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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
441
shares
|
$9,971
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
415
shares
|
$9,383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
360
shares
|
$8,139
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
288
shares
|
$6,511
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
271
shares
|
$6,127
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
150
shares
|
$3,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
68
shares
|
$1,537
0.0% of portfolio
|
Q1 2022
Reduced 10.53%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
68
shares
|
$1,537
0.0% of portfolio
|
Q3 2024
Reduced 13.92%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
62
shares
|
$1,401
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
52
shares
|
$1,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
39
shares
|
$881
0.0% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
17
shares
|
$384
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|