Who Owns WISDOM US EFFCNT CRP ETF (NTSX)? -- Institutional Holders (2026-06-30)

118 institutions reported holding $728.5M of WISDOM US EFFCNT CRP ETF (NTSX) in SEC 13F filings for 2026-06-30. Largest institutional holders: HALBERT HARGROVE GLOBAL ADVISORS, LLC ($316.3M), Wealthcare Advisory Partners LLC ($60.9M), RATIONAL ADVISORS, INC. ($43.4M), OneDigital Investment Advisors LLC ($36.1M), Cetera Investment Advisers ($32.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	HALBERT HARGROVE GLOBAL ADVISORS, LLC	$316.3M	5.4M	Trimmed
2	Wealthcare Advisory Partners LLC	$60.9M	1.0M	Added
3	RATIONAL ADVISORS, INC.	$43.4M	735,041	Trimmed
4	OneDigital Investment Advisors LLC	$36.1M	611,866	Added
5	Cetera Investment Advisers	$32.7M	554,125	Trimmed
6	Professional Financial Advisors, LLC	$30.6M	518,200	Added
7	46 Peaks LLC	$22.8M	386,537	Trimmed
8	LPL Financial LLC	$22.5M	380,758	Added
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$19.4M	327,755	Added
10	AQR CAPITAL MANAGEMENT LLC	$14.4M	244,408	Trimmed
11	WJ Interests, LLC	$11.4M	192,789	Trimmed
12	Perennial Investment Advisors, LLC	$9.5M	161,472	Added
13	BNP PARIBAS FINANCIAL MARKETS	$9.0M	152,814	Trimmed
14	Kestra Advisory Services, LLC	$7.6M	129,199	Trimmed
15	Fermata Advisors, LLC	$6.9M	117,673	Trimmed
16	REGIONS FINANCIAL CORP	$5.7M	96,117	Added
17	JPMORGAN CHASE & CO	$5.4M	92,185	Added
18	Bravias Capital Group, LLC	$5.2M	88,453	Added
19	OSAIC HOLDINGS, INC.	$4.9M	83,404	Added
20	Private Advisor Group, LLC	$4.8M	80,821	Trimmed
21	MORGAN STANLEY	$4.2M	70,390	Added
22	CIBC Bancorp USA Inc.	$3.8M	64,423	Added
23	RHS Financial, LLC	$3.1M	52,514	Added
24	COMMONWEALTH EQUITY SERVICES, LLC	$2.9M	49,934	Trimmed
25	Leading Edge Financial Planning LLC	$2.6M	43,755	Added

Source: SEC Form 13F filings · as of 2026-06-30