NTSX

Wisdomtree US Efficient Core$58.48 0.71%
UnclassifiedUSCUSIP 97717Y790· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
89
-44 QoQ
13F Value (tracked)
$729.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)19 adding · 17 trimming
Insider net (180d)$0

Price & smart-money activity

$58.48 0.71%5Y +38.6%
$27.99$36.57$45.15$53.73$62.3120212022202320242025202633546565455668435527211383910141019111715131519171112
Hover for who · click for detailEnd-of-day closing prices52w $50.35 – $60.00

Who owns NTSX?

89 tracked 13F filers

89 tracked 13F filers disclose a position in NTSX as of the latest SEC 13F filings, a combined $729.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1HALBERT HARGROVE GLOBAL ADVISORS, LLC
$282.5M
5.4M
−0.4%
Reduced · −24K sh
Q1 2026
2CWM, LLC
$73.6M
1.4M
+2.3%
Added · +32K sh
Q1 2026
3Wealthcare Advisory Partners LLC
$60.9M
1.0M
+4.4%
Added · +44K sh
Q2 2026
4RATIONAL ADVISORS, INC.
$43.4M
735K
−43%
Reduced · −562K sh
Q2 2026
5OneDigital Investment Advisors LLC
$31.8M
610K
−13%
Reduced · −93K sh
Q1 2026
6Cetera Investment Advisers
$29.4M
564K
+0.3%
Added · +2K sh
Q1 2026
7Professional Financial Advisors, LLC
$30.6M
518K
+1.9%
Added · +10K sh
Q2 2026
846 Peaks LLC
$22.8M
387K
−13%
Reduced · −56K sh
Q2 2026
9LPL Financial LLC
$18.3M
351K
+4.8%
Added · +16K sh
Q1 2026
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$19.4M
328K
+1.3%
Added · +4K sh
Q2 2026
11AQR CAPITAL MANAGEMENT LLC
$13.2M
254K
+4.3%
Added · +11K sh
Q1 2026
12WJ Interests, LLC
$11.4M
193K
−61%
Reduced · −301K sh
Q2 2026
13Perennial Investment Advisors, LLC
$8.4M
161K
−0.4%
Reduced · −685 sh
Q1 2026
14BNP PARIBAS FINANCIAL MARKETS
$8.3M
159K
−14%
Reduced · −25K sh
Q1 2026
15Kestra Advisory Services, LLC
$7.6M
129K
−3.8%
Reduced · −5K sh
Q2 2026
16Fermata Advisors, LLC
$6.9M
118K
−1.5%
Reduced · −2K sh
Q2 2026
17Bravias Capital Group, LLC
$5.2M
88K
+3.0%
Added · +3K sh
Q2 2026
18Private Advisor Group, LLC
$4.8M
81K
−4.8%
Reduced · −4K sh
Q2 2026
19OSAIC HOLDINGS, INC.
$4.0M
76K
+11%
Added · +8K sh
Q1 2026
20JPMORGAN CHASE & CO
$3.6M
70K
+42%
Added · +21K sh
Q1 2026
21MORGAN STANLEY
$3.6M
70K
−12%
Reduced · −10K sh
Q1 2026
22CIBC Bancorp USA Inc.
$2.9M
56K
−15%
Reduced · −10K sh
Q1 2026
23COMMONWEALTH EQUITY SERVICES, LLC
$2.6M
50K
−1.1%
Reduced · −579 sh
Q1 2026
24Insight Wealth Strategies, LLC
$2.3M
39K
+3.9%
Added · +1K sh
Q2 2026
25Morton Capital Management LLC/CA
$2.0M
33K
+0.3%
Added · +90 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is NTSX being bought or sold by institutions?

Last quarter, 5 funds opened a new position in NTSX and 14 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
14
funds
Reduced
17
funds
Exited
0
funds

Funds that own NTSX also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV42 funds$4.0B
NVIDIA CORPNVDA41 funds$12.4B
APPLE INCAAPL41 funds$10.6B
MICROSOFT CORPMSFT41 funds$7.3B
AMAZON.COM INCAMZN40 funds$4.8B
ALPHABET INC-CL AGOOGL40 funds$4.4B
VANGUARD S&P 500 ETFVOO40 funds$2.7B
ELI LILLY & COLLY40 funds$2.1B
TESLA INCTSLA40 funds$2.0B
JPMORGAN CHASE & COJPM40 funds$2.0B
ALPHABET INC-CL CGOOG39 funds$3.5B
META PLATFORMS INC-CLASS AMETA39 funds$2.8B

Ranked by how many of NTSX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

42 funds-11 since Q3 2024
04386Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $234.5M

Share classes

Class13F holdersValue held
USFRmc466 funds$9.1B
QGRWmc139 funds$1.7B
WTAImc126 funds$173.5M
NTSXthis pagemc89 funds$729.3M
WCLDFUND74 funds$87.2M
USMFUS MULTIFACTOR ETF66 funds$232.4M
GCCmc62 funds$142.7M
GDEmc57 funds$95.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in NTSX

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NTSX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NTSX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NTSX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.