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 69 institutions that hold shares in the stock, with a total of 9.9 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
44,108
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
40,705
shares
|
$926,852
0.02% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
39,420
shares
|
$897,593
0.02% of portfolio
|
Q4 2023
Added 1.26%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
39,085
shares
|
$889,965
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
35,528
shares
|
$808,972
0.16% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
32,308
shares
|
$735,653
0.0% of portfolio
|
Q1 2025
Added 249.46%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
May 15, 2025 Q1 2025 |
31,580
shares
|
$719,076
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
28,021
shares
|
$638,038
0.04% of portfolio
|
Q1 2025
Added 194.52%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
26,594
shares
|
$605,545
0.03% of portfolio
|
Q1 2025
Reduced 80.17%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
23,813
shares
|
$542,222
0.39% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
22,534
shares
|
$513,099
0.01% of portfolio
|
Q4 2024
Added 70.14%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,816
shares
|
$473,980
0.01% of portfolio
|
Q3 2024
Added 73.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
20,340
shares
|
$463,141
0.0% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
20,269
shares
|
$461,525
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
18,504
shares
|
$421,336
0.0% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
17,942
shares
|
$408,539
0.03% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
16,764
shares
|
$381,716
0.5% of portfolio
|
Q1 2025
Added 63.44%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
16,183
shares
|
$368,486
0.27% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
13,512
shares
|
$307,668
0.13% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
13,425
shares
|
$305,687
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,154
shares
|
$276,746
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
11,916
shares
|
$271,327
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,801
shares
|
$268,708
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
10,436
shares
|
$237,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
10,117
shares
|
$230,364
0.0% of portfolio
|
Q1 2025
New holding
|