Who owns UTES?
Virtus Reaves Utilities ETF · Virtus
181 institutions reported holding UTES, worth $812.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UTES
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $98.0M | 1,198,948 | +14,040 shares |
| Bank of America Corp. | Charlotte, NC | $71.1M | 869,363 | +47,806 shares |
| Treasurer of the State of North Carolina | Raleigh, NC | $51.0M | 623,863 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $45.3M | 553,864 | −8,297 shares |
| UBS Group AG | Zurich, Switzerland | $27.5M | 336,470 | −64,277 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $26.7M | 327,038 | +164,973 shares |
| Stifel Financial Corp. | St. Louis, MO | $26.4M | 323,008 | −27,178 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $25.4M | 311,230 | +124,359 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $23.2M | 283,874 | +39,609 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $22.9M | 279,789 | +95,467 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UTES?
181 institutional managers reported holding UTES in Form 13F filings for June 30, 2026, worth $812.6M in total. The largest reported position was held by LPL Financial LLC, at $98.0M.
Did institutions buy or sell UTES last quarter?
Reported 13F value fell 5.0% from March 31, 2026, which includes price moves as well as buying and selling. 29 firms reported a new position and 26 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UTES ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.