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Nuveen ESG Dividend ETF (NUDV) Institutional Ownership

$33.36 +0.11 (+0.33%)
As of 07/13/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Nuveen ESG Dividend ETF (BATS:NUDV)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$12.22M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$998.69K
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NUDV Institutional Buying and Selling by Quarter

Nuveen ESG Dividend ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 NerdWallet Wealth Partners LLC7,094$231K0.1%N/A0.645%
2/13/2026Kestra Advisory Services LLC5,800$173K0.0%N/A0.527%
2/12/2026Commonwealth Equity Services LLC18,030$538K0.0%+15.7%1.639%
2/11/2026Montis Financial LLC6,738$201K0.0%N/A0.613%
2/10/2026Blueline Advisors LLC3,487$104K0.1%N/A0.317%
2/3/2026CGC Financial Services LLC198,987$5.93M1.6%+2.0%18.090%
1/29/2026True Link Financial Advisors LLC11,906$355K0.0%-12.5%1.082%
1/28/2026Diversified Enterprises LLC33,045$985K0.1%+1.5%3.004%
1/23/2026Natural Investments LLC14,410$404K0.1%N/A1.310%
1/20/2026eCIO Inc.49,798$1.49M0.7%+17.0%4.527%
1/14/2026Bond & Devick Financial Network Inc.176,244$5.26M1.5%+3.7%16.022%
1/5/2026 GoalVest Advisory LLC1,898$57K0.0%-80.5%0.173%
11/17/2025Citadel Advisors LLC37,093$1.08M0.0%N/A3.372%
11/12/2025eCIO Inc.42,573$1.24M0.5%+5.5%3.870%
11/6/2025True Link Financial Advisors LLC13,606$396K0.0%-8.0%1.237%
11/5/2025Bond & Devick Financial Network Inc.169,996$4.95M1.5%+13.5%15.454%
10/30/2025RMG Wealth Management LLC9,761$285K0.0%-9.0%0.887%
10/24/2025CGC Financial Services LLC195,114$5.68M1.6%-10.3%17.738%
10/22/2025 GoalVest Advisory LLC9,741$284K0.1%+4.7%0.886%
10/10/2025Diversified Enterprises LLC32,562$948K0.1%+8.3%2.960%
8/15/2025Tower Research Capital LLC TRC 32,422$919K0.0%+149.3%2.947%
8/8/2025eCIO Inc.40,371$1.15M0.5%N/A3.670%
8/4/2025Quaker Wealth Management LLC2,902$82K0.0%-200.1%0.264%
8/1/2025 GoalVest Advisory LLC9,308$264K0.1%+41.6%0.846%
7/28/2025CGC Financial Services LLC217,507$6.17M2.1%N/A19.773%
7/24/2025True Link Financial Advisors LLC14,785$419K0.0%+59.2%1.344%
7/23/2025RMG Wealth Management LLC10,729$305K0.0%N/A0.975%
7/16/2025Diversified Enterprises LLC30,063$852K0.1%+17.3%2.733%
7/11/2025Bond & Devick Financial Network Inc.149,780$4.25M1.4%+7.4%13.616%
7/8/2025Prism Advisors Inc.8,233$233K0.1%N/A0.784%
5/13/2025HighTower Advisors LLC7,773$217K0.0%-14.1%0.777%
5/9/2025Natural Investments LLC13,811$383K0.1%N/A1.381%
4/21/2025True Link Financial Advisors LLC9,285$259K0.0%N/A1.161%
4/9/2025Bond & Devick Financial Network Inc.139,468$3.89M1.4%+132.3%17.434%
3/6/2025Wood Tarver Financial Group LLC4,132$113K0.0%N/A0.590%
2/10/2025Diversified Enterprises LLC24,468$675K0.1%N/A8.156%
1/17/2025GoalVest Advisory LLC6,572$181K0.0%-8.4%2.191%
11/15/2024HighTower Advisors LLC8,748$261K0.0%N/A2.916%
11/4/2024Bond & Devick Financial Network Inc.60,037$1.78M0.8%N/A20.012%
11/4/2024Addison Advisors LLC1,170$35K0.0%+48.1%0.390%
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10/10/2024Montis Financial LLC6,982$207K0.1%N/A2.327%
7/31/2024Commonwealth Equity Services LLC17,012$455K0.0%+14.7%5.671%
7/30/2024GoalVest Advisory LLC7,175$192K0.1%-16.4%2.392%
4/25/2024One Day In July LLC14,129$386K0.1%-2.7%4.710%
2/16/2024Clarity Asset Management Inc.3,230$83K0.1%N/A0.808%
1/12/2024CGC Financial Services LLC14,346$369K0.2%N/A3.587%
11/14/2023Tower Research Capital LLC TRC40,207$933K0.0%+126.5%10.052%
11/6/2023PFG Investments LLC18,732$434K0.1%+13.4%4.683%
10/23/2023Commonwealth Equity Services LLC12,760$296K0.0%-9.5%3.190%
10/20/2023One Day In July LLC14,522$337K0.1%N/A3.631%
8/4/2023Parallel Advisors LLC1,256$30K0.0%N/A0.314%
8/3/2023PFG Investments LLC16,518$399K0.1%N/A4.130%
7/17/2023GoalVest Advisory LLC3,416$82K0.0%N/A0.854%
1/31/2023Clearview Wealth Advisors LLC1,430$34K0.0%N/A0.000%


NUDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 20 institutional investors and hedge funds held shares of Nuveen ESG Dividend ETF. The most heavily invested institutionals were CGC Financial Services LLC ($5.93M), Bond & Devick Financial Network Inc. ($5.26M), eCIO Inc. ($1.49M), Citadel Advisors LLC ($1.08M), Diversified Enterprises LLC ($985K), Tower Research Capital LLC TRC ($919K), and Commonwealth Equity Services LLC ($538K).Learn more on Nuveen ESG Dividend ETF's institutional investors.

Of the 20 institutional investors that purchased Nuveen ESG Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CGC Financial Services LLC ($221.38K), Bond & Devick Financial Network Inc. ($176.24K), eCIO Inc. ($49.80K), Citadel Advisors LLC ($37.09K), Diversified Enterprises LLC ($31.89K), Natural Investments LLC ($28.22K), and Tower Research Capital LLC TRC ($19.42K).

Institutional investors have bought a total of 426,744 shares in the last 24 months. This purchase volume represents approximately $12.22M in transactions.

The following institutional investors have sold Nuveen ESG Dividend ETF stock in the last 24 months: CGC Financial Services LLC ($22.39K), GoalVest Advisory LLC ($7.84K), True Link Financial Advisors LLC ($2.88K), and RMG Wealth Management LLC ($968.00).

Institutional investors have sold a total of 34,083 shares in the last 24 months. This volume of shares sold represents approximately $998.69K in transactions.


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This page (BATS:NUDV) was last updated on 7/14/2026 by MarketBeat.com Staff.
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