Institutional Ownership
Etfis Ser Tr I
CUSIP 26923G707VIRTUS NEWFLEETNFLTQ1 2026
13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
8.5%
Max % of class reported
Institutional Holders
75
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
3 filings · latest Dec 10, 2025
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 4.47M | $101.63M |
| 2 | Lpl Financial LLC | 1.51M | $34.43M |
| 3 | Compound Planning, Inc. | 1.48M | $33.56M |
| 4 | Raymond James Financial Inc | 1.06M | $24.10M |
| 5 | Stifel Financial Corp | 809.5K | $18.42M |
| 6 | Elwood & Goetz Wealth Advisory Group, LLC | 788.7K | $17.94M |
| 7 | Peak Financial Management, Inc. | 562.3K | $12.79M |
| 8 | Osaic Holdings, Inc. | 408.3K | $9.29M |
| 9 | Envestnet Asset Management Inc | 297.0K | $6.76M |
| 10 | Royal Bank Of Canada | 260.3K | $5.92M |