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 64 institutions that hold shares in the stock, with a total of 8.94 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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
40,080
shares
|
$906,208
0.0% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
39,584
shares
|
$894,994
0.03% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
39,420
shares
|
$891,286
0.02% of portfolio
|
Q4 2023
Added 1.26%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
39,027
shares
|
$882,400
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
|
$878,601
0.03% of portfolio
|
Q4 2024
Added 81.24%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
24,202
shares
|
$547,207
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
23,320
shares
|
$527,265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
22,534
shares
|
$509,493
0.01% of portfolio
|
Q4 2024
Added 70.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
21,224
shares
|
$479,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,816
shares
|
$470,649
0.01% of portfolio
|
Q3 2024
Added 73.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
20,518
shares
|
$463,911
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
18,504
shares
|
$418,375
0.0% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
16,040
shares
|
$362,664
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
13,708
shares
|
$309,937
0.14% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
13,229
shares
|
$299,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,801
shares
|
$266,820
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
10,257
shares
|
$231,910
0.43% of portfolio
|
Q4 2024
Reduced 22.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,514
shares
|
$215,111
0.01% of portfolio
|
Q4 2024
Added 119.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,245
shares
|
$209,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,040
shares
|
$113,954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,271
shares
|
$51,347
0.0% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,032
shares
|
$45,943
0.01% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,350
shares
|
$30,523
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
500
shares
|
$11,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
450
shares
|
$10,174
0.01% of portfolio
|
Q2 2024
New holding
|