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Reaves Utility Income Fund

Institutional holders · 13F as of Dec 31, 2025

241 holders

HolderValueShares% of shares
BANK OF AMERICA CORP /DE$39.16M1,070,459—
Morgan Stanley$39.13M1,069,694—
LPL Financial LLC$35.74M877,625—
WELLS FARGO & COMPANY/MN$24.85M679,292—
Royal Bank of Canada$22.64M576,373—
COMMONWEALTH EQUITY SERVICES, LLC$19.39M530,176—
AMERIPRISE FINANCIAL INC$13.49M368,935—
CAPTRUST FINANCIAL ADVISORS$12.55M343,166—
RAYMOND JAMES FINANCIAL INC$12.02M328,542—
Cornerstone Advisors, LLC$10.77M294,426—
STIFEL FINANCIAL CORP$10.37M283,606—
OSAIC HOLDINGS, INC.$9.34M255,308—
Magnus Financial Group LLC$8.48M231,728—
OAK FAMILY ADVISORS, LLC$8.20M224,222—
UBS Group AG$8.09M221,141—
Sterling Investment Advisors, Ltd.$6.93M189,328—
Cetera Investment Advisers$6.17M168,570—
Wealthspire Advisors, LLC$5.28M144,310—
GUGGENHEIM CAPITAL LLC$5.21M132,699—
JBR Co Financial Management Inc$5.20M142,112—
Private Advisor Group, LLC$5.09M139,147—
Mariner, LLC$4.37M111,222—
Lido Advisors, LLC$4.00M98,304—
HBW ADVISORY SERVICES LLC$3.99M109,016—
NewEdge Advisors, LLC$3.36M91,803—
REAVES W H & CO INC$3.05M83,326—
Tradition Wealth Management, LLC$3.01M82,345—
WEALTH EFFECTS LLC$2.82M77,110—
Smith Asset Management Co., LLC$2.82M77,007—
&PARTNERS$2.70M68,960—
J.W. COLE ADVISORS, INC.$2.63M358,292—
The PNC Financial Services Group, Inc.$2.57M63,136—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.47M66,348—
LongView Wealth Management$2.47M67,315—
OPPENHEIMER & CO INC$2.36M64,447—
World Investment Advisors$2.31M63,041—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.28M58,129—
FIRST TRUST ADVISORS LP$2.15M54,706—
Sowell Financial Services LLC$2.00M54,726—
NBC SECURITIES, INC.$1.91M52,137—
Kestra Advisory Services, LLC$1.86M50,817—
Strategic Family Wealth Counselors, L.L.C.$1.85M49,691—
GRIFFIN ASSET MANAGEMENT, INC.$1.82M49,809—
Kercheville Advisors, LLC$1.82M47,990—
Stratos Wealth Partners, LTD.$1.82M49,665—
NWF Advisory Services Inc.$1.71M46,809—
INTEGRITY ALLIANCE, LLC.$1.71M43,497—
Wright Wealth LLC$1.56M42,565—
Aegis Wealth Management, Inc.$1.55M42,266—
Sigma Planning Corp$1.52M37,286—
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