Reaves Utility Income Fund
UTG- Exchange
- NYSE
- SEC CIK
- 0001263994
No open-market purchases or sales by Reaves Utility Income Fund insiders were filed in the last 90 days; 267 institutions reported holding it in 13F filings for Q2 2026, worth $557.6M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Reaves Utility Income Fund as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 241
- +7 vs. Q4 2025
- Shares held
- 12.7M
- +326.1K (+2.6%) vs. Q4 2025
- Total value
- $497.4M
- +$55.5M (+12.6%) vs. Q4 2025
- New holders
- 28
- 111 more added
- Sold out
- 21
- 47 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UTG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 267 | $557.6M |
| Q1 2026 | 241 | $497.4M |
| Q4 2025 | 240 | $444.2M |
| Q3 2025 | 239 | $496.6M |
| Q2 2025 | 220 | $437.5M |
| Q1 2025 | 200 | $359.9M |
| Q4 2024 | 202 | $325.4M |
| Q3 2024 | 199 | $313.1M |
| Q2 2024 | 170 | $232.9M |
| Q1 2024 | 167 | $215.4M |
| Q4 2023 | 160 | $201.2M |
| Q3 2023 | 146 | $167.7M |
| Q2 2023 | 150 | $184.5M |
| Q1 2023 | 163 | $193.2M |
| Q4 2022 | 156 | $195.0M |
| Q3 2022 | 146 | $189.3M |
| Q2 2022 | 152 | $210.9M |
| Q1 2022 | 159 | $227.2M |
| Q4 2021 | 160 | $225.8M |
| Q3 2021 | 151 | $201.8M |
| Q2 2021 | 137 | $199.3M |
| Q1 2021 | 128 | $180.6M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Reaves Utility Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Resurgent Financial Advisors LLC | 8,393 | $329.7K | 0.12% | +8,393 | New |
| Virtu Financial LLC | 8,791 | $345.0K | 0.01% | +8,791 | New |
| Apollon Wealth Management, LLC | 8,803 | $345.8K | 0.01% | −1,981−18.4% | Reduced |
| City Center Advisors, LLC | 8,873 | $348.5K | 0.32% | +620+7.5% | Added |
| Costello Asset Management, INC | 9,050 | $355.5K | 0.12% | +15+0.2% | Added |
| Simplicity Wealth,LLC | 9,379 | $368.4K | 0.02% | +1,260+15.5% | Added |
| Commerce Advisors, LLC | 9,451 | $371.2K | 0.31% | +9,451 | New |
| Innova Wealth Partners | 9,481 | $372.4K | 0.18% | +3,120+49.0% | Added |
| Orca Investment Management, LLC | 9,500 | $373.2K | 0.32% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 9,667 | $379.7K | 0.20% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,000 | $392.8K | 0.08% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,212 | $401.1K | 0.00% | +662+6.9% | Added |
| Bey-Douglas LLC | 10,239 | $402.2K | 0.35% | +1,658+19.3% | Added |
| RFG Advisory, LLC | 10,508 | $412.7K | 0.01% | +2,494+31.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,707 | $420.6K | 0.05% | +766+7.7% | Added |
| Custom Index Systems, LLC | 10,966 | $430.7K | 0.19% | −217−1.9% | Reduced |
| Commonwealth Financial Services, LLC | 10,997 | $431.9K | 0.07% | +111+1.0% | Added |
| XTX Topco Ltd | 11,011 | $432.5K | 0.01% | +11,011 | New |
| Flagship Harbor Advisors, LLC | 11,115 | $436.6K | 0.02% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 11,342 | $445.5K | 0.14% | +52+0.5% | Added |
| Wealthcare Advisory Partners LLC | 11,795 | $463.3K | 0.01% | +1,413+13.6% | Added |
| Financial Security Advisor, Inc. | 12,500 | $491.0K | 0.09% | +500+4.2% | Added |
| Keybank National Association | 12,700 | $498.9K | 0.00% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 12,701 | $499.0K | 0.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 12,891 | $506.4K | 0.03% | +369+2.9% | Added |
| Integrated Wealth Concepts LLC | 13,007 | $510.9K | 0.00% | +4,376+50.7% | Added |
| US Bancorp | 13,115 | $515.2K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 13,266 | $521.1K | 0.00% | −3,452−20.6% | Reduced |
| Visionary Wealth Advisors | 13,333 | $523.7K | 0.02% | +868+7.0% | Added |
| Beacon Pointe Advisors, LLC | 13,540 | $531.9K | 0.00% | +88+0.7% | Added |
| Jane Street Group, LLC | 13,656 | $536.4K | 0.00% | +5,462+66.7% | Added |
| Triumph Capital Management | 13,674 | $537.1K | 0.11% | +4,765+53.5% | Added |
| We Are One Seven, LLC | 13,726 | $539.2K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 13,749 | $540.1K | 0.04% | +9+0.1% | Added |
| Per Stirling Capital Management, LLC. | 13,885 | $545.4K | 0.06% | +208+1.5% | Added |
| Farther Finance Advisors, LLC | 13,955 | $555.0K | 0.01% | +787+6.0% | Added |
| Focus Financial Network, Inc. | 14,170 | $556.6K | 0.02% | +1,051+8.0% | Added |
| Nations Financial Group Inc, | 15,575 | $611.8K | 0.03% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 15,750 | $618.7K | 0.09% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 15,812 | $621.1K | 0.09% | +578+3.8% | Added |
| Certified Advisory Corp | 16,007 | $628.7K | 0.06% | −139−0.9% | Reduced |
| Sunpointe, LLC | 16,755 | $658.1K | 0.22% | −1,072−6.0% | Reduced |
| PFG Investments, LLC | 16,777 | $659.0K | 0.03% | −487−2.8% | Reduced |
| MAI Capital Management | 16,917 | $664.5K | 0.00% | −192−1.1% | Reduced |
| Equitable Holdings, Inc. | 18,229 | $666.8K | 0.00% | +3,336+22.4% | Added |
| Cerity Partners LLC | 17,226 | $676.6K | 0.00% | +8,962+108.4% | Added |
| Mercer Global Advisors Inc | 17,417 | $684.2K | 0.00% | +1,659+10.5% | Added |
| Atomi Financial Group, Inc. | 17,461 | $685.9K | 0.02% | +118+0.7% | Added |
| AlphaCore Capital LLC | 17,523 | $688.3K | 0.02% | +193+1.1% | Added |
| Summit Financial, LLC | 17,523 | $688.3K | 0.01% | +17,523 | New |
| Castle Rock Wealth Management, LLC | 17,376 | $692.1K | 0.15% | −825−4.5% | Reduced |
| Colony Group, LLC | 17,699 | $695.3K | 0.00% | +2,057+13.2% | Added |
| Belpointe Asset Management LLC | 17,753 | $697.4K | 0.03% | −37−0.2% | Reduced |
| HBK Sorce Advisory LLC | 16,868 | $716.6K | 0.01% | +2,801+19.9% | Added |
| Davenport & Co LLC | 18,283 | $718.1K | 0.00% | +32+0.2% | Added |
| Prospera Financial Services Inc | 18,801 | $738.5K | 0.01% | −377−2.0% | Reduced |
| Mission Hills Financial Advisory, LLC | 19,029 | $747.5K | 0.38% | +2,143+12.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 19,260 | $756.5K | 0.22% | +3,875+25.2% | Added |
| Advisory Services Network, LLC | 19,445 | $763.8K | 0.01% | +41+0.2% | Added |
| Welch Group, LLC | 19,729 | $775.0K | 0.03% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 20,461 | $803.7K | 0.24% | +840+4.3% | Added |
| Fifth Third Bancorp | 20,495 | $805.0K | 0.00% | +19,545+2,057.4% | Added |
| Brookstone Capital Management | 20,679 | $812.3K | 0.01% | +421+2.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 20,889 | $820.5K | 0.18% | +51+0.2% | Added |
| Sanctuary Advisors, LLC | 21,392 | $840.3K | 0.00% | +1,331+6.6% | Added |
| Monetary Management Group Inc | 21,500 | $844.5K | 0.20% | +1,000+4.9% | Added |
| CWM, LLC | 22,081 | $867.3K | 0.00% | −1,708−7.2% | Reduced |
| Matrix Private Capital Group LLC | 23,952 | $940.9K | 0.45% | +3,945+19.7% | Added |
| Westbourne Investment Advisors, Inc. | 25,600 | $1.01M | 0.29% | +1,900+8.0% | Added |
| PMG Family Office LLC | 25,712 | $1.01M | 1.13% | +245+1.0% | Added |
| Future Financial Wealth Managment LLC | 24,202 | $1.01M | 0.65% | −940−3.7% | Reduced |
| XML Financial, LLC | 25,904 | $1.02M | 0.08% | −1,541−5.6% | Reduced |
| Carnegie Lake Advisors LLC | 26,447 | $1.04M | 0.41% | −2,325−8.1% | Reduced |
| Merrion Investment Management Co, LLC | 27,500 | $1.08M | 0.58% | +2,500+10.0% | Added |
| Stephens Inc | 29,857 | $1.17M | 0.01% | −300−1.0% | Reduced |
| MML Investors Services, LLC | 30,816 | $1.21M | 0.00% | −38−0.1% | Reduced |
| Creative Planning | 30,972 | $1.22M | 0.00% | +6,242+25.2% | Added |
| HighTower Advisors, LLC | 31,806 | $1.25M | 0.00% | +13,216+71.1% | Added |
| Pensionmark Financial Group, LLC | 32,455 | $1.27M | 0.02% | −30,586−48.5% | Reduced |
| Change Path, LLC | 34,296 | $1.35M | 0.03% | +231+0.7% | Added |
| Beacon Capital Management, Inc. | 34,500 | $1.36M | 0.08% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 35,875 | $1.41M | 0.50% | +19,781+122.9% | Added |
| Envestnet Asset Management Inc | 36,658 | $1.44M | 0.00% | +28,233+335.1% | Added |
| Sigma Planning Corp | 37,095 | $1.46M | 0.04% | +147+0.4% | Added |
| ORG Wealth Partners, LLC | 37,311 | $1.47M | 0.29% | +3,297+9.7% | Added |
| Wedbush Securities Inc | 37,425 | $1.47M | 0.04% | +31+0.1% | Added |
| Sowell Financial Services LLC | 39,143 | $1.54M | 0.06% | −15,583−28.5% | Reduced |
| Aegis Wealth Management, Inc. | 41,958 | $1.65M | 1.30% | −308−0.7% | Reduced |
| Integrity Alliance, LLC. | 43,497 | $1.71M | 0.07% | +4,964+12.9% | Added |
| Wright Wealth LLC | 44,805 | $1.76M | 1.18% | +2,240+5.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 44,593 | $1.78M | 0.00% | −21,755−32.8% | Reduced |
| Griffin Asset Management, Inc. | 46,390 | $1.82M | 0.21% | −3,419−6.9% | Reduced |
| Kercheville Advisors, LLC | 47,645 | $1.87M | 0.60% | −345−0.7% | Reduced |
| NWF Advisory Services Inc. | 49,723 | $1.95M | 0.22% | +2,914+6.2% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 49,895 | $1.96M | 0.51% | +204+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 50,113 | $1.97M | 0.01% | +15,545+45.0% | Added |
| NBC Securities, Inc. | 51,079 | $2.01M | 0.15% | −1,058−2.0% | Reduced |
| Stratos Wealth Partners, LTD. | 51,854 | $2.04M | 0.02% | +2,189+4.4% | Added |
| Cohen & Steers, Inc. | 53,000 | $2.08M | 0.00% | +30,000+130.4% | Added |
| First Trust Advisors LP | 54,706 | $2.15M | 0.00% | +1,266+2.4% | Added |