ETFIS SER TR I VIRTUS NEWFLEET is a security (CUSIP 26923G707) tracked across SEC portfolio filings. 82 institutional managers reported $357.9M on Form 13F as of 2026-06-30.
Showing 15 of 82 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Retirement Planning Group, LLC | LEAWOOD, KS | $113.4M | 4,940,760 |
| Compound Planning, Inc. | NEW YORK, NY | $37.6M | 1,637,454 |
| LPL Financial LLC | FORT MILL, SC | $34.4M | 1,513,555 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $24.1M | 1,059,353 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $18.4M | 809,498 |
| Elwood & Goetz Wealth Advisory Group, LLC | ATHENS, GA | $17.9M | 788,741 |
| Peak Financial Management, Inc. | WELLESLEY, MA | $13.5M | 589,643 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $9.3M | 408,301 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $7.8M | 338,105 |
| BENJAMIN EDWARDS INC | Clayton, MO | $7.0M | 303,369 |
| Royal Bank of Canada | TORONTO, A6 | $5.9M | 260,272 |
| IFP Advisors, Inc | TAMPA, FL | $5.4M | 234,059 |
| Maridea Wealth Management LLC | BROOKLYN, NY | $5.0M | 218,532 |
| Fifth Third Securities, Inc. | Cincinnati, OH | $4.1M | 177,615 |
| RITHOLTZ WEALTH MANAGEMENT | NEW YORK, NY | $3.9M | 172,059 |