Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vaneck ETF Trust (NLR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
9Q ▲
Buyers last Q
63%

Smart Money Signals — NLR

Based on 531 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added NLR 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
531 hedge funds hold NLR 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 — +97% more funds vs a year ago

fund count last 6Q
+262 new funds entered over the past year (+97% 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 — 63% buying

326 buying195 selling
Last quarter: 326 funds were net buyers (90 opened a brand new position + 236 added to an existing one). Only 195 were sellers (125 trimmed + 70 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 116 → 114 → 116 → 90. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 44% entered in last year

■ 11% conviction (2yr+) ■ 45% medium ■ 44% new
Only 58 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~90 new funds/quarter

82 → 116 → 114 → 116 → 90 new funds/Q
New funds entering each quarter: 116 → 114 → 116 → 90. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 64% of holders entered in last year

■ 13% veterans ■ 23% 1-2yr ■ 64% new
Of 539 current holders: 346 (64%) entered in the past year, only 70 (13%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
28 of 531 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in NLR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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 — NLR

In 2026 Q2, 326 hedge funds were net buyers of NLR (90 opened a new position, 236 added to an existing one), while 195 reduced or exited (125 trimmed, 70 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in NLR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 531.

Hedge Fund Ownership: NLR

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

Market Analysis: NLR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NLR

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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.

13 top-rated funds 5 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: NLR
528 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 528 511 3.33%
13F Shares 17M 16M 5.99%
Total Value $1.90B $2.02B -6.12%
New Positions 87 116 -29
Increased Positions 235 241 -6
Closed Positions 70 35 +35
Reduced Positions 123 81 +42
Total Calls 5 5 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.6 0.8 Bullish

Statistics: NLR

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Institutional Holders (2026 Q2)

528 + investors

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

QUARTER:
Top 25 NLR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sage Private Wealth Group, LLC 5.68% 108,925 $12.6M
2 Madrid Financial Services 4.13% 67,263 $7.8M
3 Kiker Wealth Management, LLC 4.08% 90,191 $10.5M
4 Tepp RIA, LLC 2.96% 37,666 $4.4M
5 Paller Financial Services Inc 2.88% 33,184 $3.8M
6 Consolidated Capital Management, LLC 2.67% 86,309 $10.0M
7 Rockport Wealth LLC 2.50% 128,374 $14.9M
8 Prism Advisors, Inc. 2.22% 78,730 $9.1M
9 Bucket List Wealth Management, LLC 2.08% 36,346 $4.2M
10 Retirement Management Systems Inc. 1.87% 78,894 $9.2M
11 PCG Wealth Advisors, LLC 1.73% 66,995 $7.8M
12 Echo45 Advisors LLC 1.51% 25,223 $2.9M
13 StoneCrest Wealth Management, Inc. 1.43% 38,626 $4.5M
14 Kozak & Associates, Inc. 1.34% 67,229 $7.7M
15 Cathy Pareto & Associates, Inc 1.27% 18,721 $2.2M
16 Dogwood Wealth Management LLC 1.20% 26,240 $3.0M
17 American Institute for Advanced Investment Management, LLP 1.17% 17,428 $2.0M
18 Schorn Wealth LLC 1.13% 37,198 $4.3M
19 Marshall Investment Management, LLC 1.10% 22,810 $2.6M
20 Theory Financial LLC 0.98% 26,873 $3.1M
21 Carlson Financial, INC. 0.97% 13,555 $1.7M
22 Destiny Wealth Partners, LLC 0.93% 61,542 $6.6M
23 Stegent Equity Advisors, Inc. 0.88% 10,612 $1.2M
24 AGH Wealth Advisors, LLC 0.84% 11,532 $1.3M
25 LeConte Wealth Management, LLC 0.84% 13,342 $1.5M
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 — Vaneck ETF Trust (NLR)

What does the Smart Money Trend signal show for NLR?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added NLR 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 NLR?

More buyers than sellers — 63% buying: Last quarter: 326 funds were net buyers (90 opened a brand new position + 236 added to an existing one). Only 195 were sellers (125 trimmed + 70 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NLR holders?

Elite ownership — 50% AUM from top-100 funds: 28 of 531 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in NLR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NLR?

Mostly new holders — 44% entered in last year: Only 58 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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