Nationwide Fund Advisors — 13F Holdings & Portfolio
CIK 1097218 · latest 13F-HR filed 2026-07-24
Nationwide Fund Advisors manages $2.42B in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (42.12%), IJR (14.98%), IAGG (11.77%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 1; 4 existing positions rose in reported value and 2 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-07-24
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Feb 12, 2026.
COLUMBUS, OH 43215
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ANIANO, JOSEPH, NICHOLAS Control | PRESIDENT since Nov 2025 | Less than 5% | Individual |
| CUMMINGS, LELAND, THOMAS Control | SENIOR VICE PRESIDENT since Jan 2008 | Less than 5% | Individual |
| GRAHAM, CHRISTOPHER, CHARLTON Control | CHIEF INVESTMENT OFFICER since Aug 2016 | Less than 5% | Individual |
| GRAHAM, NICHOLAS, TEACHNOR Control | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER since Dec 2025 | Less than 5% | Individual |
| NATIONWIDE FINANCIAL SERVICES, INC. Control | CORPORATE PARENT since Apr 2007 | 75% or more | Domestic Entity |
| RIMES, STEPHEN, RANDOLPH Control | VICE PRESIDENT & GENERAL COUNSEL & ASSISTANT SECRETARY since Dec 2019 | Less than 5% | Individual |
| WILMINGTON TRUST | SOLE TRUSTEE since Feb 1999 | Less than 5% | Domestic Entity |
| NATIONWIDE CORPORATION Control Indirect owner via NATIONWIDE FINANCIAL SERVICES, INC. | SHAREHOLDER since Nov 1996 | 75% or more | Domestic Entity |
| NATIONWIDE MUTUAL INSURANCE COMPANY Control Indirect owner via NATIONWIDE CORPORATION | SHAREHOLDER since May 1998 | 75% or more | Domestic Entity |
Ownership & leadership changes · 16 filings with changes since Feb 8, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedGRETHER, KEVIN, DOUGLAS · VICE PRESIDENT & CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2021
- AddedGRAHAM, NICHOLAS, TEACHNOR · VICE PRESIDENT & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- No longer listedJESTICE, KEVIN, THOMAS · PRESIDENT · Less than 5% · control person · listed since Feb 2023
- AddedANIANO, JOSEPH, NICHOLAS · PRESIDENT · Less than 5% · control person
- No longer listedCARTER, JOHN, DAVID · PRESIDENT · Less than 5% · control person · listed since Sep 2022
- AddedJESTICE, KEVIN, THOMAS · PRESIDENT · Less than 5% · control person
- No longer listedSPANGLER, MICHAEL, SCOTT · DIRECTOR & PRESIDENT · Less than 5% · control person · listed since Aug 2008
- AddedCARTER, JOHN, DAVID · PRESIDENT · Less than 5% · control person
- No longer listedWILD, KEITH, DONALD · VICE PRESIDENT-FINANCE · Less than 5% · control person · listed since Jan 2021
- No longer listedHIRSCH, BRIAN, ERIC · VICE PRESIDENT & CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2012
- AddedGRETHER, KEVIN, DOUGLAS · VICE PRESIDENT & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- No longer listedRICHARDS, KATHY, ROSE · ASSOCIATE VICE PRESIDENT AND ASSISTANT SECRETARY · Less than 5% · listed since Jun 2012
- No longer listedREED, THOMAS, PATRICK · VICE PRESIDENT - FINANCE · Less than 5% · control person · listed since Jan 2019
- Listed againWILD, KEITH, DONALD · VICE PRESIDENT-FINANCE · Less than 5% · control person
- AddedRIMES, STEPHEN, RANDOLPH · VICE PRESIDENT & GENERAL COUNSEL & ASSISTANT SECRETARY · Less than 5% · control person
- No longer listedMILLER, ERIC, EDWARD · VICE PRESIDENT & GENERAL COUNSEL & ASSISTANT SECRETARY · Less than 5% · control person · listed since Aug 2002
Older changes (7 more filings)
- No longer listedWILD, KEITH, DONALD · VICE PRESIDENT- FINANCE · Less than 5% · control person · listed since Dec 2016
- AddedREED, THOMAS, PATRICK · VICE PRESIDENT - FINANCE · Less than 5% · control person
- ChangedCUMMINGS, LELAND, THOMAS · title VICE PRESIDENT → SENIOR VICE PRESIDENT
- ChangedGRAHAM, CHRISTOPHER, CHARLTON · title VICE PRESIDENT & CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER
- ChangedWILD, KEITH, DONALD · title TREASURER → VICE PRESIDENT- FINANCE
- No longer listedSTOKARSKI, CRAIG, DAVID · TREASURER · Less than 5% · control person · listed since Jan 2008
- AddedGRAHAM, CHRISTOPHER, CHARLTON · VICE PRESIDENT & CHIEF INVESTMENT OFFICER · Less than 5% · control person
- AddedWILD, KEITH, DONALD · TREASURER · Less than 5% · control person
- ChangedHIRSCH, BRIAN, ERIC · title CHIEF COMPLIANCE OFFICER → VICE PRESIDENT & CHIEF COMPLIANCE OFFICER
- No longer listedGRUGEON, STEPHEN, TIMOTHY · DIRECTOR, EXECUTIVE VICE PRESIDENT · Less than 5% · control person · listed since Aug 2008
- ChangedCUMMINGS, LELAND, THOMAS · title SENIOR VICE PRESIDENT → VICE PRESIDENT
- ChangedGRUGEON, STEPHEN, TIMOTHY · title DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER → DIRECTOR, EXECUTIVE VICE PRESIDENT
- ChangedMILLER, ERIC, EDWARD · title SENIOR VICE PRESIDENT & GENERAL COUNSEL → VICE PRESIDENT & GENERAL COUNSEL & ASSISTANT SECRETARY
- AddedRICHARDS, KATHY, ROSE · ASSOCIATE VICE PRESIDENT AND ASSISTANT SECRETARY · Less than 5%
- ListedCUMMINGS, LELAND, THOMAS · SENIOR VICE PRESIDENT · Less than 5% · control person
- ListedGRUGEON, STEPHEN, TIMOTHY · DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER · Less than 5% · control person
- ListedHIRSCH, BRIAN, ERIC · CHIEF COMPLIANCE OFFICER · Less than 5%
- ListedMILLER, ERIC, EDWARD · SENIOR VICE PRESIDENT & GENERAL COUNSEL · Less than 5% · control person
- ListedNATIONWIDE CORPORATION · SHAREHOLDER · 75% or more · indirect via NATIONWIDE FINANCIAL SERVICES, INC. · control person
- ListedNATIONWIDE FINANCIAL SERVICES, INC. · CORPORATE PARENT · 75% or more · control person
- ListedNATIONWIDE MUTUAL INSURANCE COMPANY · SHAREHOLDER · 75% or more · indirect via NATIONWIDE CORPORATION · control person
- ListedSPANGLER, MICHAEL, SCOTT · DIRECTOR & PRESIDENT · Less than 5% · control person
- ListedSTOKARSKI, CRAIG, DAVID · TREASURER · Less than 5% · control person
- ListedWILMINGTON TRUST · SOLE TRUSTEE · Less than 5%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ISHARES CORE S&P ETF$452.2M +79.7%
- ISHARES US TREASURY BOND$186.5M +1019.2%
- ISHARES J.P. MORGAN USD EMG MRKT$76.8M +37.9%
- ISHARES CORE S&P$28.9M +8.7%
Nationwide Fund Advisors Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES CORE S&P ETF | IVV | 464287200 | $1.02B | 42.12% | 1,361,434 | SH |
| 2 | ISHARES CORE S&P | IJR | 464287804 | $362.5M | 14.98% | 2,444,492 | SH |
| 3 | ISHARES CORE INTL AGT BD | IAGG | 46435G672 | $284.9M | 11.77% | 3,439,200 | SH |
| 4 | ISHARES J.P. MORGAN USD EMG MRKT | EMB | 464288281 | $279.3M | 11.54% | 5,519,657 | SH |
| 5 | ISHARES CORE MSCI EMKT | IEMG | 46434G103 | $241.1M | 9.96% | 2,496,864 | SH |
| 6 | ISHARES US TREASURY BOND | GOVT | 46429B267 | $204.8M | 8.46% | 2,123,836 | SH |
| 7 | ISHARES CORE MSCI EAFE | IEFA | 46432F842 | $18.5M | 0.76% | 811,888 | SH |
| 8 | ISHARES 20 YEAR | TLT | 464287432 | $9.6M | 0.40% | 110,980 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-24 | $2.42B | 8 | 0001193125-26-315040 |
| 2026-03-31 | 2026-04-27 | $2.28B | 9 | 0001193125-26-181038 |
| 2025-12-31 | 2026-01-23 | $2.34B | 10 | 0001193125-26-020315 |
5-02-210V
COLUMBUS, OH 43215