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 |
---|---|---|---|---|---|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
997
shares
|
$22,891
0.0% of portfolio
|
Q2 2025
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
679
shares
|
$15,589
0.0% of portfolio
|
Q2 2025
Added 63.61%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
482
shares
|
$11,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
450
shares
|
$10,332
0.01% of portfolio
|
Q2 2024
New holding
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
441
shares
|
$10,125
0.0% of portfolio
|
Q4 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
359
shares
|
$8,242
0.0% of portfolio
|
Q2 2025
Added 35800.0%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
288
shares
|
$6,612
0.01% of portfolio
|
Q4 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
271
shares
|
$6,222
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
270
shares
|
$6,199
0.0% of portfolio
|
Q2 2025
New holding
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
243
shares
|
$5,579
0.01% of portfolio
|
Q2 2025
New holding
|
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
Aug 13, 2025 Q2 2025 |
179
shares
|
$4,109
0.0% of portfolio
|
Q2 2025
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
68
shares
|
$1,561
0.0% of portfolio
|
Q3 2024
Reduced 13.92%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
68
shares
|
$1,561
0.0% of portfolio
|
Q1 2022
Reduced 10.53%
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
62
shares
|
$1,423
0.0% of portfolio
|
Q3 2020
New holding
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
17
shares
|
$390
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$22
0.0% of portfolio
|
Q2 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|