DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

NUDV

NUSHARES

25 institutions still hold NUSHARES as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 67092P813·25 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 5.5%

vs prior quarter

13F value held

$18M

59.0% inst. owned

of float

Holders

25

+42 QoQ

filers reporting

Activity

+8 / −94

+887 added · −714 reduced

this quarter

Concentration

33.84%

CGC Financial Services, LLC #1

top holder share

AI Holders Summary · Q1 2026

25 institutions reported NUDV in Q1 2026. CGC Financial Services, LLC leads at 33.8% of the visible book. +42 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

CGC Financial Services, LLC

$6M198K1.76%Q1 2026 02

Bond & Devick Financial Network, Inc.

$6M184K1.58%Q1 2026 03

$2M55K0.74%Q1 2026 04

Diversified Enterprises, LLC

$985,23633K0.06%Q4 2025 05

GOLDMAN SACHS GROUP INC

$957,80131K0.00%Q1 2026 06

COMMONWEALTH EQUITY SERVICES, LLC

$589,20019K0.00%Q1 2026 07

Mason & Associates Inc

$496,05916K0.10%Q1 2026 08

True Link Financial Advisors, LLC

$359,96012K0.02%Q1 2026 09

HighTower Advisors, LLC

$309,91110K0.00%Q1 2026 10

Prism Advisors, Inc.

$253,1658K0.07%Q1 2026 11

$236,6838K0.00%Q1 2026 12

BLUELINE ADVISORS LLC

$98,3393K0.08%Q1 2026 13

Quaker Wealth Management, LLC

$89,4953K0.03%Q1 2026 14

Addison Advisors LLC

$80,4123K0.02%Q1 2026 15

OSAIC HOLDINGS, INC.

$56,8702K0.00%Q1 2026 16

GoalVest Advisory LLC

$46,0021K0.01%Q1 2026 17

Financial Perspectives, Inc

$19,7016410.01%Q1 2026 18

Aptus Capital Advisors, LLC

$17,3125630.00%Q1 2026 19

WELLS FARGO & COMPANY/MN

$5,2281700.00%Q1 2026 20

Allworth Financial LP

$3,5671160.00%Q1 2026

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