Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (NETL)

30 + Investors. Track Smart Money conviction in NETL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — NETL

Based on 30 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added NETL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
30 hedge funds hold NETL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

17 buying9 selling
Last quarter: 17 funds were net buyers (4 opened a brand new position + 13 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 5 → 9 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 17% medium ■ 30% new
16 out of 30 hedge funds have held NETL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~4 new funds/quarter

6 → 1 → 5 → 9 → 4 new funds/Q
New funds entering each quarter: 1 → 5 → 9 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 30% newcomers

■ 60% veterans ■ 10% 1-2yr ■ 30% new
Entry-cohort mix of 30 holders: 18 (60%) are 2+ year veterans, 3 entered 1–2 years ago, and 9 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
8 of 30 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NETL

In 2026 Q2, 17 hedge funds were net buyers of NETL (4 opened a new position, 13 added to an existing one), while 9 reduced or exited (6 trimmed, 3 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in NETL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 30.

Hedge Fund Ownership: NETL

How many hedge funds hold NETL — quarterly history vs. share price
Quarterly hedge fund ownership of NETL vs. share price

Market Analysis: NETL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NETL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: NETL
30 + Investors

Track Smart Money conviction in NETL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 30 29 3.45%
13F Shares 1M 1M 15.15%
Total Value $34M $27M 24.75%
New Positions 4 9 -5
Increased Positions 13 12 +1
Closed Positions 3 2 +1
Reduced Positions 6 4 +2
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NETL

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Financial Highlights

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Institutional Holders (2026 Q2)

30 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NETL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NETL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WT Wealth Management 0.30% 41,210 $1.1M
2 Dynamic Advisor Solutions LLC 0.18% 239,778 $6.4M
3 New England Private Wealth Advisors LLC 0.06% 20,486 $574K
4 PFG Advisors 0.02% 14,023 $374K
5 Versant Capital Management, Inc 0.02% 7,649 $204K
6 Stratos Wealth Partners, LTD. 0.02% 61,544 $1.6M
7 Gladstone Institutional Advisory LLC 0.01% 16,024 $428K
8 MAI Capital Management 0.01% 75,230 $2.0M
9 Continuum Advisory, LLC 0.00% 1,995 $53K
10 Raymond James Financial Inc 0.00% 329,885 $8.8M
11 Private Advisor Group, LLC 0.00% 15,568 $416K
12 Keating Financial Advisory Services, Inc. 0.00% 516 $14K
13 Private Trust Co NA 0.00% 636 $17K
14 LPL Financial LLC 0.00% 171,754 $4.6M
15 UMB Bank, n.a. 0.00% 2,486 $66K
16 LifeSteps Financial, Inc. 0.00% 55 $1K
17 Osaic Holdings, INC. 0.00% 17,716 $473K
18 Two Sigma Investments, LP 0.00% 18,500 $494K
19 Envestnet Asset Management Inc 0.00% 48,362 $1.3M
20 Cetera Investment Advisers 0.00% 10,641 $284K
21 Morgan Stanley 0.00% 125,175 $3.3M
22 Creative Planning 0.00% 8,127 $217K
23 Goldman Sachs Group Inc 0.00% 41,316 $1.1M
24 Mather Group, LLC. 0.00% 188 $5K
25 Fifth Third Bancorp 0.00% 535 $14K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ETF Ser Solutions (NETL)

What does the Smart Money Trend signal show for NETL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NETL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NETL?

More buyers than sellers — 65% buying: Last quarter: 17 funds were net buyers (4 opened a brand new position + 13 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NETL holders?

Strong quality — 32% AUM from major funds: 8 of 30 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NETL?

53% of holders stayed for 2+ years: 16 out of 30 hedge funds have held NETL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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