VIRTUS NEWFLEET MULTI-SECTOR (NFLT) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $330.96M 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 $101.63M in its March 31, 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 $102.61M, representing an estimated gain of +0.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed NFLT value among the investors covered in this analysis. Major shareholders include Retirement Planning Group, Llc, Lpl Financial Llc, Compound Planning, Inc., 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
$330.96M
Largest Holder
Retirement Planning Group, Llc
Largest Position
$101.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
78
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 | 3.15% | 4,467,291 | $101,630,871 | $102,613,674 | +$982,803 | +0.97% | |
| Lpl Financial Llc | 0.01% | 1,513,555 | $34,433,369 | $34,766,358 | +$332,989 | +0.97% | |
| Compound Planning, Inc. | 1.04% | 1,475,222 | $33,561,291 | $33,885,849 | +$324,558 | +0.97% | |
| Raymond James Financial Inc | 0.01% | 1,059,353 | $24,100,286 | $24,333,338 | +$233,052 | +0.97% | |
| Stifel Financial Corp | 0.02% | 809,498 | $18,416,127 | $18,594,169 | +$178,042 | +0.97% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 3.05% | 788,741 | $17,943,851 | $18,117,381 | +$173,530 | +0.97% | |
| Peak Financial Management, Inc. | 3.25% | 562,332 | $12,793,056 | $12,916,766 | +$123,710 | +0.97% | |
| Osaic Holdings, Inc. | 0.01% | 408,301 | $9,289,189 | $9,378,674 | +$89,485 | +0.96% | |
| Envestnet Asset Management Inc | 0.00% | 296,979 | $6,756,269 | $6,821,608 | +$65,339 | +0.97% | |
| Royal Bank Of Canada | 0.00% | 260,272 | $5,921,000 | $5,978,448 | +$57,448 | +0.97% | |
| Benjamin Edwards Inc | 0.05% | 228,783 | $5,204,782 | $5,255,146 | +$50,364 | +0.97% | |
| Maridea Wealth Management Llc | 0.65% | 196,204 | $4,463,647 | $4,506,806 | +$43,159 | +0.97% | |
| Ritholtz Wealth Management | 0.07% | 172,059 | $3,914,342 | $3,952,195 | +$37,853 | +0.97% | |
| Fifth Third Securities, Inc. | 0.23% | 157,567 | $3,584,649 | $3,619,314 | +$34,665 | +0.97% | |
| Bleakley Financial Group, Llc | 0.05% | 151,708 | $3,451,346 | $3,484,733 | +$33,387 | +0.97% | |
| Commonwealth Equity Services, Llc | 0.00% | 144,155 | $3,279,530 | $3,311,240 | +$31,710 | +0.97% | |
| Eversource Wealth Advisors, Llc | 0.10% | 48,402 | $3,268,933 | $1,111,794 | -$2,157,139 | -65.99% | |
| Kingswood Wealth Advisors, Llc | 0.15% | 137,404 | $3,125,949 | $3,156,170 | +$30,221 | +0.97% | |
| Essex Financial Services, Inc. | 0.14% | 108,870 | $2,476,782 | $2,500,744 | +$23,962 | +0.97% | |
| D.A. Davidson & Co. | 0.01% | 105,951 | $2,410,385 | $2,433,694 | +$23,309 | +0.97% | |
| Total Clarity Wealth Management, Inc. | 0.48% | 89,127 | $2,027,636 | $2,047,247 | +$19,611 | +0.97% | |
| Flynn Zito Capital Management, Llc | 0.59% | 81,161 | $1,846,441 | $1,864,268 | +$17,827 | +0.97% | |
| Ifp Advisors, Inc | 0.04% | 76,627 | $1,743,264 | $1,760,122 | +$16,858 | +0.97% | |
| Sagespring Wealth Partners, Llc | 0.03% | 67,550 | $1,536,771 | $1,551,624 | +$14,853 | +0.97% | |
| Mml Investors Services, Llc | 0.00% | 60,245 | $1,370,572 | $1,383,828 | +$13,256 | +0.97% | |
| Private Advisor Group, Llc | 0.01% | 58,905 | $1,340,086 | $1,353,048 | +$12,962 | +0.97% | |
| Summit Financial, Llc | 0.02% | 52,468 | $1,193,653 | $1,205,190 | +$11,537 | +0.97% | |
| Wcg Wealth Advisors Llc | 0.03% | 49,496 | $1,126,031 | $1,136,923 | +$10,892 | +0.97% | |
| Cetera Investment Advisers | 0.00% | 49,404 | $1,123,949 | $1,134,810 | +$10,861 | +0.97% | |
| Kingsview Wealth Management, Llc | 0.01% | 47,139 | $1,072,412 | $1,082,783 | +$10,371 | +0.97% | |
| Vestgen Advisors, Llc | 0.03% | 42,117 | $968,685 | $967,427 | -$1,258 | -0.13% | |
| Valmark Advisers, Inc. | 0.01% | 41,983 | $955,113 | $964,350 | +$9,237 | +0.97% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 40,476 | $920,823 | $929,734 | +$8,911 | +0.97% | |
| Sonoma Allocations Llc | 0.32% | 40,004 | $913,669 | $918,892 | +$5,223 | +0.57% | |
| Trask Adam Roland | 0.86% | 39,900 | $907,725 | $916,503 | +$8,778 | +0.97% | |
| Bankplus Wealth Management Llc | 0.45% | 38,101 | $866,804 | $875,180 | +$8,376 | +0.97% | |
| Jane Street Group, Llc | 0.00% | 37,800 | $859,950 | $868,266 | +$8,316 | +0.97% | |
| Bright Futures Wealth Management, Llc. | 0.57% | 36,457 | $829,406 | $837,417 | +$8,011 | +0.97% | |
| Old Mission Capital Llc | 0.02% | 35,212 | $801,073 | $808,820 | +$7,747 | +0.97% | |
| Farther Finance Advisors, Llc | 0.01% | 34,566 | $789,142 | $793,981 | +$4,839 | +0.61% | |
| Wealth Management Partners, Llc | 0.22% | 34,325 | $780,894 | $788,445 | +$7,551 | +0.97% | |
| &Partners | 0.00% | 32,136 | $731,093 | $738,164 | +$7,071 | +0.97% | |
| Boyum Wealth Architects Llc | 0.29% | 30,702 | $705,532 | $705,225 | -$307 | -0.04% | |
| Citadel Advisors Llc | 0.00% | 30,894 | $702,839 | $709,635 | +$6,796 | +0.97% | |
| Quantum Private Wealth, Llc | 0.13% | 19,000 | $432,250 | $436,430 | +$4,180 | +0.97% | |
| Aptus Capital Advisors, Llc | 0.00% | 18,504 | $420,966 | $425,037 | +$4,071 | +0.97% | |
| Chokshi & Queen Wealth Advisors, Inc | 0.22% | 18,362 | $417,736 | $421,775 | +$4,039 | +0.97% | |
| Hf Advisory Group, Llc | 0.12% | 16,036 | $364,826 | $368,347 | +$3,521 | +0.97% | |
| Pfg Advisors | 0.02% | 16,015 | $364,331 | $367,865 | +$3,534 | +0.97% | |
| Western Wealth Management, Llc | 0.01% | 15,980 | $363,547 | $367,061 | +$3,514 | +0.97% |
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.