NFLT · Insider trading · 13F holders · Congress trades
Etfis Ser Tr I (NFLT)
Who is buying and selling NFLT: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 13
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
NFLT at a glance
- No open-market insider purchases or sales of NFLT were filed in the last 90 days.
- 13 13F filers hold NFLT among their 50 largest positions, worth $197.3M combined. The biggest bets by portfolio weight are Peak Financial Management, Inc. (3.0%), Retirement Planning Group, LLC (2.9%) and Elwood & Goetz Wealth Advisory Group, LLC (2.3%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in NFLT.
NFLT insider trading
No open-market insider purchases or sales of NFLT were filed in the last 90 days.
Who owns NFLT? Hedge funds and superinvestors
13 13F filers hold NFLT among their 50 largest positions, worth $197.3M combined. The biggest bets by portfolio weight are Peak Financial Management, Inc. (3.0%), Retirement Planning Group, LLC (2.9%) and Elwood & Goetz Wealth Advisory Group, LLC (2.3%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Retirement Planning Group, LLCWealth manager | 2.9% | $116.8M | 5,290,993 | +7.1% shares | Q3 2026 |
| Compound Planning, Inc.Wealth manager | 1.0% | $37.6M | 1,637,454 | +11.0% shares | Q2 2026 |
| Elwood & Goetz Wealth Advisory Group, LLCWealth manager | 2.3% | $16.7M | 757,614 | -1.1% shares | Q3 2026 |
| Peak Financial Management, Inc.Wealth manager | 3.0% | $13.3M | 601,115 | +1.9% shares | Q3 2026 |
| Maridea Wealth Management LLCWealth manager | 0.5% | $5.0M | 218,532 | +11.4% shares | Q2 2026 |
| Flynn Zito Capital Management, LLCWealth manager | 0.7% | $2.4M | 104,144 | +28.3% shares | Q2 2026 |
| Arwa LLCWealth manager | 0.6% | $1.8M | 79,280 | — | Q3 2026 |
| Sonoma Allocations LLCWealth manager | 0.3% | $998K | 43,557 | — | Q2 2026 |
| Trask Adam RolandInvestment manager | 0.9% | $908K | 39,900 | — | Q1 2026 |
| Boyum Wealth Architects LLCWealth manager | 0.4% | $867K | 39,193 | +7.0% shares | Q3 2026 |
| Burnham & Co LLCWealth manager | 0.4% | $549K | 23,900 | — | Q2 2026 |
| Chokshi & Queen Wealth Advisors, IncWealth manager | 0.2% | $421K | 18,362 | +0.0% shares | Q2 2026 |
| Virtus Fixed Income Advisers, LLCAsset manager | 0.0% | $4K | 181 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 7, Q1 2026: 1). Screen NFLT in the grand portfolio →
NFLT stock trades by members of Congress
No member of Congress has disclosed a trade in NFLT.
NFLT questions and answers
Are insiders buying NFLT stock?
No open-market insider purchases or sales of NFLT were filed in the last 90 days.
Which hedge funds own NFLT?
13 13F filers hold NFLT among their 50 largest positions, worth $197.3M combined. The biggest bets by portfolio weight are Peak Financial Management, Inc. (3.0%), Retirement Planning Group, LLC (2.9%) and Elwood & Goetz Wealth Advisory Group, LLC (2.3%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded NFLT?
No member of Congress has disclosed a trade in NFLT.
Who is the largest holder of NFLT?
Among 13F filers, Retirement Planning Group, LLC reports the largest NFLT position, $116.8M (5,290,993 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Peak Financial Management, Inc.'s: 3.0% of its portfolio.
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