REAVES UTILITY INCOME FUNDUTG— Latest position per institution from SEC 13F filings
15
Institutional holders
118.65M
Total shares held
327.57M
Estimated value
5.93M
Avg. position size
QUANTUM PORTFOLIO MANAGEMENT LLC
CIK 2003672
Shares
109.66M
Value
430.75K
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.36M
Value
53.47M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
1.14M
Value
44.73M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
819.41K
Value
32.19M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
707.58K
Value
27.79M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
576.37K
Value
22.64M
Filed
Mar 31, 2026
EVERSOURCE WEALTH ADVISORS, LLC
CIK 1710537
Shares
519.59K
Value
17.07M
Filed
Mar 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
424.40K
Value
16.67M
Filed
Mar 31, 2026
CAPTRUST FINANCIAL ADVISORS
CIK 1512024
Shares
365.86K
Value
14.37M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
359.28K
Value
14.11M
Filed
Mar 31, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
358.29K
Value
2.63M
Filed
Dec 31, 2025
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
332.26K
Value
13.05M
Filed
Mar 31, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
298.42K
Value
11.72M
Filed
Mar 31, 2026
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
294.43K
Value
10.77M
Filed
Dec 31, 2025
UBS GROUP AG
CIK 1610520
Shares
262.40K
Value
10.31M
Filed
Mar 31, 2026
PARALEL ADVISORS LLC
CIK 1895911
Shares
261.52K
Value
7.12K
Filed
Sep 30, 2022
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
253.61K
Value
9.96M
Filed
Mar 31, 2026
OAK FAMILY ADVISORS, LLC
CIK 1846161
Shares
230.40K
Value
9.05M
Filed
Mar 31, 2026
MAGNUS FINANCIAL GROUP LLC
CIK 1765216
Shares
230.24K
Value
9.04M
Filed
Mar 31, 2026
STERLING INVESTMENT ADVISORS, LTD.
CIK 1701132
Shares
192.42K
Value
7.56M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | QUANTUM PORTFOLIO MANAGEMENT LLC | 2003672 | 109.66M | 430.75K | Mar 31, 2026 |
| 2 | BANK OF AMERICA CORP /DE/ | 70858 | 1.36M | 53.47M | Mar 31, 2026 |
| 3 | MORGAN STANLEY | 895421 | 1.14M | 44.73M | Mar 31, 2026 |
| 4 | LPL FINANCIAL LLC | 1403438 | 819.41K | 32.19M | Mar 31, 2026 |
| 5 | WELLS FARGO & COMPANY/MN | 72971 | 707.58K | 27.79M | Mar 31, 2026 |
| 6 | ROYAL BANK OF CANADA | 1000275 | 576.37K | 22.64M | Mar 31, 2026 |
| 7 | EVERSOURCE WEALTH ADVISORS, LLC | 1710537 | 519.59K | 17.07M | Mar 31, 2026 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 424.40K | 16.67M | Mar 31, 2026 |
| 9 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 365.86K | 14.37M | Mar 31, 2026 |
| 10 | RAYMOND JAMES FINANCIAL INC | 720005 | 359.28K | 14.11M | Mar 31, 2026 |
| 11 | J.W. COLE ADVISORS, INC. | 1404763 | 358.29K | 2.63M | Dec 31, 2025 |
| 12 | AMERIPRISE FINANCIAL INC | 820027 | 332.26K | 13.05M | Mar 31, 2026 |
| 13 | STIFEL FINANCIAL CORP | 720672 | 298.42K | 11.72M | Mar 31, 2026 |
| 14 | CORNERSTONE ADVISORS, LLC | 1775446 | 294.43K | 10.77M | Dec 31, 2025 |
| 15 | UBS GROUP AG | 1610520 | 262.40K | 10.31M | Mar 31, 2026 |
| 16 | PARALEL ADVISORS LLC | 1895911 | 261.52K | 7.12K | Sep 30, 2022 |
| 17 | OSAIC HOLDINGS, INC. | 1677044 | 253.61K | 9.96M | Mar 31, 2026 |
| 18 | OAK FAMILY ADVISORS, LLC | 1846161 | 230.40K | 9.05M | Mar 31, 2026 |
| 19 | MAGNUS FINANCIAL GROUP LLC | 1765216 | 230.24K | 9.04M | Mar 31, 2026 |
| 20 | STERLING INVESTMENT ADVISORS, LTD. | 1701132 | 192.42K | 7.56M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.