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 65 institutions that hold shares in the stock, with a total of 7.87 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
1,541,593
shares
|
$35 Million
2.25% of portfolio
|
Q3 2024
Added 113.65%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
1,064,809
shares
|
$24.2 Million
1.21% of portfolio
|
Q4 2024
Added 57.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
698,207
shares
|
$15.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
672,968
shares
|
$15.3 Million
2.78% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
462,654
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
430,522
shares
|
$9.77 Million
0.01% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
423,840
shares
|
$9.62 Million
2.33% of portfolio
|
Q4 2024
Added 66.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
315,045
shares
|
$7.15 Million
0.02% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
181,243
shares
|
$4.11 Million
1.02% of portfolio
|
Q4 2024
Added 28.92%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
171,204
shares
|
$3.89 Million
1.12% of portfolio
|
Q1 2023
Added 292.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
156,963
shares
|
$3.56 Million
0.01% of portfolio
|
Q4 2024
Added 23.84%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
154,229
shares
|
$3.5 Million
1.29% of portfolio
|
Q4 2024
Reduced 50.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
144,930
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2024
Added 47.98%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
134,084
shares
|
$3.04 Million
0.19% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
120,710
shares
|
$2.74 Million
0.0% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
114,187
shares
|
$2.59 Million
0.22% of portfolio
|
Q4 2024
Added 42.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
105,597
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
Added 35.55%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
100,087
shares
|
$2.27 Million
0.02% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
73,344
shares
|
$1.66 Million
0.05% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
69,237
shares
|
$1.57 Million
0.53% of portfolio
|
Q4 2024
Added 287.21%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
67,687
shares
|
$1.54 Million
0.65% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
56,410
shares
|
$1.28 Million
0.97% of portfolio
|
Q4 2024
Added 202.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
51,204
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 27.48%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
50,329
shares
|
$1.14 Million
0.08% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
40,705
shares
|
$924,003
0.02% of portfolio
|
Q4 2024
Reduced 12.91%
|