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CIK: 0001097218
Total reported value
$2.4B
$2.4B
10 檔
75.3%
In Q4 2025, Nationwide Fund Advisors's U.S. equity holdings reached a combined market value of $2.4B, distributed across 10 disclosed stock positions.
In Q4 2025, Nationwide Fund Advisors displayed an active expansion posture, initiating 0 new positions and adding to 6 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 | 25.45% | +17.29% | -2.76% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 17.38% | -17.14% | EXIT | |
| 3 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 12.58% | -0.42% | +1026.20% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 11.77% | -1.65% | +27.95% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 10.83% | +0.38% | +98.77% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 10.08% | -8.80% | +3.38% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 8.57% | +2.68% | +882.98% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.19% | — | -67.97% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.11% | +7.66% | -3.23% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.04% | — | -73.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAGG | Ishares Intl Aggregate Bond | +11.1% | +1026.20% | Add |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | +7.5% | +882.98% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +3.9% | +98.77% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.2% | +27.95% | Add |
| 5 | GOVT | Ishares US Treasury Bond ETF | -0.4% | -3.23% | Trim |
| 6 | IEFA | Ishares Core Msci Eafe ETF | -2.2% | +3.38% | Add |
| 7 | TLT | Ishares 20+ Year Treasury Bd | -3.7% | -67.97% | Trim |
| 8 | IEF | Ishares 7-10 Year Treasury B | -4.1% | -73.63% | Trim |
| 9 | JEPI | Jpmorgan Equity Premium Inco | -4.8% | +0.73% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | -7.5% | -2.76% | 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 Q4 2025.
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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, IAGG) accounted for 75.3% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
IVV
前期市值: $597.3M
During Q4 2025, Nationwide Fund Advisors's top holdings by market value included IVV (25.4%)、JEPI (17.4%)、IAGG (12.6%). The largest single position, IVV, represented 25.4% of total portfolio value.
In Q4 2025, Nationwide Fund Advisors made 10 total portfolio adjustments, initiating 0 new buys, adding to 6 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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