UTG — Reaves Util Income Fd Institutional Holders · Q3 2026
Who owns Reaves Util Income Fd (UTG)? 15 institutions reported holding $11.66M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gerald Baker Financial Group LLC ($9.1M), Atlas Brown,Inc. ($687,767), Castle Rock Wealth Management, LLC ($639,325).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gerald Baker Financial Group LLC | $9.1M | 266,240 | Added |
| 2 | Atlas Brown,Inc. | $687,767 | 20,022 | Added |
| 3 | Castle Rock Wealth Management, LLC | $639,325 | 17,487 | Added |
| 4 | Farther Finance Advisors, LLC | $440,235 | 12,816 | Trimmed |
| 5 | Investors Research Corp | $243,095 | 7,077 | Hold |
| 6 | Ballew Advisors, Inc | $216,031 | 6,123 | Added |
| 7 | CoreCap Advisors, LLC | $175,322 | 5,104 | Trimmed |
| 8 | Bank of New Hampshire | $53,586 | 1,560 | Hold |
| 9 | Paladin Partners, LLC | $33,285 | 969 | Hold |
| 10 | GILPIN WEALTH MANAGEMENT, LLC | $10,202 | 297 | Hold |
| 11 | ARMSTRONG ADVISORY GROUP, INC | $9,437 | 275 | Added |
| 12 | GK Wealth Management LLC | $4,926 | 143 | New |
| 13 | Versant Capital Management, Inc | $1,003 | 29 | New |
| 14 | City Center Advisors, LLC | $0 | 0 | Exited |
| 15 | Post Resch Tallon Group Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30