Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUSHARES ETF TR (NUEM)

114 + 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
↑ +10
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — NUEM

Based on 114 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 NUEM 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
114 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.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+22 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.
🟡

Slight buying edge — 55% buying

55 buying45 selling
Last quarter: 55 funds bought or added vs 45 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.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new NUEM position: 17 → 15 → 7 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 27% medium 20% new
60 out of 114 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.
📊

Peak discovery — momentum slowing

16 → 17 → 15 → 7 → 20 new funds/Q
New funds entering each quarter: 17 → 15 → 7 → 20. NUEM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 54% of holders stayed 2+ years

54% veterans 11% 1-2yr 36% new
Of 114 current holders: 61 (54%) 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.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
8 of 114 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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: 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
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUEM

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

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: NUEM
2026 Q1 Stats Unlock in 21 days 114 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 114 104 9.62%
13F Shares 7M 7M -0.49%
Total Value $237M $238M -0.73%
New Positions 20 7 +13
Increased Positions 35 29 +6
Closed Positions 10 8 +2
Reduced Positions 35 37 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUEM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

114 + investors

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

Top 25 institutional holders of NUEM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Colorado Capital Management, Inc. 3.30% 241,008 $9K
2 Abacus Wealth Partners, LLC 2.04% 607,867 $22.3M
3 Clarity Wealth Development LLC 1.74% 58,000 $2.1M
4 Allodium Investment Consultants, LLC 1.42% 80,465 $3.0M
5 TFC Financial Management, Inc. 1.32% 292,610 $10.8M
6 Pioneer Wealth Management Group 0.54% 52,076 $1.9M
7 CGC Financial Services, LLC 0.52% 48,835 $1.8M
8 Westfuller Advisors, LLC 0.50% 31,818 $1.2M
9 Stewardship Advisors, LLC 0.32% 37,397 $1.4M
10 RIVER'S EDGE WEALTH MANAGEMENT, LLC 0.23% 6,050 $248K
11 McNamara Financial Services, Inc. 0.14% 19,982 $734K
12 Emergent Wealth Advisors, LLC 0.12% 5,529 $203K
13 Sound Stewardship, LLC 0.11% 6,702 $246K
14 GREENUP STREET WEALTH MANAGEMENT LLC 0.08% 15,836 $582K
15 Bond & Devick Financial Network, Inc. 0.08% 7,753 $285K
16 Revisor Wealth Management LLC 0.06% 5,869 $216K
17 First Pacific Financial 0.05% 11,529 $424K
18 Ascentis Independent Advisors 0.04% 13,327 $490K
19 CGN Advisors LLC 0.03% 11,323 $416K
20 Walkner Condon Financial Advisors LLC 0.03% 5,860 $215K
21 RVW Wealth, LLC 0.03% 9,835 $361K
22 Heck Capital Advisors, LLC 0.03% 10,021 $368K
23 Continuum Advisory, LLC 0.02% 6,615 $243K
24 Charter Oak Capital Management, LLC 0.02% 7,033 $258K
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% 158,758 $5.8M
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?

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

Slight buying edge — 55% buying: Last quarter: 55 funds bought or added vs 45 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 NUEM holders?

Smaller funds dominant — 17% AUM from top-100: 8 of 114 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NUEM?

53% of holders stayed for 2+ years: 60 out of 114 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.