Virtus Reaves Utilities ETFUTESETF
13F holders, Q4 2025 (December 31)168holders +38
43new positions
11sold out
1famous investor
$78.98avg. 13F price*
At the end of Q4 2025, 168 institutions reported holding Virtus Reaves Utilities ETF (UTES) in their 13F filings, up 38 from Q3 2025. 43 opened new positions and 11 sold out. The largest holders were JPMorgan Chase & Co. ($266.7M), LPL Financial LLC ($91.1M) and UBS Group AG ($59.8M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Virtus Reaves Utilities ETF
- Filed as
- ETFIS SER TR I (Q4 2025)
- CUSIP
- 26923G806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $40.1M |
| Exits | 11 | $5.4M |
All 13F filers, Q3 2025 → Q4 2025: 3,580,007 shares bought and 296,872 shares sold, net +3,283,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| JPMorgan Chase & Co. | 0.02% | Add +25.0% | 3,377,998 | $266.7M |
| LPL Financial LLC | 0.02% | Add +34.0% | 1,153,353 | $91.1M |
| UBS Group AG | 0.01% | Add +241.0% | 757,712 | $59.8M |
| Bank of America Corp. | 0.00% | Add +121.8% | 528,919 | $41.8M |
| Osaic Holdings, Inc. | 0.06% | Add +506.7% | 527,660 | $41.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +5.7% | 295,690 | $23.3M |
| Stifel Financial Corp. | 0.02% | Add +33.0% | 281,283 | $22.2M |
| Cetera Investment Advisers | 0.02% | Add +28.1% | 260,652 | $20.6M |
| Aprio Wealth Management, LLC | 0.90% | Add +11.5% | 198,795 | $15.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +206.8% | 197,469 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 189,687 | $15.0M |
| Riggs Asset Managment Co. Inc. | 2.97% | Reduce -1.8% | 186,639 | $14.7M |
| Great Valley Advisor Group, Inc. | 0.26% | Add +46.2% | 169,135 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +107.1% | 153,614 | $12.1M |
| Raymond James Financial Inc. | 0.00% | Add +51.9% | 148,563 | $11.7M |
| Adamsbrown Wealth Consultants LLC | 3.22% | Add +7.4% | 146,550 | $11.6M |
| Kraft, Davis & Associates, LLC | 2.37% | Add +0.7% | 133,121 | $10.6M |
| Ted Buchan & Co | 3.66% | Add +7.8% | 126,335 | $10.0M |
| Itau Unibanco Holding S.A. | 0.24% | New | 123,400 | $9.7M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -8.4% | 116,055 | $9.2M |
| Flaharty Asset Management, LLC | 1.10% | New | 110,388 | $8.8M |
| Quadcap Wealth Management, LLC | 0.95% | Add +14.6% | 104,775 | $8.3M |
| MML Investors Services, LLC | 0.02% | Add +79.3% | 86,911 | $6.9M |
| Fifth Third Securities, Inc. | 0.42% | Add +45.9% | 80,683 | $6.4M |
| BTG Pactual Asset Management US LLC | 0.68% | Add +5598.6% | 75,963 | $6.0M |
| Blue Water Asset Management | 2.02% | — | 71,203 | $5.6M |
| Equitable Holdings, Inc. | 0.03% | Reduce -23.8% | 57,437 | $4.5M |
| BostonPremier Wealth LLC | 2.10% | Add +12.5% | 51,843 | $4.1M |
| Moneco Advisors, LLC | 0.31% | Add +10.5% | 49,179 | $3.9M |
| HighTower Advisors, LLC | 0.00% | Add +57.2% | 47,747 | $3.8M |
| Royal Harbor Partners, LLC | 1.21% | Reduce -6.3% | 46,543 | $3.7M |
| Steel Grove Capital Advisors, LLC | 0.36% | Add +11.7% | 43,280 | $3.4M |
| Valicenti Advisory Services Inc. | 0.69% | Add +1.9% | 41,795 | $3.3M |
| Jane Street Group, LLC | 0.00% | New | 41,728 | $3.3M |
| Advisory Resource Group | 0.52% | Add +1.2% | 37,735 | $3.0M |
| Clear Creek Financial Management, LLC | 0.24% | Add +1.8% | 37,730 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.11% | Reduce -0.4% | 36,704 | $2.9M |
| PFG Investments, LLC | 0.13% | Reduce -2.1% | 35,882 | $2.8M |
| Prosperity Financial Group, Inc. | 1.00% | New | 35,130 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.06% | New | 33,875 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.3% | 32,555 | $2.6M |
| Coastal Bridge Advisors, LLC | 0.19% | Add +9.4% | 32,164 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +5.3% | 31,699 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +100.1% | 27,850 | $2.2M |
| Principal Securities, Inc. | 0.03% | Add +2.2% | 26,498 | $2.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.8% | 26,242 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +216.8% | 25,865 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3452.1% | 24,119 | $1.9M |
| Astoria Portfolio Advisors LLC. | 0.43% | New | 22,824 | $1.9M |
| Comprehensive Wealth Management, LLC | 1.07% | Add +11.7% | 22,894 | $1.8M |
| Old Port Advisors | 0.42% | Add +5.4% | 21,438 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +3.7% | 20,870 | $1.6M |
| Heffernan Advisory, Inc. | 1.52% | — | 20,086 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +5.2% | 19,897 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +787.7% | 19,786 | $1.6M |
| Sunbeam Capital Management, LLC | 0.92% | Reduce -4.7% | 19,610 | $1.5M |
| Larry Mathis Financial Planning, LLC | 1.31% | — | 18,741 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.1% | 18,716 | $1.5M |
| Transamerica Financial Advisors, LLC | 0.12% | New | 18,634 | $1.5M |
| Atlas Wealth Partners, LLC | 1.39% | Reduce -5.5% | 16,032 | $1.3M |
| Hilltop Holdings Inc. | 0.07% | Add +422.3% | 15,017 | $1.2M |
| &partners | 0.01% | New | 14,463 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +4.0% | 12,358 | $976K |
| Elm3 Financial Group, LLC | 0.81% | New | 12,311 | $972K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.7% | 12,266 | $968K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.3% | 12,085 | $954K |
| StoneX Group Inc. | 0.04% | Add +1.5% | 10,773 | $851K |
| Spire Wealth Management | 0.03% | Add +33.6% | 10,625 | $839K |
| Belpointe Asset Management LLC | 0.03% | Reduce -38.2% | 10,275 | $811K |
| Rhodes Investment Advisors Inc. | 0.66% | — | 10,270 | $811K |
| Resurgent Financial Advisors LLC | 0.39% | Add +18.7% | 9,869 | $779K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +264.8% | 9,734 | $769K |
| Fiduciary Alliance LLC | 0.05% | Add +19.1% | 9,679 | $764K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +41.2% | 9,552 | $754K |
| Lanark Financial, Inc. | 0.05% | Reduce -1.5% | 8,925 | $705K |
| Kingsview Wealth Management, LLC | 0.01% | Add +55.8% | 8,696 | $687K |
| Proficio Capital Partners LLC | 0.05% | New | 8,645 | $683K |
| Signal Advisors Wealth, LLC | 0.05% | New | 8,435 | $666K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 8,427 | $665K |
| Summit Financial, LLC | 0.01% | Add +10.7% | 8,312 | $656K |
| Chicago Partners Investment Group LLC | 0.02% | Add +3.1% | 8,400 | $652K |
| Nova Wealth Management, Inc. | 0.43% | Add +4.7% | 8,002 | $632K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +197.9% | 7,955 | $628K |
| Bluedoor Private Wealth, LLC | 0.29% | — | 7,838 | $619K |
| Sigma Planning Corp | 0.02% | New | 7,730 | $610K |
| Truist Financial Corp. | 0.00% | Add +88.0% | 7,588 | $599K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +15.3% | 7,506 | $593K |
| TrueWealth Advisors, LLC | 0.15% | Reduce -0.5% | 7,407 | $585K |
| Phoenix Wealth Advisors | 0.22% | Add +1.8% | 7,377 | $582K |
| Mariner, LLC | 0.00% | Add +0.0% | 7,228 | $571K |
| Red Mountain Financial, LLC | 0.56% | Reduce -6.3% | 7,168 | $566K |
| First Heartland Consultants, Inc. | 0.04% | Add +1.9% | 6,992 | $552K |
| Main Street Financial Solutions, LLC | 0.04% | Add +109.5% | 6,499 | $513K |
| Mutual Advisors, LLC | 0.01% | Add +8.6% | 6,276 | $495K |
| KPP Advisory Services LLC | 0.07% | New | 6,213 | $491K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.8% | 5,894 | $465K |
| MAI Capital Management | 0.00% | Add +33.2% | 5,642 | $445K |
| Weil Company, Inc. | 0.10% | No change | 5,300 | $418K |
| Berger Financial Group, Inc | 0.02% | New | 5,097 | $402K |
| Advisor Resource Council | 0.14% | New | 5,172 | $395K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +21.0% | 4,970 | $392K |
| D. E. Shaw & Co. | 0.00% | New | 4,775 | $377K |
| Park Avenue Securities LLC | 0.00% | New | 4,656 | $368K |
| Glassman Wealth Services | 0.05% | No change | 4,652 | $367K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -4.2% | 4,578 | $361K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +13.8% | 4,543 | $358K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -16.7% | 4,500 | $355K |
| Ingalls & Snyder LLC | 0.01% | No change | 4,421 | $349K |
| Integrity Alliance, Llc. | 0.01% | New | 4,203 | $332K |
| Kovack Advisors, Inc. | 0.02% | New | 4,053 | $320K |
| Sovran Advisors, LLC | 0.03% | Reduce -47.0% | 3,858 | $317K |
| Csenge Advisory Group | 0.01% | New | 3,908 | $309K |
| Opal Wealth Advisors, LLC | 0.08% | Add +0.1% | 3,735 | $295K |
| Foresight Capital Management Advisors, Inc. | 0.15% | Reduce -1.4% | 3,613 | $285K |
| Private Trust Co. NA | 0.02% | Add +713.3% | 3,416 | $270K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,295 | $260K |
| Wise Wealth Partners | 0.37% | Reduce -11.8% | 3,255 | $257K |
| Hibernia Wealth Partners, LLC | 0.08% | New | 3,188 | $252K |
| Cary Street Partners Financial LLC | 0.01% | Add +31.0% | 3,170 | $250K |
| Western Wealth Management, LLC | 0.01% | New | 3,126 | $247K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,061 | $242K |
| Secure Asset Management, LLC | 0.04% | Add +15.8% | 2,935 | $232K |
| Highline Wealth Partners LLC | 0.06% | Add +10.2% | 2,823 | $223K |
| Mainstay Capital Management LLC | 0.02% | Reduce -97.8% | 2,759 | $218K |
| Redhawk Wealth Advisors, Inc. | 0.02% | Reduce -7.1% | 2,730 | $216K |
| Barnes Pettey Financial Advisors, LLC | 0.11% | New | 2,715 | $214K |
| Redwood Financial Network Corp | 0.14% | New | 2,700 | $213K |
| Formidable Asset Management, LLC | 0.03% | Reduce -35.9% | 2,501 | $209K |
| Global Trust Asset Management, LLC | 0.07% | Reduce -64.8% | 2,260 | $178K |
| Morgan Stanley | 0.00% | Add +46.1% | 2,011 | $159K |
| AE Wealth Management LLC | 0.00% | New | 1,878 | $148K |
| Centaurus Financial, Inc. | 0.01% | Reduce -37.4% | 1,753 | $138K |
| JFS Wealth Advisors, LLC | 0.01% | Add +16.3% | 1,745 | $138K |
| Capital Analysts, LLC | 0.00% | No change | 1,336 | $105K |
| Dagco, Inc. | 0.02% | Reduce -33.0% | 1,278 | $101K |
| Principia Wealth Advisory, LLC | 0.06% | Reduce -3.2% | 1,225 | $97K |
| Comerica Bank | 0.00% | Add +1514.5% | 1,001 | $79K |
| Rockefeller Capital Management L.P. | 0.00% | New | 675 | $53K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 562 | $44K |
| Cwm, LLC | 0.00% | Add +697.1% | 550 | $43K |
| Wells Fargo & Company | 0.00% | Add +3.0% | 516 | $41K |
| Ancora Advisors LLC | 0.00% | Add +102.0% | 495 | $39K |
| IFP Advisors, Inc | 0.00% | Reduce -6.5% | 332 | $26K |
| AlphaCore Capital LLC | 0.00% | New | 250 | $20K |
| Global Retirement Partners, LLC | 0.00% | New | 230 | $18K |
| Simplex Trading, LLC | 0.00% | New | 204 | $16K |
| Trust Co | 0.00% | New | 172 | $14K |
| Creative Financial Designs Inc. | 0.00% | Add +13.3% | 136 | $11K |
| SageView Advisory Group, LLC | 0.00% | New | 128 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 110 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 110 | $9K |
| Triumph Capital Management | 0.00% | New | 100 | $8K |
| St Germain D J Co. Inc. | 0.00% | No change | 100 | $8K |
| Copia Wealth Management | 0.00% | New | 69 | $5K |
| United Financial Planning Group LLC | 0.00% | New | 69 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 54 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +2.2% | 46 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 40 | $3K |
| Assetmark, Inc. | 0.00% | No change | 36 | $3K |
| Allworth Financial LP | 0.00% | New | 27 | $2K |
| New Millennium Group LLC | 0.00% | No change | 26 | $2K |
| Horizon Investments, LLC | 0.00% | New | 26 | $2K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 15 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | New | 13 | $1K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 12 | $947 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $790 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $158 |
| Citigroup Inc. | 0.00% | Reduce -91.7% | 1 | $79 |
"% of holder's portfolio" is UTES's weight in each manager's 13F, not the share of Virtus Reaves Utilities ETF the manager owns.