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 |
|---|---|---|---|---|
| 1 | Gerald Baker Financial Group LLC | $9.1M | 266,240 | 增持 |
| 2 | Atlas Brown,Inc. | $687,767 | 20,022 | 增持 |
| 3 | Castle Rock Wealth Management, LLC | $639,325 | 17,487 | 增持 |
| 4 | Farther Finance Advisors, LLC | $440,235 | 12,816 | 减持 |
| 5 | Investors Research Corp | $243,095 | 7,077 | 持平 |
| 6 | Ballew Advisors, Inc | $216,031 | 6,123 | 增持 |
| 7 | CoreCap Advisors, LLC | $175,322 | 5,104 | 减持 |
| 8 | Bank of New Hampshire | $53,586 | 1,560 | 持平 |
| 9 | Paladin Partners, LLC | $33,285 | 969 | 持平 |
| 10 | GILPIN WEALTH MANAGEMENT, LLC | $10,202 | 297 | 持平 |
| 11 | ARMSTRONG ADVISORY GROUP, INC | $9,437 | 275 | 增持 |
| 12 | GK Wealth Management LLC | $4,926 | 143 | 新建仓 |
| 13 | Versant Capital Management, Inc | $1,003 | 29 | 新建仓 |
| 14 | City Center Advisors, LLC | $0 | 0 | 清仓 |
| 15 | Post Resch Tallon Group Inc. | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30