NFLT

Virtus Newfleet Multi-SectorETF
UnclassifiedUSCUSIP 26923G707◍ Confluence graph
Tracked 13F Holders
75
-16 QoQ
13F Value (tracked)
$362.6M
13F Moves · latest Q
25 added
3 trimmed
Recent Filings
0

Who owns NFLT?

75 tracked 13F filers

75 tracked 13F filers disclose a position in NFLT as of the latest SEC 13F filings, a combined $362.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Retirement Planning Group, LLC
$113.4M
4.9M
+11%
Added · +473K sh
Q2 2026
2Compound Planning, Inc.
$37.6M
1.6M
+11%
Added · +162K sh
Q2 2026
3LPL Financial LLC
$34.4M
1.5M
+0.7%
Added · +11K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$24.1M
1.1M
+20%
Added · +175K sh
Q1 2026
5STIFEL FINANCIAL CORP
$18.4M
809K
+32%
Added · +195K sh
Q1 2026
6Elwood & Goetz Wealth Advisory Group, LLC
$17.6M
766K
−2.9%
Reduced · −23K sh
Q3 2026
7Peak Financial Management, Inc.
$13.5M
590K
+4.8%
Added · +27K sh
Q2 2026
8OSAIC HOLDINGS, INC.
$9.3M
408K
−9.8%
Reduced · −44K sh
Q1 2026
9BENJAMIN EDWARDS INC
$7.0M
303K
+33%
Added · +75K sh
Q2 2026
10ENVESTNET ASSET MANAGEMENT INC
$6.8M
297K
+31%
Added · +71K sh
Q1 2026
11ROYAL BANK OF CANADA
$5.9M
260K
New
+260K sh
Q1 2026
12IFP Advisors, Inc
$5.4M
234K
+205%
Added · +157K sh
Q2 2026
13Maridea Wealth Management LLC
$5.0M
219K
+11%
Added · +22K sh
Q2 2026
14Essex Financial Services, Inc.
$4.3M
188K
+73%
Added · +79K sh
Q2 2026
15FIFTH THIRD SECURITIES, INC.
$4.1M
178K
+13%
Added · +20K sh
Q2 2026
16RITHOLTZ WEALTH MANAGEMENT
$3.8M
166K
−3.7%
Reduced · −6K sh
Q2 2026
17Sanctuary Advisors, LLC
$3.8M
163K
New
+163K sh
Q2 2026
18COMMONWEALTH EQUITY SERVICES, LLC
$3.3M
144K
+3.8%
Added · +5K sh
Q1 2026
19KINGSWOOD WEALTH ADVISORS, LLC
$3.3M
143K
+4.1%
Added · +6K sh
Q2 2026
20Private Advisor Group, LLC
$2.6M
112K
+90%
Added · +53K sh
Q2 2026
21Bleakley Financial Group, LLC
$2.6M
111K
−27%
Reduced · −41K sh
Q2 2026
22D.A. DAVIDSON & CO.
$2.5M
111K
+4.6%
Added · +5K sh
Q2 2026
23FLYNN ZITO CAPITAL MANAGEMENT, LLC
$2.4M
104K
+28%
Added · +23K sh
Q2 2026
24EverSource Wealth Advisors, LLC
$2.1M
92K
+33%
Added · +23K sh
Q1 2026
25SAGESPRING WEALTH PARTNERS, LLC
$1.6M
68K
+1.3%
Added · +861 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is NFLT being bought or sold by institutions?

Last quarter, 5 funds opened a new position in NFLT and 20 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
20
funds
Reduced
3
funds
Exited
0
funds

Funds that own NFLT also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA31 funds$5.4B
SS SPDR S&P 500 ETF TRUST-USSPY31 funds$1.7B
APPLE INCAAPL30 funds$4.3B
AMAZON.COM INCAMZN30 funds$2.9B
MICROSOFT CORPMSFT30 funds$2.5B
ALPHABET INC-CL CGOOG30 funds$1.6B
META PLATFORMS INC-CLASS AMETA30 funds$1.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B30 funds$1.2B
COSTCO WHOLESALE CORPCOST30 funds$1.1B
ALPHABET INC-CL AGOOGL29 funds$1.7B
INVESCO QQQ TRUST SERIES 1QQQ29 funds$1.4B
JPMORGAN CHASE & COJPM29 funds$1.4B

Ranked by how many of NFLT's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

50 funds+15 since Q3 2024
03366Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $231.7M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for NFLT

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Ask your agent what changed in NFLT

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NFLT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NFLT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NFLT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.