Who Owns Virtus Newfleet Multi-Sector Bond ETF (NFLT)?Hedge Fund & Institutional Holders

$22.98+0.05 (+0.22%)Financial ServicesNYSE_ARCA

Institutional Holders

62

as of QNaN NaN

Total Institutional Value

$181.7T

% of Float Held

QoQ Change in Holders

+62 / -0

Price History

$22.03$22.35$22.66$22.98$23.30Sep 24Jun 25Mar 26

NFLT — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
Retirement Planning Group, LLCNew3.2M$72.1T3.38%
Compound Planning, Inc.New1.2M$28.1T1.28%
RAYMOND JAMES FINANCIAL INCNew780K$17.6T6.63%
OSAIC HOLDINGS, INC.New545K$12.3T27.39%
STIFEL FINANCIAL CORPNew389K$8.8T9.33%
LPL Financial LLCNew347K$7.8T3.05%
ENVESTNET ASSET MANAGEMENT INCNew187K$4.2T1.36%
COMMONWEALTH EQUITY SERVICES, LLCNew157K$3.5T5.00%
New Century Financial Group, LLCNew131K$3.0T3.42%
FIFTH THIRD SECURITIES, INC.New126K$2.8T0.24%
D.A. DAVIDSON & CO.New103K$2.3T18.69%
Total Clarity Wealth Management, Inc.New69K$1.6T0.51%
Comprehensive Wealth Management, LLCNew68K$1.5T1.06%
AVANTAX ADVISORY SERVICES, INC.New67K$1.5T9.21%
Essex Financial Services, Inc.New54K$1.2T0.09%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1Retirement Planning Group, LLC3,192,612$72.1T3.38%New
2Compound Planning, Inc.1,244,345$28.1T1.28%New
3RAYMOND JAMES FINANCIAL INC780,413$17.6T6.63%New
4OSAIC HOLDINGS, INC.544,580$12.3T27.39%New
5STIFEL FINANCIAL CORP388,931$8.8T9.33%New
6LPL Financial LLC347,234$7.8T3.05%New
7ENVESTNET ASSET MANAGEMENT INC187,033$4.2T1.36%New
8COMMONWEALTH EQUITY SERVICES, LLC156,647$3.5T5.00%New
9New Century Financial Group, LLC130,932$3.0T3.42%New
10FIFTH THIRD SECURITIES, INC.126,101$2.8T0.24%New
11D.A. DAVIDSON & CO.103,121$2.3T18.69%New
12Total Clarity Wealth Management, Inc.69,237$1.6T0.51%New
13Comprehensive Wealth Management, LLC67,753$1.5T1.06%New
14AVANTAX ADVISORY SERVICES, INC.67,247$1.5T9.21%New
15Essex Financial Services, Inc.54,022$1.2T0.09%New
16SUSQUEHANNA INTERNATIONAL GROUP, LLP49,832$1.1T0.19%New
17MML INVESTORS SERVICES, LLC46,140$1.0T3.47%New
18Kingsview Wealth Management, LLC40,705$918.7B17.31%New
19Balance Wealth, LLC39,085$882.1B0.57%New
20Fermata Advisors, LLC35,528$801.9B0.15%New
21JANE STREET GROUP, LLC32,308$729.2B0.18%New
22BOYUM WEALTH ARCHITECTS LLC31,580$712.8B0.69%New
23EverSource Wealth Advisors, LLC28,021$632.4B0.03%New
24PFG Advisors26,594$600.2B0.03%New
25INTEGRITY WEALTH ADVISORS, INC.23,813$537.5B0.39%New
26TOWNSQUARE CAPITAL LLC22,534$508.6B5.42%New
27Cetera Investment Advisers20,340$459.1B0.89%New
28MERCER GLOBAL ADVISORS INC /ADV20,269$457.5B1.05%New
29Aptus Capital Advisors, LLC18,504$417.6B4.30%New
30Western Wealth Management, LLC17,942$404.9B0.03%New
31Financial Network Wealth Advisors LLC16,764$378.4B0.50%New
32BankPlus Wealth Management LLC16,183$365.3B0.27%New
33Efficient Advisors, LLC16,031$361.8B0.02%New
34HF Advisory Group, LLC13,512$305.0B0.13%New
35Bright Futures Wealth Management, LLC.13,425$296.2B0.32%New
36CITADEL ADVISORS LLC12,154$274.3B0.05%New
37Chokshi & Queen Wealth Advisors, Inc11,916$268.9B0.16%New
38&PARTNERS10,436$235.3B2.50%New
39Valmark Advisers, Inc.10,117$228.3B3.44%New
40Steward Partners Investment Advisory, LLC6,368$143.7B1.27%New
41NewEdge Advisors, LLC2,271$51.3B0.30%New
42Beacon Capital Management, LLC1,945$43.9B0.01%New
43FARMERS & MERCHANTS INVESTMENTS INC1,350$30.5B0.00%New
44Global Wealth Strategies & Associates758$17.1B0.01%New
45Elwood & Goetz Wealth Advisory Group, LLC539,959$12.2B2.98%New
46MARK SHEPTOFF FINANCIAL PLANNING, LLC450$10.2B0.01%New
47AdvisorNet Financial, Inc441$10.0B0.00%New
48Quest 10 Wealth Builders, Inc.288$6.5B0.01%New
49CoreCap Advisors, LLC271$6.1B0.00%New
50Park Square Financial Group, LLC211$4.8B0.00%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 62 institutional investors hold NFLT (Virtus Newfleet Multi-Sector Bond ETF). The largest holder is Retirement Planning Group, LLC with $72.1T in shares. This quarter, 62 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own NFLT?

As of QNaN NaN, 62 institutional investors report holding NFLT (Virtus Newfleet Multi-Sector Bond ETF) in their 13F filings.

Who is the largest institutional holder of NFLT?

The largest institutional holder of NFLT is Retirement Planning Group, LLC with $72.1T in shares.

Is institutional ownership of NFLT increasing or decreasing?

This quarter, 62 institutions opened new positions in NFLT and 0 closed their positions.