Position in NTRS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$527,778
+$99,438 QoQ
Shares Held
3,036
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#573
of 1,020 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026One Wealth Advisors, LLC holds $1,147,577 across 3 Asset Management names. NTRS ranks #1 (46.0% of the industry book) .
All Filings in NTRS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,778 | 3,036 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $428,340 | 3,069 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $285,336 | 2,089 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $263,950 | 1,961 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||