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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
39,420
shares
|
$909,419
0.02% of portfolio
|
Q4 2023
Added 1.26%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
36,957
shares
|
$852,597
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
31,189
shares
|
$719,530
0.44% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
30,675
shares
|
$707,672
0.64% of portfolio
|
Q3 2025
Added 128.49%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
30,430
shares
|
$702,020
0.26% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
28,889
shares
|
$666,469
0.01% of portfolio
|
Q3 2025
Added 30.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
26,735
shares
|
$616,776
0.0% of portfolio
|
Q3 2025
Added 200.39%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
22,840
shares
|
$526,918
0.31% of portfolio
|
Q3 2025
Added 31.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
22,402
shares
|
$516,814
0.0% of portfolio
|
Q3 2025
Added 39.02%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
22,279
shares
|
$513,976
0.18% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
21,422
shares
|
$494,205
0.02% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,816
shares
|
$480,225
0.01% of portfolio
|
Q3 2024
Added 73.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
18,853
shares
|
$434,938
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
18,504
shares
|
$426,887
0.0% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
17,380
shares
|
$400,956
0.02% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
15,448
shares
|
$356,385
0.19% of portfolio
|
Q3 2025
Added 29.64%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
13,966
shares
|
$322,195
0.12% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
12,823
shares
|
$295,826
0.32% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,801
shares
|
$272,249
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,764
shares
|
$248,325
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
9,498
shares
|
$219,118
0.39% of portfolio
|
Q3 2025
Reduced 76.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,189
shares
|
$96,640
0.0% of portfolio
|
Q3 2025
Reduced 34.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,271
shares
|
$52,391
0.0% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,409
shares
|
$32,505
0.0% of portfolio
|
Q3 2025
Added 41.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,265
shares
|
$29,183
0.0% of portfolio
|
Q3 2025
New holding
|
|