Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUSHARES ETF TR (NULG)

265 + Investors. Track Smart Money conviction in NULG. 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
↑ +27
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — NULG

Based on 265 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
265 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 — +13% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

152 buying99 selling
Last quarter: 152 funds were net buyers (45 opened a brand new position + 107 added to an existing one). Only 99 were sellers (81 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new NULG position: 20 → 24 → 27 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 30% medium 17% new
141 out of 265 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.
🚀

Acceleration phase — new buyers rushing in

45 → 20 → 24 → 27 → 45 new funds/Q
New funds entering each quarter: 20 → 24 → 27 → 45. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 53% of holders stayed 2+ years

53% veterans 18% 1-2yr 29% new
Of 265 current holders: 140 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
15 of 265 holders are among the 100 largest funds by AUM, controlling 42% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 2025 Q4, 152 hedge funds were net buyers of NULG (45 opened a new position, 107 added to an existing one), while 99 reduced or exited (81 trimmed, 18 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in NULG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 265.

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

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 3 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: NULG
2026 Q1 Stats Unlock in 7 days 265 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 265 238 11.34%
13F Shares 15M 13M 14.66%
Total Value $1.49B $1.32B 12.74%
New Positions 45 27 +18
Increased Positions 107 75 +32
Closed Positions 18 20 -2
Reduced Positions 81 94 -13
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 Q1)

265 + investors

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

Top 25 institutional holders of NULG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Impact Investors, Inc 6.28% 99,393 $9.0M
2 Laurel Wealth Planning LLC 4.18% 87,058 $7.9M
3 TRUE BLUE FINANCIAL, LLC 3.46% 48,318 $4.4M
4 Clarity Asset Management, Inc. 2.46% 53,402 $4.9M
5 DeDora Capital, Inc. 1.73% 77,638 $7.1M
6 Evolution Advisers, Inc. 1.62% 42,337 $4K
7 CRUX WEALTH ADVISORS 1.25% 35,697 $3.2M
8 Francis Financial, Inc. 1.14% 67,602 $6.1M
9 SGL Investment Advisors, Inc. 1.13% 27,503 $3.0M
10 Cornerstone Financial Management LLC 1.12% 13,468 $1.2M
11 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 0.92% 19,366 $1.8M
12 RVW Wealth, LLC 0.91% 128,235 $11.7M
13 LOCKERMAN FINANCIAL GROUP, INC. 0.68% 4,173 $379K
14 Financial Insights, Inc. 0.66% 20,144 $2.0M
15 Equita Financial Network, Inc. 0.66% 23,013 $2.1M
16 Birchwood Financial Partners, Inc. 0.58% 6,614 $601K
17 Marshall & Sterling Wealth Advisors Inc. 0.48% 8,073 $734K
18 Scott Capital Advisors, LLC 0.48% 24,420 $2.3M
19 BLUELINE ADVISORS LLC 0.46% 6,508 $592K
20 Refined Wealth Management 0.44% 7,737 $704K
21 TIAA TRUST, NATIONAL ASSOCIATION 0.43% 77,432 $7.0M
22 Mascoma Wealth Management LLC 0.42% 22,461 $2.0M
23 Colorado Capital Management, Inc. 0.39% 11,533 $1K
24 Clarity Wealth Development LLC 0.34% 4,527 $412K
25 Westview Management dba Westview Investment Advisors 0.33% 6,962 $633K
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 — 3 quarters in a row: For 3 consecutive quarters, 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?

More buyers than sellers — 61% buying: Last quarter: 152 funds were net buyers (45 opened a brand new position + 107 added to an existing one). Only 99 were sellers (81 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NULG holders?

Elite ownership — 42% AUM from top-100 funds: 15 of 265 holders are among the 100 largest funds by AUM, controlling 42% 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?

53% of holders stayed for 2+ years: 141 out of 265 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.