VIRTUS NEWFLEET MULTI-SECTOR (NFLT) Institutional Shareholders
VIRTUS NEWFLEET MULTI-SECTOR (NFLT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $344.38M in NFLT holdings during the latest filing period.
Retirement Planning Group, Llc is currently the largest disclosed institutional shareholder of NFLT tracked by InsiderSet, reporting ownership valued at approximately $113.39M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $112.78M, representing an estimated loss of -0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed NFLT value among the investors covered in this analysis. Major shareholders include Retirement Planning Group, Llc, Compound Planning, Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in VIRTUS NEWFLEET MULTI-SECTOR (NFLT).
This page ranks the largest institutional NFLT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
74
Total Reported Value
$344.38M
Largest Holder
Retirement Planning Group, Llc
Largest Position
$113.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Retirement Planning Group, Llc | 2.88% | 4,940,760 | $113,390,431 | $112,775,811 | -$614,620 | -0.54% | |
| Compound Planning, Inc. | 0.98% | 1,637,454 | $37,579,567 | $37,375,870 | -$203,697 | -0.54% | |
| Lpl Financial Llc | 0.01% | 1,069,103 | $24,535,905 | $24,402,917 | -$132,988 | -0.54% | |
| Raymond James Financial Inc | 0.01% | 1,059,353 | $24,100,286 | $24,180,368 | +$80,082 | +0.33% | |
| Stifel Financial Corp | 0.02% | 809,498 | $18,416,127 | $18,477,278 | +$61,151 | +0.33% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 3.05% | 788,741 | $17,943,851 | $18,003,487 | +$59,636 | +0.33% | |
| Peak Financial Management, Inc. | 3.11% | 589,643 | $13,532,307 | $13,458,955 | -$73,352 | -0.54% | |
| Osaic Holdings, Inc. | 0.01% | 408,301 | $9,289,189 | $9,319,715 | +$30,526 | +0.33% | |
| Envestnet Asset Management Inc | 0.00% | 338,105 | $7,759,510 | $7,717,449 | -$42,061 | -0.54% | |
| Benjamin Edwards Inc | 0.06% | 303,369 | $6,962,263 | $6,924,579 | -$37,684 | -0.54% | |
| Royal Bank Of Canada | 0.00% | 260,272 | $5,921,000 | $5,940,865 | +$19,865 | +0.34% | |
| Ifp Advisors, Inc | 0.10% | 234,059 | $5,371,654 | $5,342,537 | -$29,117 | -0.54% | |
| Maridea Wealth Management Llc | 0.55% | 218,532 | $5,015,312 | $4,988,124 | -$27,188 | -0.54% | |
| Essex Financial Services, Inc. | 0.21% | 188,070 | $4,316,197 | $4,292,811 | -$23,386 | -0.54% | |
| Fifth Third Securities, Inc. | 0.23% | 177,615 | $4,076,264 | $4,054,169 | -$22,095 | -0.54% | |
| Ritholtz Wealth Management | 0.06% | 165,607 | $3,800,681 | $3,780,079 | -$20,602 | -0.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 144,520 | $3,316,730 | $3,298,756 | -$17,974 | -0.54% | |
| Kingswood Wealth Advisors, Llc | 0.13% | 143,011 | $3,282,103 | $3,264,312 | -$17,791 | -0.54% | |
| Private Advisor Group, Llc | 0.01% | 111,752 | $2,564,712 | $2,550,806 | -$13,906 | -0.54% | |
| Bleakley Financial Group, Llc | 0.03% | 111,119 | $2,550,190 | $2,536,358 | -$13,832 | -0.54% | |
| D.A. Davidson & Co. | 0.01% | 110,799 | $2,542,837 | $2,529,054 | -$13,783 | -0.54% | |
| Flynn Zito Capital Management, Llc | 0.65% | 104,144 | $2,390,111 | $2,377,149 | -$12,962 | -0.54% | |
| Sagespring Wealth Partners, Llc | 0.02% | 68,411 | $1,570,022 | $1,561,522 | -$8,500 | -0.54% | |
| Mml Investors Services, Llc | 0.00% | 57,495 | $1,319,507 | $1,312,358 | -$7,149 | -0.54% | |
| Summit Financial, Llc | 0.02% | 52,468 | $1,193,653 | $1,197,614 | +$3,961 | +0.33% | |
| Total Clarity Wealth Management, Inc. | 0.22% | 49,793 | $1,142,747 | $1,136,555 | -$6,192 | -0.54% | |
| Wcg Wealth Advisors Llc | 0.03% | 49,496 | $1,126,031 | $1,129,776 | +$3,745 | +0.33% | |
| Cetera Investment Advisers | 0.00% | 49,404 | $1,123,949 | $1,127,676 | +$3,727 | +0.33% | |
| Kingsview Wealth Management, Llc | 0.01% | 47,139 | $1,072,412 | $1,075,976 | +$3,564 | +0.33% | |
| Sonoma Allocations Llc | 0.31% | 43,557 | $998,324 | $994,215 | -$4,109 | -0.41% | |
| Valmark Advisers, Inc. | 0.01% | 43,142 | $990,109 | $984,742 | -$5,367 | -0.54% | |
| Vestgen Advisors, Llc | 0.03% | 42,117 | $968,685 | $961,346 | -$7,339 | -0.76% | |
| Bright Futures Wealth Management, Llc. | 0.60% | 40,564 | $930,954 | $925,898 | -$5,056 | -0.54% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 40,476 | $920,823 | $923,889 | +$3,066 | +0.33% | |
| Trask Adam Roland | 0.86% | 39,900 | $907,725 | $910,741 | +$3,016 | +0.33% | |
| Bankplus Wealth Management Llc | 0.39% | 37,692 | $865,041 | $860,343 | -$4,698 | -0.54% | |
| Jane Street Group, Llc | 0.00% | 37,800 | $859,950 | $862,808 | +$2,858 | +0.33% | |
| Boyum Wealth Architects Llc | 0.33% | 36,643 | $836,560 | $836,398 | -$162 | -0.02% | |
| Old Mission Capital Llc | 0.02% | 35,212 | $801,073 | $803,735 | +$2,662 | +0.33% | |
| &Partners | 0.00% | 32,136 | $731,093 | $733,523 | +$2,430 | +0.33% | |
| Citadel Advisors Llc | 0.00% | 30,894 | $702,839 | $705,174 | +$2,335 | +0.33% | |
| Farther Finance Advisors, Llc | 0.00% | 26,006 | $596,838 | $593,603 | -$3,235 | -0.54% | |
| Wealth Management Partners, Llc | 0.14% | 25,028 | $574,393 | $571,279 | -$3,114 | -0.54% | |
| Arwa Llc | 0.23% | 24,602 | $564,360 | $561,555 | -$2,805 | -0.50% | |
| Aptus Capital Advisors, Llc | 0.00% | 18,504 | $420,966 | $422,365 | +$1,399 | +0.33% | |
| Chokshi & Queen Wealth Advisors, Inc | 0.22% | 18,362 | $417,736 | $419,124 | +$1,388 | +0.33% | |
| Hf Advisory Group, Llc | 0.12% | 17,461 | $400,726 | $398,558 | -$2,168 | -0.54% | |
| Western Wealth Management, Llc | 0.01% | 15,980 | $363,547 | $364,753 | +$1,206 | +0.33% | |
| Sigma Planning Corp | 0.01% | 13,381 | $307,094 | $305,429 | -$1,665 | -0.54% | |
| Pfg Advisors | 0.02% | 13,277 | $304,709 | $303,055 | -$1,654 | -0.54% |
Frequently asked questions about NFLT
Who owns the most NFLT stock?
The largest holders of NFLT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VIRTUS NEWFLEET MULTI-SECTOR (NFLT).
Is NFLT widely held by superinvestors?
Many widely followed stocks like NFLT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NFLT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.