REAVES UTILITY INCOME FUND (UTG) — Institutional Holders, Q2 2026 (page 2)
267 institutional investment managers reported a UTG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $557.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UTG 13F holders ranked 101–200 of 267
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Maridea Wealth Management#101 · 17,096 sh | 17,096 | $696.2K | 0.08% | +8.1% |
| 102 | PFG Investments#102 · 17,064 sh | 17,064 | $694.8K | 0.03% | +1.7% |
| 103 | Brookstone Capital Management#103 · 17,036 sh | 17,036 | $693.7K | — | -17.6% |
| 104 | Castle Rock Wealth Management#104 · 17,200 sh | 17,200 | $686.8K | — | -1.0% |
| 105 | Sunpointe#105 · 16,760 sh | 16,760 | $682.5K | — | 0.0% |
| 106 | Pasadena Private Wealth#106 · 16,394 sh | 16,394 | $667.6K | 0.08% | New |
| 107 | HBK Sorce Advisory#107 · 17,068 sh | 17,068 | $663.4K | 0.01% | +1.2% |
| 108 | Certified Advisory#108 · 16,070 sh | 16,070 | $654.4K | 0.05% | +0.4% |
| 109 | Allied Private Wealth#109 · 16,422 sh | 16,422 | $653.5K | 0.42% | — |
| 110 | Cerity Partners#110 · 15,596 sh | 15,596 | $635.1K | <0.01% | -9.5% |
| 111 | Focus Financial Network#111 · 15,321 sh | 15,321 | $623.9K | — | +8.1% |
| 112 | Savant Capital#112 · 15,518 sh | 15,518 | $620.5K | <0.01% | +95.9% |
| 113 | READYSTATE ASSET MANAGEMENT#113 · 14,869 sh | 14,869 | $605.5K | <0.01% | New |
| 114 | Equitable#114 · 14,484 sh | 14,484 | $589.8K | <0.01% | -20.5% |
| 115 | MGO ONE SEVEN#115 · 14,466 sh | 14,466 | $589.1K | <0.01% | +5.4% |
| 116 | Per Stirling Capital Management#116 · 14,085 sh | 14,085 | $573.5K | 0.05% | +1.4% |
| 117 | Farther Finance Advisors#117 · 13,979 sh | 13,979 | $569.2K | — | +0.2% |
| 118 | Sound View Wealth Advisors Group#118 · 13,758 sh | 13,758 | $560.2K | 0.03% | +0.1% |
| 119 | Beacon Pointe Advisors#119 · 13,682 sh | 13,682 | $557.1K | <0.01% | +1.0% |
| 120 | Triumph Capital Management#120 · 13,396 sh | 13,396 | $545.5K | — | -2.0% |
| 121 | US BANCORP \DE\#121 · 13,115 sh | 13,115 | $534.0K | <0.01% | 0.0% |
| 122 | StoneX Group#122 · 12,911 sh | 12,911 | $525.7K | 0.02% | +0.2% |
| 123 | KEYBANK NATIONAL ASSOCIATION#123 · 12,700 sh | 12,700 | $517.1K | <0.01% | 0.0% |
| 124 | AE Wealth Management#124 · 12,641 sh | 12,641 | $514.7K | <0.01% | -4.7% |
| 125 | Financial Security Advisor#125 · 12,500 sh | 12,500 | $509.0K | 0.08% | 0.0% |
| 126 | Resurgent Financial Advisors#126 · 11,809 sh | 11,809 | $480.9K | 0.13% | +40.7% |
| 127 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#127 · 11,684 sh | 11,684 | $475.8K | 0.05% | +9.1% |
| 128 | Commonwealth Financial Services#128 · 11,354 sh | 11,354 | $462.3K | — | +3.2% |
| 129 | GRAYBILL WEALTH MANAGEMENT, LTD.#129 · 11,326 sh | 11,326 | $461.2K | 0.12% | -0.1% |
| 130 | FLAGSHIP HARBOR ADVISORS#130 · 11,115 sh | 11,115 | $452.6K | — | 0.0% |
| 131 | Marex Group plc#131 · 11,000 sh | 11,000 | $447.9K | <0.01% | New |
| 132 | Abel Hall#132 · 10,000 sh | 10,000 | $407.2K | — | 0.0% |
| 133 | Innova Wealth Partners#133 · 9,967 sh | 9,967 | $405.9K | — | +5.1% |
| 134 | City Center Advisors#134 · 9,692 sh | 9,692 | $394.6K | — | +9.2% |
| 135 | Leslie Global Wealth#135 · 9,667 sh | 9,667 | $393.6K | — | 0.0% |
| 136 | Estate Planners Group#136 · 9,644 sh | 9,644 | $392.7K | 0.18% | +16.2% |
| 137 | EP Wealth Advisors#137 · 9,573 sh | 9,573 | $389.8K | <0.01% | New |
| 138 | Coppell Advisory Solutions#138 · 200 sh | 200 | $387.4K | 0.03% | New |
| 139 | Commerce Advisors#139 · 9,462 sh | 9,462 | $385.3K | — | +0.1% |
| 140 | RFG Advisory#140 · 9,254 sh | 9,254 | $376.8K | <0.01% | -11.9% |
| 141 | Costello Asset Management#141 · 9,077 sh | 9,077 | $369.6K | 0.11% | +0.3% |
| 142 | Orca Investment Management#142 · 9,063 sh | 9,063 | $369.0K | 0.27% | -4.6% |
| 143 | Purus Wealth Management#143 · 9,044 sh | 9,044 | $368.3K | — | +16.2% |
| 144 | D.A. DAVIDSON#144 · 8,846 sh | 8,846 | $360.2K | <0.01% | +43.9% |
| 145 | Apollon Wealth Management#145 · 8,803 sh | 8,803 | $358.5K | — | 0.0% |
| 146 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#146 · 8,637 sh | 8,637 | $351.7K | 0.02% | New |
| 147 | Total Clarity Wealth Management#147 · 8,432 sh | 8,432 | $343.4K | — | +36.2% |
| 148 | Novak & Powell Financial Services#148 · 8,338 sh | 8,338 | $339.5K | 0.16% | +1.2% |
| 149 | BENJAMIN EDWARDS#149 · 8,291 sh | 8,291 | $337.6K | <0.01% | 0.0% |
| 150 | PRAIRIE ADVISORY#150 · 8,055 sh | 8,055 | $328.0K | — | — |
| 151 | Western Wealth Management#151 · 7,927 sh | 7,927 | $322.8K | 0.01% | +5.2% |
| 152 | NWAM#152 · 7,912 sh | 7,912 | $322.2K | 0.02% | 0.0% |
| 153 | Balboa Wealth Partners#153 · 7,861 sh | 7,861 | $320.1K | — | 0.0% |
| 154 | HARBOUR INVESTMENTS#154 · 7,755 sh | 7,755 | $315.8K | <0.01% | +4.9% |
| 155 | PEAPACK GLADSTONE FINANCIAL#155 · 7,650 sh | 7,650 | $312.0K | <0.01% | -6.1% |
| 156 | Invesco Ltd.#156 · 7,316 sh | 7,316 | $297.9K | 0.00% | +0.1% |
| 157 | TWO SIGMA SECURITIES#157 · 7,299 sh | 7,299 | $297.2K | 0.03% | New |
| 158 | Investors Research#158 · 7,077 sh | 7,077 | $288.2K | — | 0.0% |
| 159 | Allworth Financial#159 · 7,076 sh | 7,076 | $288.2K | <0.01% | +41.3% |
| 160 | RDA Financial Network#160 · 7,044 sh | 7,044 | $286.8K | — | -1.1% |
| 161 | PRINCIPAL SECURITIES#161 · 6,738 sh | 6,738 | $274.4K | <0.01% | -2.7% |
| 162 | Moors & Cabot#162 · 6,617 sh | 6,617 | $269.4K | 0.01% | 0.0% |
| 163 | TRUIST FINANCIAL#163 · 6,567 sh | 6,567 | $267.4K | <0.01% | +3.7% |
| 164 | B. Riley Wealth Advisors#164 · 6,532 sh | 6,532 | $267.0K | — | New |
| 165 | CARY STREET PARTNERS FINANCIAL#165 · 6,542 sh | 6,542 | $266.4K | <0.01% | +12.1% |
| 166 | Hilltop#166 · 6,210 sh | 6,210 | $252.9K | 0.02% | 0.0% |
| 167 | Penbrook Management#167 · 6,125 sh | 6,125 | $249.4K | — | 0.0% |
| 168 | NOMURA#168 · 6,000 sh | 6,000 | $244.3K | <0.01% | New |
| 169 | Ballew Advisors#169 · 6,019 sh | 6,019 | $239.9K | — | +1.4% |
| 170 | Corient Private Wealth#170 · 5,784 sh | 5,784 | $235.5K | <0.01% | -43.4% |
| 171 | NICOLET BANKSHARES#171 · 5,870 sh | 5,870 | $235.3K | <0.01% | 0.0% |
| 172 | Concurrent Investment Advisors#172 · 5,677 sh | 5,677 | $231.2K | — | 0.0% |
| 173 | CoreCap Advisors#173 · 5,604 sh | 5,604 | $228.2K | — | 0.0% |
| 174 | Armor Investment Advisors#174 · 5,596 sh | 5,596 | $227.9K | 0.07% | -6.7% |
| 175 | 49 WEALTH MANAGEMENT#175 · 5,496 sh | 5,496 | $223.8K | 0.04% | New |
| 176 | ALONGSIDE#176 · 5,496 sh | 5,496 | $223.8K | 0.04% | — |
| 177 | Keystone Financial Group#177 · 5,475 sh | 5,475 | $222.9K | 0.01% | +1.0% |
| 178 | Everstar Asset Management#178 · 5,450 sh | 5,450 | $221.9K | 0.11% | 0.0% |
| 179 | RMR Capital Management#179 · 5,373 sh | 5,373 | $218.8K | — | 0.0% |
| 180 | Pinnacle Wealth Management Group#180 · 5,350 sh | 5,350 | $217.9K | — | 0.0% |
| 181 | GREAT VALLEY ADVISOR GROUP#181 · 5,265 sh | 5,265 | $214.4K | <0.01% | +0.1% |
| 182 | Semus Wealth Partners#182 · 5,227 sh | 5,227 | $212.9K | — | -9.5% |
| 183 | Hilton Head Capital Partners#183 · 5,215 sh | 5,215 | $212.4K | — | 0.0% |
| 184 | Walker Asset Management#184 · 5,166 sh | 5,166 | $210.3K | — | New |
| 185 | Foundations Investment Advisors#185 · 5,120 sh | 5,120 | $208.5K | <0.01% | 0.0% |
| 186 | Forty-three Eighteen Advisors#186 · 5,033 sh | 5,033 | $204.9K | 0.14% | New |
| 187 | Nabity-Jensen Investment Management#187 · 5,025 sh | 5,025 | $204.6K | — | New |
| 188 | Post Resch Tallon Group#188 · 5,025 sh | 5,025 | $204.6K | — | New |
| 189 | GWN SECURITIES#189 · 5,010 sh | 5,010 | $204.0K | 0.03% | New |
| 190 | Foster Group#190 · 5,000 sh | 5,000 | $203.6K | — | New |
| 191 | Summit Financial#191 · 4,943 sh | 4,943 | $201.3K | <0.01% | -71.8% |
| 192 | IFG Advisory#192 · 4,918 sh | 4,918 | $200.3K | <0.01% | +7.7% |
| 193 | Joseph P. Lucia & Associates#193 · 4,913 sh | 4,913 | $200.1K | 0.06% | New |
| 194 | JPMORGAN CHASE#194 · 4,793 sh | 4,793 | $195.9K | 0.00% | +17.0% |
| 195 | Spire Wealth Management#195 · 4,593 sh | 4,593 | $187.0K | <0.01% | +1.2% |
| 196 | KELLEHER FINANCIAL ADVISORS#196 · 4,542 sh | 4,542 | $185.0K | 0.03% | New |
| 197 | Geneos Wealth Management#197 · 4,466 sh | 4,466 | $181.9K | <0.01% | 0.0% |
| 198 | Oakworth Capital#198 · 4,500 sh | 4,500 | $179.7K | — | New |
| 199 | SIGNATUREFD#199 · 4,000 sh | 4,000 | $162.9K | — | 0.0% |
| 200 | Rockefeller Capital Management L.P.#200 · 3,937 sh | 3,937 | $160.3K | <0.01% | +123.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.