ETFIS SER TR I

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UTES·26923G806·US·etf·Unknown - Unknown

VIRTUS REAVES UT

UTES (ETFIS SER TR I) is held by 46 institutional investors as of Q1 2026. Largest holders: JPMORGAN CHASE & CO ($168.6M), LPL Financial LLC ($94.7M), BANK OF AMERICA CORP /DE/ ($65.6M). Net institutional sentiment: Mixed.

46

Holders

Avg rating(10 Elite)

$566.9M

Total Value

67% (51)

Fund Consensus

32 buying - 16 selling

Smart Money Verdict

View all

51Mixed MomentumSingle Source

Institutional (13F)51

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how UTES's score breaks down across 4 SEC sources

Holder Quality

10

★★★★★

Elite

20

★★★★

Strong

13

★★★

Solid

8

★★

Below

0

★

Weak

Held by 46 funds

10 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (46)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JPMORGAN CHASE & CO	Decreased	2.1M(-37.5%)	$168.6M	0.0%	-6.16%	0
LPL Financial LLC	Increased	1.2M(+2.7%)	$94.7M	0.0%	+4.09%	31
BANK OF AMERICA CORP /DE/	Increased	821,557(+55.3%)	$65.6M	0.0%	-4.75%	42
OSAIC HOLDINGS, INC.	Increased	562,161(+6.5%)	$44.9M	0.1%	-1.86%	31
UBS Group AG	Decreased	400,747(-47.1%)	$32M	0.0%	-4.14%	0
STIFEL FINANCIAL CORP	Increased	350,186(+24.5%)	$28M	0.0%	+1.67%	35
ENVESTNET ASSET MANAGEMENT INC	Increased	244,265(+23.7%)	$19.5M	0.0%	-1.64%	35
COMMONWEALTH EQUITY SERVICES, LLC	Increased	188,817(+22.9%)	$15.1M	0.0%	+2.57%	34
Cetera Investment Advisers	Decreased	187,722(-28.0%)	$15M	0.0%	+8.46%	0
ROYAL BANK OF CANADA	Decreased	186,871(-1.5%)	$14.9M	0.0%	+20.27%	0
RAYMOND JAMES FINANCIAL INC	Increased	184,322(+24.1%)	$14.7M	0.0%	-5.79%	34
TWO SIGMA INVESTMENTS, LP	New	110,700	$8.8M	0.0%	-7.21%	38
MML INVESTORS SERVICES, LLC	Increased	109,035(+25.5%)	$8.7M	0.0%	-1.31%	34
HighTower Advisors, LLC	Increased	78,057(+63.5%)	$6.2M	0.0%	-2.62%	40
Equitable Holdings, Inc.	Decreased	50,695(-11.7%)	$4M	0.0%	+11.12%	0
Steward Partners Investment Advisory, LLC	Increased	32,896(+1.1%)	$2.6M	0.0%	-2.54%	26
MORGAN STANLEY	Increased	30,945(+1438.8%)	$2.5M	0.0%	-6.59%	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	30,875(+28.0%)	$2.5M	0.0%	-3.99%	33
Private Advisor Group, LLC	Decreased	24,936(-3.6%)	$2M	0.0%	-4.23%	0
BENJAMIN EDWARDS INC	Increased	22,230(+6.5%)	$1.8M	0.0%	+7.87%	27

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer