What does CUSIP 756158101 represent in this 13F holders report?

CUSIP 756158101 is the security identifier for UTG - REAVES UTILITY INCOME FUND - COM SH BEN INT used to aggregate holder disclosures.

How many institutions held UTG - REAVES UTILITY INCOME FUND - COM SH BEN INT in Q1 2026?

50 institutional investors reported UTG - REAVES UTILITY INCOME FUND - COM SH BEN INT for Q1 2026. Use the holders table for investor-level position and value details.

REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG)

CUSIP: 756158101

Q1 2026 13F Holders as of 31 Mar 2026

Type / Class: Equity / COM SH BEN INT
Total 13F shares: 1,251,442
Share change: -17,477
Total reported value: $49,059,179
Price per share: $39.28
Number of holders: 50
Value change: -$700,594
Number of buys: 24
Number of sells: 16

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.

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Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Previous quarter: Q4 2025

Recent filing periods for CUSIP 756158101:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

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	1,070,459	$39,157,399	—	31 Dec 2025	13F
MORGAN STANLEY	13F	Company	— class O/S missing	1,069,694	$39,129,430	—	31 Dec 2025	13F
LPL Financial LLC	13F	Company	— class O/S missing	779,445	$28,512,079	—	31 Dec 2025	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	679,292	$24,848,472	—	31 Dec 2025	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	535,365	$19,583,000	—	31 Dec 2025	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	530,176	$19,393,849	—	31 Dec 2025	13F
AMERIPRISE FINANCIAL INC	13F	Company	— class O/S missing	368,935	$13,494,995	—	31 Dec 2025	13F
CAPTRUST FINANCIAL ADVISORS	13F	Company	— class O/S missing	343,166	$12,553,013	—	31 Dec 2025	13F
RAYMOND JAMES FINANCIAL INC	13F	Company	— class O/S missing	328,542	$12,018,073	—	31 Dec 2025	13F
Cornerstone Advisors, LLC	13F	Company	— class O/S missing	294,426	$10,770,103	—	31 Dec 2025	13F
STIFEL FINANCIAL CORP	13F	Company	— class O/S missing	283,606	$10,374,517	—	31 Dec 2025	13F
OSAIC HOLDINGS, INC.	13F	Company	— class O/S missing	255,308	$9,340,143	—	31 Dec 2025	13F
Magnus Financial Group LLC	13F	Company	— class O/S missing	231,728	$8,476,603	—	31 Dec 2025	13F
OAK FAMILY ADVISORS, LLC	13F	Company	— class O/S missing	224,222	$8,202,058	—	31 Dec 2025	13F
UBS Group AG	13F	Company	— class O/S missing	221,141	$8,089,338	—	31 Dec 2025	13F
Sterling Investment Advisors, Ltd.	13F	Company	— class O/S missing	189,328	$6,925,610	—	31 Dec 2025	13F
Cetera Investment Advisers	13F	Company	— class O/S missing	168,570	$6,166,283	—	31 Dec 2025	13F
Lido Advisors, LLC	13F	Company	— class O/S missing	150,035	$5,944,396	—	31 Dec 2025	13F
Wealthspire Advisors, LLC	13F	Company	— class O/S missing	144,310	$5,278,846	—	31 Dec 2025	13F
JBR Co Financial Management Inc	13F	Company	— class O/S missing	142,112	$5,198,457	—	31 Dec 2025	13F
Private Advisor Group, LLC	13F	Company	— class O/S missing	139,147	$5,090,002	—	31 Dec 2025	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	133,534	$4,884,674	—	31 Dec 2025	13F
Mariner, LLC	13F	Company	— class O/S missing	118,984	$4,352,446	—	31 Dec 2025	13F
HBW ADVISORY SERVICES LLC	13F	Company	— class O/S missing	109,016	$3,987,805	—	31 Dec 2025	13F
Janney Montgomery Scott LLC	13F	Company	— class O/S missing	107,242	$3,923,000	—	31 Dec 2025	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	— class O/S missing	95,862	$3,507,000	—	31 Dec 2025	13F
NewEdge Advisors, LLC	13F	Company	— class O/S missing	91,803	$3,358,158	—	31 Dec 2025	13F
REAVES W H & CO INC	13F 3/4/5	Company · Officer of Investment Advisor	— class O/S missing	83,326	$3,048,067	—	31 Dec 2025	13F 3/4/5
Tradition Wealth Management, LLC	13F	Company	— class O/S missing	82,345	$3,012,186	—	31 Dec 2025	13F
WEALTH EFFECTS LLC	13F	Company	— class O/S missing	77,110	$2,820,690	—	31 Dec 2025	13F
Smith Asset Management Co., LLC	13F	Company	— class O/S missing	77,007	$2,816,969	—	31 Dec 2025	13F
J.W. COLE ADVISORS, INC.	13F	Company	— class O/S missing	358,292	$2,634,813	—	31 Dec 2025	13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13F	Company	— class O/S missing	66,348	$2,473,439	—	31 Dec 2025	13F
LongView Wealth Management	13F	Company	— class O/S missing	67,315	$2,470,445	—	31 Dec 2025	13F
OPPENHEIMER & CO INC	13F	Company	— class O/S missing	64,447	$2,357,471	—	31 Dec 2025	13F
World Investment Advisors	13F	Company	— class O/S missing	63,041	$2,306,026	—	31 Dec 2025	13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13F	Company	— class O/S missing	57,450	$2,101,505	—	31 Dec 2025	13F
CENTAURUS FINANCIAL, INC.	13F	Company	— class O/S missing	56,617	$2,071,000	—	31 Dec 2025	13F
Sowell Financial Services LLC	13F	Company	— class O/S missing	54,726	$2,001,874	—	31 Dec 2025	13F
FIRST TRUST ADVISORS LP	13F	Company	— class O/S missing	53,440	$1,954,838	—	31 Dec 2025	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	52,942	$1,936,602	—	31 Dec 2025	13F
NBC SECURITIES, INC.	13F	Company	— class O/S missing	52,137	$1,907,188	—	31 Dec 2025	13F
Kestra Advisory Services, LLC	13F	Company	— class O/S missing	50,817	$1,858,869	—	31 Dec 2025	13F
Strategic Family Wealth Counselors, L.L.C.	13F	Company	— class O/S missing	49,691	$1,847,027	—	31 Dec 2025	13F
GRIFFIN ASSET MANAGEMENT, INC.	13F	Company	— class O/S missing	49,809	$1,822,010	—	31 Dec 2025	13F
Kercheville Advisors, LLC	13F	Company	— class O/S missing	47,990	$1,817,857	—	31 Dec 2025	13F
Stratos Wealth Partners, LTD.	13F	Company	— class O/S missing	49,665	$1,816,772	—	31 Dec 2025	13F
NWF Advisory Services Inc.	13F	Company	— class O/S missing	46,809	$1,712,272	—	31 Dec 2025	13F
&PARTNERS	13F	Company	— class O/S missing	45,570	$1,666,960	—	31 Dec 2025	13F
Wright Wealth LLC	13F	Company	— class O/S missing	42,565	$1,557,028	—	31 Dec 2025	13F

Institutional Holders of REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) as of Q1 2026

As of 31 Mar 2026, REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) was held by 50 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,251,442 shares. The largest 10 holders included OAK FAMILY ADVISORS, LLC, Magnus Financial Group LLC, JBR Co Financial Management Inc, LongView Wealth Management, NBC SECURITIES, INC., Kercheville Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Aegis Wealth Management, Inc., Sowell Financial Services LLC, and XML Financial, LLC. This page lists 50 institutional shareholders reporting positions in this security for the Q1 2026 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders

234

Q1 2026 holders

Holder diff

-184

Investor	Q4 2025 Shares	Q1 2026 Shares	Share Diff	Share Chg %	Q4 2025 Value $	Q1 2026 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.