Who owns WisdomTree U.S. Efficient Core Fund?
Institutional ownership of NTSX from SEC Form 13F filings across 77 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
77
13F holders
$603.2M
value, 2026 filers
44%
of shares outstanding (10.3M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of NTSX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5.4M | $316.3M | 13.7% | 22.9% | -1.1% |
| 2 | Wealthcare Advisory Partners LLC | 1.0M | $60.9M | 1.2% | 4.4% | +4.4% |
| 3 | RATIONAL ADVISORS, INC. | 735,041 | $43.4M | 4.0% | 3.1% | -43.3% |
| 4 | OneDigital Investment Advisors LLC | 611,866 | $36.1M | 0.3% | 2.6% | +0.3% |
| 5 | Cetera Investment Advisers | 554,125 | $32.7M | 0.0% | 2.4% | -1.7% |
| 6 | LPL Financial LLC | 380,758 | $22.5M | 0.0% | 1.6% | +8.5% |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 327,755 | $19.4M | 0.0% | 1.4% | +1.3% |
| 8 | Perennial Investment Advisors, LLC | 161,472 | $9.5M | 0.6% | 0.7% | +0.5% |
| 9 | BNP PARIBAS FINANCIAL MARKETS | 152,814 | $9.0M | 0.0% | 0.7% | -4.0% |
| 10 | Kestra Advisory Services, LLC | 129,199 | $7.6M | 0.0% | 0.6% | -3.8% |
| 11 | JPMORGAN CHASE & CO | 92,185 | $5.4M | 0.0% | 0.4% | +31.4% |
| 12 | OSAIC HOLDINGS, INC. | 83,404 | $4.9M | 0.0% | 0.4% | +10.1% |
| 13 | MORGAN STANLEY | 70,390 | $4.2M | 0.0% | 0.3% | +0.9% |
| 14 | CIBC Bancorp USA Inc. | 64,423 | $3.8M | 0.0% | 0.3% | +15.5% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 49,934 | $2.9M | 0.0% | 0.2% | -1.0% |
| 16 | Cambridge Investment Research Advisors, Inc. | 41,776 | $2,466 | 0.0% | 0.2% | +100.0% |
| 17 | Golden State Wealth Management, LLC | 27,944 | $1.7M | 0.2% | 0.1% | -5.0% |
| 18 | Merit Financial Group, LLC | 25,690 | $1.5M | 0.0% | 0.1% | +100.5% |
| 19 | Ausdal Financial Partners, Inc. | 24,970 | $1.5M | 0.1% | 0.1% | -13.4% |
| 20 | Herold Advisors, Inc. | 23,000 | $1.4M | 0.3% | 0.1% | -4.2% |
| 21 | Sierra Capital LLC | 21,439 | $1.3M | 0.1% | 0.1% | 0.0% |
| 22 | Rockefeller Capital Management L.P. | 18,170 | $1.1M | 0.0% | 0.1% | -5.0% |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 15,714 | $927,912 | 0.0% | 0.1% | -2.9% |
| 24 | United Advisor Group, LLC | 15,457 | $912,724 | 0.1% | 0.1% | +6.9% |
| 25 | NewEdge Advisors, LLC | 14,641 | $864,551 | 0.0% | 0.1% | -10.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.