Who Owns Nuveen ESG Dividend (NUDV)?Hedge Fund & Institutional Holders

$30.93+0.09 (+0.29%)Financial ServicesBATS

Institutional Holders

24

as of Q4 2025

Total Institutional Value

$5.932000525400015e+76T

% of Float Held

—

QoQ Change in Holders

+12 / -1

Price History

$24.71$26.68$28.64$30.61$32.57Sep 24Jun 25Mar 26

NUDV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CGC Financial Services, LLCNew Position+199K+$5.9B
Bond & Devick Financial Network, Inc.New Position+176K+$5.3B
Mason & Associates IncNew Position+17K+$494.0M
True Link Financial Advisors, LLCNew Position+12K+$354.0M
eCIO, Inc.Increased+7K+$244.7M
Montis Financial, LLCNew Position+7K+$200.0M
Quaker Wealth Management, LLCNew Position+3K+$86.0M
GoalVest Advisory LLCNew Position+2K+$56.0M
Diversified Enterprises, LLCIncreased+483+$37.1M
NATURAL INVESTMENTS, LLCNew Position+14K+$404K
BLUELINE ADVISORS LLCNew Position+3K+$103K
UBS Group AGNew Position+29+$0
Kestra Advisory Services, LLCNew Position+6K+$0
COMMONWEALTH EQUITY SERVICES, LLCNew Position+18K+$0
Cambridge Investment Research Advisors, Inc.Increased+18K+$-377K

NUDV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCClosed Position-37K-$1.1B
Addison Advisors LLCDecreased-25-$717K
MORGAN STANLEYDecreased-1-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CGC Financial Services, LLC198,987$5.9B1.59%Share
2Bond & Devick Financial Network, Inc.176,244$5.3B1.48%Share
3eCIO, Inc.49,798$1.5B0.69%Share
4Diversified Enterprises, LLC33,045$985.0M0.06%Share
5Mason & Associates Inc16,591$494.0M0.09%Share
6True Link Financial Advisors, LLC11,906$354.0M0.02%Share
7Prism Advisors, Inc.8,233$245.0M0.07%Share
8Montis Financial, LLC6,738$200.0M0.04%Share
9Quaker Wealth Management, LLC2,908$86.0M0.03%Share
10GoalVest Advisory LLC1,898$56.0M0.01%Share
11Addison Advisors LLC1,305$38.0M0.01%Share
12Cambridge Investment Research Advisors, Inc.99,226$2.0M0.01%Share
13NATURAL INVESTMENTS, LLC14,410$404K0.10%Share
14BLUELINE ADVISORS LLC3,487$103K0.08%Share
15Allworth Financial LP116$3K0.00%Share
16&PARTNERS7,697$00.00%Share
17Kestra Advisory Services, LLC5,800$00.00%Share
18MORGAN STANLEY1$00.00%Share
19HighTower Advisors, LLC7,896$00.00%Share
20OSAIC HOLDINGS, INC.1,399$00.00%Share
21UBS Group AG29$00.00%Share
22COMMONWEALTH EQUITY SERVICES, LLC18,030$00.00%Share
23Tower Research Capital LLC (TRC)17,927$00.00%Share
24Aptus Capital Advisors, LLC563$00.00%Share

NUDV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202524$15.1B+11
Q3 202513$4.1B-6
Q2 202519$15.3B+1
Q1 202518$7.2B+6
Q4 202412$1.5B+4
Q3 20248$1.2B+1
Q2 20247$2.1B-1
Q1 20248$2.5B—

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As of Q4 2025, 24 institutional investors hold NUDV (Nuveen ESG Dividend). The largest holder is CGC Financial Services, LLC with $5.9B in shares. This quarter, 12 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own NUDV?

As of Q4 2025, 24 institutional investors report holding NUDV (Nuveen ESG Dividend) in their 13F filings.

Who is the largest institutional holder of NUDV?

The largest institutional holder of NUDV is CGC Financial Services, LLC with $5.9B in shares.

Is institutional ownership of NUDV increasing or decreasing?

This quarter, 12 institutions opened new positions in NUDV and 1 closed their positions.