NFLT Holdings Changes

This page summarizes the NFLT holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether NFLT is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing NFLT Share Count
Commonwealth Equity Services LLC	30,897	84,544	+53,647	+173.63%
Cambridge Investment Research Advisors Inc.	49,987	57,406	+7,419	+14.84%
Raymond James & Associates	358,060	381,484	+23,424	+6.54%
Retirement Planning Group	711,145	731,168	+20,023	+2.82%
13F Filers Reporting New Positions In NFLT
Proequities Inc.	0	0	UNCH	100%
Elwood & Goetz Wealth Advisory Group LLC	0	12,100	+12,100	+100%
Fermata Advisors LLC	0	228,275	+228,275	+100%
Simplicity Wealth LLC	0	37,183	+37,183	+100%
13F Filers With Unchanged Share Count
CWM LLC	40	40	UNCH	0.00%
Evolution Advisers Inc.	17	17	UNCH	0.00%
13F Filers Decreasing NFLT Share Count
HF Advisory Group LLC	14,424	12,525	-1,899	-13.17%
Raymond James Financial Services Advisors Inc.	65,324	62,337	-2,987	-4.57%

See Summary: Institutional Holders of NFLT
See Details: Top 10 Hedge Funds Holding NFLT

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