13F Insight
DOSSIER · 13F Holders · Q2 2026
NUDV

NUSHARES

29 institutions still hold NUSHARES as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 67092P813·29 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$22M
visible holders
Holders
29
filers reporting
Concentration
28.31%
CGC Financial Services, LLC #1
top holder share
AI Holders Summary · Q2 2026

29 institutions reported NUDV in Q2 2026. CGC Financial Services, LLC leads at 28.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CGC Financial Services, LLC
CIK 0001992785
$6M195K1.43%Q2 202602
Bond & Devick Financial Network, Inc.
CIK 0001843495
$6M192K1.54%Q2 202603
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M105K0.01%Q1 202604
CITADEL ADVISORS LLC
CIK 0001423053
$1M43K0.00%Q2 202605
Diversified Enterprises, LLC
CIK 0002037264
$1M36K0.06%Q2 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M31K0.00%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$673K21K0.00%Q2 202608
NATURAL INVESTMENTS, LLC
CIK 0001800245
$395K14K0.10%Q1 202609
True Link Financial Advisors, LLC
CIK 0001846236
$378K12K0.02%Q2 202610
Prism Advisors, Inc.
CIK 0001717027
$268K8K0.07%Q2 202611
&PARTNERS
CIK 0000107136
$251K8K0.00%Q2 202612
NewEdge Advisors, LLC
CIK 0001633516
$237K7K0.00%Q2 202613
NerdWallet Wealth Partners, LLC
CIK 0002079593
$231K7K0.08%Q2 202614
Montis Financial, LLC
CIK 0001844314
$205K6K0.04%Q2 202615
BLUELINE ADVISORS LLC
CIK 0002110066
$104K3K0.07%Q2 202616
Quaker Wealth Management, LLC
CIK 0001733472
$95K3K0.03%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$84K3K0.00%Q2 202618
GoalVest Advisory LLC
CIK 0001839307
$49K1K0.01%Q2 202619
Addison Advisors LLC
CIK 0001843745
$46K1K0.02%Q2 202620
Arax Advisory Partners
CIK 0001586767
$24K7230.00%Q2 2026
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