Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GRANITESHARES ETF TR (NVDL)

95 + Investors. Track Smart Money conviction in NVDL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — NVDL

Based on 86 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NVDL 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
86 hedge funds hold NVDL 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.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 47% buying

47 buying54 selling
Last quarter: 54 funds reduced or exited vs 47 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 32 → 28 → 21. 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.
🔄

Mostly new holders — 40% entered in last year

■ 12% conviction (2yr+) ■ 49% medium ■ 40% new
Only 10 funds (12%) 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 — ~21 new funds/quarter

15 → 22 → 32 → 28 → 21 new funds/Q
New funds entering each quarter: 22 → 32 → 28 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 16% veterans, 42% new entrants

■ 16% veterans ■ 42% 1-2yr ■ 42% new
Of 95 current holders: 15 (16%) held 2+ years, 40 held 1–2 years, 40 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
6 of 86 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Hedge Fund Ownership: NVDL

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

Market Analysis: NVDL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NVDL

-- --

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.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: NVDL
2026 Q1 Stats Unlock in 12 days 95 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 95 99 -4.04%
13F Shares 14M 18M -19.97%
Total Value $1.27B $1.69B -24.88%
New Positions 21 29 -8
Increased Positions 38 42 -4
Closed Positions 25 19 +6
Reduced Positions 45 35 +10
Total Calls 6 6 -
Total Puts 7 6 16.67%
PUT/CALL Ratio 1.17 1.0 Neutral

Statistics: NVDL

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Valuation Measures Data as of: --

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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
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Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

95 + investors

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

Top 25 institutional holders of NVDL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SUMMIT SECURITIES GROUP LLC 1.12% 125,000 $9.1M
2 WOODWARD DIVERSIFIED CAPITAL, LLC 0.74% 17,000 $1.6M
3 Sollinda Capital Management LLC 0.55% 30,999 $2.2M
4 HOEY INVESTMENTS, INC 0.46% 44,234 $3.2M
5 Vann Equity Management LLC 0.21% 4,002 $290K
6 Claro Advisors Inc. 0.17% 19,200 $1.4M
7 Diversify Advisory Services, LLC 0.10% 6,546 $674K
8 DUDLEY CAPITAL MANAGEMENT, LLC 0.10% 3,000 $218K
9 Sovereign Financial Group, Inc. 0.09% 7,420 $538K
10 Cherry Tree Wealth Management, LLC 0.07% 4,758 $345K
11 Tactive Advisors, LLC 0.07% 3,403 $247K
12 Trinity Financial Advisors LLC 0.06% 3,013 $219K
13 Strategic Blueprint, LLC 0.04% 9,900 $718K
14 180 WEALTH ADVISORS, LLC 0.04% 4,993 $362K
15 DIVERSIFY WEALTH MANAGEMENT, LLC 0.04% 21,672 $2.2M
16 SeaCrest Wealth Management, LLC 0.03% 4,161 $302K
17 SBI Securities Co., Ltd. 0.03% 15,337 $1.1M
18 Sigma Planning Corp 0.03% 14,945 $1.1M
19 Magnus Financial Group LLC 0.02% 4,000 $290K
20 Financial Life Planners 0.02% 345 $25K
21 Sollinda Capital Management LLC 0.02% 1,000 $73K
22 UBS Group AG 0.01% 881,149 $63.9M
23 Marex Group plc 0.01% 2,965 $206K
24 RITHOLTZ WEALTH MANAGEMENT 0.00% 3,800 $276K
25 NBC SECURITIES, INC. 0.00% 840 $61K
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 — GRANITESHARES ETF TR (NVDL)

What does the Smart Money Trend signal show for NVDL?

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

More sellers than buyers — 47% buying: Last quarter: 54 funds reduced or exited vs 47 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for NVDL holders?

Smaller funds dominant — 7% AUM from top-100: 6 of 86 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NVDL?

Mostly new holders — 40% entered in last year: Only 10 funds (12%) 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.

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.