Who Owns Virtus Newfleet Multi-Sector Bond ETF (NFLT)?Hedge Fund & Institutional Holders

$22.89-0.04 (-0.16%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.037538045340001e+157T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$22.03$22.35$22.66$22.98$23.30Sep 24Jun 25Mar 26

NFLT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Retirement Planning Group, LLCNew Position+3.9M+$90.4M
Elwood & Goetz Wealth Advisory Group, LLCNew Position+658K+$15.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+226K+$5.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+139K+$3.0M
D.A. DAVIDSON & CO.New Position+103K+$2.4M
BENJAMIN EDWARDS INCNew Position+77K+$1.8M
IFP Advisors, IncNew Position+60K+$1.0M
Valmark Advisers, Inc.New Position+39K+$901K
BankPlus Wealth Management LLCNew Position+33K+$754K
Wealth Management Partners, LLCNew Position+31K+$718K
WCG Wealth Advisors LLCNew Position+30K+$684K
Sonoma Allocations LLCNew Position+27K+$622K
TUCKER ASSET MANAGEMENT LLCNew Position+22K+$498K
Financial Network Wealth Advisors LLCNew Position+13K+$295K
Stonebridge Financial Group, LLC / MONew Position+10K+$226K

NFLT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-38K-$1.2B
Kingsview Wealth Management, LLCDecreased-45-$909.9M
INTEGRITY WEALTH ADVISORS, INC.Decreased-7K-$513.5M
PFG AdvisorsDecreased-1K-$493.6M
PRINCIPAL SECURITIES, INC.Closed Position-688-$15.9M
TCFG WEALTH MANAGEMENT, LLCDecreased-217K-$9.6M
MORGAN STANLEYDecreased-357-$8.3M
New Millennium Group LLCDecreased-44-$1.6M
WELLS FARGO & COMPANY/MNClosed Position-2-$44K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Retirement Planning Group, LLC3,922,543$90.4M2.97%Share
2Compound Planning, Inc.1,651,277$38.0M1.12%Share
3LPL Financial LLC1,502,739$34.0M0.01%Share
4Elwood & Goetz Wealth Advisory Group, LLC657,995$15.2M2.67%Share
5STIFEL FINANCIAL CORP614,430$14.0M0.01%Share
6Peak Financial Management, Inc.511,515$11.8M3.04%Share
7RAYMOND JAMES FINANCIAL INC490,846$11.0M0.00%Share
8OSAIC HOLDINGS, INC.452,686$10.0M0.01%Share
9RAYMOND JAMES FINANCIAL INC368,118$8.0M0.00%Share
10Cambridge Investment Research Advisors, Inc.256,042$5.0M0.01%Share
11ENVESTNET ASSET MANAGEMENT INC226,083$5.0M0.00%Share
12Maridea Wealth Management LLC167,981$3.9M0.58%Share
13Bleakley Financial Group, LLC153,390$3.5M0.06%Share
14FIFTH THIRD SECURITIES, INC.146,291$3.4M0.22%Share
15COMMONWEALTH EQUITY SERVICES, LLC138,930$3.0M0.00%Share
16D.A. DAVIDSON & CO.102,832$2.4M0.01%Share
17BENJAMIN EDWARDS INC76,928$1.8M0.02%Share
18Total Clarity Wealth Management, Inc.75,148$1.7M0.42%Share
19EverSource Wealth Advisors, LLC66,724$1.5M0.06%Share
20Summit Financial, LLC47,377$1.0M0.01%Share
21MML INVESTORS SERVICES, LLC57,272$1.0M0.00%Share
22Essex Financial Services, Inc.82,719$1.0M0.06%Share
23IFP Advisors, Inc59,993$1.0M0.02%Share
24Valmark Advisers, Inc.39,108$901K0.01%Share
25Bright Futures Wealth Management, LLC.34,960$805K0.60%Share
26BOYUM WEALTH ARCHITECTS LLC34,424$795K0.37%Share
27BankPlus Wealth Management LLC32,767$754K0.42%Share
28Wealth Management Partners, LLC31,174$718K0.21%Share
29WCG Wealth Advisors LLC29,718$684K0.02%Share
30Sonoma Allocations LLC26,929$622K0.21%Share
31PFG Advisors20,305$467K0.02%Share
32HF Advisory Group, LLC19,922$348K0.12%Share
33INTEGRITY WEALTH ADVISORS, INC.14,998$347K0.24%Share
34Financial Network Wealth Advisors LLC12,823$295K0.31%Share
35Arete Wealth Advisors, LLC10,796$249K0.02%Share
36TCFG WEALTH MANAGEMENT, LLC9,797$226K0.09%Share
37Stonebridge Financial Group, LLC / MO9,830$226K0.20%Share
38Sigma Planning Corp9,147$210K0.01%Share
39TUCKER ASSET MANAGEMENT LLC8,533$194K0.06%Share
40TUCKER ASSET MANAGEMENT LLC6,638$153K0.05%Share
41TUCKER ASSET MANAGEMENT LLC6,593$151K0.04%Share
42EverSource Wealth Advisors, LLC2,540$58K0.00%Share
43AE Wealth Management LLC1,685$38K0.00%Share
44MARK SHEPTOFF FINANCIAL PLANNING, LLC558$12K0.01%Share
45AdvisorNet Financial, Inc441$10K0.00%Share
46UBS Group AG311$7K0.00%Share
47Quest 10 Wealth Builders, Inc.284$6K0.01%Share
48CoreCap Advisors, LLC271$6K0.00%Share
49VIRTUS ADVISERS, LLC204$4K0.00%Share
50Virtus Fixed Income Advisers, LLC181$4K0.00%Share

NFLT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202566$275.8M+26
Q3 202540$137.2B-12
Q2 202552$195.2B-10
Q1 202562$195.3B+10
Q4 202452$30.3T+18
Q3 202434$76.5T-2
Q2 202436$44.2T+11
Q1 202425$36.1T—

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As of Q4 2025, 50 institutional investors hold NFLT (Virtus Newfleet Multi-Sector Bond ETF). The largest holder is Retirement Planning Group, LLC with $90.4M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own NFLT?

As of Q4 2025, 50 institutional investors report holding NFLT (Virtus Newfleet Multi-Sector Bond ETF) in their 13F filings.

Who is the largest institutional holder of NFLT?

The largest institutional holder of NFLT is Retirement Planning Group, LLC with $90.4M in shares.

Is institutional ownership of NFLT increasing or decreasing?

This quarter, 15 institutions opened new positions in NFLT and 2 closed their positions.