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Reaves Utility Income Fund (UTG)

CUSIP: 756158101 | US | Financial Services · Asset Management | Mid Cap | 699 institutional holders

Quarters

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

Commonwealth Equity Services, LLC425,991
0.0% of portfolio›$14.6M
Gerald Baker Financial Group LLC266,240
2.6% of portfolio›$9.1M
OAK Family Advisors, LLC242,912
2.2% of portfolio›$8.3M
Magnus Financial Group LLC234,914
0.5% of portfolio›$8.1M
Sterling Investment Advisors, Ltd.193,390
1.1% of portfolio›$6.6M
JBR Co Financial Management Inc141,083
2.2% of portfolio›$5.6M
HBW Advisory Services LLC137,098
0.5% of portfolio›$4.7M
Cambridge Investment Research Advisors, Inc.102,315
0.0% of portfolio›$3.5K
Lido Advisors, LLC97,598
0.0% of portfolio›$3.4M
Wealth Effects LLC93,009
0.9% of portfolio›$3.2M
Samalin Investment Counsel, LLC80,653
0.9% of portfolio›$2.8M
Oppenheimer & Co Inc77,201
0.0% of portfolio›$2.7M
Smith Asset Management Co., LLC72,740
2.0% of portfolio›$2.5M
NWF Advisory Services Inc.72,655
0.2% of portfolio›$2.5M
LongView Wealth Management66,696
0.6% of portfolio›$2.3M
Lanark Financial, Inc.59,184
0.1% of portfolio›$2.0M
Stevens Capital Partners57,000
0.3% of portfolio›$2.0M
Griffin Asset Management, Inc.52,742
0.2% of portfolio›$1.8M
Independent Financial Group, LLC51,898
0.0% of portfolio›$1.8M
Kestra Advisory Services, LLC51,080
0.0% of portfolio›$1.8M
Integrity Alliance, Llc.48,980
0.1% of portfolio›$1.7M
Kercheville Advisors, LLC48,513
0.5% of portfolio›$1.7M
Strategic Family Wealth Counselors, L.L.C.48,311
0.4% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC48,010
0.0% of portfolio›$1.7M
Ascentis Wealth Management, LLC46,738
0.3% of portfolio›$1.6M
Wright Wealth LLC45,255
0.9% of portfolio›$1.6M
Sigma Planning Corp44,947
0.0% of portfolio›$1.5M
Aegis Wealth Management, Inc.41,329
0.8% of portfolio›$1.4M
Wedbush Securities Inc40,587
0.0% of portfolio›$1.4K
Creative Planning39,064
0.0% of portfolio›$1.3M
Beacon Capital Management, Inc.34,500
0.1% of portfolio›$1.2M
Merrion Investment Management Co, LLC30,000
0.5% of portfolio›$1.0M
PMG Family Office LLC26,462
0.8% of portfolio›$909.0K
Prospera Financial Services Inc25,984
0.0% of portfolio›$910.6K
Westbourne Investment Advisors, Inc.25,600
0.2% of portfolio›$879.4K
XML Financial, LLC25,134
0.1% of portfolio›$863.4K
Sowell Financial Services LLC24,768
0.0% of portfolio›$850.8K
Brookstone Capital Management22,028
0.0% of portfolio›$756.7K
Future Financial Wealth Managment LLC21,535
0.5% of portfolio›$739.7K
Atlas Brown,Inc.20,022
0.2% of portfolio›$687.8K
Welch Group, LLC19,729
0.0% of portfolio›$677.7K
Walled Lake Planning & Wealth Management, LLC19,260
0.2% of portfolio›$661.6K
Visionary Wealth Advisors19,182
0.0% of portfolio›$658.9K
Davenport & Co LLC18,625
0.0% of portfolio›$639.8K
Castle Rock Wealth Management, LLC17,487
0.1% of portfolio›$639.3K
Focus Financial Network, Inc.17,020
0.0% of portfolio›$584.6K
Prairie Advisory, LLC16,240
0.1% of portfolio›$557.9K
StoneX Group Inc.16,211
0.0% of portfolio›$566.7K
Certified Advisory Corp16,204
0.0% of portfolio›$556.6K
Sunpointe, LLC16,136
0.2% of portfolio›$554.3K
AlphaCore Capital LLC14,852
0.0% of portfolio›$510.2K
Concurrent Investment Advisors, LLC14,586
0.0% of portfolio›$501.0K
Triumph Capital Management14,265
0.1% of portfolio›$490.0K
MGO One Seven LLC14,137
0.0% of portfolio›$485.6K
Choreo, LLC13,990
0.0% of portfolio›$480.6K
Financial Security Advisor, Inc.13,500
0.1% of portfolio›$463.7K
Farther Finance Advisors, LLC12,816
0.0% of portfolio›$440.2K
Commerce Advisors, LLC11,249
0.2% of portfolio›$386.4K
Flagship Harbor Advisors, LLC11,115
0.0% of portfolio›$381.8K
Apollon Wealth Management, LLC10,783
0.0% of portfolio›$370.4K
RFG Advisory, LLC10,566
0.0% of portfolio›$362.9K
Innova Wealth Partners10,421
0.1% of portfolio›$358.0K
Abel Hall, LLC10,000
0.1% of portfolio›$343.5K
Leslie Global Wealth, LLC9,667
0.1% of portfolio›$332.1K
Purus Wealth Management, LLC9,559
0.1% of portfolio›$328.3K
B. Riley Wealth Advisors, Inc.9,451
0.0% of portfolio›$324.6K
Costello Asset Management, Inc9,069
0.1% of portfolio›$311.5K
Keybank National Association8,976
0.0% of portfolio›$308.3K
Lifestyle Asset Management, Inc.8,863
0.1% of portfolio›$304.5K
Commonwealth Financial Services, LLC8,763
0.1% of portfolio›$301.0K
Balboa Wealth Partners7,811
0.0% of portfolio›$268.3K
Ascentis Independent Advisors7,591
0.0% of portfolio›$261.2K
Orca Investment Management, LLC7,461
0.2% of portfolio›$256.3K
Investors Research Corp7,077
0.0% of portfolio›$243.1K
RDA Financial Network6,819
0.1% of portfolio›$234.2K
D.A. Davidson & Co.6,446
0.0% of portfolio›$221.4K
Truist Financial Corp6,194
0.0% of portfolio›$212.8K
Penbrook Management LLC6,125
0.1% of portfolio›$210.4K
Ballew Advisors, Inc6,123
0.1% of portfolio›$216.0K
Blue Trust, Inc.6,105
0.0% of portfolio›$209.7K
Hilton Head Capital Partners, LLC5,215
0.1% of portfolio›$179.1K
CoreCap Advisors, LLC5,104
0.0% of portfolio›$175.3K
Oakworth Capital, Inc.4,500
0.0% of portfolio›$154.6K
Signaturefd, LLC4,000
0.0% of portfolio›$137.4K
Spire Wealth Management2,745
0.0% of portfolio›$94.3K
Laurel Wealth Advisors LLC2,500
0.0% of portfolio›$85.9K
IFP Advisors, Inc2,472
0.0% of portfolio›$84.9K
Cassaday & Co Wealth Management LLC2,408
0.0% of portfolio›$82.7K
MeadowBrook Investment Advisors LLC2,310
0.1% of portfolio›$78.7K
Nemes Rush Group LLC2,000
0.0% of portfolio›$68.7K
Latitude Advisors, LLC2,000
0.0% of portfolio›$68.7K
Assetmark, Inc1,948
0.0% of portfolio›$66.9K
Compass Financial Management LLC1,800
0.0% of portfolio›$61.8K
Creative Financial Designs Inc1,709
0.0% of portfolio›$58.7K
Bank of New Hampshire1,560
0.0% of portfolio›$53.6K
Carnegie Lake Advisors LLC1,496
0.3% of portfolio›$905.4K
North Star Investment Management Corp.1,450
0.0% of portfolio›$49.8K
TD Waterhouse Canada Inc.1,000
0.0% of portfolio›$34.6K
Private Trust Co NA1,000
0.0% of portfolio›$34.4K
Paladin Partners, LLC969
0.0% of portfolio›$33.3K
West Branch Capital LLC874
0.0% of portfolio›$30.0K
Caldwell Trust Co825
0.0% of portfolio›$28.3K
Quest 10 Wealth Builders, Inc.687
0.0% of portfolio›$23.6K
Hilltop National Bank590
0.0% of portfolio›$20.3K
Salomon & Ludwin, LLC580
0.0% of portfolio›$19.9K
Key FInancial Inc554
0.0% of portfolio›$19.0K
Financial Management Professionals, Inc.522
0.0% of portfolio›$17.9K
JFS Wealth Advisors, LLC410
0.0% of portfolio›$14.1K
Harbor Investment Advisory, LLC400
0.0% of portfolio›$13.7K
Parkside Financial Bank & Trust363
0.0% of portfolio›$12.5K
Tradewinds Capital Management, LLC320
0.0% of portfolio›$11.0K
Gilpin Wealth Management, LLC297
0.0% of portfolio›$10.2K
Armstrong Advisory Group, Inc275
0.0% of portfolio›$9.4K
Financial Consulate, Inc250
0.0% of portfolio›$8.6K
Signature Resources Capital Management, LLC250
0.0% of portfolio›$8.6K
Avion Wealth250
0.0% of portfolio›$8
GK Wealth Management LLC143
0.0% of portfolio›$4.9K
Aspect Partners, LLC100
0.0% of portfolio›$3.4K
Dhjj Financial Advisors, Ltd.98
0.0% of portfolio›$3.4K
Mather Group, Llc.97
0.0% of portfolio›$3.3K
Highline Wealth Partners LLC75
0.0% of portfolio›$2.6K
Root Financial Partners, LLC70
0.0% of portfolio›$2.4K
Versant Capital Management, Inc29
0.0% of portfolio›$1.0K
IMG Wealth Management, Inc.1
0.0% of portfolio›$38
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
425,991$14.6M0.0%ETFLowWaltham, MA2026-11-02
Gerald Baker Financial Group LLC
266,240$9.1M2.6%GARPLowArlington, TX2026-10-09
OAK Family Advisors, LLC
242,912$8.3M2.2%CoreMediumChicago, IL2026-10-19
Magnus Financial Group LLC
234,914$8.1M0.5%ETFLowNew York, NY2026-10-21
Sterling Investment Advisors, Ltd.
193,390$6.6M1.1%GrowthLowBerwyn, PA2026-10-27
JBR Co Financial Management Inc
141,083$5.6M2.2%GrowthLowArdmore, OK2026-10-13
HBW Advisory Services LLC
137,098$4.7M0.5%ETFMediumSimi Valley, CA2026-10-15
Cambridge Investment Research Advisors, Inc.
102,315$3.5K0.0%ETFLowFairfield, IA2026-11-02
Lido Advisors, LLC
97,598$3.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Wealth Effects LLC
93,009$3.2M0.9%GrowthLowBoston, MA2026-10-23
Samalin Investment Counsel, LLC
80,653$2.8M0.9%YieldMediumChappaqua, NY2026-10-23
Oppenheimer & Co Inc
77,201$2.7M0.0%CoreLowNew York, NY2026-10-26
Smith Asset Management Co., LLC
72,740$2.5M2.0%YieldLowChiefland, FL2026-10-16
NWF Advisory Services Inc.
72,655$2.5M0.2%GARPLowLos Angeles, CA2026-10-19
LongView Wealth Management
66,696$2.3M0.6%ETFLowAtlanta, GA2026-10-19
Lanark Financial, Inc.
59,184$2.0M0.1%CoreMediumBirmingham, AL2026-10-26
Stevens Capital Partners
57,000$2.0M0.3%ETFVery LowOmaha, NE2026-10-29
Griffin Asset Management, Inc.
52,742$1.8M0.2%CoreLowNew York, NY2026-10-22
Independent Financial Group, LLC
51,898$1.8M0.0%GrowthLowSan Diego, CA2026-10-13
Kestra Advisory Services, LLC
51,080$1.8M0.0%CoreLowAustin, TX2026-11-02
Integrity Alliance, Llc.
48,980$1.7M0.1%ETFMediumUrbandale, IA2026-10-29
Kercheville Advisors, LLC
48,513$1.7M0.5%GrowthMediumSan Antonio, TX2026-10-19
Strategic Family Wealth Counselors, L.L.C.
48,311$1.7M0.4%ETFVery LowFairfield, NJ2026-10-29
Wealth Enhancement Advisory Services, LLC
48,010$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Ascentis Wealth Management, LLC
46,738$1.6M0.3%Agg GrowthLowDallas, TX2026-11-03
Wright Wealth LLC
45,255$1.6M0.9%ETFLowAtlanta, GA2026-10-29
Sigma Planning Corp
44,947$1.5M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Aegis Wealth Management, Inc.
41,329$1.4M0.8%ETFMediumGuthrie Center, IA2026-10-26
Wedbush Securities Inc
40,587$1.4K0.0%CoreLowPasadena, CA2026-10-22
Creative Planning
39,064$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Beacon Capital Management, Inc.
34,500$1.2M0.1%ETFMediumDayton, OH2026-10-13
Merrion Investment Management Co, LLC
30,000$1.0M0.5%MomentumLowCranford, NJ2026-10-16
PMG Family Office LLC
26,462$909.0K0.8%YieldVery LowPlano, TX2026-10-19
Prospera Financial Services Inc
25,984$910.6K0.0%CoreMediumDallas, TX2026-11-04
Westbourne Investment Advisors, Inc.
25,600$879.4K0.2%GARPLowAnnapolis, MD2026-10-20
XML Financial, LLC
25,134$863.4K0.1%ETFLowBethesda, MD2026-10-29
Sowell Financial Services LLC
24,768$850.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Brookstone Capital Management
22,028$756.7K0.0%ETFMediumWheaton, IL2026-10-22
Future Financial Wealth Managment LLC
21,535$739.7K0.5%ETFMediumCincinnati, OH2026-10-15
Atlas Brown,Inc.
20,022$687.8K0.2%GrowthLowLouisville, KY2026-10-09
Welch Group, LLC
19,729$677.7K0.0%CoreVery LowBirmingham, AL2026-10-29
Walled Lake Planning & Wealth Management, LLC
19,260$661.6K0.2%ETFLowHighland Park, IL2026-10-29
Visionary Wealth Advisors
19,182$658.9K0.0%ETFLowO'Fallon, IL2026-11-04
Davenport & Co LLC
18,625$639.8K0.0%CoreMediumRichmond, VA2026-10-14
Castle Rock Wealth Management, LLC
17,487$639.3K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Focus Financial Network, Inc.
17,020$584.6K0.0%ETFLowMinneapolis, MN2026-10-14
Prairie Advisory, LLC
16,240$557.9K0.1%ETFN/ALeawood, KS2026-10-19
StoneX Group Inc.
16,211$566.7K0.0%ETFMediumNew York, NY2026-11-03
Certified Advisory Corp
16,204$556.6K0.0%ETFLowAltamonte Springs, FL2026-10-29
Sunpointe, LLC
16,136$554.3K0.2%GrowthMediumSt. Louis, MO2026-10-22
AlphaCore Capital LLC
14,852$510.2K0.0%ETFLowLa Jolla, CA2026-11-04
Concurrent Investment Advisors, LLC
14,586$501.0K0.0%GrowthMediumTampa, FL2026-10-16
Triumph Capital Management
14,265$490.0K0.1%ETFMediumDenver, CO2026-10-14
MGO One Seven LLC
14,137$485.6K0.0%GrowthLowBeachwood, OH2026-10-28
Choreo, LLC
13,990$480.6K0.0%IndexLowRockford, IL2026-10-28
Financial Security Advisor, Inc.
13,500$463.7K0.1%CoreLowVirginia Beach, VA2026-11-03
Farther Finance Advisors, LLC
12,816$440.2K0.0%IndexLowSan Francisco, CA2026-10-08
Commerce Advisors, LLC
11,249$386.4K0.2%ETFLowMemphis, TN2026-10-19
Flagship Harbor Advisors, LLC
11,115$381.8K0.0%ETFMediumBoston, MA2026-10-26
Apollon Wealth Management, LLC
10,783$370.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
RFG Advisory, LLC
10,566$362.9K0.0%ETFMediumBirmingham, AL2026-11-03
Innova Wealth Partners
10,421$358.0K0.1%ETFHighNewtown, PA2026-10-21
Abel Hall, LLC
10,000$343.5K0.1%CoreMediumBaton Rouge, LA2026-10-19
Leslie Global Wealth, LLC
9,667$332.1K0.1%ETFLowItasca, IL2026-10-26
Purus Wealth Management, LLC
9,559$328.3K0.1%Agg GrowthVery LowNewport Beach, CA2026-10-15
B. Riley Wealth Advisors, Inc.
9,451$324.6K0.0%GrowthLowMemphis, TN2026-10-13
Costello Asset Management, Inc
9,069$311.5K0.1%CoreLowFeasterville, PA2026-10-30
Keybank National Association
8,976$308.3K0.0%CoreLowBrooklyn, OH2026-11-04
Lifestyle Asset Management, Inc.
8,863$304.5K0.1%ETFHighFriendswood, TX2026-10-20
Commonwealth Financial Services, LLC
8,763$301.0K0.1%ETFMediumVienna, WV2026-10-20
Balboa Wealth Partners
7,811$268.3K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Ascentis Independent Advisors
7,591$261.2K0.0%ETFLowDallas, TX2026-11-03
Orca Investment Management, LLC
7,461$256.3K0.2%GrowthLowLake Oswego, OR2026-10-29
Investors Research Corp
7,077$243.1K0.0%ETFLowAtlanta, GA2026-10-07
RDA Financial Network
6,819$234.2K0.1%GrowthMediumAkron, IA2026-10-15
D.A. Davidson & Co.
6,446$221.4K0.0%CoreLowGreat Falls, MT2026-10-28
Truist Financial Corp
6,194$212.8K0.0%CoreLowCharlotte, NC2026-10-30
Penbrook Management LLC
6,125$210.4K0.1%CoreLowNew York, NY2026-10-16
Ballew Advisors, Inc
6,123$216.0K0.1%ETFLowJackson, MS2026-10-05
Blue Trust, Inc.
6,105$209.7K0.0%ETFLowBrentwood, TN2026-10-15
Hilton Head Capital Partners, LLC
5,215$179.1K0.1%CoreMediumHilton Head Island, SC2026-10-23
CoreCap Advisors, LLC
5,104$175.3K0.0%ETFMediumSouthfield, MI2026-10-08
Oakworth Capital, Inc.
4,500$154.6K0.0%ETFLowBirmingham, AL2026-10-26
Signaturefd, LLC
4,000$137.4K0.0%IndexLowAtlanta, GA2026-10-23
Spire Wealth Management
2,745$94.3K0.0%GrowthMediumMclean, VA2026-10-30
Laurel Wealth Advisors LLC
2,500$85.9K0.0%CoreVery LowCharlotte, NC2026-10-27
IFP Advisors, Inc
2,472$84.9K0.0%GrowthLowTampa, FL2026-10-16
Cassaday & Co Wealth Management LLC
2,408$82.7K0.0%ETFVery LowMclean, VA2026-10-27
MeadowBrook Investment Advisors LLC
2,310$78.7K0.1%CoreLowLivonia, MI2026-10-29
Nemes Rush Group LLC
2,000$68.7K0.0%CoreVery LowNovi, MI2026-11-04
Latitude Advisors, LLC
2,000$68.7K0.0%ETFLowYorkville, IL2026-10-27
Assetmark, Inc
1,948$66.9K0.0%ETFLowConcord, CA2026-10-21
Compass Financial Management LLC
1,800$61.8K0.0%CoreN/ATampa, FL2026-10-30
Creative Financial Designs Inc
1,709$58.7K0.0%ETFMediumKokomo, IN2026-11-04
Bank of New Hampshire
1,560$53.6K0.0%CoreLowLaconia, NH2026-10-06
Carnegie Lake Advisors LLC
1,496$905.4K0.3%ValueLowPrinceton, NJ2026-11-03
North Star Investment Management Corp.
1,450$49.8K0.0%CoreLowChicago, IL2026-10-27
TD Waterhouse Canada Inc.
1,000$34.6K0.0%CoreLowToronto, Australia2026-10-16
Private Trust Co NA
1,000$34.4K0.0%CoreLowCleveland, OH2026-10-20
Paladin Partners, LLC
969$33.3K0.0%ETFVery LowHartland, WI2026-10-06
West Branch Capital LLC
874$30.0K0.0%GrowthVery LowAmherst, MA2026-10-20
Caldwell Trust Co
825$28.3K0.0%GrowthLowVenice, FL2026-10-30
Quest 10 Wealth Builders, Inc.
687$23.6K0.0%ETFLowFuquay-Varina, VA2026-11-02
Hilltop National Bank
590$20.3K0.0%CoreLowCasper, WY2026-10-14
Salomon & Ludwin, LLC
580$19.9K0.0%ETFVery LowRichmond, VA2026-10-29
Key FInancial Inc
554$19.0K0.0%ETFLowWest Chester, PA2026-11-02
Financial Management Professionals, Inc.
522$17.9K0.0%ETFMediumAustin, TX2026-10-23
JFS Wealth Advisors, LLC
410$14.1K0.0%ETFVery LowHermitage, PA2026-11-03
Harbor Investment Advisory, LLC
400$13.7K0.0%GrowthLowLutherville, MD2026-10-13
Parkside Financial Bank & Trust
363$12.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Tradewinds Capital Management, LLC
320$11.0K0.0%ETFVery HighBellingham, WA2026-10-23
Gilpin Wealth Management, LLC
297$10.2K0.0%GrowthLowDenver, CO2026-10-09
Armstrong Advisory Group, Inc
275$9.4K0.0%ETFHighNeedham, MA2026-10-09
Financial Consulate, Inc
250$8.6K0.0%ETFLowHunt Valley, MD2026-10-23
Signature Resources Capital Management, LLC
250$8.6K0.0%ETFLowNewport Beach, CA2026-10-16
Avion Wealth
250$80.0%ETFLowThe Woodlands, TX2026-11-04
GK Wealth Management LLC
143$4.9K0.0%GARPVery HighReno, NV2026-10-09
Aspect Partners, LLC
100$3.4K0.0%ETFMediumFairfax, VA2026-10-20
Dhjj Financial Advisors, Ltd.
98$3.4K0.0%ETFVery LowNaperville, IL2026-10-23
Mather Group, Llc.
97$3.3K0.0%ETFMediumChicago, IL2026-10-14
Highline Wealth Partners LLC
75$2.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Root Financial Partners, LLC
70$2.4K0.0%ETFMediumEncinitas, CA2026-10-21
Versant Capital Management, Inc
29$1.0K0.0%GARPLowPhoenix, AZ2026-10-02
IMG Wealth Management, Inc.
1$380.0%ETFMediumJacksonville, FL2026-10-27