UTG institutional holders

REAVES UTIL INCOME FD · 13F, 2026Q2

Managers holding262
Shares held13,811,804
Reported value$562.3m
Quarter flows40 new, 106 added, 51 trimmed, 18 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/1,307,405$53.2m0.0%
MORGAN STANLEY1,205,092$49.1m0.0%
LPL Financial LLC877,625$35.7m0.0%
WELLS FARGO & COMPANY/MN694,103$28.3m0.0%
RAYMOND JAMES FINANCIAL INC548,908$22.4m0.0%
ROYAL BANK OF CANADA532,580$21.7m0.0%
COMMONWEALTH EQUITY SERVICES, LLC437,513$17.8m0.0%
CAPTRUST FINANCIAL ADVISORS380,508$15.5m0.0%
AMERIPRISE FINANCIAL INC325,955$13.3m0.0%
J.W. COLE ADVISORS, INC.323,107$13.2m0.2%
STIFEL FINANCIAL CORP296,826$12.1m0.0%
OSAIC HOLDINGS, INC.292,537$11.9m0.0%
UBS Group AG287,252$11.7m0.0%
Gerald Baker Financial Group LLC250,323$10.2m2.9%
OAK FAMILY ADVISORS, LLC247,979$10.1m2.6%
Magnus Financial Group LLC238,730$9.7m0.7%
Cambridge Investment Research Advisors, Inc.219,714$8.9m0.0%
Sterling Investment Advisors, Ltd.189,654$7.7m1.3%
NewEdge Advisors, LLC172,636$7.0m0.0%
Cetera Investment Advisers161,288$6.6m0.0%
Wealthspire Advisors, LLC159,511$6.5m0.0%
JBR Co Financial Management Inc142,777$5.8m2.1%
Private Advisor Group, LLC140,096$5.7m0.0%
Janney Montgomery Scott LLC123,766$5.0m0.0%
HBW ADVISORY SERVICES LLC111,666$4.5m0.4%

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

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