13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001097218
Total reported value
$2.4B
$2.4B
10 檔
64.4%
At the close of Q3 2025, Nationwide Fund Advisors disclosed equity holdings valued at approximately $2.4B, spread across 10 reported holdings.
In Q3 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 | 32.95% | +17.29% | -5.71% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 22.17% | -17.14% | EXIT | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.26% | -8.80% | -1.76% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 11.62% | -1.65% | -8.66% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.94% | +0.38% | -3.56% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.09% | — | -0.46% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.90% | — | -1.56% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.48% | +7.66% | -0.85% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.47% | -0.42% | -1.46% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.11% | +2.68% | -3.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | -0.1% | -8.66% | Add |
| 2 | GOVT | Ishares US Treasury Bond ETF | -0.9% | -0.85% | Trim |
| 3 | IJR | Ishares Core S&p Small-cap E | -2.4% | -3.56% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | -3.5% | -5.71% | Add |
| 5 | IEF | Ishares 7-10 Year Treasury B | -5.4% | -0.46% | Trim |
| 6 | TLT | Ishares 20+ Year Treasury Bd | -6.2% | -1.56% | Trim |
| 7 | IEFA | Ishares Core Msci Eafe ETF | -6.3% | -1.76% | Trim |
| 8 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 9 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | — | NEW | New buy |
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 Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, JEPI, IEFA) accounted for 64.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
JEPI
市值: $401.9M
Top Position Liquidated / Trimmed
IEFA
前期市值: $217.5M
During Q3 2025, Nationwide Fund Advisors's top holdings by market value included IVV (33.0%)、JEPI (22.2%)、IEFA (12.3%). The largest single position, IVV, represented 33.0% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.