UTES
Virtus Reaves Utilities ETF · Financial Services · Asset Management
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.4% ·
Aktienfluss -20.5% ·
neue Nettopositionen +3.3%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 3.38M | -37.5% | $266.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 2 | LPL Financial LLC | 1.15M | — | $91.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 757.71K | — | $59.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 528.92K | — | $41.76M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Osaic Holdings, Inc. | 527.66K | — | $41.66M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 6 | Stifel Financial Corp | 281.28K | — | $22.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 260.65K | — | $20.58M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 197.47K | — | $15.59M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 189.69K | — | $14.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 153.61K | — | $12.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 148.56K | — | $11.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 86.91K | — | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 47.75K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 41.73K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Corient Private Wealth LP | 39.79K | — | $3.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Northwestern Mutual Wealth… | 24.12K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 12.09K | — | $954,111 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Truist Financial Corp | 7.59K | — | $599,073 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Mariner, LLC | 7.23K | — | $570,640 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 4.78K | Neu | $376,986 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 3.06K | — | $241,661 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.01K | +46.1% | $158,769 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Rockefeller Capital Management L.P. | 675 | — | $53,291 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 550 | — | $43,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 516 | — | $40,776 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Simplex Trading, Llc | 204 | — | $16,105 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 110 | — | $8,685 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 36 | — | $2,842 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2 | +100.0% | $158 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Citigroup Inc | 1 | — | $79 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| D. E. Shaw & Co. | $376,986 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 179 Inhaber, 8.56M Anteile, $649.21M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.