Skip to main content
Equibles
UTG logo

UTG · Reaves Utility Income Fund

Track UTG — free

Use UTG with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about UTG

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$38.65 -0.47 (-1.20%) At close · Aug 20
Market Cap
$3.53B
Shares
91.43M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 264
Total Value: $558,048,948
Total Shares: 13,704,546

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 264 13F filers · Δ vs Mar 31, 2026
Top Holder
9.5%
Sep 2023 → Jun 2026 · range 8.5% – 10.8%
−1.3 pts
Top 5
33.8%
Sep 2023 → Jun 2026 · range 32.7% – 38.4%
−2.7 pts
Top 10
48.4%
Sep 2023 → Jun 2026 · range 48.4% – 55.4%
−2.3 pts
HHI
339
Sep 2023 → Jun 2026 · range 334 – 434
Broadly held−36

Quarterly Activity

vs Mar 31, 2026
New
39
Increased
108
Decreased
51
Sold Out
18
Unchanged
66
Holder count: +21
Institutional value: +12.8%
Shares held: +8.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
RAYMOND JAMES FINANCIAL INC +189,630 548,908
NewEdge Advisors, LLC +92,979 172,636
MORGAN STANLEY +66,435 1,205,092
LPL Financial LLC +58,210 877,625
OSAIC HOLDINGS, INC. +38,926 292,537

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
BANK OF AMERICA CORP /DE/ −53,825 1,307,405
Lido Advisors, LLC −52,285 98,304
GUGGENHEIM CAPITAL LLC −50,398 82,301
ROYAL BANK OF CANADA −43,793 532,580
WELLS FARGO & COMPANY/MN −13,478 694,103

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
J.W. COLE ADVISORS, INC. 323,107 $13,156,917
STEVENS CAPITAL PARTNERS 56,038 $2,281,867
Red Door Wealth Management, LLC 35,128 $1,430,412
SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,456 $1,199,448
WOLVERINE ASSET MANAGEMENT LLC 29,012 $1,181,368

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
CWM, LLC 22,081 $867,341
Vivaldi Capital Management LP 15,750 $618,660
NEVILLE RODIE & SHAW INC 12,701 $498,895
Wealthcare Advisory Partners LLC 11,795 $463,307
Bey-Douglas LLC 10,239 $402,187
Filter: New 39 Increased 108 Reduced 51 Sold out 18 Unchanged 66
Showing 100 of 264
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BANK OF AMERICA CORP /DE/ $53,237,531 9.54% 1,307,405
MORGAN STANLEY $49,071,343 8.79% 1,205,092
LPL Financial LLC $35,736,890 6.40% 877,625
WELLS FARGO & COMPANY/MN $28,263,873 5.06% 694,103
RAYMOND JAMES FINANCIAL INC $22,351,533 4.01% 548,908
ROYAL BANK OF CANADA $21,686,655 3.89% 532,580
COMMONWEALTH EQUITY SERVICES, LLC $17,815,529 3.19% 437,513
CAPTRUST FINANCIAL ADVISORS $15,494,285 2.78% 380,508
AMERIPRISE FINANCIAL INC $13,272,887 2.38% 325,955
J.W. COLE ADVISORS, INC. $13,156,917 2.36% 323,107
STIFEL FINANCIAL CORP $12,086,754 2.17% 296,826
OSAIC HOLDINGS, INC. $11,912,105 2.13% 292,537
UBS Group AG $11,696,901 2.10% 287,252
Gerald Baker Financial Group LLC $10,193,152 1.83% 250,323
OAK FAMILY ADVISORS, LLC $10,097,704 1.81% 247,979
Magnus Financial Group LLC $9,721,085 1.74% 238,730
Sterling Investment Advisors, Ltd. $7,722,710 1.38% 189,654
NewEdge Advisors, LLC $7,029,737 1.26% 172,636
Cetera Investment Advisers $6,567,647 1.18% 161,288
Wealthspire Advisors, LLC $6,495,287 1.16% 159,511
JBR Co Financial Management Inc $5,813,879 1.04% 142,777
Private Advisor Group, LLC $5,704,709 1.02% 140,096
Janney Montgomery Scott LLC $5,039,751 0.90% 123,766
HBW ADVISORY SERVICES LLC $4,547,039 0.81% 111,666
Cambridge Investment Research Advisors, Inc. $4,473,377 0.80% 109,857
Mariner, LLC $4,424,105 0.79% 108,647
Lido Advisors, LLC $4,002,938 0.72% 98,304
Tradition Wealth Management, LLC $3,859,808 0.69% 94,789
INDEPENDENT FINANCIAL GROUP, LLC $3,652,909 0.65% 89,708
REAVES W H & CO INC $3,491,617 0.63% 85,747
GUGGENHEIM CAPITAL LLC $3,351,296 0.60% 82,301
WEALTH EFFECTS LLC $3,338,429 0.60% 81,985
Smith Asset Management Co., LLC $3,008,352 0.54% 73,879
OPPENHEIMER & CO INC $2,908,670 0.52% 71,431
&PARTNERS $2,875,239 0.52% 70,610
NWF Advisory Services Inc. $2,818,842 0.51% 69,225
Jefferies Financial Group Inc. $2,791,193 0.50% 68,546
LongView Wealth Management $2,742,003 0.49% 67,338
PNC FINANCIAL SERVICES GROUP, INC. $2,570,897 0.46% 63,136
COHEN & STEERS, INC. $2,361,760 0.42% 58,000
Stratos Wealth Partners, LTD. $2,298,318 0.41% 56,442
FIRST TRUST ADVISORS LP $2,292,658 0.41% 56,303
STEVENS CAPITAL PARTNERS $2,281,867 0.41% 56,038
CENTAURUS FINANCIAL, INC. $2,222,171 0.40% 54,572
NBC SECURITIES, INC. $2,209,630 0.40% 54,264
Kestra Advisory Services, LLC $2,126,316 0.38% 52,218
GRIFFIN ASSET MANAGEMENT, INC. $2,102,577 0.38% 51,635
Steward Partners Investment Advisory, LLC $2,100,581 0.38% 51,586
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2,097,202 0.38% 51,503
Samalin Investment Counsel, LLC $2,031,235 0.36% 49,883
Kercheville Advisors, LLC $2,009,654 0.36% 49,353
Strategic Family Wealth Counselors, L.L.C. $1,961,604 0.35% 48,173
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,941,936 0.35% 47,690
INTEGRITY ALLIANCE, LLC. $1,869,618 0.34% 45,914
Ascentis Wealth Management, LLC $1,868,756 0.33% 45,894
Wright Wealth LLC $1,824,459 0.33% 44,805
Aegis Wealth Management, Inc. $1,646,594 0.30% 40,437
ENVESTNET ASSET MANAGEMENT INC $1,639,712 0.29% 40,268
XTX Topco Ltd $1,542,636 0.28% 37,884
Sigma Planning Corp $1,518,285 0.27% 37,286
WEDBUSH SECURITIES INC $1,458,305 0.26% 35,813
AlphaCore Capital LLC $1,453,826 0.26% 35,703
MML INVESTORS SERVICES, LLC $1,448,939 0.26% 35,583
Red Door Wealth Management, LLC $1,430,412 0.26% 35,128
Beacon Capital Management, Inc. $1,404,840 0.25% 34,500
Sowell Financial Services LLC $1,333,091 0.24% 32,738
World Investment Advisors $1,314,238 0.24% 32,275
HighTower Advisors, LLC $1,297,746 0.23% 31,870
STEPHENS INC /AR/ $1,258,695 0.23% 30,911
Creative Planning $1,225,793 0.22% 30,103
Merrion Investment Management Co, LLC $1,221,600 0.22% 30,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,199,448 0.21% 29,456
WOLVERINE ASSET MANAGEMENT LLC $1,181,368 0.21% 29,012
Mission Hills Financial Advisory, LLC $1,174,649 0.21% 28,847
MATRIX PRIVATE CAPITAL GROUP LLC $1,157,628 0.21% 28,429
Carnegie Lake Advisors LLC $1,070,773 0.19% 26,296
JANE STREET GROUP, LLC $1,070,447 0.19% 26,288
PMG Family Office LLC $1,056,602 0.19% 25,948
Westbourne Investment Advisors, Inc. $1,042,432 0.19% 25,600
XML Financial, LLC $1,032,618 0.19% 25,359
Prospera Financial Services Inc $1,011,729 0.18% 24,846
Integrated Wealth Concepts LLC $999,513 0.18% 24,546
FIFTH THIRD BANCORP $977,076 0.18% 23,995
CreativeOne Wealth, LLC $948,124 0.17% 23,284
Future Financial Wealth Managment LLC $921,697 0.17% 22,635
Sanctuary Advisors, LLC $907,811 0.16% 22,294
MONETARY MANAGEMENT GROUP INC $895,840 0.16% 22,000
Atlanta Consulting Group Advisors, LLC $852,595 0.15% 20,938
Atlas Brown,Inc. $814,318 0.15% 19,998
MAI Capital Management $808,535 0.14% 19,856
Welch Group, LLC $803,364 0.14% 19,729
Advisory Services Network, LLC $789,682 0.14% 19,393
MERCER GLOBAL ADVISORS INC /ADV $789,438 0.14% 19,387
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $784,267 0.14% 19,260
Focus Partners Wealth $755,681 0.14% 18,558
DAVENPORT & Co LLC $733,489 0.13% 18,013
Belpointe Asset Management LLC $730,598 0.13% 17,942
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $727,870 0.13% 17,875
Visionary Wealth Advisors $707,143 0.13% 17,366
Compound Planning, Inc. $700,465 0.13% 17,202
Key facts CIK 1263994 CUSIP 756158101 13F (30d) 206 filings 206 filers Visit website

Report a Problem

Category
Description
Email (optional, for follow-up)