Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUSHARES ETF TR (NUGO)

14 + Investors. Track Smart Money conviction in NUGO. 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
→ 0
Streak
1Q —
Buyers last Q
54%

Smart Money Signals — NUGO

Based on 14 hedge funds · latest filing: 2026 Q1 · 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
14 hedge funds hold NUGO 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 — +17% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

7 buying6 selling
Last quarter: 7 funds bought or added vs 6 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.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 4 → 5 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 43% entered in last year

21% conviction (2yr+) 36% medium 43% new
Only 3 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~3 new funds/quarter

5 → 1 → 4 → 5 → 3 new funds/Q
New funds entering each quarter: 1 → 4 → 5 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 14% veterans, 43% new entrants

14% veterans 43% 1-2yr 43% new
Of 14 current holders: 2 (14%) held 2+ years, 6 held 1–2 years, 6 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
3 of 14 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — NUGO

In 2026 Q1, 7 hedge funds were net buyers of NUGO (3 opened a new position, 4 added to an existing one), while 6 reduced or exited (3 trimmed, 3 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 14.

Hedge Fund Ownership: NUGO

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

Market Analysis: NUGO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUGO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy NUSHARES ETF TR (NUGO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NUGO has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 54d ago
NUGO
+19.6%
SPY
+14.7%

NUGO outperformed SPY by +4.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 9d ago
NUGO
+0.0%
SPY
+0.9%

Since the filing became public, NUGO outperformed SPY by -0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: NUGO
14 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 14 14 -
13F Shares 1M 1M 22.91%
Total Value $48M $43M 11.18%
New Positions 3 5 -2
Increased Positions 4 4 -
Closed Positions 3 4 -1
Reduced Positions 3 3 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUGO

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Institutional Holders (2026 Q1)

14 + investors

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

QUARTER:
Top 14 institutional holders of NUGO — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vigil Wealth Management, LLC 1.67% 57,580 $2.1M
2 Goldstone Financial Group, LLC 0.20% 51,492 $1.9M
3 SEI INVESTMENTS CO 0.03% 1,052,792 $37.9M
4 SHP Wealth Management 0.02% 7,120 $256K
5 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 1,600 $58K
6 RAYMOND JAMES FINANCIAL INC 0.00% 81,847 $2.9M
7 Parallel Advisors, LLC 0.00% 1,068 $38K
8 LPL Financial LLC 0.00% 50,874 $1.8M
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 8,322 $299K
10 TWO SIGMA INVESTMENTS, LP 0.00% 9,600 $345K
11 JONES FINANCIAL COMPANIES LLLP 0.00% 6,941 $241K
12 Waverly Advisors, LLC 0.00% 345 $12K
13 OSAIC HOLDINGS, INC. 0.00% 500 $18K
14 MORGAN STANLEY 0.00% 1
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 (NUGO)

What does the Smart Money Trend signal show for NUGO?

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 NUGO?

Slight buying edge — 54% buying: Last quarter: 7 funds bought or added vs 6 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 NUGO holders?

Smaller funds dominant — 4% AUM from top-100: 3 of 14 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NUGO?

Mostly new holders — 43% entered in last year: Only 3 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy NUSHARES ETF TR (NUGO) following the 2026 Q1 hedge fund 13F filings?

As of today, NUGO has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), NUGO has gained +19.6% vs +14.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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