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Virtus Newfleet Multi-Sector (NFLT)

CUSIP: 26923G707 | NYSE | 179 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Retirement Planning Group, LLC5,290,993
2.9% of portfolio›$116.8M
LPL Financial LLC2,022,624
0.0% of portfolio›$44.6M
Compound Planning, Inc.1,506,476
0.8% of portfolio›$33.2M
Elwood & Goetz Wealth Advisory Group, LLC757,614
2.3% of portfolio›$16.7M
Peak Financial Management, Inc.601,115
3.0% of portfolio›$13.3M
Venture Visionary Partners LLC424,491
0.2% of portfolio›$9.4M
Cornerstone Advisors Asset Management, LLC388,179
0.9% of portfolio›$8.6M
IFP Advisors, Inc334,162
0.1% of portfolio›$7.4M
Simplicity Wealth,LLC331,193
0.2% of portfolio›$7.3M
Cambridge Investment Research Advisors, Inc.295,095
0.0% of portfolio›$6.5M
Fifth Third Securities, Inc.188,867
0.2% of portfolio›$4.2M
Ritholtz Wealth Management163,046
0.1% of portfolio›$3.6M
EverSource Wealth Advisors, LLC133,667
0.1% of portfolio›$3.0M
Flynn Zito Capital Management, LLC132,711
0.8% of portfolio›$2.9M
Commonwealth Equity Services, LLC124,973
0.0% of portfolio›$2.8M
D.A. Davidson & Co.97,978
0.0% of portfolio›$2.2M
Arwa LLC79,280
0.6% of portfolio›$1.8M
Sagespring Wealth Partners, LLC74,006
0.0% of portfolio›$1.6M
VestGen Advisors, LLC63,814
0.0% of portfolio›$1.4M
Valmark Advisers, Inc.48,641
0.0% of portfolio›$1.1M
Bright Futures Wealth Management, Llc.40,962
0.6% of portfolio›$904.0K
Boyum Wealth Architects LLC39,193
0.4% of portfolio›$866.9K
Total Clarity Wealth Management, Inc.38,349
0.2% of portfolio›$846.4K
BankPlus Wealth Management LLC33,543
0.3% of portfolio›$740.3K
Wealth Management Partners, LLC22,142
0.1% of portfolio›$488.7K
Farther Finance Advisors, LLC18,941
0.0% of portfolio›$418.0K
HF Advisory Group, LLC18,245
0.1% of portfolio›$402.6K
Sigma Planning Corp16,183
0.0% of portfolio›$357.2K
PNC Financial Services Group, Inc.15,628
0.0% of portfolio›$344.9K
Financial Network Wealth Advisors LLC12,668
0.3% of portfolio›$279.6K
Quantum Private Wealth, LLC12,500
0.1% of portfolio›$275.9K
PFG Advisors12,248
0.0% of portfolio›$270.3K
Tcfg Investment Advisors, LLC9,797
0.1% of portfolio›$216.4K
Private Trust Co NA3,086
0.0% of portfolio›$68.1K
Roxbury Financial LLC1,507
0.0% of portfolio›$33.3K
Quest 10 Wealth Builders, Inc.274
0.0% of portfolio›$6.0K
CoreCap Advisors, LLC271
0.0% of portfolio›$6.0K
Lloyd Advisory Services, Llc.189
0.0% of portfolio›$4.2K
Elevated Capital Advisors, LLC87
0.0% of portfolio›$1.9K
StyleTurnoverLocationFiled
Retirement Planning Group, LLC
5,290,993$116.8M2.9%ETFVery LowLeawood, KS2026-10-19
LPL Financial LLC
2,022,624$44.6M0.0%IndexVery LowFort Mill, SC2026-11-06
Compound Planning, Inc.
1,506,476$33.2M0.8%CoreLowNew York, NY2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
757,614$16.7M2.3%ETFLowAthens, GA2026-10-28
Peak Financial Management, Inc.
601,115$13.3M3.0%ETFVery LowWellesley, MA2026-10-16
Venture Visionary Partners LLC
424,491$9.4M0.2%CoreLowSylvania, OH2026-10-07
Cornerstone Advisors Asset Management, LLC
388,179$8.6M0.9%ETFLowBethlehem, PA2026-11-06
IFP Advisors, Inc
334,162$7.4M0.1%GrowthLowTampa, FL2026-10-16
Simplicity Wealth,LLC
331,193$7.3M0.2%ETFLowSummit, NJ2026-10-23
Cambridge Investment Research Advisors, Inc.
295,095$6.5M0.0%ETFLowFairfield, IA2026-11-02
Fifth Third Securities, Inc.
188,867$4.2M0.2%ETFLowCincinnati, OH2026-10-21
Ritholtz Wealth Management
163,046$3.6M0.1%IndexLowNew York, NY2026-11-05
EverSource Wealth Advisors, LLC
133,667$3.0M0.1%CoreMediumBirmingham, AL2026-11-04
Flynn Zito Capital Management, LLC
132,711$2.9M0.8%ETFLowGarden City, NY2026-11-04
Commonwealth Equity Services, LLC
124,973$2.8M0.0%ETFLowWaltham, MA2026-11-02
D.A. Davidson & Co.
97,978$2.2M0.0%CoreLowGreat Falls, MT2026-10-28
Arwa LLC
79,280$1.8M0.6%ETFMediumFort Worth, TX2026-10-21
Sagespring Wealth Partners, LLC
74,006$1.6M0.0%ETFLowFranklin, TN2026-10-22
VestGen Advisors, LLC
63,814$1.4M0.0%GrowthMediumChicago, IL2026-10-27
Valmark Advisers, Inc.
48,641$1.1M0.0%ETFVery LowAkron, OH2026-11-06
Bright Futures Wealth Management, Llc.
40,962$904.0K0.6%CoreHighWebster, Ny 14580, NY2026-10-23
Boyum Wealth Architects LLC
39,193$866.9K0.4%ETFLowBloomington, MN2026-10-06
Total Clarity Wealth Management, Inc.
38,349$846.4K0.2%ETFMediumSt. Charles, IL2026-10-26
BankPlus Wealth Management LLC
33,543$740.3K0.3%ETFLowJackson, MS2026-10-13
Wealth Management Partners, LLC
22,142$488.7K0.1%Agg GrowthLowTucson, AZ2026-10-21
Farther Finance Advisors, LLC
18,941$418.0K0.0%IndexLowSan Francisco, CA2026-10-08
HF Advisory Group, LLC
18,245$402.6K0.1%ValueLowAnnapolis, MD2026-10-09
Sigma Planning Corp
16,183$357.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
PNC Financial Services Group, Inc.
15,628$344.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Financial Network Wealth Advisors LLC
12,668$279.6K0.3%ETFLowMurray, UT2026-10-28
Quantum Private Wealth, LLC
12,500$275.9K0.1%GrowthLowTampa, FL2026-10-20
PFG Advisors
12,248$270.3K0.0%ETFMediumPhoenix, AZ2026-10-16
Tcfg Investment Advisors, LLC
9,797$216.4K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Private Trust Co NA
3,086$68.1K0.0%CoreLowCleveland, OH2026-10-20
Roxbury Financial LLC
1,507$33.3K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Quest 10 Wealth Builders, Inc.
274$6.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
CoreCap Advisors, LLC
271$6.0K0.0%ETFMediumSouthfield, MI2026-10-08
Lloyd Advisory Services, Llc.
189$4.2K0.0%ETFVery HighSuwanee, GA2026-11-02
Elevated Capital Advisors, LLC
87$1.9K0.0%ETFMediumSandy, UT2026-11-04