# REAVES UTIL INCOME FD (UTG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UTG/

- Reporting holders: 13
- Reported value: $11.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $9.1M | 266,240 | 2.6% | 3 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $687.8K | 20,022 | 0.2% | 22 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $639.3K | 17,487 | 0.1% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $440.2K | 12,816 | 0.0% | 4 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $243.1K | 7,077 | 0.0% | 15 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $216.0K | 6,123 | 0.1% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $175.3K | 5,104 | 0.0% | 9 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $53.6K | 1,560 | 0.0% | 19 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $33.3K | 969 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $10.2K | 297 | 0.0% | 4 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $9.4K | 275 | 0.0% | 6 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $4.9K | 143 | 0.0% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.0K | 29 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $11.7M |
| Q2 2026 | 265 | $564.3M |
| Q1 2026 | 239 | $535.6M |
| Q4 2025 | 239 | $444.5M |
| Q3 2025 | 239 | $497.3M |
| Q2 2025 | 220 | $455.7M |
| Q1 2025 | 199 | $360.0M |
| Q4 2024 | 200 | $324.1M |
| Q3 2024 | 198 | $311.6M |
| Q2 2024 | 169 | $231.7M |
| Q1 2024 | 166 | $254.5M |
| Q4 2023 | 158 | $220.3M |