REAVES UTILITY INCOME FUNDUTG— Latest position per institution from SEC 13F filings
15
Institutional holders
9.16M
Total shares held
361.33M
Estimated value
458.23K
Avg. position size
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.31M
Value
53.24M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.21M
Value
49.07M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
877.63K
Value
35.74M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
694.10K
Value
28.26M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
548.91K
Value
22.35M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
532.58K
Value
21.69M
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
437.51K
Value
17.82M
Filed
Jun 30, 2026
CAPTRUST FINANCIAL ADVISORS
CIK 1512024
Shares
380.51K
Value
15.49M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
325.95K
Value
13.27M
Filed
Jun 30, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
323.11K
Value
13.16M
Filed
Jun 30, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
296.83K
Value
12.09M
Filed
Jun 30, 2026
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
294.43K
Value
10.77M
Filed
Dec 31, 2025
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
292.54K
Value
11.91M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
287.25K
Value
11.70M
Filed
Jun 30, 2026
PARALEL ADVISORS LLC
CIK 1895911
Shares
261.52K
Value
7.12K
Filed
Sep 30, 2022
GERALD BAKER FINANCIAL GROUP LLC
CIK 2133489
Shares
250.32K
Value
10.19M
Filed
Jun 30, 2026
OAK FAMILY ADVISORS, LLC
CIK 1846161
Shares
247.98K
Value
10.10M
Filed
Jun 30, 2026
MAGNUS FINANCIAL GROUP LLC
CIK 1765216
Shares
238.73K
Value
9.72M
Filed
Jun 30, 2026
STERLING INVESTMENT ADVISORS, LTD.
CIK 1701132
Shares
189.65K
Value
7.72M
Filed
Jun 30, 2026
NEWEDGE ADVISORS, LLC
CIK 1633516
Shares
172.64K
Value
7.03M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 70858 | 1.31M | 53.24M | Jun 30, 2026 |
| 2 | MORGAN STANLEY | 895421 | 1.21M | 49.07M | Jun 30, 2026 |
| 3 | LPL FINANCIAL LLC | 1403438 | 877.63K | 35.74M | Jun 30, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 694.10K | 28.26M | Jun 30, 2026 |
| 5 | RAYMOND JAMES FINANCIAL INC | 720005 | 548.91K | 22.35M | Jun 30, 2026 |
| 6 | ROYAL BANK OF CANADA | 1000275 | 532.58K | 21.69M | Jun 30, 2026 |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 437.51K | 17.82M | Jun 30, 2026 |
| 8 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 380.51K | 15.49M | Jun 30, 2026 |
| 9 | AMERIPRISE FINANCIAL INC | 820027 | 325.95K | 13.27M | Jun 30, 2026 |
| 10 | J.W. COLE ADVISORS, INC. | 1404763 | 323.11K | 13.16M | Jun 30, 2026 |
| 11 | STIFEL FINANCIAL CORP | 720672 | 296.83K | 12.09M | Jun 30, 2026 |
| 12 | CORNERSTONE ADVISORS, LLC | 1775446 | 294.43K | 10.77M | Dec 31, 2025 |
| 13 | OSAIC HOLDINGS, INC. | 1677044 | 292.54K | 11.91M | Jun 30, 2026 |
| 14 | UBS GROUP AG | 1610520 | 287.25K | 11.70M | Jun 30, 2026 |
| 15 | PARALEL ADVISORS LLC | 1895911 | 261.52K | 7.12K | Sep 30, 2022 |
| 16 | GERALD BAKER FINANCIAL GROUP LLC | 2133489 | 250.32K | 10.19M | Jun 30, 2026 |
| 17 | OAK FAMILY ADVISORS, LLC | 1846161 | 247.98K | 10.10M | Jun 30, 2026 |
| 18 | MAGNUS FINANCIAL GROUP LLC | 1765216 | 238.73K | 9.72M | Jun 30, 2026 |
| 19 | STERLING INVESTMENT ADVISORS, LTD. | 1701132 | 189.65K | 7.72M | Jun 30, 2026 |
| 20 | NEWEDGE ADVISORS, LLC | 1633516 | 172.64K | 7.03M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.