Who owns WisdomTree U.S. Efficient Core Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NTSX from SEC Form 13F filings across 113 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.
As of the 2026-06-30 reporting period, 113 institutions disclosed 12.3M shares of WisdomTree U.S. Efficient Core Fund worth $728.4M — about 52.8% of shares outstanding; the largest disclosed holder is HALBERT HARGROVE GLOBAL ADVISORS, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
113
13F holders
$728.4M
value, 2026 filers
52.8%
of shares outstanding (12.3M sh)
15
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 | Professional Financial Advisors, LLC | 518,200 | $30.6M | 5.3% | 2.2% | +1.9% |
| 7 | 46 Peaks LLC | 386,537 | $22.8M | 14.4% | 1.7% | -12.7% |
| 8 | LPL Financial LLC | 380,758 | $22.5M | 0.0% | 1.6% | +8.5% |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 327,755 | $19.4M | 0.0% | 1.4% | +1.3% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 244,408 | $14.4M | 0.0% | 1% | -3.7% |
| 11 | WJ Interests, LLC | 192,789 | $11.4M | 4.4% | 0.8% | -61.0% |
| 12 | Perennial Investment Advisors, LLC | 161,472 | $9.5M | 0.6% | 0.7% | +0.5% |
| 13 | BNP PARIBAS FINANCIAL MARKETS | 152,814 | $9.0M | 0.0% | 0.7% | -4.0% |
| 14 | Kestra Advisory Services, LLC | 129,199 | $7.6M | 0.0% | 0.6% | -3.8% |
| 15 | Fermata Advisors, LLC | 117,673 | $6.9M | 1.4% | 0.5% | -1.5% |
| 16 | REGIONS FINANCIAL CORP | 96,117 | $5.7M | 0.0% | 0.4% | +1978.2% |
| 17 | JPMORGAN CHASE & CO | 92,185 | $5.4M | 0.0% | 0.4% | +31.4% |
| 18 | Bravias Capital Group, LLC | 88,453 | $5.2M | 3.1% | 0.4% | +3.0% |
| 19 | OSAIC HOLDINGS, INC. | 83,404 | $4.9M | 0.0% | 0.4% | +10.1% |
| 20 | Private Advisor Group, LLC | 80,821 | $4.8M | 0.0% | 0.3% | -4.8% |
| 21 | MORGAN STANLEY | 70,390 | $4.2M | 0.0% | 0.3% | +0.9% |
| 22 | CIBC Bancorp USA Inc. | 64,423 | $3.8M | 0.0% | 0.3% | +15.5% |
| 23 | RHS Financial, LLC | 52,514 | $3.1M | 1.3% | 0.2% | +4.3% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 49,934 | $2.9M | 0.0% | 0.2% | -1.0% |
| 25 | Leading Edge Financial Planning LLC | 43,755 | $2.6M | 0.5% | 0.2% | +9.8% |
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.