisors, LLC | 0.35% | Add +1.7% | 38,750 | $2.9M |
| Clear Creek Financial Management, LLC | 0.27% | Reduce -0.1% | 37,990 | $2.9M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +1.8% | 37,296 | $2.8M |
| PFG Investments, LLC | 0.16% | Reduce -1.0% | 36,489 | $2.8M |
| Citadel Advisors | 0.00% | Reduce -21.1% | 31,500 | $2.4M |
| HighTower Advisors, LLC | 0.00% | New | 30,034 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.9% | 28,976 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.16% | Reduce -2.2% | 27,592 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +76.8% | 26,786 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.3% | 24,295 | $1.8M |
| Wise Wealth Partners | 2.63% | New | 20,804 | $1.6M |
| Belpointe Asset Management LLC | 0.06% | Add +72.3% | 19,884 | $1.5M |
| Old Port Advisors | 0.40% | Add +30.9% | 19,371 | $1.5M |
| Comprehensive Wealth Management, LLC | 1.03% | Add +0.5% | 16,866 | $1.3M |
| Sunbeam Capital Management, LLC | 0.96% | Add +93.6% | 16,765 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +36.5% | 15,155 | $1.1M |
| Atlas Wealth Partners, LLC | 1.31% | Add +8.5% | 15,056 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +10.7% | 11,255 | $851K |
| Janney Montgomery Scott LLC | 0.00% | Add +18.0% | 11,036 | $834K |
| StoneX Group Inc. | 0.04% | Add +1.1% | 10,892 | $823K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,680 | $807K |
| Sanctuary Advisors, LLC | 0.00% | New | 10,430 | $789K |
| Thrivent Financial for Lutherans | 0.00% | New | 10,409 | $787K |
| Lanark Financial, Inc. | 0.05% | No change | 8,854 | $669K |
| Nova Wealth Management, Inc. | 0.42% | Add +0.7% | 7,585 | $573K |
| TrueWealth Advisors, LLC | 0.17% | Add +5.8% | 7,384 | $558K |
| Chicago Partners Investment Group LLC | 0.02% | New | 7,000 | $556K |
| Prospera Financial Services Inc | 0.01% | Add +41.6% | 7,268 | $550K |
| Mariner, LLC | 0.00% | Add +27.2% | 7,199 | $544K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.8% | 6,549 | $495K |
| Arkadios Wealth Advisors | 0.01% | Add +8.0% | 6,085 | $460K |
| Pekin Hardy Strauss, Inc. | 0.05% | Add +63.9% | 5,900 | $446K |
| Kingsview Wealth Management, LLC | 0.01% | Add +19.2% | 5,878 | $444K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +19.5% | 5,839 | $441K |
| First Heartland Consultants, Inc. | 0.04% | Add +26.0% | 5,705 | $431K |
| Red Mountain Financial, LLC | 0.46% | New | 5,489 | $415K |
| Weil Company, Inc. | 0.11% | No change | 5,300 | $401K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 5,179 | $392K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -21.8% | 4,841 | $366K |
| Glassman Wealth Services | 0.05% | Add +17.6% | 4,652 | $352K |
| Ingalls & Snyder LLC | 0.01% | No change | 4,421 | $334K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +8.2% | 4,381 | $331K |
| Foresight Capital Management Advisors, Inc. | 0.19% | New | 4,345 | $328K |
| Brookstone Capital Management | 0.00% | Reduce -51.6% | 4,233 | $320K |
| Global Trust Asset Management, LLC | 0.17% | Add +603.3% | 4,220 | $319K |
| Essex Financial Services, Inc. | 0.02% | New | 4,118 | $311K |
| D. E. Shaw & Co. | 0.00% | No change | 4,114 | $311K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +23.8% | 3,864 | $292K |
| Opal Wealth Advisors, LLC | 0.08% | Add +5.4% | 3,848 | $291K |
| Retireful, LLC | 0.20% | New | 3,800 | $287K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,651 | $276K |
| Formidable Asset Management, LLC | 0.04% | No change | 4,161 | $269K |
| IAM Advisory, LLC | 0.05% | New | 3,013 | $228K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,974 | $225K |
| Raymond James Financial Inc. | 0.00% | New | 2,696 | $204K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -15.8% | 2,695 | $204K |
| Highline Wealth Partners LLC | 0.05% | Add +9.2% | 2,380 | $180K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -51.3% | 1,500 | $113K |
| Principia Wealth Advisory, LLC | 0.09% | Reduce -11.7% | 1,421 | $107K |
| Morgan Stanley | 0.00% | Add +348.5% | 1,377 | $104K |
| Capital Analysts, LLC | 0.00% | No change | 1,336 | $101K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -76.9% | 1,112 | $84K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 933 | $71K |
| Private Trust Co. NA | 0.01% | Add +80.1% | 843 | $64K |
| Harbour Investments, Inc. | 0.00% | Add +139.3% | 560 | $42K |
| IFP Advisors, Inc | 0.00% | Add +43.7% | 296 | $22K |
| PNC Financial Services Group, Inc. | 0.00% | New | 110 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | Add +180.0% | 70 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 45 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -18.2% | 36 | $3K |
| New Millennium Group LLC | 0.00% | No change | 26 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $756 |
| Financially Speaking Inc | 0.00% | New | 9 | $680 |
| FMR LLC | 0.00% | New | 3 | $227 |
"% of holder's portfolio" is UTES's weight in each manager's 13F, not the share of Virtus Reaves Utilities ETF the manager owns.