CUSIP 26923G707VIRTUS NEWFLEETNFLTQ4 2025
3 filings · latest Dec 10, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 3.92M | $90.38M |
| 2 | Compound Planning, Inc. | 1.65M | $38.05M |
| 3 | Lpl Financial LLC | 1.50M | $34.62M |
| 4 | Raymond James Financial Inc | 883.9K | $20.36M |
| 5 | Elwood & Goetz Wealth Advisory Group, LLC | 658.0K | $15.16M |
| 6 | Stifel Financial Corp | 614.4K | $14.16M |
| 7 | Peak Financial Management, Inc. | 511.5K | $11.79M |
| 8 | Osaic Holdings, Inc. | 452.7K | $10.43M |
| 9 |
| Envestnet Asset Management Inc |
| 226.1K |
| $5.21M |
| 10 | Maridea Wealth Management LLC | 168.0K | $3.87M |