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Nuveen Churchill Direct Lend (NCDL)

CUSIP: 67090S108 | NYSE | Financial Services · Asset Management | Small Cap | 164 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Opal Wealth Advisors, LLC646,793
1.5% of portfolio›$7.3M
Hennion & Walsh Asset Management, Inc.394,847
0.1% of portfolio›$4.4M
Centurion Wealth Management LLC341,164
0.9% of portfolio›$3.8M
GraniteShares Advisors LLC204,945
1.5% of portfolio›$2.3M
Adams Asset Advisors, LLC128,099
0.1% of portfolio›$1.4M
Closed-End Fund Advisors, Inc.97,101
1.1% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC87,539
0.0% of portfolio›$953.3K
Vise Technologies, Inc.86,465
0.0% of portfolio›$971.9K
Aprio Wealth Management, LLC85,493
0.0% of portfolio›$960.9K
Confluence Investment Management LLC70,694
0.0% of portfolio›$794.6K
Y-Intercept (Hong Kong) Ltd68,486
0.0% of portfolio›$769.8K
Commonwealth Equity Services, LLC54,819
0.0% of portfolio›$616.2K
Lido Advisors, LLC41,559
0.0% of portfolio›$467.1K
Accurate Wealth Management, LLC39,678
0.0% of portfolio›$427.3K
Nottingham Advisors, Inc.34,043
0.0% of portfolio›$380.6K
BI Asset Management Fondsmaeglerselskab A/S30,537
0.0% of portfolio›$343
Dudley Capital Management, LLC16,750
0.1% of portfolio›$188.3K
GW Henssler & Associates LTD16,288
0.0% of portfolio›$183.1K
Park Avenue Securities LLC13,421
0.0% of portfolio›$151
Prota Financial, LLC12,240
0.1% of portfolio›$136.8K
Creative Planning11,682
0.0% of portfolio›$131.3K
Procyon Advisors, LLC10,857
0.0% of portfolio›$122.0K
AlphaCore Capital LLC10,658
0.0% of portfolio›$119.8K
GFS Advisors, LLC10,050
0.0% of portfolio›$113.0K
QTR Family Wealth, LLC10,024
0.0% of portfolio›$112.7K
Ejmk Ventures LLC10,001
0.0% of portfolio›$116.2K
Clayton Financial Group LLC2,518
0.0% of portfolio›$28.3K
Mowery & Schoenfeld Wealth Management, LLC1,013
0.0% of portfolio›$11.4K
Caitong International Asset Management Co., Ltd25
0.0% of portfolio›$281
StyleTurnoverLocationFiled
Opal Wealth Advisors, LLC
646,793$7.3M1.5%ETFLowJericho, NY2026-10-16
Hennion & Walsh Asset Management, Inc.
394,847$4.4M0.1%ValueMediumParsippany, NJ2026-10-13
Centurion Wealth Management LLC
341,164$3.8M0.9%ETFMediumMclean, VA2026-10-13
GraniteShares Advisors LLC
204,945$2.3M1.5%YieldMediumNew York, NY2026-10-29
Adams Asset Advisors, LLC
128,099$1.4M0.1%YieldMediumDallas, TX2026-10-08
Closed-End Fund Advisors, Inc.
97,101$1.1M1.1%YieldMediumRichmond, VA2026-11-04
Wealth Enhancement Advisory Services, LLC
87,539$953.3K0.0%CoreLowPlymouth, MN2026-10-13
Vise Technologies, Inc.
86,465$971.9K0.0%IndexLowNew York, NY2026-10-29
Aprio Wealth Management, LLC
85,493$960.9K0.0%ETFMediumAtlanta, GA2026-10-28
Confluence Investment Management LLC
70,694$794.6K0.0%ValueMediumSt. Louis, MO2026-10-01
Y-Intercept (Hong Kong) Ltd
68,486$769.8K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Commonwealth Equity Services, LLC
54,819$616.2K0.0%ETFLowWaltham, MA2026-11-02
Lido Advisors, LLC
41,559$467.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Accurate Wealth Management, LLC
39,678$427.3K0.0%CoreMediumWesley Chapel, FL2026-10-20
Nottingham Advisors, Inc.
34,043$380.6K0.0%ETFLowAmherst, NY2026-10-29
BI Asset Management Fondsmaeglerselskab A/S
30,537$3430.0%CoreMediumKobenhavn, Greece2026-10-22
Dudley Capital Management, LLC
16,750$188.3K0.1%GrowthLowMiddleburg, VA2026-10-23
GW Henssler & Associates LTD
16,288$183.1K0.0%CoreMediumKennesaw, GA2026-10-26
Park Avenue Securities LLC
13,421$1510.0%ETFMediumNew York, NY2026-10-26
Prota Financial, LLC
12,240$136.8K0.1%ETFMediumHouston, TX2026-10-08
Creative Planning
11,682$131.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Procyon Advisors, LLC
10,857$122.0K0.0%CoreVery LowShelton, CT2026-10-21
AlphaCore Capital LLC
10,658$119.8K0.0%ETFLowLa Jolla, CA2026-11-04
GFS Advisors, LLC
10,050$113.0K0.0%CoreLowHouston, TX2026-11-03
QTR Family Wealth, LLC
10,024$112.7K0.0%GrowthMediumLake Mary, FL2026-11-02
Ejmk Ventures LLC
10,001$116.2K0.0%GrowthMediumItasca, IL2026-10-21
Clayton Financial Group LLC
2,518$28.3K0.0%ETFLowSt. Louis, MO2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
1,013$11.4K0.0%GrowthMediumLincolnshire, IL2026-10-28
Caitong International Asset Management Co., Ltd
25$2810.0%GrowthVery HighHong Kong, South Korea2026-10-29