证券记录 · 已归档季度
UTES
Virtus Reaves Utilities ETF · Financial Services · Asset Management
30被追踪持有人
+1Δ持有人
7.86M持有股份
$620.24M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +3.4% ·
股份流向 -20.5% ·
净新建仓位 +3.3%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 3.38M | -37.5% | $266.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 2 | LPL Financial LLC | 1.15M | n/a | $91.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 757.71K | n/a | $59.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 528.92K | n/a | $41.76M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Osaic Holdings, Inc. | 527.66K | n/a | $41.66M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 6 | Stifel Financial Corp | 281.28K | n/a | $22.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 260.65K | n/a | $20.58M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 197.47K | n/a | $15.59M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 189.69K | n/a | $14.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 153.61K | n/a | $12.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 148.56K | n/a | $11.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 86.91K | n/a | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 47.75K | n/a | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 41.73K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Corient Private Wealth LP | 39.79K | n/a | $3.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Northwestern Mutual Wealth… | 24.12K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 12.09K | n/a | $954,111 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Truist Financial Corp | 7.59K | n/a | $599,073 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Mariner, LLC | 7.23K | n/a | $570,640 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 4.78K | 新增 | $376,986 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 3.06K | n/a | $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 | n/a | $53,291 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 550 | n/a | $43,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 516 | n/a | $40,776 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Simplex Trading, Llc | 204 | n/a | $16,105 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 110 | n/a | $8,685 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 36 | n/a | $2,842 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2 | +100.0% | $158 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Citigroup Inc | 1 | n/a | $79 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| D. E. Shaw & Co. | $376,986 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 179 持有人, 8.56M 股份, $649.21M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据