Who Owns ETFIS SER TR I (NFLT)? -- Institutional Holders (2026-06-30)

81 institutions reported holding $363.2M of ETFIS SER TR I (NFLT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Retirement Planning Group, LLC ($113.4M), Compound Planning, Inc. ($37.6M), LPL Financial LLC ($24.5M), RAYMOND JAMES FINANCIAL INC ($24.1M), STIFEL FINANCIAL CORP ($22.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Retirement Planning Group, LLC$113.4M4.9MAdded
2Compound Planning, Inc.$37.6M1.6MAdded
3LPL Financial LLC$24.5M1.1MTrimmed
4RAYMOND JAMES FINANCIAL INC$24.1M1.1MTrimmed
5STIFEL FINANCIAL CORP$22.5M980,405Added
6Elwood & Goetz Wealth Advisory Group, LLC$17.6M765,724Trimmed
7Peak Financial Management, Inc.$13.5M589,643Added
8OSAIC HOLDINGS, INC.$9.6M419,942Added
9ENVESTNET ASSET MANAGEMENT INC$7.8M338,105Added
10BENJAMIN EDWARDS INC$7.0M303,369Added
11Cambridge Investment Research Advisors, Inc.$6.5M283,734Added
12Royal Bank of Canada$6.0M263,289Added
13IFP Advisors, Inc$5.4M234,059Added
14Maridea Wealth Management LLC$5.0M218,532Added
15Essex Financial Services, Inc.$4.3M188,070Added
16Fifth Third Securities, Inc.$4.1M177,615Added
17RITHOLTZ WEALTH MANAGEMENT$3.8M165,607Trimmed
18Sanctuary Advisors, LLC$3.8M163,497New
19COMMONWEALTH EQUITY SERVICES, LLC$3.3M144,520Added
20KINGSWOOD WEALTH ADVISORS, LLC$3.3M143,011Added
21EverSource Wealth Advisors, LLC$2.6M112,528Added
22Private Advisor Group, LLC$2.6M111,752Added
23Bleakley Financial Group, LLC$2.6M111,119Trimmed
24D.A. DAVIDSON & CO.$2.5M110,799Added
25FLYNN ZITO CAPITAL MANAGEMENT, LLC$2.4M104,144Added

Source: SEC Form 13F filings · as of 2026-06-30