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UTG

Reaves Utility Income Fund
$39.85 -0.08 (-0.20%) At close · Jul 2
Market Cap
$3.64B
Shares
91,428,150

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 243
Total Value: $497,753,013
Total Shares: 12,671,901
Showing 1–100 of 243 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 243 13F filers
Top Holder
10.7%
Jun 2023 → Mar 2026 · range 8.5% – 11.4%
of institutional value
Top 5
36.3%
Jun 2023 → Mar 2026 · range 32.7% – 38.4%
of institutional value
Top 10
50.4%
Jun 2023 → Mar 2026 · range 48.9% – 55.4%
of institutional value
HHI
370
Jun 2023 → Mar 2026 · range 334 – 434
Broadly held
Showing 100 of 243
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BANK OF AMERICA CORP /DE/ Bank $53,469,114 10.74% 1,361,230
Mega MORGAN STANLEY $44,726,445 8.99% 1,138,657
Mega LPL Financial LLC $32,186,621 6.47% 819,415
Mega WELLS FARGO & COMPANY/MN $27,793,781 5.58% 707,581
Mega ROYAL BANK OF CANADA Bank $22,639,928 4.55% 576,373
Large COMMONWEALTH EQUITY SERVICES, LLC $16,670,510 3.35% 424,402
Large CAPTRUST FINANCIAL ADVISORS $14,371,020 2.89% 365,861
Mega RAYMOND JAMES FINANCIAL INC $14,112,439 2.84% 359,278
Mega AMERIPRISE FINANCIAL INC $13,051,211 2.62% 332,261
Large STIFEL FINANCIAL CORP $11,721,937 2.35% 298,420
Mega UBS Group AG $10,307,111 2.07% 262,401
Large OSAIC HOLDINGS, INC. $9,961,839 2.00% 253,611
Small Gerald Baker Financial Group LLC $9,307,592 1.87% 236,955
Small OAK FAMILY ADVISORS, LLC $9,049,954 1.82% 230,396
Small Magnus Financial Group LLC $9,043,787 1.82% 230,239
Small Sterling Investment Advisors, Ltd. $7,558,414 1.52% 192,424
Large Cetera Investment Advisers $6,490,941 1.30% 165,248
Mid Wealthspire Advisors, LLC $5,965,414 1.20% 151,869
Large Lido Advisors, LLC $5,915,135 1.19% 150,589
Small JBR Co Financial Management Inc $5,582,159 1.12% 142,112
Mid Private Advisor Group, LLC $5,435,370 1.09% 138,375
Large GUGGENHEIM CAPITAL LLC $5,212,416 1.05% 132,699
Large Mariner, LLC $4,368,800 0.88% 111,222
Large Janney Montgomery Scott LLC $4,364,990 0.88% 111,125
Small HBW ADVISORY SERVICES LLC $4,356,505 0.88% 110,909
Large Cambridge Investment Research Advisors, Inc. $4,282,423 0.86% 109,023
Mid INDEPENDENT FINANCIAL GROUP, LLC $3,406,636 0.68% 86,727
Mid REAVES W H & CO INC $3,321,595 0.67% 84,562
Small WEALTH EFFECTS LLC $3,254,976 0.65% 82,866
Small Tradition Wealth Management, LLC $3,234,354 0.65% 82,341
Large NewEdge Advisors, LLC $3,128,926 0.63% 79,657
Small Smith Asset Management Co., LLC $2,960,926 0.59% 75,380
Mid OPPENHEIMER & CO INC $2,920,782 0.59% 74,358
Large &PARTNERS $2,708,748 0.54% 68,960
Small LongView Wealth Management $2,646,686 0.53% 67,380
Large Jefferies Financial Group Inc. $2,469,533 0.50% 62,870
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2,283,307 0.46% 58,129
Mega PNC FINANCIAL SERVICES GROUP, INC. $2,243,671 0.45% 57,120
Large Kestra Advisory Services, LLC $2,202,193 0.44% 56,064
Small CENTAURUS FINANCIAL, INC. $2,191,116 0.44% 55,782
Mega FIRST TRUST ADVISORS LP $2,148,851 0.43% 54,706
Large COHEN & STEERS, INC. $2,081,840 0.42% 53,000
Mid Stratos Wealth Partners, LTD. $2,036,825 0.41% 51,854
Small NBC SECURITIES, INC. Broker-Dealer $2,006,383 0.40% 51,079
Large Steward Partners Investment Advisory, LLC $1,968,438 0.40% 50,113
Small Strategic Family Wealth Counselors, L.L.C. $1,959,875 0.39% 49,895
Small NWF Advisory Services Inc. $1,953,119 0.39% 49,723
Small Kercheville Advisors, LLC $1,871,495 0.38% 47,645
Small GRIFFIN ASSET MANAGEMENT, INC. $1,822,199 0.37% 46,390
Micro Wright Wealth LLC $1,759,940 0.35% 44,805
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,751,613 0.35% 44,593
Small INTEGRITY ALLIANCE, LLC. $1,708,562 0.34% 43,497
Micro Aegis Wealth Management, Inc. $1,648,110 0.33% 41,958
Mid Sowell Financial Services LLC $1,537,537 0.31% 39,143
Mid WEDBUSH SECURITIES INC Broker-Dealer $1,470,054 0.30% 37,425
Small Ascentis Wealth Management, LLC $1,465,575 0.29% 37,311
Mid Sigma Planning Corp $1,457,091 0.29% 37,095
Mega ENVESTNET ASSET MANAGEMENT INC $1,439,926 0.29% 36,658
Small Samalin Investment Counsel, LLC $1,409,170 0.28% 35,875
Small Beacon Capital Management, Inc. $1,355,160 0.27% 34,500
Mid CreativeOne Wealth, LLC $1,347,146 0.27% 34,296
Mid World Investment Advisors $1,274,832 0.26% 32,455
Large HighTower Advisors, LLC $1,249,339 0.25% 31,806
Large Creative Planning $1,216,580 0.24% 30,972
Large MML INVESTORS SERVICES, LLC $1,210,452 0.24% 30,816
Mid STEPHENS INC /AR/ $1,172,782 0.24% 29,857
Small Merrion Investment Management Co, LLC $1,080,200 0.22% 27,500
Small Carnegie Lake Advisors LLC $1,038,838 0.21% 26,447
Small XML Financial, LLC $1,017,509 0.20% 25,904
Micro PMG Family Office LLC Family Office $1,009,967 0.20% 25,712
Small Westbourne Investment Advisors, Inc. $1,005,568 0.20% 25,600
Micro Future Financial Wealth Managment LLC $950,654 0.19% 24,202
Micro MATRIX PRIVATE CAPITAL GROUP LLC $940,834 0.19% 23,952
Large CWM, LLC $867,341 0.17% 22,081
Small MONETARY MANAGEMENT GROUP INC $844,520 0.17% 21,500
Mid Sanctuary Advisors, LLC $840,277 0.17% 21,392
Small Atlanta Consulting Group Advisors, LLC $820,519 0.16% 20,889
Mid Brookstone Capital Management $812,271 0.16% 20,679
Large FIFTH THIRD BANCORP Bank $805,043 0.16% 20,495
Small Atlas Brown,Inc. $803,708 0.16% 20,461
Mid Welch Group, LLC $774,955 0.16% 19,729
Mid Advisory Services Network, LLC $763,799 0.15% 19,445
Small WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $756,532 0.15% 19,260
Micro Mission Hills Financial Advisory, LLC $747,459 0.15% 19,029
Mid Prospera Financial Services Inc $738,503 0.15% 18,801
Large DAVENPORT & Co LLC $718,156 0.14% 18,283
Mid Equitable Holdings, Inc. $716,035 0.14% 18,229
Mid Belpointe Asset Management LLC $697,337 0.14% 17,753
Large Focus Partners Wealth $695,216 0.14% 17,699
Mid Summit Financial, LLC $688,303 0.14% 17,523
Mid AlphaCore Capital LLC $688,303 0.14% 17,523
Mid Compound Planning, Inc. $685,868 0.14% 17,461
Large MERCER GLOBAL ADVISORS INC /ADV $684,139 0.14% 17,417
Small Castle Rock Wealth Management, LLC $682,529 0.14% 17,376
Large Cerity Partners LLC $676,637 0.14% 17,226
Mid MAI Capital Management $664,499 0.13% 16,917
Small HBK Sorce Advisory LLC $662,575 0.13% 16,868
Mid PFG Investments, LLC $659,000 0.13% 16,777
Small Sunpointe, LLC $658,136 0.13% 16,755
Small Certified Advisory Corp $628,754 0.13% 16,007
Key facts CIK 1263994 CUSIP 756158101 13F (30d) 12 filings 3 filers Visit website

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