Reaves Utility Income FundUTG
13F holders, Q2 2026 (June 30)265holders +25
33new positions
12sold out
$40.74avg. 13F price*
At the end of Q2 2026, 265 institutions reported holding Reaves Utility Income Fund (UTG) in their 13F filings, up 25 from Q1 2026. 33 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($53.2M), Morgan Stanley ($49.1M) and LPL Financial LLC ($35.7M).
- Company
- Reaves Utility Income Fund
- CUSIP
- 756158101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $25.2M |
| Exits | 12 | $2.9M |
All 13F filers, Q1 2026 → Q2 2026: 1,418,836 shares bought and 380,834 shares sold, net +1,038,002 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| Bank of America Corp. | 0.00% | Reduce -4.0% | 1,307,405 | $53.2M |
| Morgan Stanley | 0.00% | Add +5.8% | 1,205,092 | $49.1M |
| LPL Financial LLC | 0.01% | Add +7.1% | 877,625 | $35.7M |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 694,103 | $28.3M |
| Raymond James Financial Inc. | 0.01% | Add +52.8% | 548,908 | $22.4M |
| Royal Bank of Canada | 0.00% | Reduce -7.6% | 532,580 | $21.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.1% | 437,513 | $17.8M |
| Captrust Financial Advisors | 0.02% | Add +4.0% | 380,508 | $15.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 325,955 | $13.3M |
| J.W. Cole Advisors, Inc. | 0.23% | New | 323,107 | $13.2M |
| Stifel Financial Corp. | 0.01% | Reduce -0.5% | 296,826 | $12.1M |
| Osaic Holdings, Inc. | 0.01% | Add +15.3% | 292,537 | $11.9M |
| UBS Group AG | 0.00% | Add +9.5% | 287,252 | $11.7M |
| Gerald Baker Financial Group LLC | 2.90% | Add +5.6% | 250,323 | $10.2M |
| Oak Family Advisors, LLC | 2.92% | Add +7.6% | 247,979 | $10.1M |
| Magnus Financial Group LLC | 0.69% | Add +3.7% | 238,730 | $9.7M |
| Sterling Investment Advisors, Ltd. | 1.29% | Reduce -1.4% | 189,654 | $7.7M |
| NewEdge Advisors, LLC | 0.02% | Add +111.4% | 172,636 | $7.0M |
| Cetera Investment Advisers | 0.01% | Reduce -2.4% | 161,288 | $6.6M |
| Wealthspire Advisors, LLC | 0.04% | Add +5.0% | 159,511 | $6.5M |
| JBR Co Financial Management Inc | 2.12% | Add +0.5% | 142,777 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Add +1.2% | 140,096 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.4% | 123,766 | $5.0M |
| HBW Advisory Services LLC | 0.41% | Add +0.7% | 111,666 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.8% | 109,857 | $4.5M |
| Mariner, LLC | 0.00% | Reduce -2.3% | 108,647 | $4.4M |
| Lido Advisors, LLC | 0.01% | Reduce -34.7% | 98,304 | $4.0M |
| Tradition Wealth Management, LLC | 0.24% | Add +15.1% | 94,789 | $3.9M |
| Independent Financial Group, LLC | 0.07% | Add +3.4% | 89,708 | $3.7M |
| Reaves W H & Co. Inc. | 0.05% | Add +1.4% | 85,747 | $3.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -38.0% | 82,301 | $3.4M |
| Wealth Effects LLC | 0.90% | Reduce -1.1% | 81,985 | $3.3M |
| Smith Asset Management Co., LLC | 2.37% | Reduce -2.0% | 73,879 | $3.0M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -3.9% | 71,431 | $2.9M |
| &partners | 0.01% | Add +2.4% | 70,610 | $2.9M |
| NWF Advisory Services Inc. | 0.27% | Add +39.2% | 69,225 | $2.8M |
| Jefferies Financial Group Inc. | 0.03% | Add +9.0% | 68,546 | $2.8M |
| LongView Wealth Management | 0.70% | Reduce -0.1% | 67,338 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.5% | 63,136 | $2.6M |
| Cohen & Steers, Inc. | 0.00% | Add +9.4% | 58,000 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +8.8% | 56,442 | $2.3M |
| First Trust Advisors LP | 0.00% | Add +2.9% | 56,303 | $2.3M |
| Stevens Capital Partners | 0.43% | New | 56,038 | $2.3M |
| Centaurus Financial, Inc. | 0.09% | Reduce -2.2% | 54,572 | $2.2M |
| Lanark Financial, Inc. | 0.15% | Add +6.2% | 54,264 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.9% | 52,218 | $2.1M |
| Griffin Asset Management, Inc. | 0.22% | Add +11.3% | 51,635 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.9% | 51,586 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.4% | 51,503 | $2.1M |
| Samalin Investment Counsel, LLC | 0.65% | Add +39.0% | 49,883 | $2.0M |
| Kercheville Advisors, LLC | 0.61% | Add +3.6% | 49,353 | $2.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.46% | Reduce -3.5% | 48,173 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.0% | 47,690 | $1.9M |
| Integrity Alliance, Llc. | 0.06% | Add +5.6% | 45,914 | $1.9M |
| Ascentis Wealth Management, LLC | 0.32% | Add +23.0% | 45,894 | $1.9M |
| Wright Wealth LLC | 1.10% | No change | 44,805 | $1.8M |
| Aegis Wealth Management, Inc. | 1.06% | Reduce -3.6% | 40,437 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.8% | 40,268 | $1.6M |
| XTX Topco Ltd | 0.02% | Add +244.1% | 37,884 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +0.5% | 37,286 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Reduce -4.3% | 35,813 | $1.5M |
| AlphaCore Capital LLC | 0.03% | Add +103.8% | 35,703 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +15.5% | 35,583 | $1.4M |
| Red Door Wealth Management, LLC | 0.13% | New | 35,128 | $1.4M |
| Beacon Capital Management, Inc. | 0.09% | No change | 34,500 | $1.4M |
| Sowell Financial Services LLC | 0.04% | Reduce -16.4% | 32,738 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 31,870 | $1.3M |
| World Investment Advisors | 0.02% | Reduce -0.6% | 32,275 | $1.3M |
| Stephens Inc. | 0.01% | Add +3.5% | 30,911 | $1.3M |
| Creative Planning | 0.00% | Reduce -2.8% | 30,103 | $1.2M |
| Merrion Investment Management Co, LLC | 0.58% | Add +9.1% | 30,000 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 29,456 | $1.2M |
| Wolverine Asset Management LLC | 0.06% | New | 29,012 | $1.2M |
| Mission Hills Financial Advisory, LLC | 0.52% | Add +51.6% | 28,847 | $1.2M |
| Matrix Private Capital Group LLC | 0.50% | Add +18.7% | 28,429 | $1.2M |
| Carnegie Lake Advisors LLC | 0.40% | Reduce -0.6% | 26,296 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +92.5% | 26,288 | $1.1M |
| PMG Family Office LLC | 0.97% | Add +0.9% | 25,948 | $1.1M |
| Westbourne Investment Advisors, Inc. | 0.29% | No change | 25,600 | $1.0M |
| XML Financial, LLC | 0.08% | Reduce -2.1% | 25,359 | $1.0M |
| Prospera Financial Services Inc | 0.01% | Add +32.1% | 24,846 | $1.0M |
| Fifth Third Bancorp | 0.00% | Add +17.1% | 23,995 | $977K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -32.1% | 23,284 | $948K |
| Future Financial Wealth Managment LLC | 0.57% | Reduce -6.5% | 22,635 | $915K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.2% | 22,294 | $908K |
| Monetary Management Group Inc. | 0.18% | Add +2.3% | 22,000 | $896K |
| Atlanta Consulting Group Advisors, LLC | 0.14% | Add +0.2% | 20,938 | $853K |
| Atlas Brown,Inc. | 0.22% | Reduce -2.3% | 19,998 | $814K |
| MAI Capital Management | 0.00% | Add +17.4% | 19,856 | $809K |
| Welch Group, LLC | 0.03% | No change | 19,729 | $803K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.3% | 19,393 | $790K |
| Mercer Global Advisors Inc. | 0.00% | Add +11.3% | 19,387 | $789K |
| Walled Lake Planning & Wealth Management, LLC | 0.20% | No change | 19,260 | $784K |
| Focus Partners Wealth | 0.00% | Add +4.8% | 18,558 | $756K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.5% | 18,013 | $733K |
| Belpointe Asset Management LLC | 0.02% | Add +1.1% | 17,942 | $731K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +14.8% | 17,875 | $728K |
| Visionary Wealth Advisors | 0.03% | Add +30.3% | 17,366 | $707K |
| Compound Planning, Inc. | 0.02% | Reduce -1.5% | 17,202 | $700K |
| Maridea Wealth Management LLC | 0.08% | Add +8.1% | 17,096 | $696K |
| PFG Investments, LLC | 0.03% | Add +1.7% | 17,064 | $695K |
| Brookstone Capital Management | 0.01% | Reduce -17.6% | 17,036 | $694K |
| Integrated Wealth Concepts LLC | 0.00% | Add +30.1% | 16,920 | $689K |
| Castle Rock Wealth Management, LLC | 0.13% | Reduce -1.0% | 17,200 | $687K |
| Sunpointe, LLC | 0.19% | Add +0.0% | 16,760 | $682K |
| Pasadena Private Wealth, LLC | 0.09% | New | 16,394 | $668K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.2% | 17,068 | $663K |
| Certified Advisory Corp | 0.05% | Add +0.4% | 16,070 | $654K |
| Allied Private Wealth LLC | 0.42% | — | 16,422 | $653K |
| Cerity Partners LLC | 0.00% | Reduce -9.5% | 15,596 | $635K |
| Focus Financial Network, Inc. | 0.02% | Add +8.1% | 15,321 | $624K |
| Savant Capital, LLC | 0.00% | Add +95.9% | 15,518 | $620K |
| Readystate Asset Management LP | 0.04% | New | 14,869 | $605K |
| Equitable Holdings, Inc. | 0.00% | Reduce -20.5% | 14,484 | $590K |
| Mgo One Seven LLC | 0.01% | Add +5.4% | 14,466 | $589K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +1.4% | 14,085 | $574K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.2% | 13,979 | $569K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +0.1% | 13,758 | $560K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.1% | 13,682 | $557K |
| Triumph Capital Management | 0.10% | Reduce -2.0% | 13,396 | $545K |
| US Bancorp \de | 0.00% | No change | 13,115 | $534K |
| Quantum Portfolio Management LLC | 0.19% | Add +18.8% | 13,026 | $530K |
| StoneX Group Inc. | 0.02% | Add +0.2% | 12,911 | $526K |
| Keybank National Association | 0.00% | No change | 12,700 | $517K |
| AE Wealth Management LLC | 0.00% | Reduce -4.7% | 12,641 | $515K |
| Financial Security Advisor, Inc. | 0.08% | No change | 12,500 | $509K |
| Resurgent Financial Advisors LLC | 0.13% | Add +40.7% | 11,809 | $481K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +9.1% | 11,684 | $476K |
| Commonwealth Financial Services, LLC | 0.06% | Add +3.3% | 11,354 | $462K |
| Graybill Wealth Management, LTD. | 0.12% | Reduce -0.1% | 11,326 | $461K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 11,115 | $453K |
| Marex Group Ltd | 0.00% | New | 11,000 | $448K |
| Abel Hall, LLC | 0.07% | No change | 10,000 | $407K |
| Innova Wealth Partners | 0.17% | Add +5.1% | 9,967 | $406K |
| City Center Advisors, LLC | 0.32% | Add +9.2% | 9,692 | $395K |
| Leslie Global Wealth, LLC | 0.15% | No change | 9,667 | $394K |
| Estate Planners Group, LLC | 0.18% | Add +16.2% | 9,644 | $393K |
| EP Wealth Advisors, LLC | 0.00% | New | 9,573 | $390K |
| Coppell Advisory Solutions LLC | 0.03% | New | 200 | $387K |
| Commerce Advisors, LLC | 0.21% | Add +0.1% | 9,462 | $385K |
| RFG Advisory, LLC | 0.01% | Reduce -11.9% | 9,254 | $377K |
| Costello Asset Management, INC | 0.11% | Add +0.3% | 9,077 | $370K |
| Orca Investment Management, LLC | 0.27% | Reduce -4.6% | 9,063 | $369K |
| Purus Wealth Management, LLC | 0.10% | Add +16.2% | 9,044 | $368K |
| D.A. Davidson & Co. | 0.00% | Add +43.9% | 8,846 | $360K |
| Apollon Wealth Management, LLC | 0.00% | No change | 8,803 | $358K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 8,637 | $352K |
| Total Clarity Wealth Management, Inc. | 0.07% | Add +36.2% | 8,432 | $343K |
| Novak & Powell Financial Services, Inc. | 0.16% | Add +1.1% | 8,338 | $340K |
| Benjamin Edwards Inc. | 0.00% | No change | 8,291 | $338K |
| Prairie Advisory, LLC | 0.08% | — | 8,055 | $328K |
| Western Wealth Management, LLC | 0.01% | Add +5.2% | 7,927 | $323K |
| Nwam LLC | 0.02% | No change | 7,912 | $322K |
| Balboa Wealth Partners | 0.04% | No change | 7,861 | $320K |
| Harbour Investments, Inc. | 0.00% | Add +4.9% | 7,755 | $316K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -6.1% | 7,650 | $312K |
| Invesco Ltd. | 0.00% | Add +0.1% | 7,316 | $298K |
| Two Sigma Securities, LLC | 0.03% | New | 7,299 | $297K |
| Investors Research Corp | 0.05% | No change | 7,077 | $288K |
| Allworth Financial LP | 0.00% | Add +41.3% | 7,076 | $288K |
| RDA Financial Network | 0.06% | Reduce -1.1% | 7,044 | $287K |
| Principal Securities, Inc. | 0.00% | Reduce -2.7% | 6,738 | $274K |
| Moors & Cabot, Inc. | 0.01% | No change | 6,617 | $269K |
| Truist Financial Corp. | 0.00% | Add +3.7% | 6,567 | $267K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 6,532 | $267K |
| Cary Street Partners Financial LLC | 0.01% | Add +12.1% | 6,542 | $266K |
| Hilltop Holdings Inc. | 0.02% | No change | 6,210 | $253K |
| Penbrook Management LLC | 0.16% | No change | 6,125 | $249K |
| Nomura Holdings Inc. | 0.00% | New | 6,000 | $244K |
| Ballew Advisors, Inc | 0.12% | Add +1.4% | 6,019 | $240K |
| Corient Private Wealth LP | 0.00% | Reduce -43.4% | 5,784 | $236K |
| Nicolet Bankshares Inc. | 0.01% | No change | 5,870 | $235K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.0% | 5,677 | $231K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,604 | $228K |
| Armor Investment Advisors, LLC | 0.07% | Reduce -6.7% | 5,596 | $228K |
| 49 Wealth Management, LLC | 0.04% | New | 5,496 | $224K |
| Alongside, LLC | 0.04% | — | 5,496 | $224K |
| Keystone Financial Group | 0.01% | Add +1.0% | 5,475 | $223K |
| Everstar Asset Management, LLC | 0.11% | No change | 5,450 | $222K |
| RMR Capital Management, LLC | 0.15% | No change | 5,373 | $219K |
| Pinnacle Wealth Management Group, Inc. | 0.10% | No change | 5,350 | $218K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +0.1% | 5,265 | $214K |
| Semus Wealth Partners LLC | 0.10% | Reduce -9.5% | 5,227 | $213K |
| Hilton Head Capital Partners, LLC | 0.11% | No change | 5,215 | $212K |
| Walker Asset Management, LLC | 0.11% | New | 5,166 | $210K |
| Foundations Investment Advisors, LLC | 0.00% | No change | 5,120 | $208K |
| Forty-three Eighteen Advisors, LLC | 0.14% | New | 5,033 | $205K |
| Post Resch Tallon Group Inc. | 0.14% | New | 5,025 | $205K |
| Nabity-Jensen Investment Management Inc | 0.13% | New | 5,025 | $205K |
| GWN Securities Inc. | 0.03% | New | 5,010 | $204K |
| Foster Group, Inc. | 0.01% | New | 5,000 | $204K |
| Summit Financial, LLC | 0.00% | Reduce -71.8% | 4,943 | $201K |
| IFG Advisory, LLC | 0.01% | Add +7.7% | 4,918 | $200K |
| Joseph P. Lucia & Associates, LLC | 0.06% | New | 4,913 | $200K |
| JPMorgan Chase & Co. | 0.00% | Add +17.0% | 4,793 | $196K |
| Spire Wealth Management | 0.01% | Add +1.2% | 4,593 | $187K |
| Kelleher Financial Advisors | 0.03% | New | 4,542 | $185K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,466 | $182K |
| Oakworth Capital, Inc. | 0.01% | New | 4,500 | $180K |
| Signaturefd, LLC | 0.00% | No change | 4,000 | $163K |
| Rockefeller Capital Management L.P. | 0.00% | Add +123.7% | 3,937 | $160K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,166 | $129K |
| IFP Advisors, Inc | 0.00% | Add +34.6% | 3,157 | $129K |
| Creative Financial Designs Inc. | 0.01% | Reduce -24.1% | 3,146 | $128K |
| International Assets Investment Management, LLC | 0.01% | No change | 2,780 | $111K |
| Compass Financial Management LLC | 0.01% | — | 2,780 | $110K |
| Luminist Capital LLC | 0.11% | New | 2,407 | $98K |
| Nemes Rush Group LLC | 0.01% | Add +33.3% | 2,000 | $81K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,000 | $81K |
| Assetmark, Inc. | 0.00% | Reduce -19.7% | 1,966 | $80K |
| Ameriflex Group, Inc. | 0.03% | No change | 1,864 | $76K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1,858 | $76K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,747 | $71K |
| Anchor Investment Management, LLC | 0.01% | Add +1.5% | 1,724 | $70K |
| Centerpoint Advisors, LLC | 0.02% | No change | 1,700 | $69K |
| Global Retirement Partners, LLC | 0.00% | — | 1,692 | $69K |
| Bank of New Hampshire | 0.01% | No change | 1,560 | $64K |
| Colonial Trust Advisors | 0.00% | No change | 1,500 | $61K |
| North Star Investment Management Corp. | 0.00% | No change | 1,450 | $59K |
| LRI Investments, LLC | 0.00% | No change | 1,440 | $59K |
| Larson Financial Group LLC | 0.00% | No change | 1,420 | $58K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -7.4% | 1,246 | $51K |
| Index Technologies Group LLC | 0.04% | New | 1,190 | $48K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $41K |
| Logan Capital Management Inc. | 0.00% | — | 1,000 | $41K |
| Arax Advisory Partners | 0.00% | New | 1,000 | $41K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $40K |
| Paladin Partners, LLC | 0.03% | No change | 969 | $39K |
| West Branch Capital LLC | 0.01% | Add +1.1% | 862 | $35K |
| Caldwell Trust Co | 0.00% | No change | 825 | $34K |
| Abound Wealth Management | 0.01% | New | 797 | $32K |
| Webster Bank, N. A. | 0.00% | No change | 744 | $30K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 687 | $28K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 625 | $25K |
| Hilltop National Bank | 0.01% | No change | 590 | $24K |
| UMB Bank, n.a. | 0.00% | No change | 574 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 580 | $23K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 564 | $23K |
| Key Financial Inc | 0.00% | No change | 554 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 500 | $20K |
| JFS Wealth Advisors, LLC | 0.00% | New | 410 | $17K |
| Highland Investment Advisors LLC | 0.01% | — | 402 | $16K |
| Basepoint Wealth LLC | 0.01% | New | 395 | $16K |
| Hollencrest Capital Management | 0.00% | No change | 395 | $16K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -64.6% | 369 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -25.1% | 363 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 358 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 320 | $13K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 300 | $12K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 297 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +1.5% | 270 | $11K |
| Alerus Financial NA | 0.00% | No change | 267 | $11K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 250 | $10K |
| Financial Consulate, Inc. | 0.00% | No change | 250 | $10K |
| Avion Wealth | 0.00% | Add +0.0% | 250 | $10K |
| Newton One Investments LLC | 0.00% | New | 234 | $10K |
| MCF Advisors LLC | 0.00% | Add +25.0% | 125 | $5K |
| Roble, Belko & Company, Inc | 0.00% | Add +1.6% | 126 | $5K |
| Aspect Partners, LLC | 0.00% | No change | 100 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 100 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 98 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 75 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 50 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1433.3% | 46 | $2K |
| IMG Wealth Management, Inc. | 0.00% | No change | 1 | $45 |
"% of holder's portfolio" is UTG's weight in each manager's 13F, not the share of Reaves Utility Income Fund the manager owns.