Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Graniteshares ETF Tr (NVDL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
67%

Smart Money Signals — NVDL

Based on 79 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.
📊

High ownership — 83% of 3.0Y peak

83% of all-time peak
79 funds currently hold this stock — 83% of the 3.0-year high of 95 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold NVDL compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 67% buying

74 buying36 selling
Last quarter: 74 funds were net buyers (25 opened a brand new position + 49 added to an existing one). Only 36 were sellers (11 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new NVDL position: 30 → 23 → 16 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 25% long-term, 34% new

■ 25% conviction (2yr+) ■ 41% medium ■ 34% new
Of the 79 current holders: 20 (25%) held >2 years, 32 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +145%, value -0%

Value
0%
Shares
+145%
Last quarter: funds added +145% more shares while total portfolio value only changed -0%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

35 → 30 → 23 → 16 → 25 new funds/Q
New funds entering each quarter: 30 → 23 → 16 → 25. NVDL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 28% veterans, 45% new entrants

■ 28% veterans ■ 27% 1-2yr ■ 45% new
Of 92 current holders: 26 (28%) held 2+ years, 25 held 1–2 years, 41 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
6 of 75 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in NVDL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — NVDL

In 2026 Q2, 74 hedge funds were net buyers of NVDL (25 opened a new position, 49 added to an existing one), while 36 reduced or exited (11 trimmed, 25 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 42% of total institutional value in NVDL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 79.

Hedge Fund Ownership: NVDL

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

Market Analysis: NVDL

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: NVDL

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: NVDL
74 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 74 79 -6.33%
13F Shares 29M 12M 144.89%
Total Value $866M $868M -0.24%
New Positions 25 16 +9
Increased Positions 48 15 +33
Closed Positions 26 28 -2
Reduced Positions 4 27 -23
Total Calls 10 9 11.11%
Total Puts 7 9 -22.22%
PUT/CALL Ratio 0.7 1.0 Neutral

Statistics: NVDL

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Institutional Holders (2026 Q2)

74 + investors

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

QUARTER:
Top 25 NVDL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Torno Capital, LLC 0.97% 1,131,800 $33.7M
2 Woodward Diversified Capital, LLC 0.67% 51,000 $1.5M
3 T3 Companies, LLC 0.65% 20,315 $606K
4 ZEGA Investments, LLC 0.58% 190,401 $5.7M
5 TRUE Private Wealth Advisors 0.49% 192,307 $5.7M
6 SageOak Financial, LLC 0.48% 25,000 $745K
7 Vann Equity Management LLC 0.41% 22,404 $668K
8 Hoey Investments, Inc 0.35% 90,753 $2.7M
9 Turner Financial Group, Inc. 0.30% 10,170 $303K
10 Vines Capital Management, LLC 0.18% 7,425 $221K
11 Claro Advisors Inc. 0.17% 54,015 $1.6M
12 Tactive Advisors, LLC 0.12% 16,659 $497K
13 Two Sigma Securities, LLC 0.11% 42,061 $1.3M
14 Sovereign Financial Group, Inc. 0.10% 21,860 $652K
15 Cherry Tree Wealth Management, LLC 0.09% 16,936 $505K
16 Dudley Capital Management, LLC 0.09% 7,800 $233K
17 Retirement Planning Co of New England, Inc. 0.07% 6,800 $203K
18 HUB Investment Partners, LLC 0.06% 109,923 $3.3M
19 ZEGA Investments, LLC 0.05% 17,100 $510K
20 180 Wealth Advisors, LLC 0.04% 14,923 $445K
21 Strategic Blueprint, LLC 0.04% 29,700 $885K
22 Larson Financial Group LLC 0.04% 53,835 $1.6M
23 Sigma Planning Corp 0.03% 42,120 $1.3M
24 Tower Research Capital LLC (TRC) 0.03% 39,548 $1.2M
25 Red Door Wealth Management, LLC 0.02% 7,995 $238K
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 — Graniteshares ETF Tr (NVDL)

What does the Smart Money Trend signal show for NVDL?

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 NVDL?

More buyers than sellers — 67% buying: Last quarter: 74 funds were net buyers (25 opened a brand new position + 49 added to an existing one). Only 36 were sellers (11 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NVDL holders?

Elite ownership — 42% AUM from top-100 funds: 6 of 75 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in NVDL. 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 NVDL?

Mixed — 25% long-term, 34% new: Of the 79 current holders: 20 (25%) held >2 years, 32 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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