Institutional Ownership Etfis Ser Tr I Virtus Newfleet (NFLT)
This table provides information about the institutional ownership of Etfis Ser Tr I Virtus Newfleet (NFLT). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
3,655,372
shares
|
$84.3 Million
4.14% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
1,571,181
shares
|
$36.2 Million
1.17% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,289,021
shares
|
$29.7 Million
0.01% of portfolio
|
Q3 2025
Added 162.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
735,319
shares
|
$17 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
624,740
shares
|
$14.4 Million
2.92% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
486,979
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
480,606
shares
|
$11.1 Million
3.09% of portfolio
|
Q3 2025
Added 58.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
448,844
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
430,522
shares
|
$9.93 Million
0.01% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
226,409
shares
|
$5.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 95.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
209,953
shares
|
$4.84 Million
0.01% of portfolio
|
Q3 2025
Added 25.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
195,756
shares
|
$4.52 Million
0.0% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
171,204
shares
|
$3.95 Million
1.12% of portfolio
|
Q1 2023
Added 292.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
144,930
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2024
Added 47.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
141,585
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
133,086
shares
|
$3.07 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
131,203
shares
|
$3.03 Million
0.07% of portfolio
|
Q3 2025
Added 28.11%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
128,662
shares
|
$2.97 Million
0.21% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
103,715
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
69,318
shares
|
$1.6 Million
0.45% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
56,463
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
56,424
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2025
Added 41.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
52,050
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
51,568
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
39,450
shares
|
$910,111
0.02% of portfolio
|
Q3 2025
Reduced 2.71%
|
|