Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nushares ETF Tr (NULG)

274 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — NULG

Based on 277 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NULG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
277 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

134 buying115 selling
Last quarter: 134 funds bought or added vs 115 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.
⚠️

Fewer new buyers each quarter (-23 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 29 → 30 → 48 → 25. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 29% medium ■ 20% new
142 out of 277 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.
📈

Growing discovery — still being found

23 → 29 → 30 → 48 → 25 new funds/Q
New funds entering each quarter: 29 → 30 → 48 → 25. A growing number of institutions are discovering NULG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 53% veterans vs 24% newcomers

■ 53% veterans ■ 23% 1-2yr ■ 24% new
Entry-cohort mix of 277 holders: 146 (53%) are 2+ year veterans, 65 entered 1–2 years ago, and 66 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
19 of 277 holders are among the 100 largest funds by AUM, controlling 58% 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.
3.7
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 — NULG

In 2026 Q1, 134 hedge funds were net buyers of NULG (25 opened a new position, 109 added to an existing one), while 115 reduced or exited (85 trimmed, 30 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 58% of total institutional value in NULG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 277.

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.

Is It Too Late to Buy Nushares ETF Tr (NULG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NULG has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 45d ago
NULG
+0.7%
SPY
+4.0%

NULG outperformed SPY by -3.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
NULG
+0.0%
SPY
+0.0%

Since the filing became public, NULG outperformed SPY by +0.0% .

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.

8 top-rated funds 4 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: NULG
2026 Q2 Stats Unlock in 5 days 274 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 274 281 -2.49%
13F Shares 20M 15M 30.25%
Total Value $1.79B $1.51B 18.61%
New Positions 24 48 -24
Increased Positions 107 114 -7
Closed Positions 31 19 +12
Reduced Positions 85 85 -
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)

274 + 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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 NULG holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Marshall & Sterling Wealth Advisors Inc. 0.53% 7,648 $895K
21 Mascoma Wealth Management LLC 0.53% 24,199 $2.8M
22 Blueline Advisors LLC 0.52% 6,454 $756K
23 Refined Wealth Management 0.52% 7,323 $857K
24 Tiaa Trust, National Association 0.51% 74,169 $8.7M
25 Bond & Devick Financial Network, Inc. 0.51% 17,754 $2.1M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NULG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NULG?

Slight buying edge — 54% buying: Last quarter: 134 funds bought or added vs 115 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 — 58% AUM from top-100 funds: 19 of 277 holders are among the 100 largest funds by AUM, controlling 58% 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?

51% of holders stayed for 2+ years: 142 out of 277 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.

Is it too late to buy Nushares ETF Tr (NULG) following the 2026 Q2 hedge fund 13F filings?

As of today, NULG has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), NULG has gained +0.7% vs +4.0% 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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