NFLT

Virtus Newfleet Multi-sector

+$51.1M

Net Activity

Institutions Holding

76

Popularity Rank

#5077

Avg Weight

0.23%

Total Value

$338.1M

Ownership Trend

76 institutions currently hold NFLT, with 54 net buyers and 11 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

11

Net Buying Institutions

54

Key Holders

Key Holders

Top 5 by Value

RP
Retirement Planning Group, LLC
$101.6M
LF
LPL Financial LLC
$34.4M
CP
Compound Planning, Inc.
$33.6M
RJ
Raymond James Financial INC
$24.1M
SF
Stifel Financial CORP
$18.4M

Top 5 by Conviction

PF
Peak Financial Management, Inc.
3.25%
RP
Retirement Planning Group, LLC
3.15%
E&
Elwood & Goetz Wealth Advisory Group, LLC
3.05%
CP
Compound Planning, Inc.
1.03%
TA
Trask Adam Roland
0.86%
View all 76 holding institutions

Quarterly Activity

Recent Activity

+$287.8M

Total Buy Value

$54.3M

Total Sell Value

New buy14
Trim8
Add40
Sold out3

54

Net Buyers

11

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VIRTUS NEWFLEET MULTI-SECTOR (NFLT)?
Major stakeholders currently include Retirement Planning Group, LLC ($101.6M), LPL Financial LLC ($34.4M), Compound Planning, Inc. ($33.6M). Based on the latest 13F filings, there are a total of 76 tracked investment funds and institutions maintaining positions in NFLT.
What is the overall institutional sentiment toward NFLT recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $51.1M, driven by 54 managers accumulating shares while 11 reduced their exposure.
Which institutions have been selling or reducing their NFLT positions?
In the latest period, 8 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $54.3M.
Are there any notable investors adding NFLT to their portfolios?
Yes, buying activity remains notable. 14 institutions opened new positions in {ticker}, and 40 existing holders added to their shares. The total reported buy value for the quarter amounted to $287.8M.

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