13F Insight
DOSSIER · 13F Holders · Q3 2026
NFLT

ETFIS SER TR I

83 institutions still hold ETFIS SER TR I as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26923G707·83 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$334M
visible holders
Holders
83
filers reporting
Concentration
34.94%
Retirement Planning Group, LLC #1
top holder share
AI Holders Summary · Q3 2026

83 institutions reported NFLT in Q3 2026. Retirement Planning Group, LLC leads at 34.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Retirement Planning Group, LLC
CIK 0001508195
$117M5.3M2.91%Q3 202602
Compound Planning, Inc.
CIK 0001978879
$38M1.6M0.98%Q2 202603
LPL Financial LLC
CIK 0001403438
$25M1.1M0.01%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$24M1.1M0.01%Q2 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$23M980K0.02%Q2 202606
Elwood & Goetz Wealth Advisory Group, LLC
CIK 0001752758
$18M766K2.60%Q2 202607
Peak Financial Management, Inc.
CIK 0001669662
$13M601K3.01%Q3 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M420K0.01%Q2 202609
Venture Visionary Partners LLC
CIK 0001792283
$9M424K0.24%Q3 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M338K0.00%Q2 202611
IFP Advisors, Inc
CIK 0001641866
$7M334K0.13%Q3 202612
BENJAMIN EDWARDS INC
CIK 0001451623
$7M303K0.06%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M278K0.02%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$6M263K0.00%Q2 202615
Maridea Wealth Management LLC
CIK 0002056245
$5M219K0.54%Q2 202616
Essex Financial Services, Inc.
CIK 0001315785
$4M188K0.21%Q2 202617
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$4M189K0.21%Q3 202618
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$4M166K0.06%Q2 202619
Sanctuary Advisors, LLC
CIK 0001777271
$4M163K0.02%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M145K0.00%Q2 2026
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