Virtus Reaves Utilities ETFUTESETF
13F holders, Q3 2025 (September 30)130holders +36
44new positions
7sold out
$83.39avg. 13F price*
At the end of Q3 2025, 130 institutions reported holding Virtus Reaves Utilities ETF (UTES) in their 13F filings, up 36 from Q2 2025. 44 opened new positions and 7 sold out. The largest holders were JPMorgan Chase & Co. ($225.5M), LPL Financial LLC ($71.8M) and Cambridge Investment Research Advisors, Inc. ($23.4M).
- Company
- Virtus Reaves Utilities ETF
- Filed as
- ETFIS SER TR I (Q3 2025)
- CUSIP
- 26923G806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $311.4M |
| Exits | 7 | $7.0M |
All 13F filers, Q2 2025 → Q3 2025: 4,841,488 shares bought and 3,049,129 shares sold, net +1,792,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| JPMorgan Chase & Co. | 0.01% | New | 2,702,319 | $225.5M |
| LPL Financial LLC | 0.02% | Add +52.1% | 861,016 | $71.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +6.0% | 279,842 | $23.4M |
| Bank of America Corp. | 0.00% | Add +190.2% | 238,499 | $19.9M |
| UBS Group AG | 0.00% | New | 222,204 | $18.5M |
| Stifel Financial Corp. | 0.02% | Add +70.5% | 211,427 | $17.6M |
| Cetera Investment Advisers | 0.02% | Add +29.2% | 203,476 | $17.0M |
| Riggs Asset Managment Co. Inc. | 3.44% | Add +1.9% | 190,037 | $15.9M |
| Royal Bank of Canada | 0.00% | Reduce -9.1% | 178,284 | $14.9M |
| Aprio Wealth Management, LLC | 1.48% | New | 178,279 | $14.9M |
| Adamsbrown Wealth Consultants LLC | 3.14% | New | 136,506 | $11.4M |
| Kraft, Davis & Associates, LLC | 2.75% | Add +0.1% | 132,254 | $11.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +1117.2% | 126,699 | $10.6M |
| Mainstay Capital Management LLC | 1.05% | Reduce -52.0% | 125,937 | $10.5M |
| Ted Buchan & Co | 3.83% | New | 117,148 | $9.8M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +9.6% | 115,692 | $9.7M |
| Raymond James Financial Inc. | 0.00% | Add +3526.9% | 97,782 | $8.2M |
| Quadcap Wealth Management, LLC | 0.90% | New | 91,451 | $7.6M |
| Osaic Holdings, Inc. | 0.01% | Add +75.8% | 86,978 | $7.0M |
| Equitable Holdings, Inc. | 0.05% | Add +42.7% | 75,330 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.2% | 74,161 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +122.1% | 64,355 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +151.8% | 61,185 | $5.1M |
| Fifth Third Securities, Inc. | 0.32% | Add +42.0% | 55,289 | $4.6M |
| Royal Harbor Partners, LLC | 1.41% | Reduce -1.1% | 49,665 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +80.9% | 48,466 | $4.0M |
| BostonPremier Wealth LLC | 1.91% | New | 46,073 | $3.8M |
| Moneco Advisors, LLC | 0.31% | Add +4.6% | 44,501 | $3.7M |
| Valicenti Advisory Services Inc. | 0.73% | New | 41,000 | $3.4M |
| Advisory Resource Group | 0.56% | Reduce -3.9% | 37,283 | $3.1M |
| Clear Creek Financial Management, LLC | 0.27% | Reduce -2.4% | 37,071 | $3.1M |
| Gladstone Institutional Advisory LLC | 0.12% | Reduce -1.1% | 36,867 | $3.1M |
| PFG Investments, LLC | 0.16% | Add +0.5% | 36,657 | $3.1M |
| Steel Grove Capital Advisors, LLC | 0.35% | No change | 38,750 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +409.0% | 33,334 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +1.1% | 30,366 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +9.1% | 30,115 | $2.5M |
| Coastal Bridge Advisors, LLC | 0.19% | New | 29,408 | $2.5M |
| Prospera Financial Services Inc | 0.04% | Add +267.8% | 26,731 | $2.2M |
| Principal Securities, Inc. | 0.04% | Add +130.4% | 25,934 | $2.2M |
| Transcendent Capital Group LLC | 0.84% | New | 22,368 | $1.9M |
| Sunbeam Capital Management, LLC | 1.07% | Add +22.7% | 20,570 | $1.7M |
| Comprehensive Wealth Management, LLC | 1.21% | Add +21.5% | 20,493 | $1.7M |
| Old Port Advisors | 0.43% | Add +5.0% | 20,344 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +32.8% | 20,120 | $1.7M |
| Fig Financial Advisory Services Inc. | 1.00% | New | 19,121 | $1.6M |
| Corient Private Wealth LP | 0.00% | New | 18,922 | $1.6M |
| Atlas Wealth Partners, LLC | 1.44% | Add +12.6% | 16,956 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +56.4% | 16,699 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Reduce -16.4% | 16,626 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +26.1% | 13,919 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +24.7% | 13,009 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +95.2% | 11,879 | $991K |
| StoneX Group Inc. | 0.04% | Reduce -2.6% | 10,613 | $886K |
| Lanark Financial, Inc. | 0.06% | Add +2.3% | 9,058 | $756K |
| Resurgent Financial Advisors LLC | 0.34% | New | 8,317 | $694K |
| Chicago Partners Investment Group LLC | 0.02% | Add +16.4% | 8,150 | $688K |
| Private Advisor Group, LLC | 0.00% | New | 8,164 | $681K |
| Fiduciary Alliance LLC | 0.05% | New | 8,129 | $678K |
| Spire Wealth Management | 0.02% | New | 7,950 | $663K |
| Red Mountain Financial, LLC | 0.65% | Add +39.3% | 7,646 | $638K |
| Nova Wealth Management, Inc. | 0.45% | Add +0.8% | 7,645 | $638K |
| Summit Financial, LLC | 0.01% | New | 7,512 | $627K |
| TrueWealth Advisors, LLC | 0.17% | Add +0.8% | 7,447 | $621K |
| Sovran Advisors, LLC | 0.05% | New | 7,278 | $610K |
| Phoenix Wealth Advisors | 0.23% | New | 7,247 | $605K |
| Mariner, LLC | 0.00% | Add +0.4% | 7,225 | $603K |
| First Heartland Consultants, Inc. | 0.05% | Add +20.3% | 6,860 | $572K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 6,765 | $565K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +11.4% | 6,507 | $543K |
| Wealthspire Advisors, LLC | 0.00% | Add +118.3% | 6,492 | $542K |
| Global Trust Asset Management, LLC | 0.24% | Add +52.4% | 6,430 | $537K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +12.9% | 5,848 | $488K |
| Mutual Advisors, LLC | 0.01% | New | 5,780 | $484K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -5.0% | 5,581 | $466K |
| Pekin Hardy Strauss, Inc. | 0.05% | Reduce -8.5% | 5,400 | $451K |
| Weil Company, Inc. | 0.11% | No change | 5,300 | $442K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +9.1% | 4,779 | $399K |
| Glassman Wealth Services | 0.05% | No change | 4,652 | $388K |
| Essex Financial Services, Inc. | 0.02% | Add +7.6% | 4,432 | $370K |
| Ingalls & Snyder LLC | 0.01% | No change | 4,421 | $369K |
| MAI Capital Management | 0.00% | New | 4,236 | $353K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +52.4% | 4,107 | $343K |
| Truist Financial Corp. | 0.00% | New | 4,036 | $337K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +3.3% | 3,991 | $333K |
| CreativeOne Wealth, LLC | 0.01% | New | 3,983 | $332K |
| Opal Wealth Advisors, LLC | 0.09% | Reduce -3.0% | 3,731 | $311K |
| Wise Wealth Partners | 0.47% | Reduce -82.3% | 3,692 | $308K |
| Foresight Capital Management Advisors, Inc. | 0.17% | Reduce -15.6% | 3,666 | $306K |
| Formidable Asset Management, LLC | 0.05% | Reduce -6.3% | 3,901 | $295K |
| Main Street Financial Solutions, LLC | 0.02% | New | 3,102 | $259K |
| IAM Advisory, LLC | 0.06% | Add +0.3% | 3,021 | $252K |
| Brookstone Capital Management | 0.00% | Reduce -29.3% | 2,994 | $250K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 2,939 | $245K |
| Hilltop Holdings Inc. | 0.01% | New | 2,875 | $240K |
| Centaurus Financial, Inc. | 0.01% | New | 2,802 | $234K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 2,670 | $223K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -26.9% | 2,668 | $223K |
| Highline Wealth Partners LLC | 0.06% | Add +7.6% | 2,561 | $214K |
| Secure Asset Management, LLC | 0.04% | New | 2,535 | $213K |
"% of holder's portfolio" is UTES's weight in each manager's 13F, not the share of Virtus Reaves Utilities ETF the manager owns.