Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nushares ETF Tr (NULG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — NULG

Based on 320 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 NULG 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
320 hedge funds hold NULG 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 — +31% more funds vs a year ago

fund count last 6Q
+75 new funds entered over the past year (+31% 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

155 buying126 selling
Last quarter: 155 funds bought or added vs 126 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 (+38 vs last Q)

new funds entering per quarter
Funds opening a new NULG position: 30 → 48 → 25 → 63. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 28% medium ■ 24% new
156 out of 320 hedge funds have held NULG 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.
💰

Price up while funds trimmed (+25% value, -3% shares)

Value
+25%
Shares
-2%
Last quarter: total value of institutional NULG holdings rose +25% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

29 → 30 → 48 → 25 → 63 new funds/Q
New funds entering each quarter: 30 → 48 → 25 → 63. A growing number of institutions are discovering NULG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 50% veterans vs 29% newcomers

■ 50% veterans ■ 21% 1-2yr ■ 29% new
Entry-cohort mix of 320 holders: 161 (50%) are 2+ year veterans, 67 entered 1–2 years ago, and 92 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
22 of 320 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in NULG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — NULG

In 2026 Q2, 155 hedge funds were net buyers of NULG (63 opened a new position, 92 added to an existing one), while 126 reduced or exited (106 trimmed, 20 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 63% of total institutional value in NULG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 320.

Hedge Fund Ownership: NULG

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

Market Analysis: NULG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NULG

-- --

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.

8 top-rated funds 3 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: NULG
316 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 316 277 14.08%
13F Shares 20M 20M -2.84%
Total Value $2.24B $1.80B 24.97%
New Positions 63 25 +38
Increased Positions 92 109 -17
Closed Positions 24 30 -6
Reduced Positions 105 85 +20
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NULG

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Institutional Holders (2026 Q2)

316 + investors

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

QUARTER:
Top 25 NULG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Impact Investors, Inc 7.91% 92,455 $10.8M
2 Laurel Wealth Planning LLC 4.47% 86,349 $10.1M
3 Win Advisors, Inc 4.13% 99,015 $11.6M
4 True Blue Financial, LLC 2.26% 45,647 $5.3M
5 DeDora Capital, Inc. 2.04% 80,070 $9.4M
6 Wealth Advisory Team LLC 1.79% 18,857 $2.2M
7 Crux Wealth Advisors 1.46% 36,108 $4.2M
8 Clarity Asset Management, Inc. 1.41% 24,517 $2.9M
9 Cornerstone Financial Management LLC 1.35% 14,395 $1.7M
10 Francis Financial, Inc. 1.28% 66,909 $7.8M
11 SGL Investment Advisors, Inc. 1.06% 26,331 $3.1M
12 Sbe LLC Dba Cedar Cove Wealth Partners 1.03% 18,707 $2.2M
13 RVW Wealth, LLC 1.02% 132,672 $15.5M
14 Elevation Capital Advisory, LLC 1.00% 22,154 $2.6M
15 Tiaa-Cref Individual & Institutional Services, LLC 0.98% 2,442,650 $285.9M
16 Zenith Solutions, INC. 0.90% 8,491 $994K
17 Equita Financial Network, Inc. 0.83% 25,450 $3.0M
18 Birchwood Financial Partners, Inc. 0.71% 7,431 $870K
19 Lloyd Advisory Services, LLC. 0.70% 15,401 $1.8M
20 Financial Insights, Inc. 0.60% 19,500 $2.3M
21 Marshall & Sterling Wealth Advisors Inc. 0.53% 7,648 $895K
22 Mascoma Wealth Management LLC 0.53% 24,199 $2.8M
23 Blueline Advisors LLC 0.52% 6,454 $756K
24 Refined Wealth Management 0.52% 7,323 $857K
25 Tiaa Trust, National Association 0.51% 74,169 $8.7M
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 (NULG)

What does the Smart Money Trend signal show for NULG?

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

Slight buying edge — 55% buying: Last quarter: 155 funds bought or added vs 126 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 NULG holders?

Elite ownership — 63% AUM from top-100 funds: 22 of 320 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in NULG. 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 NULG?

49% of holders stayed for 2+ years: 156 out of 320 hedge funds have held NULG 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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