13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
UTES

VIRTUS REAVES UTILITY ETF

189 institutions still hold VIRTUS REAVES UTILITY ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26923g806·189 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.9%
vs prior quarter
13F value held
$625M
51.0% inst. owned
of float
Holders
189
-98 QoQ
filers reporting
Activity
+39 / −23
+986 added · −765 reduced
this quarter
Concentration
26.99%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

189 institutions reported UTES in Q1 2026. JPMORGAN CHASE & CO leads at 27.0% of the visible book. -98 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$169M2.1M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$95M1.2M0.03%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$66M822K0.00%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$45M562K0.07%Q1 202605
UBS Group AG
CIK 0001610520
$32M401K0.00%Q1 202606
STIFEL FINANCIAL CORP
CIK 0000720672
$28M350K0.03%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$20M244K0.01%Q1 202608
Aprio Wealth Management, LLC
CIK 0001803519
$17M215K0.94%Q1 202609
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 0001744349
$16M197K0.37%Q1 202610
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$16M195K0.17%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M189K0.02%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$15M188K0.02%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$15M187K0.00%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M184K0.00%Q1 202615
ADAMSBROWN WEALTH CONSULTANTS LLC
CIK 0001911244
$13M159K3.36%Q1 202616
Kraft, Davis & Associates, LLC
CIK 0001919438
$11M132K2.35%Q1 202617
Ted Buchan & Co
CIK 0002033413
$11M134K3.89%Q1 202618
Itau Unibanco Holding S.A.
CIK 0001132597
$10M126K0.23%Q1 202619
Riggs Asset Managment Co. Inc.
CIK 0001601348
$9M117K1.92%Q1 202620
Quadcap Wealth Management, LLC
CIK 0002009674
$9M116K1.06%Q1 2026
Page 1 of 10
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