UTES institutional holders

ETFIS SER TR I · 13F, 2026Q2

Managers holding179
Shares held9,930,486
Reported value$811.4m
Quarter flows26 new, 97 added, 40 trimmed, 30 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,198,948$98.0m0.0%
BANK OF AMERICA CORP /DE/869,363$71.1m0.0%
Treasurer of the State of North Carolina623,863$51.0m0.1%
OSAIC HOLDINGS, INC.553,864$45.3m0.1%
UBS Group AG336,470$27.5m0.0%
Cambridge Investment Research Advisors, Inc.327,038$26.7m0.0%
STIFEL FINANCIAL CORP323,008$26.4m0.0%
ROYAL BANK OF CANADA311,230$25.4m0.0%
ENVESTNET ASSET MANAGEMENT INC283,874$23.2m0.0%
RAYMOND JAMES FINANCIAL INC279,789$22.9m0.0%
Aprio Wealth Management, LLC223,983$18.3m0.9%
Itau Unibanco Holding S.A.202,713$16.6m0.3%
Cetera Investment Advisers190,124$15.5m0.0%
COMMONWEALTH EQUITY SERVICES, LLC185,173$15.1m0.0%
ADAMSBROWN WEALTH CONSULTANTS LLC165,841$13.6m2.6%
WELLS FARGO & COMPANY/MN164,361$13.4m0.0%
ELEVATION POINT WEALTH PARTNERS, LLC150,787$12.3m0.2%
Vestmark Advisory Solutions, Inc.149,412$12.2m0.1%
XP Advisory US, Inc.139,273$11.4m6.2%
Ted Buchan & Co135,212$11.1m3.6%
MML INVESTORS SERVICES, LLC133,566$10.9m0.0%
Kraft, Davis & Associates, LLC135,728$10.9m2.3%
Quadcap Wealth Management, LLC122,431$10.0m1.0%
Riggs Asset Managment Co. Inc.114,582$9.4m1.7%
Modern Wealth Management, LLC111,100$9.1m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("UTES"). UTES price history · All 13F data

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