NTSX Institutional Ownership
WisdomTree U.S. Efficient Core Fund
1W: -0.8%
1M: -1.6%
3M: -0.9%
YTD: +7.3%
1Y: +8.6%
3Y: +73.5%
5Y: +46.2%
$58.86
+0.16 (+0.27%)
Weekly Expected Move ±1.8%
$57
$58
$59
$60
$61
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — NTSX
120
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
728M
Total Invested
14
New Positions
38
Increased
46
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (128 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,356,465 | $315M | -60,631 | -1.1% | 26Q | SEC ↗ |
| 2 | CWM, LLC | 1,410,617 | $83M | +31,815 | +2.3% | 16Q | SEC ↗ |
| 3 | Wealthcare Advisory Partners LLC | 1,031,715 | $61M | +43,624 | +4.4% | 15Q | SEC ↗ |
| 4 | RATIONAL ADVISORS, INC. | 735,041 | $43M | -561,532 | -43.3% | 26Q | SEC ↗ |
| 5 | OneDigital Investment Advisors LLC | 611,866 | $36M | +1,886 | +0.3% | 16Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 554,125 | $33M | -9,633 | -1.7% | 23Q | SEC ↗ |
| 7 | Professional Financial Advisors, LLC | 518,200 | $31M | +9,843 | +1.9% | 13Q | SEC ↗ |
| 8 | 46 Peaks LLC | 386,537 | $23M | -56,451 | -12.7% | 3Q | SEC ↗ |
| 9 | LPL Financial LLC | 380,758 | $22M | +29,783 | +8.5% | 25Q | SEC ↗ |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 327,755 | $19M | +4,309 | +1.3% | 12Q | SEC ↗ |
| 11 | AQR CAPITAL MANAGEMENT LLC | 244,408 | $14M | -9,438 | -3.7% | 11Q | SEC ↗ |
| 12 | WJ Interests, LLC | 192,789 | $11M | -301,213 | -61.0% | 17Q | SEC ↗ |
| 13 | Perennial Investment Advisors, LLC | 161,472 | $10M | +867 | +0.5% | 14Q | SEC ↗ |
| 14 | BNP PARIBAS FINANCIAL MARKETS | 152,814 | $9M | -6,445 | -4.0% | 26Q | SEC ↗ |
| 15 | Kestra Advisory Services, LLC | 129,199 | $8M | -5,035 | -3.8% | 17Q | SEC ↗ |
| 16 | Fermata Advisors, LLC | 117,673 | $7M | -1,822 | -1.5% | 20Q | SEC ↗ |
| 17 | REGIONS FINANCIAL CORP | 96,117 | $6M | +91,492 | +1978.2% | 2Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 92,185 | $5M | +22,049 | +31.4% | 4Q | SEC ↗ |
| 19 | Bravias Capital Group, LLC | 88,453 | $5M | +2,557 | +3.0% | 7Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 83,404 | $5M | +7,646 | +10.1% | 26Q | SEC ↗ |
| 21 | Private Advisor Group, LLC | 80,821 | $5M | -4,034 | -4.8% | 24Q | SEC ↗ |
| 22 | MORGAN STANLEY | 70,390 | $4M | +645 | +0.9% | 20Q | SEC ↗ |
| 23 | CIBC Bancorp USA Inc. | 64,423 | $4M | +8,668 | +15.5% | 2Q | SEC ↗ |
| 24 | RHS Financial, LLC | 52,514 | $3M | +2,165 | +4.3% | 31Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 49,934 | $3M | -522 | -1.0% | 23Q | SEC ↗ |
| 26 | Leading Edge Financial Planning LLC | 43,755 | $3M | +3,902 | +9.8% | 15Q | SEC ↗ |
| 27 | Insight Wealth Strategies, LLC | 39,051 | $2M | +1,482 | +3.9% | 26Q | SEC ↗ |
| 28 | Morton Capital Management LLC/CA | 33,148 | $2M | +90 | +0.3% | 8Q | SEC ↗ |
| 29 | Golden State Wealth Management, LLC | 27,944 | $2M | -1,460 | -5.0% | 7Q | SEC ↗ |
| 30 | Ausdal Financial Partners, Inc. | 24,970 | $1M | -3,872 | -13.4% | 9Q | SEC ↗ |
| 31 | Innova Wealth Partners | 23,169 | $1M | +362 | +1.6% | 7Q | SEC ↗ |
| 32 | Herold Advisors, Inc. | 23,000 | $1M | -1,000 | -4.2% | 20Q | SEC ↗ |
| 33 | Sierra Capital LLC | 21,439 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 34 | Cambridge Investment Research Advisors | 20,888 | $1M | +2 | +0.0% | 21Q | SEC ↗ |
| 35 | HOWARD BAILEY SECURITIES, LLC | 19,882 | $1M | -4,084 | -17.0% | 8Q | SEC ↗ |
| 36 | Belpointe Asset Management LLC | 18,972 | $1M | -200 | -1.0% | 11Q | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 18,170 | $1M | -951 | -5.0% | 6Q | SEC ↗ |
| 38 | XY Planning Network, Inc. | 18,033 | $1M | +518 | +3.0% | 2Q | SEC ↗ |
| 39 | Wright Wealth LLC | 17,718 | $1M | -131 | -0.7% | 3Q | SEC ↗ |
| 40 | ENVESTNET ASSET MANAGEMENT INC | 15,714 | $925K | -465 | -2.9% | 2Q | SEC ↗ |
| 41 | United Advisor Group, LLC | 15,457 | $910K | +1,004 | +6.9% | 7Q | SEC ↗ |
| 42 | Sunbelt Securities, Inc. | 14,733 | $867K | +24 | +0.2% | 27Q | SEC ↗ |
| 43 | NewEdge Advisors, LLC | 14,641 | $862K | -1,867 | -11.3% | 7Q | SEC ↗ |
| 44 | Bison Wealth, LLC | 14,391 | $847K | -527 | -3.5% | 3Q | SEC ↗ |
| 45 | Accurate Wealth Management, LLC | 13,950 | $821K | -6,045 | -30.2% | 9Q | SEC ↗ |
| 46 | ORBA Wealth Advisors, L.L.C. | 13,923 | $820K | -3,361 | -19.4% | 11Q | SEC ↗ |
| 47 | Corient Private Wealth LP | 13,900 | $818K | — | +0.0% | 8Q | SEC ↗ |
| 48 | WealthPlan Investment Management, LLC | 13,397 | $789K | -1,410 | -9.5% | 5Q | SEC ↗ |
| 49 | Quotient Wealth Partners, LLC | 13,119 | $772K | -103 | -0.8% | 2Q | SEC ↗ |
| 50 | Merit Financial Group, LLC | 12,845 | $756K | +35 | +0.3% | 5Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Kensington Investment Counsel, LLC | 4,766 | $281K |
| Prospera Financial Services Inc | 4,524 | $266K |
| Balentine LLC | 4,465 | $263K |
| Vise Technologies, Inc. | 4,110 | $242K |
| Traynor Capital Management, Inc. | 3,887 | $229K |
| FLAGSHIP HARBOR ADVISORS, LLC | 3,715 | $219K |
| Worth Asset Management, LLC | 3,623 | $213K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 3,561 | $210K |
| Global Retirement Partners, LLC | 3,357 | $198K |
| IFG Advisory, LLC | 2,913 | $171K |
| AMERIFLEX GROUP, INC. | 414 | $24K |
| Steward Partners Investment Advisor | 116 | $7K |
| FIDUCIARY FINANCIAL ADVISORS | 106 | $6K |
| UBS Group AG | 56 | $3K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 74,814 | $4M |
| Oregon Pacific Wealth Management, L | 15,034 | $885K |
| Mariner, LLC | 13,475 | $793K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 7,381 | $434K |
| Empowered Funds, LLC | 5,179 | $305K |
| Cambria Investment Management, L.P. | 5,179 | $305K |
| UNITED CAPITAL FINANCIAL ADVISORS, | 4,395 | $259K |
| Strategic Blueprint, LLC | 4,131 | $243K |
| CARDIFF PARK ADVISORS, LLC | 4,042 | $238K |
| Clearstead Advisors, LLC | 3,714 | $219K |
| Hilton Head Capital Partners, LLC | 564 | $33K |
| Longview Financial Advisors, Inc. | 0 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| REGIONS FINANCIAL CORP | +91,492 | +1978.2% | 96,117 |
| Wealthcare Advisory Partners LLC | +43,624 | +4.4% | 1,031,715 |
| CWM, LLC | +31,815 | +2.3% | 1,410,617 |
| LPL Financial LLC | +29,783 | +8.5% | 380,758 |
| JPMORGAN CHASE & CO | +22,049 | +31.4% | 92,185 |
| Professional Financial Advisors, LL | +9,843 | +1.9% | 518,200 |
| CIBC Bancorp USA Inc. | +8,668 | +15.5% | 64,423 |
| OSAIC HOLDINGS, INC. | +7,646 | +10.1% | 83,404 |
| WELLS FARGO & COMPANY/MN | +4,917 | +819.5% | 5,517 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +4,309 | +1.3% | 327,755 |
| Leading Edge Financial Planning LLC | +3,902 | +9.8% | 43,755 |
| Bravias Capital Group, LLC | +2,557 | +3.0% | 88,453 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +2,496 | +143.6% | 4,234 |
| RHS Financial, LLC | +2,165 | +4.3% | 52,514 |
| OneDigital Investment Advisors LLC | +1,886 | +0.3% | 611,866 |
| Insight Wealth Strategies, LLC | +1,482 | +3.9% | 39,051 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +1,356 | +87.6% | 2,904 |
| United Advisor Group, LLC | +1,004 | +6.9% | 15,457 |
| Perennial Investment Advisors, LLC | +867 | +0.5% | 161,472 |
| MORGAN STANLEY | +645 | +0.9% | 70,390 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RATIONAL ADVISORS, INC. | -561,532 | -43.3% | 735,041 |
| WJ Interests, LLC | -301,213 | -61.0% | 192,789 |
| HALBERT HARGROVE GLOBAL ADVISORS, L | -60,631 | -1.1% | 5,356,465 |
| 46 Peaks LLC | -56,451 | -12.7% | 386,537 |
| Cetera Investment Advisers | -9,633 | -1.7% | 554,125 |
| AQR CAPITAL MANAGEMENT LLC | -9,438 | -3.7% | 244,408 |
| IHT Wealth Management, LLC | -6,935 | -57.9% | 5,040 |
| BNP PARIBAS FINANCIAL MARKETS | -6,445 | -4.0% | 152,814 |
| Accurate Wealth Management, LLC | -6,045 | -30.2% | 13,950 |
| Kestra Advisory Services, LLC | -5,035 | -3.8% | 129,199 |
| ACT Advisors, LLC. | -4,233 | -27.0% | 11,447 |
| REAP Financial Group, LLC | -4,181 | -29.6% | 9,944 |
| HOWARD BAILEY SECURITIES, LLC | -4,084 | -17.0% | 19,882 |
| Private Advisor Group, LLC | -4,034 | -4.8% | 80,821 |
| Quantinno Capital Management LP | -3,990 | -38.0% | 6,519 |
| Ausdal Financial Partners, Inc. | -3,872 | -13.4% | 24,970 |
| ORBA Wealth Advisors, L.L.C. | -3,361 | -19.4% | 13,923 |
| NewEdge Advisors, LLC | -1,867 | -11.3% | 14,641 |
| Fermata Advisors, LLC | -1,822 | -1.5% | 117,673 |
| Golden State Wealth Management, LLC | -1,460 | -5.0% | 27,944 |