13F Insight
DOSSIER · 13F Holders · Q2 2026
UTES

ETFIS SER TR I

191 institutions still hold ETFIS SER TR I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26923G806·191 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$503M
visible holders
Holders
191
filers reporting
Concentration
19.48%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

191 institutions reported UTES in Q2 2026. LPL Financial LLC leads at 19.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$98M1.2M0.02%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$71M869K0.00%Q2 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$45M554K0.05%Q2 202604
UBS Group AG
CIK 0001610520
$28M336K0.00%Q2 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$26M323K0.02%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$25M311K0.00%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$23M284K0.01%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$23M280K0.01%Q2 202609
Aprio Wealth Management, LLC
CIK 0001803519
$18M224K0.90%Q2 202610
Itau Unibanco Holding S.A.
CIK 0001132597
$17M203K0.31%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$16M190K0.01%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M185K0.02%Q2 202613
ADAMSBROWN WEALTH CONSULTANTS LLC
CIK 0001911244
$14M166K2.56%Q2 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$13M164K0.00%Q2 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$13M162K0.03%Q1 202616
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 0001744349
$12M151K0.23%Q2 202617
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$12M149K0.11%Q2 202618
XP Advisory US, Inc.
CIK 0002147967
$11M139K6.24%Q2 202619
Ted Buchan & Co
CIK 0002033413
$11M135K3.62%Q2 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$11M134K0.02%Q2 2026
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