Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nushares ETF Tr (NUEM)

118 + Investors. Track Smart Money conviction in NUEM. 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
→ 0
Streak
1Q —
Buyers last Q
49%

Smart Money Signals — NUEM

Based on 118 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
118 hedge funds hold NUEM 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 — +9% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

50 buying53 selling
Last quarter: 53 funds reduced or exited vs 50 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 21 → 11 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 23% medium 20% new
67 out of 118 hedge funds have held NUEM 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.
💰

Value +18% but shares only +2% — price-driven

Value
+17%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +18%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~15 new funds/quarter

15 → 7 → 21 → 11 → 15 new funds/Q
New funds entering each quarter: 7 → 21 → 11 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 25% newcomers

57% veterans 19% 1-2yr 25% new
Entry-cohort mix of 118 holders: 67 (57%) are 2+ year veterans, 22 entered 1–2 years ago, and 29 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
13 of 118 holders rank in the top 100 by AUM, accounting for 24% 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.

Institutional Sentiment Summary — NUEM

In 2026 Q2, 50 hedge funds were net buyers of NUEM (15 opened a new position, 35 added to an existing one), while 53 reduced or exited (38 trimmed, 15 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 24% of total institutional value in NUEM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 118.

Hedge Fund Ownership: NUEM

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

Market Analysis: NUEM

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUEM

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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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: NUEM
118 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 118 118 -
13F Shares 7M 7M 2.11%
Total Value $273M $232M 17.66%
New Positions 15 11 +4
Increased Positions 35 40 -5
Closed Positions 15 10 +5
Reduced Positions 38 36 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUEM

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Institutional Holders (2026 Q2)

118 + investors

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

QUARTER:
Top 25 NUEM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abacus Wealth Partners, LLC 2.78% 624,064 $26.5M
2 Allodium Investment Consultants, LLC 1.46% 80,896 $3.4M
3 TFC Financial Management, Inc. 1.38% 292,478 $12.4M
4 Clarity Wealth Development LLC 0.87% 36,973 $1.6M
5 Cerity Partners OCIO LLC 0.63% 292,166 $12.4M
6 Pioneer Wealth Management Group 0.55% 53,861 $2.3M
7 Westfuller Advisors, LLC 0.49% 31,661 $1.3M
8 CGC Financial Services, LLC 0.45% 46,712 $2.0M
9 Cerity Partners Retirement Plan Advisors LLC 0.34% 19,239 $816K
10 Davis Wealth Advisors, LLC 0.34% 10,280 $436K
11 Tolleson Wealth Management, Inc. 0.32% 59,658 $2.2M
12 River's Edge Wealth Management, LLC 0.22% 6,073 $250K
13 Tiaa-Cref Individual & Institutional Services, LLC 0.16% 1,073,878 $45.6M
14 Carson Advisory Inc. 0.15% 7,861 $334K
15 McNamara Financial Services, Inc. 0.15% 19,910 $845K
16 Emergent Wealth Advisors, LLC 0.12% 5,529 $235K
17 Sound Stewardship, LLC 0.12% 6,702 $284K
18 Greykasell Wealth Strategies, Inc. 0.11% 7,351 $312K
19 Greenup Street Wealth Management LLC 0.10% 19,951 $847K
20 Cascade Financial Partners, LLC 0.09% 25,000 $1.1M
21 RMG Wealth Management LLC 0.09% 25,288 $864K
22 Bond & Devick Financial Network, Inc. 0.08% 7,269 $308K
23 Wealthfront Advisers LLC 0.07% 892,927 $37.9M
24 Revisor Wealth Management LLC 0.06% 5,869 $249K
25 Brooklyn FI, LLC 0.06% 7,723 $314K
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 (NUEM)

What does the Smart Money Trend signal show for NUEM?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for NUEM?

More sellers than buyers — 49% buying: Last quarter: 53 funds reduced or exited vs 50 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for NUEM holders?

Strong quality — 24% AUM from major funds: 13 of 118 holders rank in the top 100 by AUM, accounting for 24% 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 NUEM?

57% of holders stayed for 2+ years: 67 out of 118 hedge funds have held NUEM 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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