Who Owns NTSX?
WisdomTree U.S. Efficient Core Fund — Institutional Ownership & 13F Holdings
$56.40
-0.14 (-0.25%)
Market Cap
$1.3B
Shares Outstanding
21,290,173
Institutional Holders
90
Total Inst. Value
$556.2M
% of Float Held
—
QoQ Holder Change
+44
Institutional data as of Q1 2025
New Positions
26
Closed Positions
11
Increased
23
Decreased
30
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $272.7M | 6,018,612 |
| 2 | RATIONAL ADVISORS, INC. | $41.0M | 904,332 |
| 3 | Wealthcare Advisory Partners LLC | $41.0M | 904,188 |
| 4 | WJ Interests, LLC | $27.4M | 603,926 |
| 5 | Cetera Investment Advisers | $25.4M | 560,882 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $22.3M | 491,369 |
| 7 | Professional Financial Advisors, LLCNew | $20.5M | 452,243 |
| 8 | OSAIC HOLDINGS, INC. | $15.1M | 333,729 |
| 9 | HOWARD BAILEY SECURITIES, LLCNew | $12.6M | 278,472 |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $12.3M | 272,217 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +70K | $22.3M |
| Professional Financial Advisors, LLCNew | +452K | $20.5M |
| HOWARD BAILEY SECURITIES, LLCNew | +278K | $12.6M |
| Fermata Advisors, LLCNew | +103K | $4.7M |
| RHS Financial, LLCNew | +55K | $2.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -339K | $15.1M |
| WJ Interests, LLC | -220K | $27.4M |
| RATIONAL ADVISORS, INC. | -176K | $41.0M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | -65K | $272.7M |
| Accurate Wealth Management, LLC | -64K | $1.1M |
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Frequently Asked Questions
How many institutional investors hold NTSX?
As of Q1 2025, 90 institutional investors report holding NTSX (WisdomTree U.S. Efficient Core Fund) in their 13F filings.
Which hedge fund owns the most NTSX?
The largest institutional holder of NTSX is HALBERT HARGROVE GLOBAL ADVISORS, LLC with $272.7M in shares.
Are institutions buying or selling NTSX?
This quarter, 26 institutions opened new positions in NTSX and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.