Who Owns Nuveen Dividend Growth (NDVG)?Hedge Fund & Institutional Holders
Institutional Holders
5
as of Q4 2025
Total Institutional Value
$1.8T
% of Float Held
—
QoQ Change in Holders
+3 / -1
Price History
NDVG — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Forefront Wealth Partners, LLC | New Position | +52K | +$1.8M |
| CITADEL ADVISORS LLC | New Position | +8K | +$0 |
| UBS Group AG | New Position | +1 | +$0 |
| Financial Gravity Asset Management, Inc. | Increased | +150 | +$-120.5M |
NDVG — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| ROYAL BANK OF CANADA | Decreased | -2 | -$20.0M |
| MORGAN STANLEY | Closed Position | -1 | -$45K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Forefront Wealth Partners, LLC | 52,160 | $1.8M | 0.88% | Share |
| 2 | Financial Gravity Asset Management, Inc. | 1,953 | $120K | 0.02% | Share |
| 3 | UBS Group AG | 1 | $0 | 0.00% | Share |
| 4 | ROYAL BANK OF CANADA | 548 | $0 | 0.00% | Share |
| 5 | CITADEL ADVISORS LLC | 8,300 | $0 | 0.00% | Share |
NDVG Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 5 | $2.0M | +2 |
| Q3 2025 | 3 | $140.7M | -2 |
| Q2 2025 | 5 | $3.4B | -1 |
| Q1 2025 | 6 | $13.1B | +2 |
| Q4 2024 | 4 | $7.2B | -1 |
| Q3 2024 | 5 | $29.1B | +1 |
| Q2 2024 | 4 | $27.0B | -1 |
| Q1 2024 | 5 | $1.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 5 institutional investors hold NDVG (Nuveen Dividend Growth). The largest holder is Forefront Wealth Partners, LLC with $1.8M in shares. This quarter, 3 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own NDVG?
As of Q4 2025, 5 institutional investors report holding NDVG (Nuveen Dividend Growth) in their 13F filings.
Who is the largest institutional holder of NDVG?
The largest institutional holder of NDVG is Forefront Wealth Partners, LLC with $1.8M in shares.
Is institutional ownership of NDVG increasing or decreasing?
This quarter, 3 institutions opened new positions in NDVG and 1 closed their positions.