13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Closed-End FundDefensive growthQuality
UTG

REAVES UTIL INCOME FD

262 institutions still hold REAVES UTIL INCOME FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 756158101·Closed-End Fund·262 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.4%
vs prior quarter
13F value held
$330M
49.0% inst. owned
of float
Holders
262
+76 QoQ
filers reporting
Activity
+59 / −106
+1,020 added · −792 reduced
this quarter
Concentration
16.21%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

262 institutions reported UTG in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 16.2% of the visible book. +76 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$53M1.4M0.00%Q1 202602
MORGAN STANLEY
CIK 0000895421
$45M1.1M0.00%Q1 202603
LPL Financial LLC
CIK 0001403438
$32M819K0.01%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$28M708K0.01%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$23M576K0.00%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$17M424K0.02%Q1 202607
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$14M366K0.03%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M359K0.00%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M332K0.00%Q1 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$12M298K0.01%Q1 202611
UBS Group AG
CIK 0001610520
$10M262K0.00%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M254K0.01%Q1 202613
Gerald Baker Financial Group LLC
CIK 0002133489
$9M237K2.95%Q1 202614
OAK FAMILY ADVISORS, LLC
CIK 0001846161
$9M230K2.55%Q1 202615
Magnus Financial Group LLC
CIK 0001765216
$9M230K0.73%Q1 202616
Sterling Investment Advisors, Ltd.
CIK 0001701132
$8M192K1.37%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$6M165K0.01%Q1 202618
Wealthspire Advisors, LLC
CIK 0001646247
$6M152K0.05%Q1 202619
Lido Advisors, LLC
CIK 0001650150
$6M151K0.02%Q1 202620
Private Advisor Group, LLC
CIK 0001567755
$5M138K0.03%Q1 2026
Page 1 of 14
242 more holders available. Log in →