UTES — Etfis Ser Tr I Institutional Holders · Q3 2026
Who owns Etfis Ser Tr I (UTES)? 10 institutions reported holding $3.91M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Planning Strategies Inc. ($899,076), Elm3 Financial Group, LLC ($747,920), TrueWealth Advisors, LLC ($617,036).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Planning Strategies Inc. | $899,076 | 12,811 | Trimmed |
| 2 | Elm3 Financial Group, LLC | $747,920 | 10,657 | Trimmed |
| 3 | TrueWealth Advisors, LLC | $617,036 | 8,792 | Added |
| 4 | Farther Finance Advisors, LLC | $574,423 | 8,185 | Trimmed |
| 5 | First Heartland Consultants, Inc. | $565,844 | 8,063 | Added |
| 6 | PUFF WEALTH MANAGEMENT, LLC | $321,213 | 4,577 | Added |
| 7 | Roxbury Financial LLC | $120,317 | 1,714 | New |
| 8 | GK Wealth Management LLC | $58,397 | 832 | New |
| 9 | Trust Co | $922 | 13 | Hold |
| 10 | RHODES INVESTMENT ADVISORS INC /ADV | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30