Who Owns REAVES (UTG)? -- Institutional Holders (2026-06-30)

278 institutions reported holding $558.0M of REAVES (UTG) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($53.2M), MORGAN STANLEY ($49.1M), LPL Financial LLC ($35.7M), WELLS FARGO & COMPANY/MN ($28.3M), RAYMOND JAMES FINANCIAL INC ($22.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$53.2M1.3MTrimmed
2MORGAN STANLEY$49.1M1.2MAdded
3LPL Financial LLC$35.7M877,625Added
4WELLS FARGO & COMPANY/MN$28.3M694,103Trimmed
5RAYMOND JAMES FINANCIAL INC$22.4M548,908Added
6Royal Bank of Canada$21.7M532,580Trimmed
7COMMONWEALTH EQUITY SERVICES, LLC$17.8M437,513Added
8CAPTRUST FINANCIAL ADVISORS$15.5M380,508Added
9AMERIPRISE FINANCIAL INC$13.3M325,955Trimmed
10J.W. COLE ADVISORS, INC.$13.2M323,107New
11STIFEL FINANCIAL CORP$12.1M296,826Trimmed
12OSAIC HOLDINGS, INC.$11.9M292,537Added
13UBS Group AG$11.7M287,252Added
14Gerald Baker Financial Group LLC$10.2M250,323Added
15OAK FAMILY ADVISORS, LLC$10.1M247,979Added
16Magnus Financial Group LLC$9.7M238,730Added
17Sterling Investment Advisors, Ltd.$7.7M189,654Trimmed
18NewEdge Advisors, LLC$7.0M172,636Added
19Cetera Investment Advisers$6.6M161,288Trimmed
20Wealthspire Advisors, LLC$6.5M159,511Added
21JBR Co Financial Management Inc$5.8M142,777Added
22Private Advisor Group, LLC$5.7M140,096Added
23Janney Montgomery Scott LLC$5.0M123,766Added
24HBW ADVISORY SERVICES LLC$4.5M111,666Added
25Cambridge Investment Research Advisors, Inc.$4.5M109,857Added

Source: SEC Form 13F filings · as of 2026-06-30