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CIK: 0001097218
Total reported value
$2.4B
$2.4B
10 檔
63.3%
As reported in its official Q2 2025 Form 13F filing, Nationwide Fund Advisors's tracked investment portfolio stood at $2.4B with 10 total positions.
In Q2 2025, Nationwide Fund Advisors displayed an active expansion posture, initiating 3 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 32.90% | +17.29% | +24.36% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 22.22% | -17.14% | EXIT | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.11% | -8.80% | -9.87% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 11.76% | -1.65% | +37.65% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.71% | +0.38% | +4.77% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.15% | — | -25.17% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.99% | — | -29.43% | |
| 8 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.51% | -0.42% | — | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.51% | +7.66% | -4.49% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.13% | +2.68% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | +22.2% | NEW | New buy |
| 2 | IAGG | Ishares Intl Aggregate Bond | +1.5% | NEW | New buy |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | +1.1% | NEW | New buy |
| 4 | IEMG | Ishares Core Msci Emerging | +0.1% | +37.65% | Add |
| 5 | GOVT | Ishares US Treasury Bond ETF | -0.9% | -4.49% | Trim |
| 6 | IJR | Ishares Core S&p Small-cap E | -2.6% | +4.77% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | -3.6% | +24.36% | Add |
| 8 | IEF | Ishares 7-10 Year Treasury B | -5.3% | -25.17% | Trim |
| 9 | TLT | Ishares 20+ Year Treasury Bd | -6.1% | -29.43% | Trim |
| 10 | IEFA | Ishares Core Msci Eafe ETF | -6.4% | -9.87% | Trim |
According to official SEC Form 13F filings, Nationwide Fund Advisors reported a total U.S. public equity portfolio value of $2.4B across 10 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, JEPI, IEFA) accounted for 63.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
JEPI
市值: $397.0M
Top Position Liquidated / Trimmed
IEFA
前期市值: $217.5M
During Q2 2025, Nationwide Fund Advisors's top holdings by market value included IVV (32.9%)、JEPI (22.2%)、IEFA (12.1%). The largest single position, IVV, represented 32.9% of total portfolio value.
In Q2 2025, Nationwide Fund Advisors made 10 total portfolio adjustments, initiating 3 new buys, adding to 3 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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