Stock Analysis
Data Source: SEC EDGAR 13F
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Nushares ETF Tr (NULC)

22 + Investors. Track Smart Money conviction in NULC. 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
↑ +7
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — NULC

Based on 22 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NULC 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
22 hedge funds hold NULC 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 — +16% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 1 quarters from the low — a sharp move.
🟢

More buyers than sellers — 65% buying

13 buying7 selling
Last quarter: 13 funds were net buyers (9 opened a brand new position + 4 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new NULC position: 1 → 4 → 2 → 9. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 18% medium 27% new
12 out of 22 hedge funds have held NULC 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 +119% but shares only +93% — price-driven

Value
+119%
Shares
+93%
Last quarter: the total dollar value of institutional holdings rose +119%, but actual share count only changed +93%. 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 — ~9 new funds/quarter

4 → 1 → 4 → 2 → 9 new funds/Q
New funds entering each quarter: 1 → 4 → 2 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 32% newcomers

68% veterans 0% 1-2yr 32% new
Entry-cohort mix of 22 holders: 15 (68%) are 2+ year veterans, 0 entered 1–2 years ago, and 7 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
3 of 22 holders rank in the top 100 by AUM, but together hold only 12% 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.

Institutional Sentiment Summary — NULC

In 2026 Q2, 13 hedge funds were net buyers of NULC (9 opened a new position, 4 added to an existing one), while 7 reduced or exited (5 trimmed, 2 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 22.

Hedge Fund Ownership: NULC

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

Market Analysis: NULC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NULC

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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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: NULC
22 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 22 15 46.67%
13F Shares 320K 166K 93.08%
Total Value $16M $7M 119.26%
New Positions 9 2 +7
Increased Positions 4 6 -2
Closed Positions 2 8 -6
Reduced Positions 5 4 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NULC

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Institutional Holders (2026 Q2)

22 + investors

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

QUARTER:
Top 21 NULC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tolleson Wealth Management, Inc. 0.69% 101,853 $4.7M
2 Retirement Capital Strategies 0.30% 15,839 $858K
3 Values Added Financial LLC 0.26% 13,144 $712K
4 Pw Advisors, LLC \ Fl 0.17% 4,698 $254K
5 Wealth Group Ltd 0.10% 10,085 $546K
6 Towneley Capital Management, Inc / DE 0.04% 4,110 $223K
7 Westside Investment Management, Inc. 0.01% 2,100 $114K
8 Tower Research Capital LLC (TRC) 0.01% 5,858 $317K
9 Commonwealth Equity Services, LLC 0.00% 67,911 $3.7M
10 Ameritas Advisory Services, LLC 0.00% 2,000 $108K
11 Private Advisor Group, LLC 0.00% 5,661 $306K
12 EP Wealth Advisors, LLC 0.00% 4,644 $251K
13 Osaic Holdings, INC. 0.00% 8,056 $436K
14 HighTower Advisors, LLC 0.00% 6,284 $340K
15 LPL Financial LLC 0.00% 14,643 $793K
16 Jane Street Group, LLC 0.00% 14,953 $810K
17 Susquehanna International Group, LLP 0.00% 11,938 $646K
18 Goldman Sachs Group Inc 0.00% 10,579 $573K
19 CoreCap Advisors, LLC 0.00% 24 $1K
20 Bank of America Corp /de/ 0.00% 9,254 $501K
21 Mercer Global Advisors Inc /Adv 0.00% 329 $18K
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 (NULC)

What does the Smart Money Trend signal show for NULC?

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

More buyers than sellers — 65% buying: Last quarter: 13 funds were net buyers (9 opened a brand new position + 4 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NULC holders?

Smaller funds dominant — 12% AUM from top-100: 3 of 22 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NULC?

55% of holders stayed for 2+ years: 12 out of 22 hedge funds have held NULC 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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