Virtus Reaves Utilities ETFUTESETF
13F holders, Q1 2026 (March 31)184holders +16
34new positions
17sold out
1famous investor
$79.94avg. 13F price*
At the end of Q1 2026, 184 institutions reported holding Virtus Reaves Utilities ETF (UTES) in their 13F filings, up 16 from Q4 2025. 34 opened new positions and 17 sold out. The largest holders were JPMorgan Chase & Co. ($168.6M), LPL Financial LLC ($94.7M) and Bank of America Corp. ($65.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Virtus Reaves Utilities ETF
- Filed as
- ETFIS SER TR I (Q1 2026)
- CUSIP
- 26923G806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $58.5M |
| Exits | 17 | $3.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,639,310 shares bought and 2,173,670 shares sold, net −534,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 184 holders
| JPMorgan Chase & Co. | 0.01% | Reduce -37.5% | 2,112,591 | $168.6M |
| LPL Financial LLC | 0.03% | Add +2.7% | 1,184,908 | $94.7M |
| Bank of America Corp. | 0.00% | Add +55.3% | 821,557 | $65.6M |
| Osaic Holdings, Inc. | 0.07% | Add +6.5% | 562,161 | $44.9M |
| UBS Group AG | 0.01% | Reduce -47.1% | 400,747 | $32.0M |
| Stifel Financial Corp. | 0.03% | Add +24.5% | 350,186 | $28.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +23.7% | 244,265 | $19.5M |
| Aprio Wealth Management, LLC | 0.94% | Add +8.3% | 215,234 | $17.2M |
| Elevation Point Wealth Partners, LLC | 0.38% | New | 197,494 | $15.8M |
| Vestmark Advisory Solutions, Inc. | 0.17% | New | 195,497 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +22.9% | 188,817 | $15.1M |
| Cetera Investment Advisers | 0.02% | Reduce -28.0% | 187,722 | $15.0M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 186,871 | $14.9M |
| Raymond James Financial Inc. | 0.00% | Add +24.1% | 184,322 | $14.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -45.2% | 162,065 | $12.9M |
| Adamsbrown Wealth Consultants LLC | 3.36% | Add +8.4% | 158,906 | $12.7M |
| Kraft, Davis & Associates, LLC | 2.35% | Reduce -1.2% | 131,502 | $11.0M |
| Ted Buchan & Co | 3.89% | Add +6.0% | 133,955 | $10.7M |
| Itau Unibanco Holding S.A. | 0.24% | Add +2.1% | 125,947 | $10.1M |
| Riggs Asset Managment Co. Inc. | 1.92% | Reduce -37.4% | 116,837 | $9.3M |
| Quadcap Wealth Management, LLC | 1.06% | Add +11.2% | 116,474 | $9.3M |
| Flaharty Asset Management, LLC | 1.14% | Add +3.7% | 114,439 | $9.1M |
| Two Sigma Investments, LP | 0.01% | New | 110,700 | $8.8M |
| MML Investors Services, LLC | 0.02% | Add +25.5% | 109,035 | $8.7M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -6.6% | 108,424 | $8.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +220.5% | 89,268 | $7.1M |
| BTG Pactual Asset Management US LLC | 0.64% | Add +6.2% | 80,676 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Add +63.5% | 78,057 | $6.2M |
| Macro Advisors, Inc. | 2.55% | — | 77,223 | $6.2M |
| Blue Water Asset Management | 2.07% | Add +5.4% | 75,038 | $6.0M |
| LeClair Wealth Partners LLC | 2.07% | New | 75,038 | $6.0M |
| Fifth Third Securities, Inc. | 0.38% | Reduce -8.5% | 73,817 | $5.9M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -59.8% | 67,983 | $5.4M |
| BostonPremier Wealth LLC | 2.25% | Add +4.9% | 54,402 | $4.3M |
| Moneco Advisors, LLC | 0.32% | Add +6.2% | 52,235 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Reduce -11.7% | 50,695 | $4.0M |
| WNY Asset Management, LLC | 0.41% | — | 49,195 | $3.9M |
| Royal Harbor Partners, LLC | 1.25% | Reduce -0.4% | 46,347 | $3.7M |
| Prosperity Financial Group, Inc. | 1.34% | Add +28.9% | 45,299 | $3.6M |
| Steel Grove Capital Advisors, LLC | 0.37% | Add +1.3% | 43,853 | $3.5M |
| Valicenti Advisory Services Inc. | 0.73% | Reduce -0.3% | 41,680 | $3.3M |
| Clear Creek Financial Management, LLC | 0.24% | Add +6.0% | 39,986 | $3.2M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +6.1% | 38,935 | $3.1M |
| Family Legacy, Inc. | 0.90% | New | 37,484 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +5.8% | 35,835 | $2.9M |
| PFG Investments, LLC | 0.13% | Reduce -4.0% | 34,466 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +68.3% | 33,289 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.1% | 32,896 | $2.6M |
| Coastal Bridge Advisors, LLC | 0.19% | Add +1.7% | 32,719 | $2.6M |
| Morgan Stanley | 0.00% | Add +1438.8% | 30,945 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.0% | 30,875 | $2.5M |
| Signal Advisors Wealth, LLC | 0.14% | Add +205.6% | 25,780 | $2.1M |
| Advisory Resource Group | 0.35% | Reduce -32.1% | 25,608 | $2.0M |
| Astoria Portfolio Advisors LLC. | 0.43% | Add +4.4% | 23,826 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.6% | 24,936 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Reduce -5.0% | 24,930 | $2.0M |
| Comprehensive Wealth Management, LLC | 0.99% | Add +6.9% | 24,480 | $2.0M |
| Vestcor Inc | 0.05% | New | 23,900 | $1.9M |
| Principal Securities, Inc. | 0.03% | Reduce -11.7% | 23,395 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -28.9% | 22,546 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Add +6.5% | 22,230 | $1.8M |
| Old Port Advisors | 0.40% | Add +1.6% | 21,774 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +16.2% | 21,749 | $1.7M |
| Sunbeam Capital Management, LLC | 0.98% | Add +9.1% | 21,396 | $1.7M |
| &partners | 0.01% | Add +43.8% | 20,796 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +70.1% | 20,558 | $1.6M |
| Heffernan Advisory, Inc. | 1.49% | No change | 20,086 | $1.6M |
| Vermillion & White Wealth Management Group, LLC | 0.84% | New | 18,254 | $1.5M |
| Transamerica Financial Advisors, LLC | 0.12% | Reduce -8.6% | 17,030 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Add +50.6% | 15,479 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +86.1% | 14,388 | $1.1M |
| Atlas Wealth Partners, LLC | 1.18% | Reduce -10.5% | 14,352 | $1.1M |
| Citadel Advisors | 0.00% | New | 14,309 | $1.1M |
| Financial Freedom, LLC | 0.54% | New | 13,537 | $1.1M |
| Elm3 Financial Group, LLC | 0.90% | Add +8.1% | 13,306 | $1.1M |
| Hilltop Holdings Inc. | 0.10% | Reduce -11.6% | 13,274 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +4.2% | 12,882 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.2% | 12,237 | $978K |
| Rhodes Investment Advisors Inc. | 0.84% | Add +18.8% | 12,200 | $975K |
| Jane Street Group, LLC | 0.00% | Reduce -72.8% | 11,329 | $905K |
| Main Street Financial Solutions, LLC | 0.06% | Add +71.3% | 11,131 | $889K |
| StoneX Group Inc. | 0.05% | Add +2.4% | 11,027 | $881K |
| Fiduciary Alliance LLC | 0.05% | Add +3.2% | 9,989 | $826K |
| Resurgent Financial Advisors LLC | 0.30% | Add +3.3% | 10,198 | $815K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +27.8% | 10,169 | $812K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.1% | 10,039 | $802K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +17.6% | 9,907 | $792K |
| Nova Wealth Management, Inc. | 0.50% | Add +19.3% | 9,543 | $762K |
| Summit Financial, LLC | 0.01% | Add +8.4% | 9,012 | $720K |
| Mariner, LLC | 0.00% | Add +23.2% | 8,902 | $711K |
| Chicago Partners Investment Group LLC | 0.02% | Add +5.1% | 8,825 | $708K |
| KPP Advisory Services LLC | 0.10% | Add +42.3% | 8,842 | $706K |
| Park Avenue Securities LLC | 0.01% | Add +88.8% | 8,788 | $702K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.3% | 8,671 | $693K |
| Barnes Pettey Financial Advisors, LLC | 0.30% | Add +217.5% | 8,621 | $689K |
| Lanark Financial, Inc. | 0.05% | Reduce -4.3% | 8,546 | $683K |
| Spire Wealth Management | 0.02% | Reduce -20.7% | 8,425 | $673K |
| Wells Fargo & Company | 0.00% | Add +1454.3% | 8,020 | $641K |
| Berger Financial Group, Inc | 0.04% | Add +56.2% | 7,963 | $636K |
| TrueWealth Advisors, LLC | 0.16% | Add +4.9% | 7,773 | $621K |
"% of holder's portfolio" is UTES's weight in each manager's 13F, not the share of Virtus Reaves Utilities ETF the manager owns.