Cambridge Investment Research Advisors, Inc.
Position in UTG — Reaves Utility Income Fund
CIK 1419186
FAIRFIELD, IA
Position in UTG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,473,377
+$190,954 QoQ
Shares Held
109,857
+0.8% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#25
of 264 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $736,420,292 across 296 Asset Management names. UTG ranks #27 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 3 | BX |
Blackstone Inc.
|
298,216 | $35,091,076 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 | |
| 6 | BLK |
BlackRock, Inc.
|
21,557 | $20,728,348 | |
| 7 | ARCC |
Ares Capital Corp
|
1,081,390 | $20,038,156 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,699,036 | $17,839,878 |
All Filings in UTG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,473,377 | 109,857 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,282,423 | 109,023 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,506,631 | 95,862 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,867,110 | 97,605 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,317,561 | 91,696 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,873,216 | 88,298 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,687,312 | 84,800 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,746,459 | 83,708 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,318,211 | 84,854 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,372,480 | 88,000 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,275,948 | 85,114 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,962,830 | 79,628 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,113,231 | 77,069 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,061,125 | 72,626 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,871,440 | 101,572 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,346,290 | 86,134 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,674,835 | 86,285 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,860,840 | 82,755 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,515,814 | 43,161 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,430,050 | 43,639 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,391,201 | 40,548 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,313,602 | 39,212 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,153,453 | 35,177 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $853,685 | 27,283 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $837,766 | 27,759 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $798,675 | 27,780 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||