REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG)
CUSIP: 756158101
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / COM SH BEN INT
- Total 13F shares
- 11,956,962
- Share change
- -204,102
- Total reported value
- $438,107,073
- Price per share
- $36.58
- Number of holders
- 234
- Value change
- -$8,598,448
- Number of buys
- 118
- Number of sells
- 78
Quarterly Holders Quick Answers
What is CUSIP 756158101?
CUSIP 756158101 identifies UTG - REAVES UTILITY INCOME FUND - COM SH BEN INT in SEC institutional holdings data.
Need full ownership history?
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Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 756158101:
Top shareholders of UTG - REAVES UTILITY INCOME FUND - COM SH BEN INT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
1,095,850
|
$43,417,567 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
1,002,079
|
$39,702,398 | — | 30 Sep 2025 | |
| Cornerstone Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
768,185
|
$30,435,490 | — | 30 Sep 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
686,184
|
$27,186,625 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
660,370
|
$26,163,848 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
520,399
|
$20,619,000 | — | 30 Sep 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
508,238
|
$20,136,000 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
377,836
|
$14,966,703 | — | 30 Sep 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
365,774
|
$14,491,948 | — | 30 Sep 2025 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
—
class O/S missing
|
355,691
|
$14,092,469 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
312,742
|
$12,390,827 | — | 30 Sep 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
263,609
|
$10,444,194 | — | 30 Sep 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
244,872
|
$9,510,969 | — | 30 Sep 2025 | |
| Magnus Financial Group LLC |
13F
|
Company |
—
class O/S missing
|
229,669
|
$9,099,476 | — | 30 Sep 2025 | |
| OAK FAMILY ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
221,173
|
$8,762,873 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
200,390
|
$7,939,452 | — | 30 Sep 2025 | |
| Sterling Investment Advisors, Ltd. |
13F
|
Company |
—
class O/S missing
|
190,855
|
$7,561,689 | — | 30 Sep 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
179,565
|
$7,114,378 | — | 30 Sep 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
161,740
|
$6,408,139 | — | 30 Sep 2025 | |
| Lido Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
150,035
|
$5,944,396 | — | 30 Sep 2025 | |
| JBR Co Financial Management Inc |
13F
|
Company |
—
class O/S missing
|
144,214
|
$5,713,759 | — | 30 Sep 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
141,421
|
$5,603,090 | — | 30 Sep 2025 | |
| ABSOLUTE INVESTMENT ADVISERS, LLC |
13F
|
Company |
—
class O/S missing
|
129,661
|
$5,137,169 | — | 30 Sep 2025 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
129,280
|
$5,122,071 | — | 30 Sep 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
112,619
|
$4,461,956 | — | 30 Sep 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
100,403
|
$3,978,000 | — | 30 Sep 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
97,605
|
$3,867,000 | — | 30 Sep 2025 | |
| REAVES W H & CO INC |
13F
3/4/5
|
Company · Officer of Investment Advisor |
—
class O/S missing
|
82,060
|
$3,251,200 | — | 30 Sep 2025 | |
| Tradition Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
81,375
|
$3,224,077 | — | 30 Sep 2025 | |
| Smith Asset Management Co., LLC |
13F
|
Company |
—
class O/S missing
|
79,260
|
$3,140,337 | — | 30 Sep 2025 | |
| WEALTH EFFECTS LLC |
13F
|
Company |
—
class O/S missing
|
70,245
|
$2,783,126 | — | 30 Sep 2025 | |
| LongView Wealth Management |
13F
|
Company |
—
class O/S missing
|
69,745
|
$2,763,295 | — | 30 Sep 2025 | |
| Consolidated Portfolio Review Corp |
13F
|
Company |
—
class O/S missing
|
64,774
|
$2,609,928 | — | 30 Sep 2025 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
61,125
|
$2,479,851 | — | 30 Sep 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
—
class O/S missing
|
60,421
|
$2,393,880 | — | 30 Sep 2025 | |
| Sowell Financial Services LLC |
13F
|
Company |
—
class O/S missing
|
58,869
|
$2,332,383 | — | 30 Sep 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
56,384
|
$2,233,943 | — | 30 Sep 2025 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
—
class O/S missing
|
54,159
|
$2,146,000 | — | 30 Sep 2025 | |
| NBC SECURITIES, INC. |
13F
|
Company |
—
class O/S missing
|
52,236
|
$2,069,620 | — | 30 Sep 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
48,686
|
$1,928,942 | — | 30 Sep 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
48,282
|
$1,912,936 | — | 30 Sep 2025 | |
| Quarry LP |
13F
|
Company |
—
class O/S missing
|
47,913
|
$1,898,313 | — | 30 Sep 2025 | |
| XML Financial, LLC |
13F
|
Company |
—
class O/S missing
|
47,470
|
$1,880,761 | — | 30 Sep 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
45,629
|
$1,807,845 | — | 30 Sep 2025 | |
| World Investment Advisors |
13F
|
Company |
—
class O/S missing
|
45,490
|
$1,802,312 | — | 30 Sep 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
44,378
|
$1,758,247 | — | 30 Sep 2025 | |
| Kercheville Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
42,979
|
$1,702,809 | — | 30 Sep 2025 | |
| CreativeOne Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
41,108
|
$1,628,690 | — | 30 Sep 2025 | |
| GRIFFIN ASSET MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
39,750
|
$1,574,876 | — | 30 Sep 2025 | |
| NWF Advisory Services Inc. |
13F
|
Company |
—
class O/S missing
|
39,688
|
$1,572,439 | — | 30 Sep 2025 |
Institutional Holders of REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) as of Q4 2025
As of 31 Dec 2025,
REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) was held by
234 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,956,962 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LPL Financial LLC, WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, COMMONWEALTH EQUITY SERVICES, LLC, AMERIPRISE FINANCIAL INC, CAPTRUST FINANCIAL ADVISORS, RAYMOND JAMES FINANCIAL INC, and Cornerstone Advisors, LLC.
This page lists
234
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
237
Q4 2025 holders
234
Holder diff
-3
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.