Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nushares ETF Tr (NUMG)

134 + 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
→ 0
Streak
1Q —
Buyers last Q
51%

Smart Money Signals — NUMG

Based on 134 hedge funds · latest filing: 2026 Q2 · 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 (96% of max)

96% of all-time peak
134 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, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

59 buying57 selling
Last quarter: 59 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 — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 15 → 14 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 28% medium ■ 10% new
83 out of 134 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

14 → 10 → 15 → 14 → 15 new funds/Q
New funds entering each quarter: 10 → 15 → 14 → 15. A growing number of institutions are discovering NUMG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 15% newcomers

■ 66% veterans ■ 19% 1-2yr ■ 15% new
Entry-cohort mix of 134 holders: 89 (66%) are 2+ year veterans, 25 entered 1–2 years ago, and 20 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
19 of 134 holders are among the 100 largest funds by AUM, controlling 68% 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 Q2, 59 hedge funds were net buyers of NUMG (15 opened a new position, 44 added to an existing one), while 57 reduced or exited (42 trimmed, 15 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 68% of total institutional value in NUMG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 134.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: NUMG
134 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 134 134 -
13F Shares 6M 6M -5.11%
Total Value $264M $243M 8.64%
New Positions 15 14 +1
Increased Positions 44 49 -5
Closed Positions 15 19 -4
Reduced Positions 42 39 +3
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 Q2)

134 + 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 NUMG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WealthSpring Partners, LLC 0.28% 6,836 $321K
2 Fingerlakes Wealth Management, Inc. 0.27% 10,810 $508K
3 McClarren Financial Advisors, Inc. 0.18% 7,494 $352K
4 Kelsey Financial, LLC 0.18% 5,104 $240K
5 Ipsen Advisor Group LLC 0.16% 5,219 $245K
6 Petros Family Wealth, LLC 0.16% 5,481 $257K
7 Napier Financial, LLC 0.14% 13,919 $654K
8 Ameritas Advisory Services, LLC 0.13% 140,216 $6.6M
9 Revolve Wealth Partners, LLC 0.12% 25,072 $1.2M
10 High Note Wealth, LLC 0.11% 14,318 $672K
11 SK Wealth Management, LLC 0.08% 7,268 $352K
12 RTD Financial Advisors, Inc. 0.07% 14,576 $684K
13 Harbor Asset Planning, Inc. 0.07% 2,058 $97K
14 Vicus Capital 0.07% 22,342 $1.0M
15 WCG Wealth Advisors LLC 0.07% 59,018 $2.8M
16 Tiaa-Cref Individual & Institutional Services, LLC 0.06% 393,426 $18.5M
17 AlTi Global, Inc. 0.06% 64,044 $3.0M
18 PFG Investments, LLC 0.06% 32,673 $1.5M
19 SOA Wealth Advisors, LLC. 0.06% 7,333 $344K
20 IAG Wealth Partners, LLC 0.06% 12,416 $583K
21 Whittier Trust Co of Nevada Inc 0.05% 55,573 $2.6M
22 Continuum Advisory, LLC 0.05% 12,569 $590K
23 Canandaigua National Bank & Trust Co 0.04% 10,888 $511K
24 Marshall Investment Management, LLC 0.04% 2,202 $103K
25 Aire Advisors, LLC 0.04% 5,347 $251K
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?

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 NUMG?

Slight buying edge — 51% buying: Last quarter: 59 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 — 68% AUM from top-100 funds: 19 of 134 holders are among the 100 largest funds by AUM, controlling 68% 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?

62% of holders stayed for 2+ years: 83 out of 134 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.

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 →