Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUSHARES ETF TR (NUMG)

131 + Investors. Track Smart Money conviction in NUMG. 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
52%

Smart Money Signals — NUMG

Based on 133 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 NUMG 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 (96% of max)

96% of all-time peak
133 hedge funds hold NUMG 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NUMG is almost the same as a year ago (-2 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

62 buying57 selling
Last quarter: 62 funds bought or added vs 57 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 — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 10 → 15 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 26% medium ■ 11% new
84 out of 133 hedge funds have held NUMG 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

18 → 13 → 10 → 15 → 13 new funds/Q
New funds entering each quarter: 13 → 10 → 15 → 13. A growing number of institutions are discovering NUMG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Of 133 current holders: 89 (67%) 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 — 70% AUM from top-100 funds

70% from top-100 AUM funds
19 of 133 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in NUMG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — NUMG

In 2026 Q1, 62 hedge funds were net buyers of NUMG (13 opened a new position, 49 added to an existing one), while 57 reduced or exited (39 trimmed, 18 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 70% of total institutional value in NUMG 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: 133.

Hedge Fund Ownership: NUMG

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

Market Analysis: NUMG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUMG

-- --

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

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

Signal Freshness measures how much NUMG 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 · 65d ago
NUMG
+17.1%
SPY
+16.8%

NUMG outperformed SPY by +0.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 20d ago
NUMG
+4.9%
SPY
+2.7%

Since the filing became public, NUMG outperformed SPY by +2.2% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: NUMG
131 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 131 138 -5.07%
13F Shares 6M 6M -6.44%
Total Value $242M $305M -20.56%
New Positions 13 15 -2
Increased Positions 48 47 +1
Closed Positions 20 7 +13
Reduced Positions 39 44 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUMG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

131 + investors

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

QUARTER:
Top 25 institutional holders of NUMG — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 rebel Financial LLC 0.46% 26,028 $1.1M
2 SOL Capital Management CO 0.29% 13,820 $602K
3 Fingerlakes Wealth Management, Inc. 0.28% 10,229 $420K
4 WealthSpring Partners, LLC 0.26% 6,868 $282K
5 Petros Family Wealth, LLC 0.19% 6,462 $265K
6 Kelsey Financial, LLC 0.19% 5,156 $212K
7 McClarren Financial Advisors, Inc. 0.18% 7,315 $300K
8 Ipsen Advisor Group LLC 0.14% 5,037 $207K
9 Neumann Capital Management, LLC 0.14% 11,470 $471K
10 Revolve Wealth Partners, LLC 0.13% 24,639 $1.0M
11 High Note Wealth, LLC 0.13% 15,932 $654K
12 Napier Financial, LLC 0.12% 12,996 $534K
13 SK Wealth Management, LLC 0.12% 10,092 $421K
14 Ameritas Advisory Services, LLC 0.12% 72,614 $3.0M
15 Olde Wealth Management, LLC 0.09% 6,733 —
16 WealthShield Partners, LLC 0.08% 18,510 $760K
17 IAG Wealth Partners, LLC 0.08% 16,672 $685K
18 RTD Financial Advisors, Inc. 0.07% 14,577 $599K
19 Harbor Asset Planning, Inc. 0.07% 2,058 $85K
20 VICUS CAPITAL 0.07% 21,922 $901K
21 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.07% 414,756 $17.0M
22 PFG Investments, LLC 0.06% 33,466 $1.4M
23 AlTi Global, Inc. 0.06% 64,044 $2.6M
24 SOA Wealth Advisors, LLC. 0.06% 7,333 $301K
25 ABOUND FINANCIAL, LLC 0.06% 3,074 $126K
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 (NUMG)

What does the Smart Money Trend signal show for NUMG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NUMG 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 NUMG?

Slight buying edge — 52% buying: Last quarter: 62 funds bought or added vs 57 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 NUMG holders?

Elite ownership — 70% AUM from top-100 funds: 19 of 133 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in NUMG. 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 NUMG?

63% of holders stayed for 2+ years: 84 out of 133 hedge funds have held NUMG 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 (NUMG) following the 2026 Q1 hedge fund 13F filings?

As of today, NUMG has moved +4.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.7% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), NUMG has gained +17.1% vs +16.8% 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.

Full history →