VIRTUS NEWFLEET MULTI-SECTOR NFLT
$22.95
+0.2% 52w: $21.39 – $23.03
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data21.3922.2123.03
Jun 20, 2025 Jul 2, 2026
Institutional holders
76
+10 QoQ
13F value
$339.3M
+18.2% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns NFLT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Retirement Planning Group, LLC | Wealth advisor | 4.5M | $101.6M | 3.1% | +13.9% |
| LPL Financial LLC | Bank broker | 1.5M | $34.4M | 0.0% | +0.7% |
| Compound Planning, Inc. | Wealth advisor | 1.5M | $33.6M | 1.0% | -10.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $24.1M | 0.0% | +19.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 809.5K | $18.4M | 0.0% | +31.7% |
| Elwood & Goetz Wealth Advisory Group, LLC | Wealth advisor | 788.7K | $17.9M | 3.0% | +19.9% |
| Peak Financial Management, Inc. | Wealth advisor | 562.3K | $12.8M | 3.2% | +9.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 408.3K | $9.3M | 0.0% | -9.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 297.0K | $6.8M | 0.0% | +31.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 277.8K | $6.3M | 0.0% | +8.5% |
| ROYAL BANK OF CANADA | Bank broker | 260.3K | $5.9M | 0.0% | New |
| BENJAMIN EDWARDS INC | Diversified mechanical | 228.8K | $5.2M | 0.1% | +197.4% |
| Maridea Wealth Management LLC | Wealth advisor | 196.2K | $4.5M | 0.7% | +16.8% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 172.1K | $3.9M | 0.1% | New |
| Fifth Third Securities, Inc. | Wealth advisor | 157.6K | $3.6M | 0.2% | +7.7% |
| Bleakley Financial Group, LLC | Wealth advisor | 151.7K | $3.5M | 0.1% | -1.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 144.2K | $3.3M | 0.0% | +3.8% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 137.4K | $3.1M | 0.1% | New |
| Essex Financial Services, Inc. | Wealth advisor | 108.9K | $2.5M | 0.1% | +31.6% |
| D.A. DAVIDSON & CO. | Wealth advisor | 106.0K | $2.4M | 0.0% | +3.0% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 91.9K | $2.1M | 0.1% | +32.7% |
| Total Clarity Wealth Management, Inc. | Wealth advisor | 89.1K | $2.0M | 0.5% | +18.6% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | Wealth advisor | 81.2K | $1.8M | 0.6% | New |
| IFP Advisors, Inc | Wealth advisor | 76.6K | $1.7M | 0.0% | +27.7% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 67.5K | $1.5M | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 65.3K | $1.5M | 0.0% | +5136.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 60.2K | $1.4M | 0.0% | +5.2% |
| Private Advisor Group, LLC | Wealth advisor | 58.9K | $1.3M | 0.0% | +187.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 56.7K | $1.3M | 0.0% | +280.4% |
| Summit Financial, LLC | Wealth advisor | 52.5K | $1.2M | 0.0% | +10.7% |
| WCG Wealth Advisors LLC | Wealth advisor | 49.5K | $1.1M | 0.0% | +66.6% |
| Cetera Investment Advisers | Wealth advisor | 49.4K | $1.1M | 0.0% | +33.9% |
| Kingsview Wealth Management, LLC | Wealth advisor | 47.1K | $1.1M | 0.0% | +19.6% |
| VestGen Advisors, LLC | Wealth advisor | 42.1K | $969K | 0.0% | New |
| Valmark Advisers, Inc. | Wealth advisor | 42.0K | $955K | 0.0% | +7.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 40.5K | $921K | 0.0% | +16.4% |
| Sonoma Allocations LLC | Wealth advisor | 40.0K | $914K | 0.3% | +48.6% |
| Trask Adam Roland ★2 | Fundamental diversified | 39.9K | $908K | 0.9% | — |
| BankPlus Wealth Management LLC | Wealth advisor | 38.1K | $867K | 0.4% | +16.3% |
| JANE STREET GROUP, LLC | Market maker | 37.8K | $860K | 0.0% | +116.5% |
| Bright Futures Wealth Management, LLC. | Wealth advisor | 36.5K | $829K | 0.6% | +4.3% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 35.2K | $801K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 34.6K | $789K | 0.0% | New |
| Wealth Management Partners, LLC | Wealth advisor | 34.3K | $781K | 0.2% | +10.1% |
| &PARTNERS | Diversified mechanical | 32.1K | $731K | 0.0% | +1.3% |
| BOYUM WEALTH ARCHITECTS LLC | Wealth advisor | 30.7K | $706K | 0.3% | -10.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 30.9K | $703K | 0.0% | +123.9% |
| FLOW TRADERS U.S. LLC | Market maker | 24.1K | $547K | 0.0% | New |
| Quantum Private Wealth, LLC ★2 | Fundamental diversified | 19.0K | $432K | 0.1% | New |
| Aptus Capital Advisors, LLC | Wealth advisor | 18.5K | $421K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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