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Virtus Reaves Utilities ETF (UTES)

CUSIP: 26923G806 | NYSE | 299 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC1,130,467
0.0% of portfolio›$79.3M
Elevation Point Wealth Partners, LLC294,261
0.3% of portfolio›$20.7M
Aprio Wealth Management, LLC268,039
0.9% of portfolio›$18.8M
Commonwealth Equity Services, LLC173,284
0.0% of portfolio›$12.2M
Cambridge Investment Research Advisors, Inc.153,075
0.1% of portfolio›$10.7M
Kraft, Davis & Associates, LLC137,727
2.2% of portfolio›$10.3M
Ted Buchan & Co136,387
3.2% of portfolio›$9.6M
Quadcap Wealth Management, LLC133,668
0.9% of portfolio›$9.4M
Blue Water Asset Management77,846
1.8% of portfolio›$5.5M
BostonPremier Wealth LLC61,328
1.8% of portfolio›$4.3M
Moneco Advisors, LLC57,246
0.2% of portfolio›$4.0M
Great Valley Advisor Group, Inc.56,906
0.1% of portfolio›$4.0M
Royal Harbor Partners, LLC47,816
1.0% of portfolio›$3.4M
Steel Grove Capital Advisors, LLC45,669
0.3% of portfolio›$3.2M
Signal Advisors Wealth, LLC45,572
0.1% of portfolio›$3.2M
Fifth Third Securities, Inc.43,076
0.2% of portfolio›$3.0M
Family Legacy, Inc.40,679
0.8% of portfolio›$2.9M
J.W. Cole Advisors, Inc.40,167
0.0% of portfolio›$2.8M
Clear Creek Financial Management, LLC31,021
0.2% of portfolio›$2.2M
Advisory Resource Group30,888
0.3% of portfolio›$2.2M
Comprehensive Wealth Management, LLC29,485
0.9% of portfolio›$2.1M
Vermillion & White Wealth Management Group, LLC26,075
0.9% of portfolio›$1.8M
Kingswood Wealth Advisors, LLC25,169
0.1% of portfolio›$1.8M
Adamsbrown Wealth Consultants LLC24,832
0.3% of portfolio›$1.7M
Y.D. More Investments Ltd24,772
0.1% of portfolio›$1.7M
Financial Freedom, LLC23,429
0.8% of portfolio›$1.6M
Acorn Wealth Advisors, LLC20,990
0.4% of portfolio›$1.5M
Sunbeam Capital Management, LLC20,336
0.7% of portfolio›$1.4M
Prospera Financial Services Inc19,660
0.0% of portfolio›$1.5M
Heffernan Advisory, Inc19,101
0.9% of portfolio›$1.3M
Kestra Advisory Services, LLC16,942
0.0% of portfolio›$1.2M
Park Avenue Securities LLC15,459
0.0% of portfolio›$1.1M
Sigma Planning Corp14,215
0.0% of portfolio›$997.6K
StoneX Group Inc.13,967
0.0% of portfolio›$980.2K
Planning Strategies Inc.12,811
0.5% of portfolio›$899.1K
Atlas Wealth Partners, LLC12,346
0.9% of portfolio›$866.4K
HighTower Advisors, LLC11,707
0.0% of portfolio›$821.6K
Concurrent Investment Advisors, LLC11,617
0.0% of portfolio›$815.3K
Elm3 Financial Group, LLC10,657
0.5% of portfolio›$747.9K
Arete Wealth Advisors, LLC10,197
0.0% of portfolio›$717.6K
Old Port Advisors8,829
0.1% of portfolio›$619.6K
TrueWealth Advisors, LLC8,792
0.1% of portfolio›$617.0K
Bluedoor Private Wealth, LLC8,600
0.3% of portfolio›$603.5K
Lanark Financial, Inc.8,546
0.0% of portfolio›$599.8K
Farther Finance Advisors, LLC8,185
0.0% of portfolio›$574.4K
First Heartland Consultants, Inc.8,063
0.0% of portfolio›$565.8K
Collaborative Fund Advisors, LLC8,063
0.3% of portfolio›$565.9K
Red Mountain Financial, LLC7,678
0.4% of portfolio›$538.8K
Spire Wealth Management7,475
0.0% of portfolio›$524.6K
Oregon Pacific Wealth Management, LLC7,104
0.5% of portfolio›$498.6K
Chicago Partners Investment Group LLC6,825
0.0% of portfolio›$510.0K
Partners Wealth Management, LLC6,645
0.0% of portfolio›$466.3K
Wealthcare Advisory Partners LLC6,616
0.0% of portfolio›$464.3K
Redwood Financial Network Corp6,466
0.2% of portfolio›$453.8K
WBI Investments, LLC6,311
0.1% of portfolio›$442.9K
Csenge Advisory Group5,956
0.0% of portfolio›$418.0K
Dynamic Advisor Solutions LLC5,553
0.0% of portfolio›$389.7K
Focus Financial Network, Inc.5,552
0.0% of portfolio›$389.6K
Belpointe Asset Management LLC5,139
0.0% of portfolio›$360.7K
Opal Wealth Advisors, LLC4,832
0.1% of portfolio›$339.1K
Thoroughbred Financial Services, LLC4,676
0.0% of portfolio›$328.0K
Fiduciary Alliance LLC4,657
0.0% of portfolio›$326.8K
Puff Wealth Management, LLC4,577
0.3% of portfolio›$321.2K
Truist Financial Corp4,543
0.0% of portfolio›$318.8K
Weil Company, Inc.4,044
0.0% of portfolio›$283.8K
Secure Asset Management, LLC3,814
0.0% of portfolio›$267.7K
Prime Capital Investment Advisors, LLC3,765
0.0% of portfolio›$264.2K
Highline Wealth Partners LLC3,736
0.0% of portfolio›$262.2K
Western Wealth Management, LLC3,665
0.0% of portfolio›$257.2K
IronOak Wealth Llc.3,591
0.2% of portfolio›$252.0K
Flaharty Asset Management, LLC3,433
1.4% of portfolio›$244.3K
Kestra Private Wealth Services, LLC3,420
0.0% of portfolio›$240.0K
Financial Security Advisor, Inc.3,203
0.0% of portfolio›$224.8K
Riggs Asset Managment Co. Inc.3,152
0.0% of portfolio›$221.2K
Simplex Trading, LLC1,835
0.0% of portfolio›$128.8K
Blue Trust, Inc.1,729
0.0% of portfolio›$121.3K
Roxbury Financial LLC1,714
0.1% of portfolio›$120.3K
Harbour Investments, Inc.1,696
0.0% of portfolio›$119.0K
JFS Wealth Advisors, LLC1,500
0.0% of portfolio›$105.3K
IFP Advisors, Inc1,268
0.0% of portfolio›$89.0K
Nuveen, LLC1,068
0.0% of portfolio›$75.9K
Fifth Third Bancorp894
0.0% of portfolio›$62.7K
GK Wealth Management LLC832
0.0% of portfolio›$58.4K
Latitude Advisors, LLC773
0.0% of portfolio›$54.3K
Allworth Financial LP500
0.0% of portfolio›$40.9K
PNC Financial Services Group, Inc.363
0.0% of portfolio›$25.5K
Entrust Financial LLC360
0.0% of portfolio›$25.3K
McCarley & Cook Financial Planners234
0.0% of portfolio›$16.4K
Foresight Capital Management Advisors, Inc.132
0.0% of portfolio›$9.3K
Nova Financial LLC125
0.0% of portfolio›$8.8K
Creative Financial Designs Inc121
0.0% of portfolio›$8.5K
Private Trust Co NA100
0.0% of portfolio›$7.0K
Global Trust Asset Management, LLC100
0.0% of portfolio›$7.0K
Triumph Capital Management100
0.0% of portfolio›$7.0K
Blue Bell Private Wealth Management, LLC85
0.0% of portfolio›$6.0K
Hilton Head Capital Partners, LLC40
0.0% of portfolio›$2.8K
US Bancorp \de\38
0.0% of portfolio›$2.7K
Assetmark, Inc36
0.0% of portfolio›$2.5K
Trust Co13
0.0% of portfolio›$922
Dhjj Financial Advisors, Ltd.10
0.0% of portfolio›$702
StyleTurnoverLocationFiled
LPL Financial LLC
1,130,467$79.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Elevation Point Wealth Partners, LLC
294,261$20.7M0.3%CoreMediumDenver, CO2026-11-05
Aprio Wealth Management, LLC
268,039$18.8M0.9%ETFMediumAtlanta, GA2026-10-28
Commonwealth Equity Services, LLC
173,284$12.2M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
153,075$10.7M0.1%ETFLowFairfield, IA2026-11-02
Kraft, Davis & Associates, LLC
137,727$10.3M2.2%ETFMediumSt. Louis, MO2026-10-21
Ted Buchan & Co
136,387$9.6M3.2%ETFLowSan Diego, CA2026-10-23
Quadcap Wealth Management, LLC
133,668$9.4M0.9%ETFLowFrisco, TX2026-11-02
Blue Water Asset Management
77,846$5.5M1.8%ETFLowGrand Rapids, MI2026-11-04
BostonPremier Wealth LLC
61,328$4.3M1.8%ETFVery LowHanover, MA2026-10-16
Moneco Advisors, LLC
57,246$4.0M0.2%ETFLowFairfield, CT2026-11-05
Great Valley Advisor Group, Inc.
56,906$4.0M0.1%ETFLowWilmington, DE2026-11-09
Royal Harbor Partners, LLC
47,816$3.4M1.0%ETFMediumHouston, TX2026-10-29
Steel Grove Capital Advisors, LLC
45,669$3.2M0.3%ETFLowMemphis, TN2026-10-13
Signal Advisors Wealth, LLC
45,572$3.2M0.1%ETFLowDetroit, MI2026-10-13
Fifth Third Securities, Inc.
43,076$3.0M0.2%ETFLowCincinnati, OH2026-10-21
Family Legacy, Inc.
40,679$2.9M0.8%CoreVery LowGreenville, SC2026-10-13
J.W. Cole Advisors, Inc.
40,167$2.8M0.0%CoreLowTampa, FL2026-11-05
Clear Creek Financial Management, LLC
31,021$2.2M0.2%ETFMediumSilverdale, WA2026-10-28
Advisory Resource Group
30,888$2.2M0.3%GARPMediumTulsa, OK2026-10-26
Comprehensive Wealth Management, LLC
29,485$2.1M0.9%ETFMediumLynnwood, WA2026-11-02
Vermillion & White Wealth Management Group, LLC
26,075$1.8M0.9%ETFLowPhoenixville, PA2026-11-10
Kingswood Wealth Advisors, LLC
25,169$1.8M0.1%GrowthLowSan Diego, CA2026-10-23
Adamsbrown Wealth Consultants LLC
24,832$1.7M0.3%ETFLowWichita, KS2026-10-20
Y.D. More Investments Ltd
24,772$1.7M0.1%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Financial Freedom, LLC
23,429$1.6M0.8%ETFLowCincinnati, OH2026-11-06
Acorn Wealth Advisors, LLC
20,990$1.5M0.4%ETFLowGrand Blanc, MI2026-10-19
Sunbeam Capital Management, LLC
20,336$1.4M0.7%GrowthVery LowAtlanta, GA2026-11-05
Prospera Financial Services Inc
19,660$1.5M0.0%CoreMediumDallas, TX2026-11-04
Heffernan Advisory, Inc
19,101$1.3M0.9%ETFLowFlagstaff, AZ2026-10-13
Kestra Advisory Services, LLC
16,942$1.2M0.0%IndexLowAustin, TX2026-11-02
Park Avenue Securities LLC
15,459$1.1M0.0%ETFMediumNew York, NY2026-10-26
Sigma Planning Corp
14,215$997.6K0.0%CoreMediumAnn Arbor, MI2026-10-23
StoneX Group Inc.
13,967$980.2K0.0%ETFMediumNew York, NY2026-11-03
Planning Strategies Inc.
12,811$899.1K0.5%ETFN/ALancaster, PA2026-10-02
Atlas Wealth Partners, LLC
12,346$866.4K0.9%Agg GrowthVery LowWyomissing, PA2026-11-03
HighTower Advisors, LLC
11,707$821.6K0.0%IndexLowChicago, IL2026-11-10
Concurrent Investment Advisors, LLC
11,617$815.3K0.0%CoreMediumTampa, FL2026-10-16
Elm3 Financial Group, LLC
10,657$747.9K0.5%GrowthMediumAlpharetta, GA2026-10-07
Arete Wealth Advisors, LLC
10,197$717.6K0.0%CoreMediumChicago, IL2026-11-09
Old Port Advisors
8,829$619.6K0.1%GARPLowPortland, ME2026-10-23
TrueWealth Advisors, LLC
8,792$617.0K0.1%ETFMediumBirmingham, AL2026-10-09
Bluedoor Private Wealth, LLC
8,600$603.5K0.3%CoreLowBeverly, MA2026-11-05
Lanark Financial, Inc.
8,546$599.8K0.0%CoreMediumBirmingham, AL2026-10-26
Farther Finance Advisors, LLC
8,185$574.4K0.0%IndexLowSan Francisco, CA2026-10-08
First Heartland Consultants, Inc.
8,063$565.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
Collaborative Fund Advisors, LLC
8,063$565.9K0.3%GrowthVery HighReno, NV2026-11-02
Red Mountain Financial, LLC
7,678$538.8K0.4%ETFLowFort Collins, CO2026-11-03
Spire Wealth Management
7,475$524.6K0.0%GrowthMediumMclean, VA2026-10-30
Oregon Pacific Wealth Management, LLC
7,104$498.6K0.5%ETFMediumMedford, OR2026-10-20
Chicago Partners Investment Group LLC
6,825$510.0K0.0%CoreLowChicago, IL2026-10-27
Partners Wealth Management, LLC
6,645$466.3K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Wealthcare Advisory Partners LLC
6,616$464.3K0.0%ETFLowWest Chester, PA2026-10-21
Redwood Financial Network Corp
6,466$453.8K0.2%ETFMediumSolon, OH2026-11-03
WBI Investments, LLC
6,311$442.9K0.1%ValueVery HighRed Bank, NJ2026-11-05
Csenge Advisory Group
5,956$418.0K0.0%ETFMediumClearwater, FL2026-11-04
Dynamic Advisor Solutions LLC
5,553$389.7K0.0%ETFLowPhoenix, AZ2026-10-13
Focus Financial Network, Inc.
5,552$389.6K0.0%ETFLowMinneapolis, MN2026-10-14
Belpointe Asset Management LLC
5,139$360.7K0.0%CoreMediumReno, NV2026-11-09
Opal Wealth Advisors, LLC
4,832$339.1K0.1%ETFLowJericho, NY2026-10-16
Thoroughbred Financial Services, LLC
4,676$328.0K0.0%GrowthLowBrentwood, TN2026-11-09
Fiduciary Alliance LLC
4,657$326.8K0.0%CoreMediumGreenville, SC2026-10-13
Puff Wealth Management, LLC
4,577$321.2K0.3%ETFLowHaddonfield, NJ2026-10-07
Truist Financial Corp
4,543$318.8K0.0%CoreLowCharlotte, NC2026-10-30
Weil Company, Inc.
4,044$283.8K0.0%ETFLowSan Diego, CA2026-10-14
Secure Asset Management, LLC
3,814$267.7K0.0%GrowthMediumTroy, MI2026-10-19
Prime Capital Investment Advisors, LLC
3,765$264.2K0.0%ETFLowOverland Park, KS2026-10-20
Highline Wealth Partners LLC
3,736$262.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Western Wealth Management, LLC
3,665$257.2K0.0%ETFLowGolden, CO2026-11-09
IronOak Wealth Llc.
3,591$252.0K0.2%GrowthVery HighCedar Park, TX2026-11-06
Flaharty Asset Management, LLC
3,433$244.3K1.4%ETFLowClearwater, FL2026-11-02
Kestra Private Wealth Services, LLC
3,420$240.0K0.0%GrowthLowAustin, TX2026-11-06
Financial Security Advisor, Inc.
3,203$224.8K0.0%CoreMediumVirginia Beach, VA2026-11-03
Riggs Asset Managment Co. Inc.
3,152$221.2K0.0%MomentumMediumDallas, PA2026-11-05
Simplex Trading, LLC
1,835$128.8K0.0%GARPVery HighChicago, IL2026-11-04
Blue Trust, Inc.
1,729$121.3K0.0%ETFLowBrentwood, TN2026-10-15
Roxbury Financial LLC
1,714$120.3K0.1%CoreVery LowMount Arlington, NJ2026-10-01
Harbour Investments, Inc.
1,696$119.0K0.0%ETFLowMadison, WI2026-11-09
JFS Wealth Advisors, LLC
1,500$105.3K0.0%ETFVery LowHermitage, PA2026-11-03
IFP Advisors, Inc
1,268$89.0K0.0%CoreLowTampa, FL2026-10-16
Nuveen, LLC
1,068$75.9K0.0%CoreLowCharlotte, NC2026-11-10
Fifth Third Bancorp
894$62.7K0.0%GrowthLowCincinnati, OH2026-11-05
GK Wealth Management LLC
832$58.4K0.0%GARPVery HighReno, NV2026-10-09
Latitude Advisors, LLC
773$54.3K0.0%ETFLowYorkville, IL2026-10-27
Allworth Financial LP
500$40.9K0.0%ETFLowFolsom, CA2026-11-06
PNC Financial Services Group, Inc.
363$25.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Entrust Financial LLC
360$25.3K0.0%ETFMediumWayne, PA2026-11-04
McCarley & Cook Financial Planners
234$16.4K0.0%ETFLowCincinnati, OH2026-10-21
Foresight Capital Management Advisors, Inc.
132$9.3K0.0%CoreMediumSaline, MI2026-10-27
Nova Financial LLC
125$8.8K0.0%GARPN/ATucson, AZ2026-11-04
Creative Financial Designs Inc
121$8.5K0.0%ETFMediumKokomo, IN2026-11-04
Private Trust Co NA
100$7.0K0.0%CoreLowCleveland, OH2026-10-20
Global Trust Asset Management, LLC
100$7.0K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Triumph Capital Management
100$7.0K0.0%ETFMediumDenver, CO2026-10-14
Blue Bell Private Wealth Management, LLC
85$6.0K0.0%YieldVery LowBlue Bell, PA2026-10-29
Hilton Head Capital Partners, LLC
40$2.8K0.0%CoreMediumHilton Head Island, SC2026-10-23
US Bancorp \de\
38$2.7K0.0%CoreLowMinneapolis, MN2026-11-05
Assetmark, Inc
36$2.5K0.0%ETFLowConcord, CA2026-10-21
Trust Co
13$9220.0%ETFVery LowManhattan, KS2026-10-09
Dhjj Financial Advisors, Ltd.
10$7020.0%ETFVery LowNaperville, IL2026-10-23