Funds holding Reaves Utility Income Fund
ISIN US7561581015 · United States · LEI 549300GS807NR3X3LH36
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 1.5M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| First Trust Income Opportunities ETF First Trust Exchange-Traded Fund VIII | 36,864 | 1.5M $ | 2.05 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| First Trust Income Opportunities ETF First Trust Exchange-Traded Fund VIII | 2.05 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 36,864 | +12.0 % |
| 2026Q1 | 1 | -1 | 32,915 | -11.8 % |
| 2025Q4 | 2 | 0 | 37,339 | +6.2 % |
| 2025Q3 | 2 | 0 | 35,170 | +8.2 % |
| 2025Q2 | 2 | -1 | 32,504 | -9.8 % |
| 2025Q1 | 3 | +1 | 36,030 | +25.0 % |
| 2024Q4 | 2 | 0 | 28,821 | +7.8 % |
| 2024Q3 | 2 | +1 | 26,747 | +38.3 % |
| 2024Q2 | 1 | -1 | 19,346 | +13.4 % |
| 2024Q1 | 2 | 0 | 17,057 | -9.7 % |
| 2023Q4 | 2 | 18,884 |
Institutional managers
239 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1,361,230 | 53.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,138,657 | 44.7M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 819,415 | 32.2M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 707,581 | 27.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 576,373 | 22.6M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 424,402 | 16.7M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 365,861 | 14.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 359,278 | 14.1M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 332,261 | 13M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 298,420 | 11.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 262,401 | 10.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 253,611 | 10M $ | as of Mar 31, 2026 |
| Gerald Baker Financial Group LLC | 236,955 | 9.3M $ | as of Mar 31, 2026 |
| OAK FAMILY ADVISORS, LLC | 230,396 | 9M $ | as of Mar 31, 2026 |
| Magnus Financial Group LLC | 230,239 | 9M $ | as of Mar 31, 2026 |
| Sterling Investment Advisors, Ltd. | 192,424 | 7.6M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 165,248 | 6.5M $ | as of Mar 31, 2026 |
| Wealthspire Advisors, LLC | 151,869 | 6M $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 150,589 | 5.9M $ | as of Mar 31, 2026 |
| JBR Co Financial Management Inc | 142,112 | 5.2M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 138,375 | 5.4M $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 132,699 | 5.2M $ | as of Mar 31, 2026 |
| Mariner, LLC | 111,222 | 4.4M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 111,125 | 4.4K $ | as of Mar 31, 2026 |
| HBW ADVISORY SERVICES LLC | 110,909 | 4.4M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Reaves Utility Income Fund". https://titelia.com/en/stocks/reaves-utility-income-fund-US7561581015