NUVEEN ESG DIVIDEND ETF (NUDV) Institutional Shareholders
NUVEEN ESG DIVIDEND ETF (NUDV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $19.28M in NUDV holdings during the latest filing period.
Cgc Financial Services, Llc is currently the largest disclosed institutional shareholder of NUDV tracked by InsiderSet, reporting ownership valued at approximately $6.36M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.45M, representing an estimated gain of +1.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed NUDV value among the investors covered in this analysis. Major shareholders include Cgc Financial Services, Llc, Bond & Devick Financial Network, Inc., Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in NUVEEN ESG DIVIDEND ETF (NUDV).
This page ranks the largest institutional NUDV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
28
Total Reported Value
$19.28M
Largest Holder
Cgc Financial Services, Llc
Largest Position
$6.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cgc Financial Services, Llc | 1.43% | 195,298 | $6,356,950 | $6,448,740 | +$91,790 | +1.44% | |
| Bond & Devick Financial Network, Inc. | 1.54% | 191,772 | $6,242,179 | $6,332,311 | +$90,132 | +1.44% | |
| Citadel Advisors Llc | 0.00% | 42,736 | $1,391,057 | $1,411,143 | +$20,086 | +1.44% | |
| Diversified Enterprises, Llc | 0.06% | 36,187 | $1,177,874 | $1,194,895 | +$17,021 | +1.45% | |
| Goldman Sachs Group Inc | 0.00% | 31,079 | $1,011,621 | $1,026,229 | +$14,608 | +1.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,690 | $673,460 | $683,184 | +$9,724 | +1.44% | |
| Natural Investments, Llc | 0.09% | 14,302 | $395,000 | $472,252 | +$77,252 | +19.56% | |
| True Link Financial Advisors, Llc | 0.02% | 11,606 | $377,775 | $383,230 | +$5,455 | +1.44% | |
| Prism Advisors, Inc. | 0.07% | 8,233 | $267,984 | $271,854 | +$3,870 | +1.44% | |
| &Partners | 0.00% | 7,697 | $250,537 | $254,155 | +$3,618 | +1.44% | |
| Newedge Advisors, Llc | 0.00% | 7,279 | $236,931 | $240,353 | +$3,422 | +1.44% | |
| Nerdwallet Wealth Partners, Llc | 0.08% | 7,094 | $230,920 | $234,244 | +$3,324 | +1.44% | |
| Montis Financial, Llc | 0.04% | 6,290 | $204,740 | $207,696 | +$2,956 | +1.44% | |
| Blueline Advisors Llc | 0.07% | 3,187 | $103,737 | $105,235 | +$1,498 | +1.44% | |
| Quaker Wealth Management, Llc | 0.03% | 2,910 | $94,733 | $96,088 | +$1,355 | +1.43% | |
| Osaic Holdings, Inc. | 0.00% | 2,587 | $84,204 | $85,423 | +$1,219 | +1.45% | |
| Goalvest Advisory Llc | 0.01% | 1,496 | $48,695 | $49,398 | +$703 | +1.44% | |
| Addison Advisors Llc | 0.02% | 1,410 | $45,896 | $46,558 | +$662 | +1.44% | |
| Arax Advisory Partners | 0.00% | 723 | $23,519 | $23,873 | +$354 | +1.51% | |
| Financial Perspectives, Inc | 0.01% | 644 | $20,966 | $21,265 | +$299 | +1.43% | |
| Aptus Capital Advisors, Llc | 0.00% | 563 | $18,326 | $18,590 | +$264 | +1.44% | |
| Ameriflex Group, Inc. | 0.01% | 487 | $15,852 | $16,081 | +$229 | +1.44% | |
| Allworth Financial Lp | 0.00% | 116 | $3,776 | $3,830 | +$54 | +1.44% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 110,295 | $3,590 | $3,641,941 | +$3,638,351 | +101346.82% | |
| Ubs Group Ag | 0.00% | 49 | $1,595 | $1,618 | +$23 | +1.44% | |
| Vanguard Advisers Inc | 0.00% | 10 | $326 | $330 | +$4 | +1.29% | |
| Td Waterhouse Canada Inc. | 0.00% | 3 | $98 | $99 | +$1 | +1.08% | |
| Morgan Stanley | 0.00% | 2 | $67 | $66 | -$1 | -1.43% |
Frequently asked questions about NUDV
Who owns the most NUDV stock?
The largest holders of NUDV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN ESG DIVIDEND ETF (NUDV).
Is NUDV widely held by superinvestors?
Many widely followed stocks like NUDV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NUDV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.