MML Investors Services
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MML Investors Services’s Virtus Reaves Utilities ETF UTES Stock Holding History

MML Investors Services’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.71M Buy
109,035
+22,124
+25% +$1.78M 0.02% 591
2025
Q4 		$6.86M Buy
86,911
+38,445
+79% +$3.17M 0.02% 720
2025
Q3 		$4.04M Buy
48,466
+21,680
+81% +$1.72M 0.01% 920
2025
Q2 		$2.02M Buy
26,786
+11,637
+77% +$808K 0.01% 1245
2025
Q1 		$979K Buy
15,149
+6,938
+84% +$466K ﹤0.01% 1592
2024
Q4 		$523K Buy
+8,211
New +$538K ﹤0.01% 1892

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

MML Investors Services's UTES Position: Q1 2026 in Review

MML Investors Services increased its Virtus Reaves Utilities ETF (UTES) stake by 25% in Q1 2026, buying an estimated $1.78M and bringing the position to 109,035 shares worth $8.71M. The position accounts for 0.02% of the portfolio, ranked #591.

MML Investors Services first reported a position in UTES in Q4 2024 and has held it in 6 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • MML Investors Services held 109,035 shares of Virtus Reaves Utilities ETF worth $8.71M as of Q1 2026.
  • MML Investors Services bought 22,124 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $1.78M.
  • Virtus Reaves Utilities ETF made up 0.02% of MML Investors Services's portfolio in Q1 2026, its #591 holding.
  • MML Investors Services first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and has held it in 6 quarters since.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.