Who owns NTSX?
WisdomTree U.S. Efficient Core Fund · WisdomTree
113 institutions reported holding NTSX, worth $729.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of NTSX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Halbert Hargrove Global Advisors, LLC | Long Beach, CA | $316.3M | 5,356,465 | −60,631 shares |
| Wealthcare Advisory Partners LLC | West Chester, PA | $60.9M | 1,031,715 | +43,624 shares |
| Rational Advisors, Inc. | San Juan, PR | $43.4M | 735,041 | −561,532 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $36.1M | 611,866 | +1,886 shares |
| Cetera Investment Advisers | Schaumburg, IL | $32.7M | 554,125 | −9,633 shares |
| Professional Financial Advisors, LLC | North Platte, NE | $30.6M | 518,200 | +9,843 shares |
| 46 Peaks LLC | Newtown, PA | $22.8M | 386,537 | −56,451 shares |
| LPL Financial LLC | Fort Mill, SC | $22.5M | 380,758 | +29,783 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $19.4M | 327,755 | +4,309 shares |
| AQR Capital Management LLC | Greenwich, CT | $14.4M | 244,408 | −9,438 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: NTSX vs FDMO, NTSX vs FVAL, NTSX vs FDV, NTSX vs NBCR.
Frequently asked questions
Who owns NTSX?
113 institutional managers reported holding NTSX in Form 13F filings for June 30, 2026, worth $729.7M in total. The largest reported position was held by Halbert Hargrove Global Advisors, LLC, at $316.3M.
Did institutions buy or sell NTSX last quarter?
Reported 13F value rose 5.8% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is NTSX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.