UTES
Virtus Reaves Utilities ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.3% ·
aandelenstroom -25.7% ·
netto nieuwe posities -6.9%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.20M | +1.2% | $98.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 869.36K | +5.8% | $71.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Osaic Holdings, Inc. | 553.86K | -1.5% | $45.27M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | UBS Group AG | 336.47K | -16.0% | $27.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Stifel Financial Corp | 323.01K | -7.8% | $26.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 311.23K | +66.5% | $25.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 283.87K | +16.2% | $23.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 279.79K | +51.8% | $22.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 190.12K | +1.3% | $15.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 185.17K | -1.9% | $15.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 164.36K | +1949.4% | $13.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 133.57K | +22.5% | $10.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 64.15K | -97.0% | $5.36M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 14 | Northwestern Mutual Wealth… | 33.76K | +9.3% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 31.69K | Nieuw | $2.59M | 0.0% | New | 1 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 30.43K | Nieuw | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 13.37K | -35.0% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Jane Street Group, Llc | 10.53K | -7.0% | $861,049 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 5.86K | -81.1% | $478,706 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 20 | Truist Financial Corp | 5.02K | -9.0% | $410,403 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Corient Private Wealth LP | 4.94K | +36.7% | $403,697 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Simplex Trading, Llc | 3.38K | -19.1% | $276,117 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 3.04K | -40.4% | $248,797 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 2.49K | Nieuw | $202,715 | 0.0% | New | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 2.30K | Nieuw | $193,783 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 1.88K | +87.4% | $153,344 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 510 | +363.6% | $41,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Assetmark, Inc | 36 | 0.0% | $2,943 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 4 | Nieuw | $327 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $2.59M | 0.0% |
| D. E. Shaw & Co. | $2.49M | 0.0% |
| Wealth Enhancement Advisory… | $202,715 | 0.0% |
| Jones Financial Companies Lllp | $193,783 | 0.0% |
| Fidelity (FMR) | $327 | 0.0% |
Verlaten
| Two Sigma Investments | $8.84M | was 0.0% |
| HighTower Advisors, LLC | $6.24M | was 0.0% |
| Citadel Advisors | $1.14M | was 0.0% |
| Mariner, LLC | $711,271 | was 0.0% |
| Cerity Partners LLC | $231,349 | was 0.0% |
| Federated Hermes, Inc. | $10,067 | was 0.0% |
| Citigroup Inc | $80 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 179 houders, 8.56M aandelen, $649.21M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.