Explore more topics
Public ownership evidence

Virtus Newfleet Multi-Sector Bond ETF (NFLT) Ownership Disclosures

Read NFLT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 41 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-2941,726$941,768None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-283,890$88,498None
Kingsview Wealth Management, LLC2026-06-302026-08-2042,278$970,280None
WCG Wealth Advisors LLC2026-06-302026-08-1553,944$1,238,016None
Western Wealth Management, LLC2026-06-302026-08-1514,243$326,886None
OSAIC HOLDINGS, INC.2026-06-302026-08-1548,918$1,122,657None
OSAIC HOLDINGS, INC.2026-06-302026-08-15371,024$8,515,021None
&PARTNERS2026-06-302026-08-1535,378$811,918None
Chokshi & Queen Wealth Advisors, Inc2026-06-302026-08-1518,362$421,408None
ROYAL BANK OF CANADA2026-06-302026-08-15263,289$6,042,000None
CITADEL ADVISORS LLC2026-06-302026-08-1523,570$540,932None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1518,567$426,113None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1532,578$747,665None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15539,740$12,387,038None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15479,645$11,007,842None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15631$14,470None
Virtus Fixed Income Advisers, LLC2026-06-302026-08-14181$4,154None
Sanctuary Advisors, LLC2026-06-302026-08-14163,497$3,752,261None
Elwood & Goetz Wealth Advisory Group, LLC2026-06-302026-08-14765,724$17,573,372None
Rockefeller Capital Management L.P.2026-06-302026-08-141,265$29,032None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1437,634$863,710None
Arete Wealth Advisors, LLC2026-06-302026-08-1410,842$248,839None
MORGAN STANLEY2026-06-302026-08-142$50None
Integrated Wealth Concepts LLC2026-06-302026-08-1328$649None
Cetera Investment Advisers2026-06-302026-08-1373,568$1,688,405None
Aptus Capital Advisors, LLC2026-06-302026-08-1318,504$424,667None
NewEdge Advisors, LLC2026-06-302026-08-1362,041$1,423,831None
Summit Financial, LLC2026-06-302026-08-1353,728$1,233,050None
COMMERCE BANK2026-06-302026-08-138,738$200,537None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-134,700$107,860None
STIFEL FINANCIAL CORP2026-06-302026-08-13980,405$22,500,291None
JPMORGAN CHASE & CO2026-06-302026-08-1366,170$1,523,237None
Burnham & Co LLC2026-06-302026-08-1223,900$548,505None
VestGen Advisors, LLC2026-06-302026-08-1253,831$1,235,429None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-12165,607$3,800,681None
Arete Wealth Advisors, LLC2025-12-312026-08-1210,795$248,732None
Arete Wealth Advisors, LLC2026-06-302026-08-1218,714$429,501None
VIRTUS ADVISERS, LLC2026-06-302026-08-12512$11,750None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12623$14,298None
Essex Financial Services, Inc.2026-06-302026-08-11188,070$4,316,197None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-11165,607$3,800,681None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗TUCKER ASSET MANAGEMENT LLC ↗Kingsview Wealth Management, LLC ↗WCG Wealth Advisors LLC ↗Western Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗&PARTNERS ↗Chokshi & Queen Wealth Advisors, Inc ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.