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 68 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $236 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
3,363,464
shares
|
$77.2 Million
4.69% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,395,236
shares
|
$32 Million
1.2% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
743,071
shares
|
$17.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
622,339
shares
|
$14.3 Million
3.1% of portfolio
|
Q2 2025
Added 15.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
490,171
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2025
Added 41.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
437,616
shares
|
$10 Million
0.01% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
430,522
shares
|
$9.88 Million
0.01% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
404,822
shares
|
$9.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.66%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
302,674
shares
|
$6.95 Million
2.04% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
198,105
shares
|
$4.55 Million
1.09% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
181,701
shares
|
$4.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
171,204
shares
|
$3.93 Million
1.12% of portfolio
|
Q1 2023
Added 292.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
167,819
shares
|
$3.85 Million
0.01% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
147,983
shares
|
$3.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
144,930
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Added 47.98%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
123,841
shares
|
$2.84 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
102,509
shares
|
$2.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
102,414
shares
|
$2.35 Million
0.06% of portfolio
|
Q2 2025
Added 37.03%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
71,749
shares
|
$1.65 Million
0.5% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
55,347
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
54,037
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 17.12%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
44,108
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
40,550
shares
|
$931,028
0.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
40,004
shares
|
$918,491
0.05% of portfolio
|
Q2 2025
Added 42.76%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
39,691
shares
|
$911,305
1.06% of portfolio
|
Q2 2025
Reduced 69.69%
|