Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nxg Cushing Midstream Energy (SRV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
72%

Smart Money Signals — SRV

Based on 39 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SRV 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
39 hedge funds hold SRV 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 — +30% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+30% 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.
🟢

More buyers than sellers — 72% buying

31 buying12 selling
Last quarter: 31 funds were net buyers (13 opened a brand new position + 18 added to an existing one). Only 12 were sellers (3 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 9 → 11 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 21% medium ■ 38% new
16 out of 39 hedge funds have held SRV 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.
📈

Growing discovery — still being found

8 → 9 → 9 → 11 → 13 new funds/Q
New funds entering each quarter: 9 → 9 → 11 → 13. A growing number of institutions are discovering SRV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 41% veterans vs 46% newcomers

■ 41% veterans ■ 13% 1-2yr ■ 46% new
Entry-cohort mix of 39 holders: 16 (41%) are 2+ year veterans, 5 entered 1–2 years ago, and 18 (46%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
10 of 39 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SRV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — SRV

In 2026 Q2, 31 hedge funds were net buyers of SRV (13 opened a new position, 18 added to an existing one), while 12 reduced or exited (3 trimmed, 9 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in SRV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: SRV

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

Market Analysis: SRV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SRV

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: SRV
2026 Q3 Stats Unlock in 45 days 39 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 39 35 11.43%
13F Shares 618K 594K 4.06%
Total Value $30M $26M 17.4%
New Positions 13 11 +2
Increased Positions 18 13 +5
Closed Positions 9 6 +3
Reduced Positions 3 6 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SRV

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Institutional Holders (2026 Q2)

39 + investors

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

QUARTER:
Top 25 SRV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Everstar Asset Management, LLC 0.62% 25,819 $1.3M
2 Advisory Solutions Group, LLC 0.26% 15,383 $771K
3 NWF Advisory Services Inc. 0.19% 40,510 $2.0M
4 Symphony Financial Services, Inc. 0.15% 6,566 $329K
5 Focus Financial Network, Inc. 0.04% 24,001 $1.2M
6 J.W. Cole Advisors, INC. 0.03% 36,866 $1.8M
7 Stratos Wealth Advisors, LLC 0.03% 9,585 $480K
8 Colonial Trust Co / SC 0.02% 3,648 $183K
9 Summit Financial, LLC 0.02% 36,848 $1.8M
10 Kovack Advisors, Inc. 0.01% 5,624 $281K
11 Nicolet Bankshares Inc 0.01% 5,468 $274K
12 CoreCap Advisors, LLC 0.01% 4,850 $243K
13 XTX Topco Ltd 0.01% 10,790 $540K
14 Axxcess Wealth Management, LLC 0.00% 5,905 $296K
15 Osaic Holdings, INC. 0.00% 57,274 $2.9M
16 Private Advisor Group, LLC 0.00% 10,576 $530K
17 OneDigital Investment Advisors LLC 0.00% 5,000 $250K
18 NewEdge Advisors, LLC 0.00% 10,101 $506K
19 LPL Financial LLC 0.00% 95,446 $4.8M
20 Commonwealth Equity Services, LLC 0.00% 14,672 $735K
21 Stifel Financial Corp 0.00% 19,830 $993K
22 Baird Financial Group, Inc. 0.00% 9,930 $497K
23 Financial Consulate, Inc 0.00% 100 $5K
24 Integrated Wealth Concepts LLC 0.00% 2,230 $112K
25 Atlantic Union Bankshares Corp 0.00% 238 $12K
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 — Nxg Cushing Midstream Energy (SRV)

What does the Smart Money Trend signal show for SRV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SRV 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 SRV?

More buyers than sellers — 72% buying: Last quarter: 31 funds were net buyers (13 opened a brand new position + 18 added to an existing one). Only 12 were sellers (3 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SRV holders?

Elite ownership — 43% AUM from top-100 funds: 10 of 39 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SRV. 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 SRV?

41% of holders stayed for 2+ years: 16 out of 39 hedge funds have held SRV 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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