Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nationwide Fund Advisors (CIK 1097218) reported $2.28B across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($567.4M, 24.83%), JEPI ($391.7M, 17.14%), IJR ($333.6M, 14.60%), IAGG ($278.6M, 12.19%), IEMG ($265.2M, 11.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P ETF | $567.4M | 24.83% | 868,557 | Added |
| 2 | JEPI | JPMORGAN EQUITY PREMIUM INC | $391.7M | 17.14% | 6.9M | Trimmed |
| 3 | IJR | ISHARES CORE S&P | $333.6M | 14.60% | 2.7M | Added |
| 4 | IAGG | ISHARES CORE INTL AGT BD | $278.6M | 12.19% | 5.6M | Trimmed |
| 5 | IEMG | ISHARES CORE MSCI EMKT | $265.2M | 11.61% | 3.8M | Trimmed |
| 6 | IEFA | ISHARES CORE MSCI EAFE | $218.4M | 9.56% | 2.4M | Trimmed |
| 7 | EMB | ISHARES J.P. MORGAN USD EMG MRKT | $202.5M | 8.86% | 2.2M | Added |
| 8 | GOVT | ISHARES US TREASURY BOND | $18.3M | 0.80% | 798,801 | Trimmed |
| 9 | TLT | ISHARES 20 YEAR | $9.2M | 0.40% | 105,613 | Trimmed |
| 10 | IEF | ISHARES 7-10 YEAR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31