UTG

Reaves Utility Income Fund
$40.23+0.24 (+0.60%)TechnologyAMEX

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.6741066289106647e+269B

Total Value

$6.122339000390003e+202T

% of Float

Price History

$29.08$32.31$35.54$38.77$42.00Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC1,674$61.2M0.00%Share
2MORGAN STANLEY1,066,289$39.0M0.00%Share
3BANK OF AMERICA CORP /DE/1,066,483$39.0M0.00%Share
4LPL Financial LLC779,445$28.0M0.01%Share
5COMMONWEALTH EQUITY SERVICES, LLC530,176$19.0M0.03%Share
6ROYAL BANK OF CANADA472,391$17.0M0.00%Share
7WELLS FARGO & COMPANY/MN361,411$13.0M0.00%Share
8AMERIPRISE FINANCIAL INC368,332$13.0M0.00%Share
9CAPTRUST FINANCIAL ADVISORS343,166$12.0M0.02%Share
10WELLS FARGO & COMPANY/MN317,881$11.0M0.00%Share
11STIFEL FINANCIAL CORP283,605$10.0M0.01%Share
12Cornerstone Advisors, LLC294,426$10.0M0.33%Share
13Magnus Financial Group LLC231,728$8.5M0.65%Share
14OAK FAMILY ADVISORS, LLC224,222$8.2M2.25%Share
15UBS Group AG221,094$8.1M0.00%Share
16RAYMOND JAMES FINANCIAL INC198,239$7.0M0.00%Share
17Sterling Investment Advisors, Ltd.189,328$6.9M1.28%Share
18OSAIC HOLDINGS, INC.172,379$6.0M0.01%Share
19Cetera Investment Advisers168,570$6.0M0.01%Share
20JBR Co Financial Management Inc142,112$5.2M2.18%Share
21Lido Advisors, LLC150,035$5.0M0.01%Share
22Private Advisor Group, LLC139,147$5.0M0.02%Share
23Wealthspire Advisors, LLC144,310$5.0M0.04%Share
24RAYMOND JAMES FINANCIAL INC115,327$4.0M0.00%Share
25GUGGENHEIM CAPITAL LLC133,534$4.0M0.03%Share
26Mariner, LLC118,984$4.0M0.00%Share
27HBW ADVISORY SERVICES LLC109,016$4.0M0.43%Share
28REAVES W H & CO INC83,326$3.0M0.05%Share
29Tradition Wealth Management, LLC82,345$3.0M0.22%Share
30OSAIC HOLDINGS, INC.82,929$3.0M0.00%Share
31NewEdge Advisors, LLC91,803$3.0M0.01%Share
32Cambridge Investment Research Advisors, Inc.95,862$3.0M0.01%Share
33Janney Montgomery Scott LLC107,242$3.0M0.01%Share
34WEALTH EFFECTS LLC77,110$2.8M0.88%Share
35Smith Asset Management Co., LLC77,007$2.8M2.32%Share
36J.W. COLE ADVISORS, INC.358,292$2.6M0.06%Share
37WEALTH ENHANCEMENT ADVISORY SERVICES, LLC66,348$2.5M0.00%Share
38LongView Wealth Management67,315$2.5M0.60%Share
39OPPENHEIMER & CO INC64,447$2.4M0.03%Share
40World Investment Advisors63,041$2.2M0.04%Share
41Sowell Financial Services LLC54,726$2.0M0.07%Share
42CENTAURUS FINANCIAL, INC.56,617$2.0M0.09%Share
43NBC SECURITIES, INC.52,137$1.9M0.14%Share
44Strategic Family Wealth Counselors, L.L.C.49,691$1.8M0.41%Share
45GRIFFIN ASSET MANAGEMENT, INC.49,809$1.8M0.20%Share
46Kercheville Advisors, LLC47,990$1.8M0.48%Share
47Stratos Wealth Partners, LTD.49,665$1.8M0.02%Share
48NWF Advisory Services Inc.46,809$1.7M0.19%Share
49Wright Wealth LLC42,565$1.6M1.02%Share
50Aegis Wealth Management, Inc.42,266$1.5M1.21%Share