NFLT

Virtus Newfleet Multi-sector

Latest period2026 - Q1Total superinvestors76

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 76 superinvestors own shares of Virtus Newfleet Multi-sector (NFLT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Virtus Newfleet Multi-sector (NFLT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Virtus Newfleet Multi-sector (NFLT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Virtus Newfleet Multi-sector (NFLT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Alexis Barling@Retirement Planning Group, Llc
Recent Activity
Increased 13.89%
3.15%
$101.631M
4.467M shares@ 22.76 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 0.72%
0.01%
$34.433M
1.514M shares@ 22.75 avg price
Jessica Faaborg@Compound Planning, Inc.
Recent Activity
Decreased -10.66%
1.03%
$33.561M
1.475M shares@ 22.75 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 19.86%
0.01%
$24.1M
1.059M shares@ 22.76 avg price
James M. Zemlyak@Stifel Financial Corp
Recent Activity
Increased 31.75%
0.02%
$18.416M
809,498 shares@ 22.76 avg price
Lindsay Elwood@Elwood & Goetz Wealth Advisory Group, Llc
Recent Activity
Increased 19.88%
3.05%
$17.944M
788,741 shares@ 22.75 avg price
Shaun Thompson@Peak Financial Management, Inc.
Recent Activity
Increased 9.94%
3.25%
$12.793M
562,332 shares@ 22.76 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -9.8%
0.02%
$9.289M
408,301 shares@ 22.76 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 31.36%
0.01%
$6.756M
296,979 shares@ 22.75 avg price
Danielle N Schaffer@Cambridge Investment Research Advisors, Inc.
Recent Activity
Increased 8.5%
0.02%
$6.32M
277,795 shares@ 22.76 avg price

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