CUSIP 26923G707VIRTUS NEWFLEETNFLTQ4 2025
Aggregate 13F value by quarter
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65 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 3.92M | $90.38M | +267.2K | Added |
| 2 | Compound Planning, Inc. | 1.65M | $38.05M | +80.1K | Added |
| 3 | Lpl Financial LLC | 1.50M | $34.62M | +213.7K | Added |
| 4 | Raymond James Financial Inc | 883.9K | $20.36M |
| +148.6K |
| Added |
| 5 | Elwood & Goetz Wealth Advisory Group, LLC | 658.0K | $15.16M | +33.3K | Added |
| 6 | Stifel Financial Corp | 614.4K | $14.16M | +127.5K | Added |
| 7 | Peak Financial Management, Inc. | 511.5K | $11.79M | +30.9K | Added |
| 8 | Osaic Holdings, Inc. | 452.7K | $10.43M | +3.8K | Added |
| 9 | Envestnet Asset Management Inc | 226.1K | $5.21M | +30.3K | Added |
| 10 | Maridea Wealth Management LLC | 168.0K | $3.87M | +34.9K | Added |
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