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 67 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $235 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
33,941
shares
|
$779,285
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
30,997
shares
|
$711,691
0.52% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
24,772
shares
|
$568,765
0.02% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
23,176
shares
|
$532,120
0.37% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
22,059
shares
|
$506,474
0.01% of portfolio
|
Q2 2025
Added 118.04%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,816
shares
|
$477,935
0.01% of portfolio
|
Q3 2024
Added 73.06%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
18,504
shares
|
$424,851
0.0% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
17,869
shares
|
$410,272
0.03% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
17,542
shares
|
$402,764
0.01% of portfolio
|
Q2 2025
Reduced 66.61%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
17,314
shares
|
$397,529
0.26% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
16,114
shares
|
$369,977
0.0% of portfolio
|
Q2 2025
Reduced 20.78%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
13,747
shares
|
$315,631
0.12% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
13,558
shares
|
$311,291
0.38% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
13,425
shares
|
$308,238
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Jul 30, 2025 Q2 2025 |
11,916
shares
|
$273,591
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,801
shares
|
$270,950
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
10,811
shares
|
$248,220
0.0% of portfolio
|
Q2 2025
Reduced 46.66%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
9,797
shares
|
$224,939
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,900
shares
|
$204,344
0.0% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,378
shares
|
$146,438
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,271
shares
|
$52,142
0.0% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,945
shares
|
$44,657
0.01% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,633
shares
|
$37,493
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,350
shares
|
$30,996
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,349
shares
|
$30,973
0.0% of portfolio
|
Q2 2025
New holding
|