UTG · Reaves Utility Income Fund · Shareholders & Ownership

$34.10 -0.35 (-1.02%) At close · Nov 12

Market Cap

$3.14B

92.11M

Volume · Nov 12 215.59K Avg daily vol (3M) 341.56K

Every disclosed holder of UTG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns UTG

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: shares outstanding cannot be set against these holders.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	257	13,777,497	—	Yes
Insiders (Forms 3, 4, 5)	3	19,240	—	Yes
13D/G-only blocks	0	0	—	Yes
Registered funds (N-PORT, not summed)	2	101,033	—	No

% Out is unavailable: no shares outstanding count is on record.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of UTG

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,307,405	—	-53,825	Jun 30, 2026	carried, not yet filed for the newest quarter
2	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,205,092	—	+66,435	Jun 30, 2026	carried, not yet filed for the newest quarter
3	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Sep 30, 2026	1,011,895	—	+134,270	Sep 30, 2026
4	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	694,103	—	-13,478	Jun 30, 2026	carried, not yet filed for the newest quarter
5	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Sep 30, 2026	605,269	—	+56,361	Sep 30, 2026
6	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	532,580	—	-43,793	Jun 30, 2026	carried, not yet filed for the newest quarter
7	CAPTRUST FINANCIAL ADVISORS 13F CIK 1512024 · Registered investment adviser · Sep 30, 2026	430,178	—	+49,670	Sep 30, 2026
8	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Sep 30, 2026	425,991	—	-11,522	Sep 30, 2026
9	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	325,955	—	-6,306	Jun 30, 2026	carried, not yet filed for the newest quarter
10	J.W. COLE ADVISORS, INC. 13F CIK 1404763 · Unknown · Sep 30, 2026	321,361	—	-1,746	Sep 30, 2026
11	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Sep 30, 2026	289,282	—	-7,544	Sep 30, 2026
12	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Sep 30, 2026	274,419	—	-18,118	Sep 30, 2026
13	Gerald Baker Financial Group LLC 13F CIK 2133489 · Unknown · Sep 30, 2026	266,240	—	+15,917	Sep 30, 2026
14	OAK FAMILY ADVISORS, LLC 13F CIK 1846161 · Registered investment adviser · Sep 30, 2026	242,912	—	-5,067	Sep 30, 2026
15	Magnus Financial Group LLC 13F CIK 1765216 · Unknown · Sep 30, 2026	234,914	—	-3,816	Sep 30, 2026
16	UBS Group AG 13F CIK 1610520 · Bank · Sep 30, 2026	216,733	—	-70,519	Sep 30, 2026
17	Sterling Investment Advisors, Ltd. 13F CIK 1701132 · Registered investment adviser · Sep 30, 2026	193,390	—	+3,736	Sep 30, 2026
18	NewEdge Advisors, LLC 13F CIK 1633516 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	172,636	—	+90,986	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Cetera Investment Advisers 13F CIK 1666741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	161,288	—	-3,960	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Wealthspire Advisors, LLC 13F CIK 1646247 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	159,511	—	+7,642	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Private Advisor Group, LLC 13F CIK 1567755 · Registered investment adviser · Sep 30, 2026	152,746	—	+12,650	Sep 30, 2026
22	JBR Co Financial Management Inc 13F CIK 2017878 · Unknown · Sep 30, 2026	141,083	—	-1,694	Sep 30, 2026
23	HBW ADVISORY SERVICES LLC 13F CIK 1790525 · Registered investment adviser · Sep 30, 2026	137,098	—	+25,432	Sep 30, 2026
24	Janney Montgomery Scott LLC 13F CIK 1329948 · Investment adviser · Sep 30, 2026	133,269	—	+9,503	Sep 30, 2026
25	Mariner, LLC 13F CIK 1373442 · Registered investment adviser · Sep 30, 2026	113,485	—	+4,838	Sep 30, 2026
26	Cambridge Investment Research Advisors, Inc. 13F CIK 1419186 · Unknown · Sep 30, 2026	102,315	—	-7,542	Sep 30, 2026
27	Lido Advisors, LLC 13F CIK 1650150 · Registered investment adviser · Sep 30, 2026	97,598	—	-706	Sep 30, 2026
28	Tradition Wealth Management, LLC 13F CIK 1843010 · Registered investment adviser · Sep 30, 2026	93,274	—	-1,515	Sep 30, 2026
29	WEALTH EFFECTS LLC 13F CIK 1907254 · Registered investment adviser · Sep 30, 2026	93,009	—	+11,024	Sep 30, 2026
30	REAVES W H & CO INC 13F CIK 740913 · Investment adviser · Sep 30, 2026	87,045	—	+1,298	Sep 30, 2026
31	GUGGENHEIM CAPITAL LLC 13F CIK 1283072 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	82,301	—	-50,398	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Samalin Investment Counsel, LLC 13F CIK 1544366 · Registered investment adviser · Sep 30, 2026	80,653	—	+30,770	Sep 30, 2026
33	OPPENHEIMER & CO INC 13F CIK 822581 · Unknown · Sep 30, 2026	77,201	—	+5,770	Sep 30, 2026
34	Smith Asset Management Co., LLC 13F CIK 2068217 · Registered investment adviser · Sep 30, 2026	72,740	—	-1,139	Sep 30, 2026
35	NWF Advisory Services Inc. 13F CIK 2045735 · Registered investment adviser · Sep 30, 2026	72,655	—	+3,430	Sep 30, 2026
36	&PARTNERS 13F CIK 107136 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	70,610	—	+1,650	Jun 30, 2026	carried, not yet filed for the newest quarter
37	PNC FINANCIAL SERVICES GROUP, INC. 13F CIK 713676 · Bank · Sep 30, 2026	67,269	—	+4,133	Sep 30, 2026
38	LongView Wealth Management 13F CIK 1990190 · Unknown · Sep 30, 2026	66,696	—	-642	Sep 30, 2026
39	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Sep 30, 2026	61,821	—	+5,518	Sep 30, 2026
39.1	First Trust Income Opportunities ETF Fund S000053967 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	43,033	—	+6,169	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
40	NBC SECURITIES, INC. 13F CIK 791540 · Registered investment adviser · Sep 30, 2026	59,184	—	+4,920	Sep 30, 2026
41	Cohen & Steers Closed-End Opportunity Fund, Inc. Fund · Registered fund · Jun 30, 2026 Cohen & Steers Closed-End Opportunity Fund, Inc., not summed	58,000	—	—	Jun 30, 2026	Cohen & Steers Closed-End Opportunity Fund, Inc., not summed
42	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	58,000	—	+5,000	Jun 30, 2026	carried, not yet filed for the newest quarter
43	STEVENS CAPITAL PARTNERS 13F CIK 1965176 · Registered investment adviser · Sep 30, 2026	57,000	—	+962	Sep 30, 2026
44	Stratos Wealth Partners, LTD. 13F CIK 1612865 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,442	—	+4,588	Jun 30, 2026	carried, not yet filed for the newest quarter
45	CENTAURUS FINANCIAL, INC. 13F CIK 891943 · Registered investment adviser · Sep 30, 2026	55,450	—	+878	Sep 30, 2026
46	GRIFFIN ASSET MANAGEMENT, INC. 13F CIK 883803 · Registered investment adviser · Sep 30, 2026	52,742	—	+1,107	Sep 30, 2026
47	INDEPENDENT FINANCIAL GROUP, LLC 13F CIK 275484 · Registered investment adviser · Sep 30, 2026	51,898	—	-37,810	Sep 30, 2026
48	Steward Partners Investment Advisory, LLC 13F CIK 1723397 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	51,586	—	+1,473	Jun 30, 2026	carried, not yet filed for the newest quarter
49	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13F CIK 1141802 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	51,503	—	-6,626	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Kestra Advisory Services, LLC 13F CIK 1830819 · Unknown · Sep 30, 2026	51,080	—	-1,138	Sep 30, 2026

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 261 holders

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Key facts CIK 1263994 CUSIP 756158101 13F (30d) 201 filings 180 filers Visit website Investor relations