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Disclosery

NTSI WISDOMTREE TR

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CMN (fund)

35 managers (35 13F filers) reported a position in NTSI shares at 2025-12-31, 9,943,142 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
6
Added
15
Reduced
7
Sold out
4
Shares held by filers
9,943,142

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC3,119,691$138M6.58%-3,44013F-HRTimeline
SYM FINANCIAL Corp2,436,094$107M11.04%+5,64013F-HRTimeline
Stenger Family Office, LLC950,297$47.8M9.87%+89,85413F-HRTimeline
CWM, LLCin group CWM, LLC890,387$39.3M0.11%+16,40313F-HRTimelineGroup
WJ Interests, LLC662,297$29.2M12.56%-39,79513F-HRTimeline
OneDigital Investment Advisors LLC486,433$21.4M0.21%+4,09413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …296,301$13.1M0.26%+7,57113F-HRTimelineGroup
46 Peaks LLC275,151$12.1M8.9%13F-HRTimeline
Professional Financial Advisors, LLC271,558$12M2.45%+6,39813F-HRTimeline
LPL Financial LLC121,055$5.34M<0.01%-78,71513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…103,317$4.56M0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC64,529$2.85M<0.01%+8,66813F-HRTimelineGroup
Fermata Advisors, LLC55,063$2.43M0.58%+5,35213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,818$2.2M<0.01%+37,11913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,861$1.14M<0.01%+24913F-HRTimelineGroup
Leading Edge Financial Planning LLC23,251$1.03M0.23%+45513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,571$863K<0.01%+13,34413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC19,309$851K<0.01%-79213F-HRTimeline
WealthPlan Investment Management, LLC19,019$839K0.05%new13F-HRTimeline
IHT Wealth Management, LLC14,259$675K0.02%new13F-HRTimeline
Avion Wealth8,437$371K0.08%013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,907$349K<0.01%new13F-HRTimelineGroup
Accurate Wealth Management, LLC5,523$250K0.03%-47813F-HRTimeline
Barnes Wealth Management Group, Inc5,160$227K0.12%+1113F-HRTimeline
NewEdge Advisors, LLC4,984$220K<0.01%+24413F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,860$126K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,509$66.5K<0.01%+88113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,145$50.5K<0.01%-2,14113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,037$46K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.495$21.8K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC316$13.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC210$9.26K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.160$7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Wealth Partners, Ltd.110$4.84K<0.01%-3,39413F-HRTimeline
Essential Partners LLC28$1.24K<0.01%013F-HRTimeline