Who owns NFLT?
Virtus Newfleet Multi-Sector Bond ETF · Virtus
76 institutions reported holding NFLT, worth $369.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of NFLT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Retirement Planning Group, LLC | Leawood, KS | $113.4M | 4,940,760 | +473,469 shares |
| Compound Planning, Inc. | New York, NY | $37.6M | 1,637,454 | +162,232 shares |
| LPL Financial LLC | Fort Mill, SC | $24.5M | 1,069,103 | −444,452 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $24.1M | 1,051,963 | −7,390 shares |
| Stifel Financial Corp. | St. Louis, MO | $22.5M | 980,405 | +170,907 shares |
| Elwood & Goetz Wealth Advisory Group, LLC | Athens, GA | $17.6M | 765,724 | −23,017 shares |
| Peak Financial Management, Inc. | Wellesley, MA | $13.5M | 589,643 | +27,311 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $13.0M | 567,468 | +289,673 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $9.6M | 419,942 | +11,641 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $7.8M | 338,105 | +41,126 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns NFLT?
76 institutional managers reported holding NFLT in Form 13F filings for June 30, 2026, worth $369.7M in total. The largest reported position was held by Retirement Planning Group, LLC, at $113.4M.
Did institutions buy or sell NFLT last quarter?
Reported 13F value rose 9.8% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is NFLT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.