VIRTUS NEWFLEET MULTI-SECTOR (NFLT) Institutional Ownership and Insiders Activity
VIRTUS NEWFLEET MULTI-SECTOR (NFLT) is widely held by institutional investors, with 74 firms reporting positions valued at approximately $355.62M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Retirement Planning Group, Llc is the largest disclosed holder, reporting approximately $113.39M in NFLT holdings in its latest filing.
Institutional Holders
74
Total Reported Value
$355.62M
Largest Holder
Retirement Planning Group, Llc
Largest Position
$113.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
6
Funds Exiting Positions
9
Top Institutional Owners
View allInvestorReported Balance
- Retirement Planning Group, Llc$113.39M
- Compound Planning, Inc.$37.58M
- Lpl Financial Llc$24.54M
- Raymond James Financial Inc$24.14M
- Stifel Financial Corp$22.50M