# ETFIS SER TR I VIRTUS NEWFLEET

ETFIS SER TR I VIRTUS NEWFLEET is a security (CUSIP 26923G707) tracked across SEC portfolio filings. 82 institutional managers reported $348.1M on Form 13F as of 2026-06-30.

## Summary

- Issuer: ETFIS SER TR I
- Class: VIRTUS NEWFLEET
- CUSIP: 26923G707
- 13F holders: 82
- 13F value: $348.1M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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.](https://search.stillhousedata.com/firm/17178) | NEW YORK, NY | $37.6M | 1,637,454 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $24.5M | 1,069,103 |
| 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](https://search.stillhousedata.com/firm/154839) | ATHENS, GA | $17.9M | 788,741 |
| [Peak Financial Management, Inc.](https://search.stillhousedata.com/firm/110559) | 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](https://search.stillhousedata.com/firm/125112) | TAMPA, FL | $5.4M | 234,059 |
| Maridea Wealth Management LLC | BROOKLYN, NY | $5.0M | 218,532 |
| [Fifth Third Securities, Inc.](https://search.stillhousedata.com/firm/628) | Cincinnati, OH | $4.1M | 177,615 |
| RITHOLTZ WEALTH MANAGEMENT | NEW YORK, NY | $3.9M | 172,059 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/26923G707.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.