Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUSHARES ETF TR (NUBD)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — NUBD

Based on 120 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NUBD 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
120 hedge funds hold NUBD 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.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

71 buying38 selling
Last quarter: 71 funds were net buyers (24 opened a brand new position + 47 added to an existing one). Only 38 were sellers (31 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new NUBD position: 8 → 8 → 7 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 22% medium 18% new
72 out of 120 hedge funds have held NUBD 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.
🚀

Acceleration phase — new buyers rushing in

20 → 8 → 8 → 7 → 24 new funds/Q
New funds entering each quarter: 8 → 8 → 7 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 12% 1-2yr 27% new
Of 120 current holders: 73 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
10 of 120 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: NUBD

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

Market Analysis: NUBD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUBD

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: NUBD
2026 Q1 Stats Unlock in 18 days 120 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 120 103 16.5%
13F Shares 14M 13M 13.38%
Total Value $321M $279M 14.87%
New Positions 24 7 +17
Increased Positions 47 48 -1
Closed Positions 7 12 -5
Reduced Positions 31 31 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUBD

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Institutional Holders (2026 Q1)

120 + investors

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

Top 25 institutional holders of NUBD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Pacific Financial 3.58% 1,250,326 $27.8M
2 Westfuller Advisors, LLC 3.04% 317,033 $7.0M
3 Colorado Capital Management, Inc. 1.33% 160,978 $4K
4 Evolution Advisers, Inc. 1.19% 127,184 $3K
5 Silver Oak Advisory Group, Inc. 0.98% 102,162 $2K
6 LOCKERMAN FINANCIAL GROUP, INC. 0.75% 18,777 $417K
7 CGN Advisors LLC 0.74% 423,907 $9.4M
8 rebel Financial LLC 0.64% 66,482 $1.5M
9 Townsend Financial Planning, LLC 0.63% 29,495 $655K
10 A&I FINANCIAL SERVICES, LLC 0.61% 58,083 $1.3M
11 Boston Standard Wealth Management, LLC 0.49% 134,150 $3.0M
12 Charter Oak Capital Management, LLC 0.47% 271,726 $6.0M
13 BayBridge Capital Group, LLC 0.43% 31,014 $693K
14 MAYPORT, LLC 0.39% 94,104 $2.1M
15 Sensenig Capital Advisors, Inc 0.23% 10,009 $222K
16 Etesian Wealth Advisors, Inc. 0.12% 17,468 $388K
17 Composition Wealth, LLC 0.12% 401,307 $8.9M
18 Millstone Evans Group, LLC 0.11% 8,097 $180K
19 LIFELONG WEALTH ADVISORS, INC. 0.11% 18,280 $406K
20 Kelman-Lazarov, Inc. 0.10% 31,162 $692K
21 NATURAL INVESTMENTS, LLC 0.08% 15,300
22 Perigon Wealth Management, LLC 0.08% 204,065 $4.5M
23 TCFG WEALTH MANAGEMENT, LLC 0.08% 9,680 $215K
24 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 0.07% 42,842 $952K
25 Walkner Condon Financial Advisors LLC 0.06% 21,026 $467K
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 — NUSHARES ETF TR (NUBD)

What does the Smart Money Trend signal show for NUBD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NUBD 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 NUBD?

More buyers than sellers — 65% buying: Last quarter: 71 funds were net buyers (24 opened a brand new position + 47 added to an existing one). Only 38 were sellers (31 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NUBD holders?

Strong quality — 36% AUM from major funds: 10 of 120 holders rank in the top 100 by AUM, accounting for 36% 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 NUBD?

60% of holders stayed for 2+ years: 72 out of 120 hedge funds have held NUBD 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.