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.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest 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 | 1.3% |
| 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 |
| Gerald Baker Financial Group LLC | Increased | 237.0K | 250.3K | +13.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 424.4K | 437.5K | +13.1K |
| NEVILLE RODIE & SHAW INC | Sold Out | 12.7K | 0 | -12.7K |
| Janney Montgomery Scott LLC | Increased | 111.1K | 123.8K | +12.6K |
| JANE STREET GROUP, LLC | Increased | 13.7K | 26.3K | +12.6K |
| Summit Financial, LLC | Reduced | 17.5K | 4.9K | -12.6K |
| Tradition Wealth Management, LLC | Increased | 82.3K | 94.8K | +12.4K |
| Wealthcare Advisory Partners LLC | Sold Out | 11.8K | 0 | -11.8K |
| CreativeOne Wealth, LLC | Reduced | 34.3K | 23.3K | -11.0K |
| Marex Group plc | New | 0 | 11.0K | +11.0K |
| Mission Hills Financial Advisory, LLC | Increased | 19.0K | 28.8K | +9.8K |
| EP Wealth Advisors, LLC | New | 0 | 9.6K | +9.6K |
| Simplicity Wealth,LLC | Sold Out | 9.4K | 0 | -9.4K |
| Virtu Financial LLC | Sold Out | 8.8K | 0 | -8.8K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | New | 0 | 8.6K | +8.6K |
| Ascentis Wealth Management, LLC | Increased | 37.3K | 45.9K | +8.6K |
| Magnus Financial Group LLC | Increased | 230.2K | 238.7K | +8.5K |
| Wealthspire Advisors, LLC | Increased | 151.9K | 159.5K | +7.6K |
| Savant Capital, LLC | Increased | 7.9K | 15.5K | +7.6K |
| TWO SIGMA SECURITIES, LLC | New | 0 | 7.3K | +7.3K |
| ELCO Management Co., LLC | Sold Out | 7.3K | 0 | -7.3K |
| Ascentis Independent Advisors | Sold Out | 6.9K | 0 | -6.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | 58.1K | 51.5K | -6.6K |
| B. Riley Wealth Advisors, Inc. | New | 0 | 6.5K | +6.5K |
| Allie Family Office LLC | Sold Out | 6.5K | 0 | -6.5K |
| Sowell Financial Services LLC | Reduced | 39.1K | 32.7K | -6.4K |
| AMERIPRISE FINANCIAL INC | Reduced | 332.3K | 326.0K | -6.3K |
| Prospera Financial Services Inc | Increased | 18.8K | 24.8K | +6.0K |
| PNC FINANCIAL SERVICES GROUP, INC. | Increased | 57.1K | 63.1K | +6.0K |
| NOMURA HOLDINGS INC | New | 0 | 6.0K | +6.0K |
| Jefferies Financial Group Inc. | Increased | 62.9K | 68.5K | +5.7K |
| 49 WEALTH MANAGEMENT, LLC | New | 0 | 5.5K | +5.5K |
| Pinnacle Financial Partners, Inc. | Sold Out | 5.4K | 0 | -5.4K |
| GRIFFIN ASSET MANAGEMENT, INC. | Increased | 46.4K | 51.6K | +5.2K |
| Walker Asset Management, LLC | New | 0 | 5.2K | +5.2K |
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.