WISDOMTREE US EFFICIENT CORE NTSX
$58.78
-0.2% 52w: $47.46 – $59.84
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data47.4653.6559.84
Jun 20, 2025 Jul 2, 2026
Institutional holders
107
+4 QoQ
13F value
$765.0M
-0.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns NTSX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | Wealth advisor | 5.4M | $282.5M | 13.7% | -0.4% |
| CWM, LLC | Wealth advisor | 1.4M | $73.6M | 0.2% | +2.3% |
| RATIONAL ADVISORS, INC. | Wealth advisor | 1.3M | $69.3M | 7.1% | +100.7% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 988.1K | $51.5M | 1.0% | +5.9% |
| OneDigital Investment Advisors LLC | Wealth advisor | 610.0K | $31.8M | 0.3% | -13.2% |
| Cetera Investment Advisers | Wealth advisor | 563.8K | $29.4M | 0.0% | +0.3% |
| Professional Financial Advisors, LLC | Wealth advisor | 508.4K | $26.5M | 5.4% | +4.1% |
| WJ Interests, LLC | Wealth advisor | 494.0K | $25.8M | 9.9% | +6.5% |
| 46 Peaks LLC | Wealth advisor | 443.0K | $23.1M | 16.8% | +3.4% |
| LPL Financial LLC | Bank broker | 351.0K | $18.3M | 0.0% | +4.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 323.4K | $17.0M | 0.0% | -32.3% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 253.8K | $13.2M | 0.0% | +4.4% |
| Perennial Investment Advisors, LLC | Wealth advisor | 160.6K | $8.4M | 0.7% | -0.4% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 159.3K | $8.3M | 0.0% | -13.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 134.2K | $7.0M | 0.0% | +62.1% |
| Fermata Advisors, LLC | Wealth advisor | 119.5K | $6.2M | 1.4% | -3.5% |
| Bravias Capital Group, LLC | Wealth advisor | 85.9K | $4.5M | 2.9% | -18.1% |
| Private Advisor Group, LLC | Wealth advisor | 84.9K | $4.4M | 0.0% | +5.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 75.8K | $4.0M | 0.0% | +11.0% |
| Independent Advisor Alliance | Wealth advisor | 74.8K | $3.9M | 0.0% | New |
| MORGAN STANLEY | Bank broker | 69.7K | $3.6M | 0.0% | -12.4% |
| JPMORGAN CHASE & CO | Bank broker | 70.1K | $3.6M | 0.0% | +42.0% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 55.8K | $2.9M | 0.0% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 50.5K | $2.6M | 0.0% | -1.1% |
| RHS Financial, LLC | Wealth advisor | 50.3K | $2.6M | 1.2% | -3.9% |
| Leading Edge Financial Planning LLC | Wealth advisor | 39.9K | $2.1M | 0.4% | +6.1% |
| Insight Wealth Strategies, LLC | Wealth advisor | 37.6K | $2.0M | 0.2% | +2.7% |
| Morton Capital Management LLC/CA | Wealth advisor | 33.1K | $1.7M | 0.3% | +0.3% |
| Golden State Wealth Management, LLC | Wealth advisor | 29.4K | $1.5M | 0.2% | +7.0% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 28.8K | $1.5M | 0.1% | +4.1% |
| Herold Advisors, Inc. | Other | 24.0K | $1.3M | 0.3% | -4.0% |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 24.0K | $1.2M | 0.5% | -0.5% |
| Innova Wealth Partners | Wealth advisor | 22.8K | $1.2M | 0.6% | -1.0% |
| Sierra Capital LLC | Wealth advisor | 21.4K | $1.1M | 0.1% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 20.9K | $1.1M | 0.0% | -2.1% |
| Accurate Wealth Management, LLC | Other | 20.0K | $1.1M | 0.1% | -9.0% |
| Belpointe Asset Management LLC | Wealth advisor | 19.2K | $1000K | 0.0% | -4.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 19.1K | $997K | 0.0% | +8.2% |
| Wright Wealth LLC | Wealth advisor | 17.8K | $931K | 0.6% | -23.6% |
| XY Planning Network, Inc. | Wealth advisor | 17.5K | $917K | 0.1% | New |
| ORBA Wealth Advisors, L.L.C. | Wealth advisor | 17.3K | $901K | 1.1% | -16.0% |
| Bison Wealth, LLC | Wealth advisor | 14.9K | $875K | 0.1% | -5.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 16.5K | $861K | 0.0% | -37.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 16.2K | $844K | 0.0% | New |
| ACT Advisors, LLC. | Wealth advisor | 15.7K | $818K | 0.3% | -2.7% |
| WealthPlan Investment Management, LLC | Wealth advisor | 14.8K | $772K | 0.0% | -19.2% |
| Sunbelt Securities, Inc. | Diversified mechanical | 14.7K | $768K | 0.0% | +0.2% |
| United Advisor Group, LLC | Wealth advisor | 14.5K | $754K | 0.1% | +16.4% |
| REAP Financial Group, LLC | Wealth advisor | 14.1K | $737K | 0.1% | -14.4% |
| Corient Private Wealth LLC | Diversified mechanical | 13.9K | $725K | 0.0% | -50.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.