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Disclosery

NTSI WISDOMTREE TR

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CMN (fund)

39 managers (39 13F filers) reported a position in NTSI shares at 2026-03-31, 9,241,321 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
39
13F filers
39
New
8
Added
15
Reduced
10
Sold out
3
Shares held by filers
9,241,321

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC3,120,693$137M6.68%+1,00213F-HRTimeline
SYM FINANCIAL Corp2,441,302$107M10.74%+5,20813F-HRTimeline
CWM, LLCin group CWM, LLC906,989$39.9M0.1%+16,60213F-HRTimelineGroup
WJ Interests, LLC686,660$30.2M11.61%+24,36313F-HRTimeline
OneDigital Investment Advisors LLC505,718$22.3M0.22%+19,28513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …297,439$13.1M0.25%+1,13813F-HRTimelineGroup
46 Peaks LLC281,364$12.4M9.02%+6,21313F-HRTimeline
Professional Financial Advisors, LLC237,783$10.5M2.13%-33,77513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…123,964$5.46M0.01%+20,64713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC117,341$5.16M0.01%new13F-HRTimelineGroup
LPL Financial LLC71,869$3.16M<0.01%-49,18613F-HRTimeline
MATHER GROUP, LLC.70,109$3.09M0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO64,219$2.74M<0.01%+14,40113F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC61,895$2.72M<0.01%-2,63413F-HRTimelineGroup
Fermata Advisors, LLC53,236$2.34M0.53%-1,82713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,700$1.31M<0.01%+10,12913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,813$1.27M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,348$1.16M<0.01%+48713F-HRTimelineGroup
Leading Edge Financial Planning LLC24,298$1.07M0.23%+1,04713F-HRTimeline
WealthPlan Investment Management, LLC19,980$879K0.05%+96113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,881$831K<0.01%-42813F-HRTimeline
IHT Wealth Management, LLC14,327$631K0.01%+6813F-HRTimeline
Avion Wealth8,437$371K0.08%013F-HRTimeline
SteelPeak Wealth, LLC6,220$274K0.01%new13F-HRTimeline
NewEdge Advisors, LLC5,556$245K<0.01%+57213F-HR/ATimeline
Accurate Wealth Management, LLC4,599$211K0.03%-92413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,771$210K0.02%new13F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,860$126K0.01%013F-HRTimeline
Triumph Capital Management1,676$73.8K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,359$59.8K<0.01%-15013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,143$50.3K<0.01%-213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,037$46K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC316$13.9K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.160$7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC156$6.96K<0.01%-5413F-HRTimeline
Larson Financial Group LLC71$3.12K<0.01%new13F-HRTimeline
Essential Partners LLC28$1.23K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC3$132<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1$34<0.01%-10913F-HRTimeline