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
Q2 		$10.9M Buy
133,566
+24,531
+22% +$1.99M 0.02% 602
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

MML Investors Services's UTES Position: Q2 2026 in Review

MML Investors Services increased its Virtus Reaves Utilities ETF (UTES) stake by 22% in Q2 2026, buying an estimated $1.99M and bringing the position to 133,566 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #602.

MML Investors Services first reported a position in UTES in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • MML Investors Services held 133,566 shares of Virtus Reaves Utilities ETF worth $10.9M as of Q2 2026.
  • MML Investors Services bought 24,531 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $1.99M.
  • Virtus Reaves Utilities ETF made up 0.02% of MML Investors Services's portfolio in Q2 2026, its #602 holding.
  • MML Investors Services first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and has held it in 7 quarters since.
  • 180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.