Institutional Ownership
Etfis Ser Tr I
CUSIP 26923G707VIRTUS NEWFLEETNFLTQ1 2026
Institutional Holders
75
13F filers
Shares Held
14.91M
Aggregate institutional
Institutional Value
$331.26M
Q1 2026
Net New Holders
+11
14 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased40
Decreased8
Sold out3
Institutional Holders
75 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 4.47M | $101.63M | +544.7K | Added |
| 2 | Lpl Financial LLC | 1.51M | $34.43M | +10.8K | Added |
| 3 | Compound Planning, Inc. | 1.48M | $33.56M | −176.1K | Reduced |
| 4 | Raymond James Financial Inc | 1.06M | $24.10M | +175.5K | Added |
| 5 | Stifel Financial Corp | 809.5K | $18.42M | +195.1K | Added |
| 6 | Elwood & Goetz Wealth Advisory Group, LLC | 788.7K | $17.94M | +130.7K | Added |
| 7 | Peak Financial Management, Inc. | 562.3K | $12.79M | +50.8K | Added |
| 8 | Osaic Holdings, Inc. | 408.3K | $9.29M | −44.4K | Reduced |
| 9 | Envestnet Asset Management Inc | 297.0K | $6.76M | +70.9K | Added |
| 10 | Royal Bank Of Canada | 260.3K | $5.92M | +260.3K | New |
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