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Disclosery

NTSI WISDOMTREE TR

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CMN (fund)

40 managers (40 13F filers) reported a position in NTSI shares at 2026-06-30, 8,069,011 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
40
13F filers
40
New
6
Added
14
Reduced
14
Sold out
4
Shares held by filers
8,069,011

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,134,042$146M6.35%+13,34913F-HRTimeline
SYM FINANCIAL Corp2,462,956$115M9.23%+21,65413F-HRTimeline
OneDigital Investment Advisors LLC505,034$23.5M0.2%-68413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …309,093$14.4M0.27%+11,65413F-HRTimelineGroup
WJ Interests, LLC307,311$14.3M5.52%-379,34913F-HRTimeline
46 Peaks LLC275,260$12.8M8.07%-6,10413F-HRTimeline
Professional Financial Advisors, LLC258,504$12M2.08%+20,72113F-HRTimeline
MATHER GROUP, LLC.193,379$9.01M0.08%+123,27013F-HRTimeline
LPL Financial LLC80,359$3.74M<0.01%+8,49013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO77,473$3.62M<0.01%+13,25413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,347$3.18M<0.01%-48,99413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC67,887$3.16M<0.01%+5,99213F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP51,958$2.42M0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC51,793$2.41M0.49%-1,44313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,639$1.57M<0.01%+3,93913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,598$1.38M<0.01%new13F-HRTimelineGroup
Leading Edge Financial Planning LLC27,194$1.27M0.23%+2,89613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,709$1.2M<0.01%-63913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,990$1.07M<0.01%-5,82313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,732$873K<0.01%-14913F-HRTimeline
WealthPlan Investment Management, LLC15,584$726K0.04%-4,39613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,614$588K<0.01%-111,35013F-HRTimelineGroup
Avion Wealth8,437$393K0.07%013F-HRTimeline
SteelPeak Wealth, LLC6,638$309K0.01%+41813F-HRTimeline
Alvarez & Marsal Private Wealth Partner…5,163$241K0.03%new13F-HRTimeline
NewEdge Advisors, LLC4,879$227K<0.01%-67713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,643$216K0.02%-12813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,099$144K<0.01%+1,74013F-HRTimelineGroup
Integrated Wealth Concepts LLC2,143$99.9K<0.01%new13F-HRTimeline
Triumph Capital Management1,810$84.3K0.02%+13413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,037$48K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY981$45.8K<0.01%-16213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC316$14.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.160$7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC71$3.31K<0.01%013F-HRTimeline
Allworth Financial LP61$2.84K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC50$2.33K<0.01%-10613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS40$1.82K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC26$1.21K<0.01%+2313F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1$36<0.01%013F-HRTimeline