Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nushares ETF Tr (NUBD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — NUBD

Based on 123 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NUBD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
123 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 — +11% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

66 buying53 selling
Last quarter: 66 funds bought or added vs 53 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 25 → 15 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
74 out of 123 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.
📊

Peak discovery — momentum slowing

9 → 8 → 25 → 15 → 13 new funds/Q
New funds entering each quarter: 8 → 25 → 15 → 13. NUBD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 61% veterans vs 24% newcomers

■ 61% veterans ■ 15% 1-2yr ■ 24% new
Entry-cohort mix of 123 holders: 75 (61%) are 2+ year veterans, 19 entered 1–2 years ago, and 29 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
16 of 123 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in NUBD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — NUBD

In 2026 Q2, 66 hedge funds were net buyers of NUBD (13 opened a new position, 53 added to an existing one), while 53 reduced or exited (36 trimmed, 17 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 57% of total institutional value in NUBD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 123.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: NUBD
123 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 123 127 -3.15%
13F Shares 14M 15M -6.84%
Total Value $275M $297M -7.5%
New Positions 13 15 -2
Increased Positions 53 61 -8
Closed Positions 17 12 +5
Reduced Positions 36 26 +10
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 Q2)

123 + investors

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

QUARTER:
Top 25 NUBD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Westfuller Advisors, LLC 2.52% 313,124 $6.9M
2 Retirement Capital Strategies 0.96% 125,258 $2.8M
3 CGN Advisors LLC 0.73% 452,900 $10.0M
4 Townsend Financial Planning, LLC 0.56% 29,214 $647K
5 A&I Financial Services, LLC 0.53% 55,431 $1.2M
6 Koss-Olinger Consulting, LLC 0.52% 302,281 $6.7M
7 Boston Standard Wealth Management, LLC 0.48% 149,955 $3.3M
8 XY Planning Network, Inc. 0.40% 143,312 $3.2M
9 BayBridge Capital Group, LLC 0.39% 33,836 $749K
10 Lockerman Financial Group, INC. 0.36% 10,778 $239K
11 Mayport, LLC 0.32% 94,104 $2.1M
12 WCG Wealth Advisors LLC 0.28% 539,366 $11.9M
13 Sensenig Capital Advisors, Inc 0.20% 9,861 $218K
14 Clearview Wealth Management LLC 0.14% 10,047 $222K
15 Etesian Wealth Advisors, Inc. 0.12% 18,549 $411K
16 SGL Investment Advisors, Inc. 0.11% 15,276 $332K
17 Composition Wealth, LLC 0.11% 426,103 $9.4M
18 Millstone Evans Group, LLC 0.10% 8,097 $179K
19 Kelman-Lazarov, Inc. 0.09% 31,920 $707K
20 Lifelong Wealth Advisors, INC. 0.09% 17,438 $386K
21 Valtinson Bruner Financial Planning LLC 0.07% 13,319 $295K
22 TCFG Investment Advisors, LLC 0.07% 9,680 $214K
23 WNY Asset Management, LLC 0.07% 33,651 $745K
24 Three Bearings Fiduciary Advisors, Inc. 0.07% 3,320 $73K
25 Birchwood Financial Partners, Inc. 0.07% 3,612 $80K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NUBD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NUBD?

Slight buying edge — 55% buying: Last quarter: 66 funds bought or added vs 53 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NUBD holders?

Elite ownership — 57% AUM from top-100 funds: 16 of 123 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in NUBD. 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 NUBD?

60% of holders stayed for 2+ years: 74 out of 123 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.

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