Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUSHARES ETF TR (NUDM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
10Q ▲
Buyers last Q
66%

Smart Money Signals — NUDM

Based on 141 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added NUDM 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
141 hedge funds hold NUDM 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 — +24% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+24% 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 — 66% buying

86 buying45 selling
Last quarter: 86 funds were net buyers (25 opened a brand new position + 61 added to an existing one). Only 45 were sellers (37 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new NUDM position: 12 → 8 → 10 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 29% medium ■ 20% new
72 out of 141 hedge funds have held NUDM 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

24 → 12 → 8 → 10 → 25 new funds/Q
New funds entering each quarter: 12 → 8 → 10 → 25. 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 — 53% of holders stayed 2+ years

■ 53% veterans ■ 15% 1-2yr ■ 32% new
Of 141 current holders: 75 (53%) 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 — 27% AUM from major funds

27% from top-100 AUM funds
12 of 141 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: NUDM

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

Market Analysis: NUDM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUDM

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: NUDM
2026 Q1 Stats Unlock in 14 days 141 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 141 124 13.71%
13F Shares 13M 12M 8.8%
Total Value $460M $438M 4.91%
New Positions 25 10 +15
Increased Positions 61 44 +17
Closed Positions 8 8 -
Reduced Positions 37 42 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUDM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

141 + investors

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

Top 25 institutional holders of NUDM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clarity Asset Management, Inc. 5.23% 286,305 $10.3M
2 Clarity Wealth Development LLC 3.27% 111,062 $4.0M
3 Evolution Advisers, Inc. 3.17% 208,516 $8K
4 Allodium Investment Consultants, LLC 1.97% 114,011 $4.1M
5 Bond & Devick Financial Network, Inc. 0.56% 55,224 $2.0M
6 LOCKERMAN FINANCIAL GROUP, INC. 0.54% 8,353 $302K
7 Colorado Capital Management, Inc. 0.52% 38,498 $1K
8 PFG Investments, LLC 0.42% 246,696 $8.9M
9 Sound Stewardship, LLC 0.34% 20,358 $735K
10 Prism Advisors, Inc. 0.29% 29,773 $1.1M
11 McNamara Financial Services, Inc. 0.26% 38,665 $1.4M
12 NATURAL INVESTMENTS, LLC 0.24% 26,489 —
13 Towerpoint Wealth, LLC 0.20% 13,947 $504K
14 Napier Financial, LLC 0.19% 22,519 $813K
15 Live Oak Investment Partners 0.14% 6,756 $244K
16 Keener Financial Planning LLC 0.14% 9,451 —
17 Wealthfront Advisers LLC 0.13% 1,637,618 $59.1M
18 Ledyard National Bank 0.12% 38,975 $1.4M
19 TFC Financial Management, Inc. 0.12% 26,551 $959K
20 CGN Advisors LLC 0.11% 37,665 $1.4M
21 Trust Co 0.11% 31,497 $1.1M
22 FLYNN ZITO CAPITAL MANAGEMENT, LLC 0.11% 9,177 $331K
23 Corundum Group, Inc. 0.10% 8,395 $303K
24 Leverty Financial Group, LLC 0.08% 10,323 $373K
25 Vantage Point Financial LLC 0.08% 6,006 $217K
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 (NUDM)

What does the Smart Money Trend signal show for NUDM?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added NUDM 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 NUDM?

More buyers than sellers — 66% buying: Last quarter: 86 funds were net buyers (25 opened a brand new position + 61 added to an existing one). Only 45 were sellers (37 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NUDM holders?

Strong quality — 27% AUM from major funds: 12 of 141 holders rank in the top 100 by AUM, accounting for 27% 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 NUDM?

51% of holders stayed for 2+ years: 72 out of 141 hedge funds have held NUDM 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.