NFLT Institutional Ownership
Virtus Newfleet Multi-Sector Bond ETF
1W: -0.7%
1M: -2.7%
3M: -3.3%
YTD: -3.5%
1Y: -3.3%
3Y: +16.5%
5Y: +8.4%
$22.12
+0.04 (+0.16%)
Weekly Expected Move ±0.7%
$22
$22
$22
$22
$22
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NFLT
82
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
363M
Total Invested
9
New Positions
39
Increased
25
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (88 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 4,940,760 | $109M | +473,469 | +10.6% | 18Q | SEC ↗ |
| 2 | Compound Planning, Inc. | 1,637,454 | $36M | +162,232 | +11.0% | 13Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,069,103 | $24M | -444,452 | -29.4% | 12Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 1,051,963 | $23M | -7,390 | -0.7% | 7Q | SEC ↗ |
| 5 | STIFEL FINANCIAL CORP | 980,405 | $22M | +170,907 | +21.1% | 10Q | SEC ↗ |
| 6 | Elwood & Goetz Wealth Advisory Group, | 765,724 | $17M | -23,017 | -2.9% | 10Q | SEC ↗ |
| 7 | Peak Financial Management, Inc. | 589,643 | $13M | +27,311 | +4.9% | 5Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 419,942 | $9M | +11,641 | +2.9% | 12Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 338,105 | $7M | +41,126 | +13.8% | 10Q | SEC ↗ |
| 10 | BENJAMIN EDWARDS INC | 303,369 | $7M | +74,586 | +32.6% | 3Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 283,734 | $6M | +5,939 | +2.1% | 28Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 263,289 | $6M | +3,017 | +1.2% | 2Q | SEC ↗ |
| 13 | IFP Advisors, Inc | 234,059 | $5M | +157,432 | +205.5% | 3Q | SEC ↗ |
| 14 | Maridea Wealth Management LLC | 218,532 | $5M | +22,328 | +11.4% | 4Q | SEC ↗ |
| 15 | Essex Financial Services, Inc. | 188,070 | $4M | +79,200 | +72.7% | 9Q | SEC ↗ |
| 16 | Fifth Third Securities, Inc. | 177,615 | $4M | +20,048 | +12.7% | 9Q | SEC ↗ |
| 17 | RITHOLTZ WEALTH MANAGEMENT | 165,607 | $4M | -6,452 | -3.7% | 2Q | SEC ↗ |
| 18 | Sanctuary Advisors, LLC NEW | 163,497 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 144,520 | $3M | +365 | +0.3% | 11Q | SEC ↗ |
| 20 | KINGSWOOD WEALTH ADVISORS, LLC | 143,011 | $3M | +5,607 | +4.1% | 2Q | SEC ↗ |
| 21 | EverSource Wealth Advisors, LLC | 112,528 | $2M | +20,640 | +22.5% | 10Q | SEC ↗ |
| 22 | Private Advisor Group, LLC | 111,752 | $2M | +52,847 | +89.7% | 3Q | SEC ↗ |
| 23 | Bleakley Financial Group, LLC | 111,119 | $2M | -40,589 | -26.8% | 15Q | SEC ↗ |
| 24 | D.A. DAVIDSON & CO. | 110,799 | $2M | +4,848 | +4.6% | 10Q | SEC ↗ |
| 25 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 104,144 | $2M | +22,983 | +28.3% | 2Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 73,568 | $2M | +24,164 | +48.9% | 7Q | SEC ↗ |
| 27 | SAGESPRING WEALTH PARTNERS, LLC | 68,411 | $2M | +861 | +1.3% | 2Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 66,170 | $1M | +822 | +1.3% | 4Q | SEC ↗ |
| 29 | NewEdge Advisors, LLC | 62,041 | $1M | +5,384 | +9.5% | 15Q | SEC ↗ |
| 30 | MML INVESTORS SERVICES, LLC | 57,495 | $1M | -2,750 | -4.6% | 9Q | SEC ↗ |
| 31 | WCG Wealth Advisors LLC | 53,944 | $1M | +4,448 | +9.0% | 3Q | SEC ↗ |
| 32 | VestGen Advisors, LLC | 53,831 | $1M | +11,714 | +27.8% | 2Q | SEC ↗ |
| 33 | Summit Financial, LLC | 53,728 | $1M | +1,260 | +2.4% | 4Q | SEC ↗ |
| 34 | Total Clarity Wealth Management, Inc. | 49,793 | $1M | -39,334 | -44.1% | 8Q | SEC ↗ |
| 35 | Sonoma Allocations LLC | 43,557 | $963K | +3,553 | +8.9% | 4Q | SEC ↗ |
| 36 | Valmark Advisers, Inc. | 43,142 | $954K | +1,159 | +2.8% | 6Q | SEC ↗ |
| 37 | Kingsview Wealth Management, LLC | 42,278 | $935K | -4,861 | -10.3% | 8Q | SEC ↗ |
| 38 | Bright Futures Wealth Management, LLC. | 40,564 | $897K | +4,107 | +11.3% | 4Q | SEC ↗ |
| 39 | Trask Adam Roland NEW | 39,900 | $883K | — | +0.0% | 1Q | SEC ↗ |
| 40 | BankPlus Wealth Management LLC | 37,692 | $834K | -409 | -1.1% | 7Q | SEC ↗ |
| 41 | Steward Partners Investment Advisory, | 37,634 | $832K | -2,842 | -7.0% | 7Q | SEC ↗ |
| 42 | BOYUM WEALTH ARCHITECTS LLC | 36,643 | $811K | +5,941 | +19.4% | 6Q | SEC ↗ |
| 43 | &PARTNERS | 35,378 | $783K | +3,242 | +10.1% | 6Q | SEC ↗ |
| 44 | Farther Finance Advisors, LLC | 26,006 | $575K | -8,560 | -24.8% | 2Q | SEC ↗ |
| 45 | Wealth Management Partners, LLC | 25,028 | $554K | -9,297 | -27.1% | 5Q | SEC ↗ |
| 46 | ARWA LLC | 24,602 | $544K | +12,009 | +95.4% | 2Q | SEC ↗ |
| 47 | Burnham & Co LLC NEW | 23,900 | $529K | — | +0.0% | 1Q | SEC ↗ |
| 48 | CITADEL ADVISORS LLC | 23,570 | $521K | -7,324 | -23.7% | 4Q | SEC ↗ |
| 49 | GOLDMAN SACHS GROUP INC NEW | 18,567 | $411K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Aptus Capital Advisors, LLC | 18,504 | $409K | — | +0.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Sanctuary Advisors, LLC | 163,497 | $4M |
| Trask Adam Roland | 39,900 | $883K |
| Burnham & Co LLC | 23,900 | $529K |
| GOLDMAN SACHS GROUP INC | 18,567 | $411K |
| HighTower Advisors, LLC | 8,760 | $194K |
| COMMERCE BANK | 8,738 | $193K |
| PRIVATE TRUST CO NA | 3,065 | $68K |
| Global Retirement Partners, LLC | 1,468 | $32K |
| MERCER GLOBAL ADVISORS INC /ADV | 623 | $14K |
| Integrated Wealth Concepts LLC | 28 | $1K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 37,800 | $836K |
| OLD MISSION CAPITAL LLC | 35,212 | $779K |
| FLOW TRADERS U.S. LLC | 24,061 | $532K |
| TUCKER ASSET MANAGEMENT LLC | 3,890 | $86K |
| AE Wealth Management LLC | 1,685 | $37K |
| Kestra Advisory Services, LLC | 1,241 | $27K |
| Pinnacle Bancorp, Inc. | 893 | $20K |
| MARK SHEPTOFF FINANCIAL PLANNING, L | 566 | $13K |
| UBS Group AG | 311 | $7K |