13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
NFLT

ETFIS SER TR I

80 institutions still hold ETFIS SER TR I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26923G707·80 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.5%
vs prior quarter
13F value held
$299M
48.0% inst. owned
of float
Holders
80
-94 QoQ
filers reporting
Activity
+8 / −36
+848 added · −662 reduced
this quarter
Concentration
34.01%
Retirement Planning Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

80 institutions reported NFLT in Q1 2026. Retirement Planning Group, LLC leads at 34.0% of the visible book. -94 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Retirement Planning Group, LLC
CIK 0001508195
$102M4.5M3.15%Q1 202602
LPL Financial LLC
CIK 0001403438
$34M1.5M0.01%Q1 202603
Compound Planning, Inc.
CIK 0001978879
$34M1.5M1.03%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$24M1.1M0.01%Q1 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$18M809K0.02%Q1 202606
Elwood & Goetz Wealth Advisory Group, LLC
CIK 0001752758
$18M789K3.05%Q1 202607
Peak Financial Management, Inc.
CIK 0001669662
$13M562K3.25%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M408K0.01%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M297K0.00%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$6M260K0.00%Q1 202611
BENJAMIN EDWARDS INC
CIK 0001451623
$5M229K0.05%Q1 202612
Maridea Wealth Management LLC
CIK 0002056245
$4M196K0.65%Q1 202613
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$4M172K0.07%Q1 202614
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$4M158K0.23%Q1 202615
Bleakley Financial Group, LLC
CIK 0001936953
$3M152K0.05%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M144K0.00%Q1 202617
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$3M137K0.15%Q1 202618
Essex Financial Services, Inc.
CIK 0001315785
$2M109K0.14%Q1 202619
D.A. DAVIDSON & CO.
CIK 0001080107
$2M106K0.01%Q1 202620
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M92K0.06%Q1 2026
Page 1 of 4
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