VIRTUS NEWFLEET MULTI-SECTOR (NFLT) Institutional Ownership Changes & 13F Activity

VIRTUS NEWFLEET MULTI-SECTOR (NFLT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Stifel Financial Corp, Sanctuary Advisors, Llc, Essex Financial Services, Inc., and Jpmorgan Chase & Co.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+41,126+13.8%338,105$7.76MQ2 2026Sep 23, 2026
Citadel Advisors LlcSell-7,324-23.7%23,570$540.93KQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcSell-4,861-10.3%42,278$970.28KQ2 2026Aug 19, 2026
Goldman Sachs Group IncBuy+18,567—18,567$426.11KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+11,641+2.9%419,942$9.64MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-7,390-0.7%1,051,963$24.14MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+4,448+9.0%53,944$1.24MQ2 2026Aug 14, 2026
&PartnersBuy+3,242+10.1%35,378$811.92KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+3,017+1.2%263,289$6.04MQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-1,737-10.9%14,243$326.89KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+631—631$14.47KQ2 2026Aug 14, 2026
Sanctuary Advisors, LlcBuy+163,497—163,497$3.75MQ2 2026Aug 13, 2026
Elwood & Goetz Wealth Advisory Group, LlcSell-23,017-2.9%765,724$17.57MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-2,842-7.0%37,634$863.71KQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcBuy+26+0.2%10,842$248.84KQ2 2026Aug 13, 2026
Stifel Financial CorpBuy+170,907+21.1%980,405$22.50MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+66,170—66,170$1.52MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+24,164+48.9%73,568$1.69MQ2 2026Aug 12, 2026
Commerce BankBuy+8,738—8,738$200.54KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+7,655+14.1%62,041$1.42MQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+1,260+2.4%53,728$1.23MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-16-0.3%4,700$107.86KQ2 2026Aug 12, 2026
Vestgen Advisors, LlcBuy+11,714+27.8%53,831$1.24MQ2 2026Aug 11, 2026
Ritholtz Wealth ManagementSell-6,452-3.7%165,607$3.80MQ2 2026Aug 11, 2026
Virtus Advisers, LlcSell-80-13.5%512$11.75KQ2 2026Aug 11, 2026
Essex Financial Services, Inc.Buy+79,200+72.7%188,070$4.32MQ2 2026Aug 10, 2026
Lpl Financial LlcSell-444,452-29.4%1,069,103$24.54MQ2 2026Aug 07, 2026
Sigma Planning CorpBuy+4,300+47.4%13,381$307.09KQ2 2026Aug 07, 2026
Mml Investors Services, LlcSell-2,750-4.6%57,495$1.32MQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+1,812+22.3%9,944$228.21KQ2 2026Aug 07, 2026
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Frequently asked questions about NFLT activity

  • Which institutional owners are buying NFLT?

    Institutional owners buying NFLT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NFLT activity?

    "Buy" means an investor increased their reported position in NFLT compared to the prior reporting period. This reflects growing exposure to VIRTUS NEWFLEET MULTI-SECTOR (NFLT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NFLT increasing?

    Institutional interest in NFLT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.