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Public ownership evidence

Virtus Reaves Utilities ETF (UTES) Ownership Disclosures

Read UTES insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-284,939$403,697None
Principia Wealth Advisory, LLC2026-06-302026-08-27811$66,291None
Principia Wealth Advisory, LLC2026-03-312026-08-271,021$81,596None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-2019,242$1,581,097None
Kingsview Wealth Management, LLC2026-06-302026-08-209,356$764,759None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,044$248,797None
Beacon Pointe Advisors, LLC2026-06-302026-08-195,916$483,571None
Copia Wealth Management2026-06-302026-08-1969$5,640None
WNY Asset Management, LLC2026-06-302026-08-1845,281$3,701,306None
Coastal Bridge Advisors, LLC2026-06-302026-08-1832,867$2,686,525None
Corient Private Wealth LP2026-06-302026-08-184,939$403,697None
Transamerica Financial Advisors, LLC2026-06-302026-08-1814,521$1,186,947None
Equitable Holdings, Inc.2026-06-302026-08-1841,445$3,387,744None
Modern Wealth Management, LLC2026-06-302026-08-15111,100$9,081,324None
Mutual Advisors, LLC2026-06-302026-08-156,803$556,055None
Resurgent Financial Advisors LLC2026-06-302026-08-1510,707$875,190None
Ameritas Advisory Services, LLC2026-06-302026-08-154,690$383,361None
Western Wealth Management, LLC2026-06-302026-08-153,560$291,021None
Treasurer of the State of North Carolina2026-06-302026-08-15623,863$50,995,000None
OSAIC HOLDINGS, INC.2026-06-302026-08-1520,671$1,689,647None
OSAIC HOLDINGS, INC.2026-06-302026-08-15448,381$36,650,656None
OSAIC HOLDINGS, INC.2026-06-302026-08-1584,812$6,933,184None
JANE STREET GROUP, LLC2026-06-302026-08-1510,534$861,049None
JANE STREET GROUP, LLC2026-06-302026-08-1529,800$2,435,852Call
BTG Pactual Asset Management US LLC2026-06-302026-08-15103,391$8,227,856None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,367$1,092,619None
Ancora Advisors LLC2026-06-302026-08-15495$40,461None
Itau Unibanco Holding S.A.2026-06-302026-08-15202,713$16,569,761None
&PARTNERS2026-06-302026-08-1524,667$2,016,321None
Thrivent Financial for Lutherans2026-06-302026-08-158,019$655,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,299$193,783None
Ausdal Financial Partners, Inc.2026-06-302026-08-1510,555$862,768None
MAI Capital Management2026-06-302026-08-158,029$656,310None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15149,412$12,212,952None
ROYAL BANK OF CANADA2026-06-302026-08-15185,160$15,135,000None
ROYAL BANK OF CANADA2026-06-302026-08-15126,070$10,305,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-1530,426$2,487,021None
CITADEL ADVISORS LLC2026-06-302026-08-1531,300$2,558,462Call
INGALLS & SNYDER LLC2026-06-302026-08-154,421$361,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1531,690$2,590,341None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15110,762$9,053,676None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15169,027$13,816,285None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15164,167$13,419,029None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15194$15,858None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15434,250$35,495,595None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1517,903$1,463,391None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15413,833$33,826,731None
BANK OF AMERICA CORP /DE/2026-06-302026-08-153,377$276,036None
MPWM ADVISORY SOLUTIONS, LLC2026-06-302026-08-141,960$160,181None
Hobbs Group Advisors, LLC2026-06-302026-08-1416,899$1,381,327None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Vermillion & White Wealth Management Group, LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Copia Wealth Management ↗WNY Asset Management, LLC ↗Coastal Bridge Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.