UTG Reaves Utility Income Fund
Reaves Utility Income Fund (UTG) Institutional Ownership
What the institutions did with UTG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1.3M | 9.5% |
| MORGAN STANLEY | 1.2M | 8.7% |
| LPL Financial LLC | 877.6K | 6.4% |
| WELLS FARGO & COMPANY/MN | 694.1K | 5.0% |
| RAYMOND JAMES FINANCIAL INC | 548.9K | 4.0% |
| ROYAL BANK OF CANADA | 532.6K | 3.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 437.5K | 3.2% |
| CAPTRUST FINANCIAL ADVISORS | 380.5K | 2.8% |
| AMERIPRISE FINANCIAL INC | 326.0K | 2.4% |
| J.W. COLE ADVISORS, INC. | 323.1K | 2.3% |
| STIFEL FINANCIAL CORP | 296.8K | 2.1% |
| OSAIC HOLDINGS, INC. | 292.5K | 2.1% |
| UBS Group AG | 287.3K | 2.1% |
| Gerald Baker Financial Group LLC | 250.3K | 1.8% |
| OAK FAMILY ADVISORS, LLC | 248.0K | 1.8% |
| Magnus Financial Group LLC | 238.7K | 1.7% |
| Cambridge Investment Research Advisors, Inc. | 219.7K | 1.6% |
| Sterling Investment Advisors, Ltd. | 189.7K | 1.4% |
| NewEdge Advisors, LLC | 172.6K | 1.2% |
| Cetera Investment Advisers | 161.3K | 1.2% |
| Wealthspire Advisors, LLC | 159.5K | 1.2% |
| JBR Co Financial Management Inc | 142.8K | 1.0% |
| Private Advisor Group, LLC | 140.1K | 1.0% |
| Janney Montgomery Scott LLC | 123.8K | 0.9% |
| HBW ADVISORY SERVICES LLC | 111.7K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| J.W. COLE ADVISORS, INC. | New | 0 | 323.1K | +323.1K |
| RAYMOND JAMES FINANCIAL INC | Increased | 359.3K | 548.9K | +189.6K |
| Cambridge Investment Research Advisors, Inc. | Increased | 109.0K | 219.7K | +110.7K |
| NewEdge Advisors, LLC | Increased | 81.7K | 172.6K | +91.0K |
| MORGAN STANLEY | Increased | 1.1M | 1.2M | +66.4K |
| LPL Financial LLC | Increased | 819.4K | 877.6K | +58.2K |
| STEVENS CAPITAL PARTNERS | New | 0 | 56.0K | +56.0K |
| BANK OF AMERICA CORP /DE/ | Reduced | 1.4M | 1.3M | -53.8K |
| Lido Advisors, LLC | Reduced | 150.6K | 98.3K | -52.3K |
| GUGGENHEIM CAPITAL LLC | Reduced | 132.7K | 82.3K | -50.4K |
| ROYAL BANK OF CANADA | Reduced | 576.4K | 532.6K | -43.8K |
| OSAIC HOLDINGS, INC. | Increased | 253.6K | 292.5K | +38.9K |
| Red Door Wealth Management, LLC | New | 0 | 35.1K | +35.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | 0 | 29.5K | +29.5K |
| WOLVERINE ASSET MANAGEMENT LLC | New | 0 | 29.0K | +29.0K |
| XTX Topco Ltd | Increased | 11.0K | 37.9K | +26.9K |
| UBS Group AG | Increased | 262.4K | 287.3K | +24.9K |
| NWF Advisory Services Inc. | Increased | 49.7K | 69.2K | +19.5K |
| AlphaCore Capital LLC | Increased | 17.5K | 35.7K | +18.2K |
| OAK FAMILY ADVISORS, LLC | Increased | 230.4K | 248.0K | +17.6K |
| Pasadena Private Wealth, LLC | New | 0 | 16.4K | +16.4K |
| READYSTATE ASSET MANAGEMENT LP | New | 0 | 14.9K | +14.9K |
| CAPTRUST FINANCIAL ADVISORS | Increased | 365.9K | 380.5K | +14.6K |
| Samalin Investment Counsel, LLC | Increased | 35.9K | 49.9K | +14.0K |
| WELLS FARGO & COMPANY/MN | Reduced | 707.6K | 694.1K | -13.5K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.