Who Owns NUSHARES ETF TR (NUDV)? -- Institutional Holders (2026-06-30)
32 institutions reported holding $22.9M of NUSHARES ETF TR (NUDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: CGC Financial Services, LLC ($6.4M), Bond & Devick Financial Network, Inc. ($6.2M), Cambridge Investment Research Advisors, Inc. ($3.6M), CITADEL ADVISORS LLC ($1.4M), Diversified Enterprises, LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CGC Financial Services, LLC | $6.4M | 195,298 | Trimmed |
| 2 | Bond & Devick Financial Network, Inc. | $6.2M | 191,772 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $3.6M | 110,295 | Added |
| 4 | CITADEL ADVISORS LLC | $1.4M | 42,736 | New |
| 5 | Diversified Enterprises, LLC | $1.2M | 36,187 | Trimmed |
| 6 | GOLDMAN SACHS GROUP INC | $1.0M | 31,079 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $673,460 | 20,690 | Added |
| 8 | NATURAL INVESTMENTS, LLC | $395,000 | 14,302 | Hold |
| 9 | True Link Financial Advisors, LLC | $377,775 | 11,606 | Trimmed |
| 10 | Prism Advisors, Inc. | $267,984 | 8,233 | Hold |
| 11 | &PARTNERS | $250,537 | 7,697 | Hold |
| 12 | NewEdge Advisors, LLC | $236,931 | 7,279 | New |
| 13 | NerdWallet Wealth Partners, LLC | $230,920 | 7,094 | New |
| 14 | Montis Financial, LLC | $204,740 | 6,290 | New |
| 15 | BLUELINE ADVISORS LLC | $103,737 | 3,187 | Trimmed |
| 16 | Quaker Wealth Management, LLC | $94,733 | 2,910 | Hold |
| 17 | OSAIC HOLDINGS, INC. | $84,204 | 2,587 | Added |
| 18 | GoalVest Advisory LLC | $48,695 | 1,496 | Hold |
| 19 | Addison Advisors LLC | $45,896 | 1,410 | Trimmed |
| 20 | Arax Advisory Partners | $23,519 | 723 | New |
| 21 | Financial Perspectives, Inc | $20,966 | 644 | Added |
| 22 | Aptus Capital Advisors, LLC | $18,326 | 563 | Hold |
| 23 | AMERIFLEX GROUP, INC. | $15,852 | 487 | New |
| 24 | Allworth Financial LP | $3,776 | 116 | Hold |
| 25 | UBS Group AG | $1,595 | 49 | New |
Source: SEC Form 13F filings · as of 2026-06-30