Who owns Virtus Newfleet Multi-Sector Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NFLT from SEC Form 13F filings across 75 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 75 institutions disclosed 15.8M shares of Virtus Newfleet Multi-Sector Bond ETF worth $363.2M — about 81.7% of shares outstanding; the largest disclosed holder is Retirement Planning Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
75
13F holders
$363.2M
value, 2026 filers
81.7%
of shares outstanding (15.8M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NFLT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 4.9M | $113.4M | 2.9% | 25.5% | +10.6% |
| 2 | Compound Planning, Inc. | 1.6M | $37.6M | 1.0% | 8.5% | +11.0% |
| 3 | LPL Financial LLC | 1.1M | $24.5M | 0.0% | 5.5% | -29.4% |
| 4 | RAYMOND JAMES FINANCIAL INC | 1.1M | $24.1M | 0.0% | 5.4% | -0.7% |
| 5 | STIFEL FINANCIAL CORP | 980,405 | $22.5M | 0.0% | 5.1% | +21.1% |
| 6 | Elwood & Goetz Wealth Advisory Group, LLC | 765,724 | $17.6M | 2.6% | 4% | -2.9% |
| 7 | Peak Financial Management, Inc. | 589,643 | $13.5M | 3.1% | 3% | +4.9% |
| 8 | OSAIC HOLDINGS, INC. | 419,942 | $9.6M | 0.0% | 2.2% | +2.9% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 338,105 | $7.8M | 0.0% | 1.7% | +13.8% |
| 10 | BENJAMIN EDWARDS INC | 303,369 | $7.0M | 0.1% | 1.6% | +32.6% |
| 11 | Cambridge Investment Research Advisors, Inc. | 283,734 | $6.5M | 0.0% | 1.5% | +2.1% |
| 12 | ROYAL BANK OF CANADA | 263,289 | $6.0M | 0.0% | 1.4% | +1.2% |
| 13 | IFP Advisors, Inc | 234,059 | $5.4M | 0.1% | 1.2% | +205.5% |
| 14 | Maridea Wealth Management LLC | 218,532 | $5.0M | 0.5% | 1.1% | +11.4% |
| 15 | Essex Financial Services, Inc. | 188,070 | $4.3M | 0.2% | 1% | +72.7% |
| 16 | Fifth Third Securities, Inc. | 177,615 | $4.1M | 0.2% | 0.9% | +12.7% |
| 17 | RITHOLTZ WEALTH MANAGEMENT | 165,607 | $3.8M | 0.1% | 0.9% | -3.7% |
| 18 | Sanctuary Advisors, LLCNEW | 163,497 | $3.8M | 0.0% | 0.8% | new |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 144,520 | $3.3M | 0.0% | 0.7% | +0.3% |
| 20 | KINGSWOOD WEALTH ADVISORS, LLC | 143,011 | $3.3M | 0.1% | 0.7% | +4.1% |
| 21 | EverSource Wealth Advisors, LLC | 112,528 | $2.6M | 0.1% | 0.6% | +22.5% |
| 22 | Private Advisor Group, LLC | 111,752 | $2.6M | 0.0% | 0.6% | +89.7% |
| 23 | Bleakley Financial Group, LLC | 111,119 | $2.6M | 0.0% | 0.6% | -26.8% |
| 24 | D.A. DAVIDSON & CO. | 110,799 | $2.5M | 0.0% | 0.6% | +4.6% |
| 25 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 104,144 | $2.4M | 0.6% | 0.5% | +28.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.