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UTG — Reaves Util Income Fd 机构持仓 · 2026年Q3

谁持有 Reaves Util Income Fd(UTG)?2026年Q3(报告期截至 2026-09-30)共有 15 家机构在 SEC 13F 申报中报告持有,合计 1,165.96 万美元。前几大持有机构:Gerald Baker Financial Group LLC(910.00 万美元)、Atlas Brown,Inc.(68.78 万美元)、Castle Rock Wealth Management, LLC(63.93 万美元)。

排名机构市值股数变动
1Gerald Baker Financial Group LLC$9.1M266,240增持
2Atlas Brown,Inc.$687,76720,022增持
3Castle Rock Wealth Management, LLC$639,32517,487增持
4Farther Finance Advisors, LLC$440,23512,816减持
5Investors Research Corp$243,0957,077持平
6Ballew Advisors, Inc$216,0316,123增持
7CoreCap Advisors, LLC$175,3225,104减持
8Bank of New Hampshire$53,5861,560持平
9Paladin Partners, LLC$33,285969持平
10GILPIN WEALTH MANAGEMENT, LLC$10,202297持平
11ARMSTRONG ADVISORY GROUP, INC$9,437275增持
12GK Wealth Management LLC$4,926143新建仓
13Versant Capital Management, Inc$1,00329新建仓
14City Center Advisors, LLC$00清仓
15Post Resch Tallon Group Inc.$00清仓

来源:SEC 13F 申报文件 · 截至 2026-09-30