NTSX Institutional Ownership & Shareholders
WISDOMTREE US EFFICIENT CORE (NTSX) is currently held by 111 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $768.40M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Halbert Hargrove Global Advisors, Llc is currently the largest disclosed institutional shareholder of NTSX tracked by InsiderSet, reporting ownership valued at approximately $281.54M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $282.50M, representing an estimated gain of +0.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed NTSX value among the investors covered in this analysis. Major shareholders include Halbert Hargrove Global Advisors, Llc, Cwm, Llc, Wealthcare Advisory Partners Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE US EFFICIENT CORE (NTSX).
This page ranks the largest institutional NTSX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
111
Total Reported Value
$768.40M
Largest Holder
Halbert Hargrove Global Advisors, Llc
Largest Position
$281.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
103
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors, Llc | 12.36% | 4,816,774 | $281,540,439 | $282,503,795 | +$963,356 | +0.34% | |
| Cwm, Llc | 0.19% | 1,410,617 | $73,563,652 | $82,732,687 | +$9,169,035 | +12.46% | |
| Wealthcare Advisory Partners Llc | 1.05% | 1,056,352 | $61,743,799 | $61,955,045 | +$211,246 | +0.34% | |
| Rational Advisors, Inc. | 4.03% | 742,923 | $43,423,849 | $43,572,434 | +$148,585 | +0.34% | |
| Onedigital Investment Advisors Llc | 0.31% | 611,866 | $36,130,688 | $35,885,941 | -$244,747 | -0.68% | |
| Cetera Investment Advisers | 0.03% | 554,125 | $32,721,037 | $32,499,431 | -$221,606 | -0.68% | |
| Professional Financial Advisors, Llc | 5.16% | 519,335 | $30,355,144 | $30,458,998 | +$103,854 | +0.34% | |
| Lpl Financial Llc | 0.01% | 380,758 | $22,483,760 | $22,331,457 | -$152,303 | -0.68% | |
| 46 Peaks Llc | 13.66% | 365,506 | $21,363,826 | $21,436,927 | +$73,101 | +0.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 327,397 | $19,434,260 | $19,201,834 | -$232,426 | -1.20% | |
| Aqr Capital Management Llc | 0.01% | 244,408 | $14,432,278 | $14,334,529 | -$97,749 | -0.68% | |
| Wj Interests, Llc | 4.11% | 195,199 | $11,409,382 | $11,448,421 | +$39,039 | +0.34% | |
| Perennial Investment Advisors, Llc | 0.64% | 161,472 | $9,534,805 | $9,470,333 | -$64,472 | -0.68% | |
| Bnp Paribas Financial Markets | 0.00% | 152,814 | $9,023,667 | $8,962,541 | -$61,126 | -0.68% | |
| Fermata Advisors, Llc | 1.45% | 128,387 | $7,504,228 | $7,529,898 | +$25,670 | +0.34% | |
| Kestra Advisory Services, Llc | 0.02% | 126,559 | $7,397,395 | $7,422,685 | +$25,290 | +0.34% | |
| Regions Financial Corp | 0.03% | 96,117 | $5,675,709 | $5,637,262 | -$38,447 | -0.68% | |
| Jpmorgan Chase & Co | 0.00% | 92,185 | $5,424,166 | $5,406,650 | -$17,516 | -0.32% | |
| Bravias Capital Group, Llc | 3.10% | 88,453 | $5,223,173 | $5,187,768 | -$35,405 | -0.68% | |
| Osaic Holdings, Inc. | 0.01% | 83,404 | $4,924,967 | $4,891,645 | -$33,322 | -0.68% | |
| Private Advisor Group, Llc | 0.02% | 80,821 | $4,772,476 | $4,740,152 | -$32,324 | -0.68% | |
| Morgan Stanley | 0.00% | 70,390 | $4,156,530 | $4,128,374 | -$28,157 | -0.68% | |
| Cibc Bancorp Usa Inc. | 0.00% | 64,423 | $3,804,178 | $3,778,409 | -$25,769 | -0.68% | |
| Rhs Financial, Llc | 1.03% | 52,162 | $3,048,850 | $3,059,301 | +$10,451 | +0.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 48,523 | $2,836,154 | $2,845,874 | +$9,720 | +0.34% | |
| Leading Edge Financial Planning Llc | 0.53% | 43,669 | $2,552,461 | $2,561,187 | +$8,726 | +0.34% | |
| Insight Wealth Strategies, Llc | 0.22% | 38,901 | $2,273,760 | $2,281,544 | +$7,784 | +0.34% | |
| Morton Capital Management Llc/Ca | 0.23% | 33,235 | $1,942,566 | $1,949,233 | +$6,667 | +0.34% | |
| Ausdal Financial Partners, Inc. | 0.06% | 24,970 | $1,474,476 | $1,464,491 | -$9,986 | -0.68% | |
| Innova Wealth Partners | 0.53% | 23,182 | $1,354,975 | $1,359,624 | +$4,649 | +0.34% | |
| Herold Advisors, Inc. | 0.26% | 23,000 | $1,344,350 | $1,348,950 | +$4,600 | +0.34% | |
| Sierra Capital Llc | 0.12% | 21,439 | $1,265,973 | $1,257,397 | -$8,576 | -0.68% | |
| Howard Bailey Securities, Llc | 0.43% | 19,228 | $1,123,877 | $1,127,722 | +$3,845 | +0.34% | |
| Belpointe Asset Management Llc | 0.04% | 18,972 | $1,120,297 | $1,112,708 | -$7,589 | -0.68% | |
| Rockefeller Capital Management L.P. | 0.00% | 18,170 | $1,072,990 | $1,065,671 | -$7,320 | -0.68% | |
| Wright Wealth Llc | 0.59% | 17,439 | $1,019,310 | $1,022,797 | +$3,487 | +0.34% | |
| United Advisor Group, Llc | 0.10% | 16,622 | $971,536 | $974,880 | +$3,344 | +0.34% | |
| Envestnet Asset Management Inc | 0.00% | 15,714 | $927,912 | $921,626 | -$6,286 | -0.68% | |
| Newedge Advisors, Llc | 0.00% | 14,641 | $864,551 | $858,695 | -$5,856 | -0.68% | |
| Act Advisors, Llc. | 0.28% | 14,578 | $852,061 | $855,000 | +$2,939 | +0.34% | |
| Corient Private Wealth Llc | 0.00% | 13,900 | $820,795 | $815,235 | -$5,560 | -0.68% | |
| Orba Wealth Advisors, L.L.C. | 0.69% | 13,923 | $813,803 | $816,584 | +$2,781 | +0.34% | |
| Quotient Wealth Partners, Llc | 0.02% | 13,119 | $774,677 | $769,429 | -$5,248 | -0.68% | |
| Sunbelt Securities, Inc. | 0.05% | 14,733 | $768,350 | $864,090 | +$95,740 | +12.46% | |
| Merit Financial Group, Llc | 0.00% | 12,845 | $758,478 | $753,359 | -$5,119 | -0.67% | |
| Bison Wealth, Llc | 0.06% | 12,530 | $747,516 | $734,885 | -$12,632 | -1.69% | |
| Accurate Wealth Management, Llc | 0.06% | 11,814 | $707,985 | $692,891 | -$15,094 | -2.13% | |
| Ndwm Llc | 0.41% | 11,849 | $699,692 | $694,944 | -$4,748 | -0.68% | |
| Wealthplan Investment Management, Llc | 0.03% | 11,605 | $678,291 | $680,633 | +$2,342 | +0.35% | |
| Harbour Investments, Inc. | 0.01% | 10,608 | $626,416 | $622,159 | -$4,257 | -0.68% |
Frequently asked questions about NTSX
Who are the largest institutional holders of NTSX?
The largest institutional holders of NTSX reported in the latest SEC Form 13F filings include Halbert Hargrove Global Advisors, Llc, Cwm, Llc, Wealthcare Advisory Partners Llc, Rational Advisors, Inc., and Onedigital Investment Advisors Llc. InsiderSet ranks institutional holders by their latest reported NTSX position.
What is NTSX institutional ownership?
This page tracks NTSX positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE US EFFICIENT CORE (NTSX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NTSX?
InsiderSet currently tracks 111 institutional managers reporting NTSX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NTSX shareholders.
How much NTSX stock do institutions own?
Institutional investment managers disclosed approximately $768.40M in NTSX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NTSX institutional ownership last updated?
The latest NTSX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NTSX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NTSX position after the reporting date.
Are institutions buying or selling NTSX?
Institutional buying and selling can be analyzed by comparing NTSX positions across consecutive 13F reporting periods. InsiderSet's NTSX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NTSX ownership changes.
How has NTSX institutional ownership changed over time?
InsiderSet tracks NTSX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.