Reaves Utility Income Fund
$37.71+0.5%
+$66.0M
Net Activity
-88.80% total shares
Institutions Holding
264
Popularity Rank
#2372
Avg Weight
0.12%
Total Value
$556.8M
264 institutions currently hold UTG, with 144 net buyers and 65 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
65
Net Buying Institutions
144
Top 5 by Value
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Across its top 20 institutional holders, UTG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 27/100).
UTG ranks #2372 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
264 institutions disclose a position in UTG, but none treat it as a major bet — even Gerald Baker Financial Group LLC, its most concentrated holder, allocates just 2.9% of its own portfolio to it.
Raymond James Financial Inc has added to its UTG position for two straight quarters, increasing it by $10.3M to reach $22.4M today.
Lido Advisors, LLC has trimmed its UTG position for two straight quarters, cutting it by $1.9M while still holding $4.0M.
UTG is up 0.5% today, and institutions have been net buyers of $66.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$62.5M
Total Buy Value
$17.0M
Total Sell Value
144
Net Buyers
65
Net Sellers
UTG
Q2 2026
Top 5 Institutional Movers
+$13.2M
+$8.2M
+$6.9M
+$4.3M
+$3.6M
UTG does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
756158101
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,923
Total reported value
$485.0B
Held by 4923 institutions — one of the most-tracked stocks on AlphaSMO
Access UTG's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/UTGCLI
npx alphasmo stocks get UTG