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 8.95 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
40,705
shares
|
$917,897
0.02% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
40,080
shares
|
$903,804
0.0% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
39,420
shares
|
$888,921
0.02% of portfolio
|
Q4 2023
Added 1.26%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
39,027
shares
|
$880,058
0.17% of portfolio
|
Q4 2024
Reduced 57.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
38,859
shares
|
$876,270
0.03% of portfolio
|
Q4 2024
Added 81.24%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
24,202
shares
|
$545,755
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
23,320
shares
|
$525,866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
22,534
shares
|
$508,141
0.01% of portfolio
|
Q4 2024
Added 70.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
21,224
shares
|
$478,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,816
shares
|
$469,400
0.01% of portfolio
|
Q3 2024
Added 73.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
20,518
shares
|
$462,680
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
18,504
shares
|
$417,265
0.0% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
16,040
shares
|
$361,702
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
13,708
shares
|
$309,115
0.14% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
13,229
shares
|
$298,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
11,916
shares
|
$268,705
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,801
shares
|
$266,112
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
10,257
shares
|
$231,295
0.43% of portfolio
|
Q4 2024
Reduced 22.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,514
shares
|
$214,540
0.01% of portfolio
|
Q4 2024
Added 119.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,245
shares
|
$208,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,040
shares
|
$113,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,271
shares
|
$51,211
0.0% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,032
shares
|
$45,821
0.01% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,350
shares
|
$30,442
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
758
shares
|
$17,092
0.01% of portfolio
|
Q1 2025
New holding
|