UTES: Etfis Ser Tr I insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
182 institutions reported holding $716.51M of Etfis Ser Tr I on Form 13F (185 the quarter before). 22 opened a new position and 26 sold out. Shares held by institutions: -7%.
| Largest holders | Shares | Value |
|---|---|---|
| LPL Financial LLC | 1,198,948 | $98.00M |
| BANK OF AMERICA CORP /DE/ | 869,363 | $71.06M |
| OSAIC HOLDINGS, INC. | 553,864 | $45.27M |
| UBS Group AG | 336,470 | $27.50M |
| STIFEL FINANCIAL CORP | 323,008 | $26.40M |
| ROYAL BANK OF CANADA | 311,230 | $25.44M |
| ENVESTNET ASSET MANAGEMENT INC | 283,874 | $23.20M |
| RAYMOND JAMES FINANCIAL INC | 279,789 | $22.87M |
| Aprio Wealth Management, LLC | 223,983 | $18.31M |
| Itau Unibanco Holding S.A. | 202,713 | $16.57M |
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