16 institutions reported holding $23.2M of NUSHARES (NUDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($7.2M), CGC Financial Services, LLC ($6.4M), Bond & Devick Financial Network, Inc. ($6.2M), Diversified Enterprises, LLC ($1.2M), COMMONWEALTH EQUITY SERVICES, LLC ($673,460). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $7.2M | 220,590 | Added |
| 2 | CGC Financial Services, LLC | $6.4M | 195,298 | Trimmed |
| 3 | Bond & Devick Financial Network, Inc. | $6.2M | 191,772 | Added |
| 4 | Diversified Enterprises, LLC | $1.2M | 36,187 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $673,460 | 20,690 | Added |
| 6 | NATURAL INVESTMENTS, LLC | $395,000 | 14,302 | Hold |
| 7 | True Link Financial Advisors, LLC | $377,775 | 11,606 | Trimmed |
| 8 | Prism Advisors, Inc. | $267,984 | 8,233 | Hold |
| 9 | NerdWallet Wealth Partners, LLC | $230,920 | 7,094 | New |
| 10 | BLUELINE ADVISORS LLC | $103,737 | 3,187 | Trimmed |
| 11 | Quaker Wealth Management, LLC | $94,733 | 2,910 | Hold |
| 12 | GoalVest Advisory LLC | $48,695 | 1,496 | Hold |
| 13 | Financial Perspectives, Inc | $20,966 | 644 | Added |
| 14 | TD Waterhouse Canada Inc. | $98 | 3 | New |
| 15 | eCIO, Inc. | $0 | 0 | Exited |
| 16 | Mason & Associates Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30