Who Owns NFLT?
Virtus Newfleet Multi-Sector Bond ETF — Institutional Ownership & 13F Holdings
$22.99
-0.01 (-0.06%)
Market Cap
$392.6M
Shares Outstanding
17,820,615
Institutional Holders
62
Total Inst. Value
$175.1M
% of Float Held
—
QoQ Holder Change
+37
Institutional data as of Q1 2025
New Positions
19
Closed Positions
8
Increased
21
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Retirement Planning Group, LLC | $72.1M | 3,192,612 |
| 2 | Compound Planning, Inc. | $28.1M | 1,244,345 |
| 3 | RAYMOND JAMES FINANCIAL INC | $17.6M | 780,413 |
| 4 | OSAIC HOLDINGS, INC. | $12.3M | 544,580 |
| 5 | STIFEL FINANCIAL CORP | $8.8M | 388,931 |
| 6 | Advisory Resource Group | $4.3M | 192,485 |
| 7 | Cambridge Investment Research Advisors, Inc. | $3.3M | 146,544 |
| 8 | New Century Financial Group, LLCNew | $3.0M | 130,932 |
| 9 | FIFTH THIRD SECURITIES, INC. | $2.8M | 126,101 |
| 10 | D.A. DAVIDSON & CO. | $2.3M | 103,121 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Retirement Planning Group, LLC | +563K | $72.1M |
| Compound Planning, Inc. | +180K | $28.1M |
| RAYMOND JAMES FINANCIAL INC | +82K | $17.6M |
| OSAIC HOLDINGS, INC. | +230K | $12.3M |
| STIFEL FINANCIAL CORP | +338K | $8.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -115K | $8K |
| PFG Advisors | -107K | $600K |
| Cetera Investment Advisers | -3K | $459K |
| INTEGRITY WEALTH ADVISORS, INC. | -389 | $537K |
| MORGAN STANLEY | -359 | $0 |
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Frequently Asked Questions
How many institutional investors hold NFLT?
As of Q1 2025, 62 institutional investors report holding NFLT (Virtus Newfleet Multi-Sector Bond ETF) in their 13F filings.
Which hedge fund owns the most NFLT?
The largest institutional holder of NFLT is Retirement Planning Group, LLC with $72.1M in shares.
Are institutions buying or selling NFLT?
This quarter, 19 institutions opened new positions in NFLT and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.