Position in UTG
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$277,984
+$19,108 QoQ
Shares Held
7,077
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Investors Research Corp holds $4,610,380 across 27 Asset Management names. UTG ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,324 | $1,273,304 | |
| 2 | BX |
Blackstone Inc.
|
9,713 | $1,116,897 | |
| 3 | KKR |
KKR & Co. Inc.
|
6,725 | $622,062 | |
| 4 | TROW |
Price T Rowe Group Inc
|
6,142 | $553,639 | |
| 5 | UTG |
Reaves Utility Income Fund
This page
|
7,077 | $277,984 | |
| 6 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
11,615 | $139,960 | |
| 7 | STT |
State Street Corp
|
800 | $101,248 | |
| 8 | ARCC |
Ares Capital Corp
|
4,296 | $77,413 |
All Filings in UTG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,984 | 7,077 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $258,876 | 7,077 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $280,390 | 7,077 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $256,045 | 7,077 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $230,285 | 7,077 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $224,270 | 7,077 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $232,196 | 7,077 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $193,343 | 7,077 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $190,795 | 7,077 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $189,238 | 7,077 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $174,448 | 7,077 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $194,051 | 7,077 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $199,539 | 7,031 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||