Who Owns NUSHARES ETF TR (NUDV)? -- Institutional Holders (2026-03-31)
28 institutions reported holding $21.8M of NUSHARES ETF TR (NUDV) in SEC 13F filings for 2026-03-31. Largest institutional holders: CGC Financial Services, LLC ($6.1M), Bond & Devick Financial Network, Inc. ($5.6M), Cambridge Investment Research Advisors, Inc. ($3.2M), eCIO, Inc. ($1.7M), Diversified Enterprises, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CGC Financial Services, LLC | $6.1M | 198,448 | Trimmed |
| 2 | Bond & Devick Financial Network, Inc. | $5.6M | 183,679 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $3.2M | 105,233 | Added |
| 4 | eCIO, Inc. | $1.7M | 54,596 | Added |
| 5 | Diversified Enterprises, LLC | $1.1M | 36,265 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $957,801 | 31,148 | New |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $589,200 | 19,161 | Added |
| 8 | Mason & Associates Inc | $496,059 | 16,377 | Trimmed |
| 9 | NATURAL INVESTMENTS, LLC | $395,000 | 14,302 | Trimmed |
| 10 | True Link Financial Advisors, LLC | $359,960 | 11,706 | Trimmed |
| 11 | HighTower Advisors, LLC | $309,911 | 10,079 | Added |
| 12 | Prism Advisors, Inc. | $253,165 | 8,233 | Hold |
| 13 | &PARTNERS | $236,683 | 7,697 | Hold |
| 14 | BLUELINE ADVISORS LLC | $98,339 | 3,198 | Trimmed |
| 15 | Quaker Wealth Management, LLC | $89,495 | 2,910 | Added |
| 16 | Addison Advisors LLC | $80,412 | 2,615 | Added |
| 17 | OSAIC HOLDINGS, INC. | $56,870 | 1,849 | Added |
| 18 | GoalVest Advisory LLC | $46,002 | 1,496 | Trimmed |
| 19 | Financial Perspectives, Inc | $19,701 | 641 | New |
| 20 | Aptus Capital Advisors, LLC | $17,312 | 563 | Hold |
| 21 | WELLS FARGO & COMPANY/MN | $5,228 | 170 | New |
| 22 | Allworth Financial LP | $3,567 | 116 | Hold |
| 23 | VANGUARD ADVISERS INC | $308 | 10 | New |
| 24 | MORGAN STANLEY | $76 | 2 | Added |
| 25 | Montis Financial, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31