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Nuveen Churchill Direct Lend (NCDL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Opal Wealth Advisors, LLC
INCREASED
Shares646,793 from 634,271
Change+12,522 (+2%)
Value$7.3M (-$607.7K)
Filed 2026-10-16
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares394,847 from 442,680
Change-47,833 (-11%)
Value$4.4M (-$1.1M)
Filed 2026-10-13
Centurion Wealth Management LLC
INCREASED
Shares341,164 from 312,308
Change+28,856 (+9%)
Value$3.8M (-$44.2K)
Filed 2026-10-13
GraniteShares Advisors LLC
INCREASED
Shares204,945 from 201,777
Change+3,168 (+2%)
Value$2.3M (-$202.5K)
Filed 2026-10-29
Adams Asset Advisors, LLC
DECREASED
Shares128,099 from 132,279
Change-4,180 (-3%)
Value$1.4M (-$203.1K)
Filed 2026-10-08
Closed-End Fund Advisors, Inc.
DECREASED
Shares97,101 from 126,329
Change-29,228 (-23%)
Value$1.1M (-$477.6K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares87,539 from 87,739
Change-200 (0%)
Value$953.3K (-$176.8K)
Filed 2026-10-13
Vise Technologies, Inc.
UNCHANGED
Shares86,465 from 86,465
Change0 (0%)
Value$971.9K (-$102.0K)
Filed 2026-10-29
Aprio Wealth Management, LLC
DECREASED
Shares85,493 from 105,017
Change-19,524 (-19%)
Value$960.9K (-$343.4K)
Filed 2026-10-28
Confluence Investment Management LLC
INCREASED
Shares70,694 from 68,907
Change+1,787 (+3%)
Value$794.6K (-$61.2K)
Filed 2026-10-01
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares68,486 from 16,318
Change+52,168 (+320%)
Value$769.8K (+$567.1K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares54,819 from 59,077
Change-4,258 (-7%)
Value$616.2K (-$117.6K)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares41,559 from 57,510
Change-15,951 (-28%)
Value$467.1K (-$268.3K)
Filed 2026-11-04
Accurate Wealth Management, LLC
DECREASED
Shares39,678 from 43,862
Change-4,184 (-10%)
Value$427.3K (-$137.6K)
Filed 2026-10-20
Nottingham Advisors, Inc.
DECREASED
Shares34,043 from 39,353
Change-5,310 (-13%)
Value$380.6K (-$115.6K)
Filed 2026-10-29
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares30,537 from 29,621
Change+916 (+3%)
Value$343 (-$367.7K)
Filed 2026-10-22
Dudley Capital Management, LLC
DECREASED
Shares16,750 from 17,750
Change-1,000 (-6%)
Value$188.3K (-$32.2K)
Filed 2026-10-23
GW Henssler & Associates LTD
DECREASED
Shares16,288 from 17,644
Change-1,356 (-8%)
Value$183.1K (-$36.1K)
Filed 2026-10-26
Park Avenue Securities LLC
NEW
Shares13,421
Change+13,421
Value$151
Filed 2026-10-26
Prota Financial, LLC
UNCHANGED
Shares12,240 from 12,240
Change0 (0%)
Value$136.8K (-$18.4K)
Filed 2026-10-08
Creative Planning
NEW
Shares11,682
Change+11,682
Value$131.3K
Filed 2026-11-02
Procyon Advisors, LLC
DECREASED
Shares10,857 from 39,584
Change-28,727 (-73%)
Value$122.0K (-$369.6K)
Filed 2026-10-21
AlphaCore Capital LLC
NEW
Shares10,658
Change+10,658
Value$119.8K
Filed 2026-11-04
GFS Advisors, LLC
NEW
Shares10,050
Change+10,050
Value$113.0K
Filed 2026-11-03
QTR Family Wealth, LLC
UNCHANGED
Shares10,024 from 10,024
Change0 (0%)
Value$112.7K (-$11.8K)
Filed 2026-11-02
Ejmk Ventures LLC
NEW
Shares10,001
Change+10,001
Value$116.2K
Filed 2026-10-21
Clayton Financial Group LLC
NEW
Shares2,518
Change+2,518
Value$28.3K
Filed 2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares1,013
Change+1,013
Value$11.4K
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED
Shares25 from 15
Change+10 (+67%)
Value$281 (+$95)
Filed 2026-10-29
Blue Owl Capital Holdings LP
N/A
Shares— from 2,143,626
Change-2,143,626 (-100%)
Value—
UBS Group AG
N/A
Shares— from 997,794
Change-997,794 (-100%)
Value—
Ares Management LLC
N/A
Shares— from 958,826
Change-958,826 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 921,978
Change-921,978 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 893,252
Change-893,252 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 767,952
Change-767,952 (-100%)
Value—
Diameter Capital Partners LP
N/A
Shares— from 604,645
Change-604,645 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 552,184
Change-552,184 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 465,308
Change-465,308 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 456,477
Change-456,477 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 398,400
Change-398,400 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 306,647
Change-306,647 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 251,034
Change-251,034 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 242,483
Change-242,483 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 226,765
Change-226,765 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 222,515
Change-222,515 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 178,339
Change-178,339 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 177,776
Change-177,776 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 130,728
Change-130,728 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 70,160
Change-70,160 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 63,750
Change-63,750 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 63,000
Change-63,000 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 54,700
Change-54,700 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 43,297
Change-43,297 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 42,659
Change-42,659 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 41,378
Change-41,378 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 37,720
Change-37,720 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 35,232
Change-35,232 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 33,113
Change-33,113 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 29,633
Change-29,633 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 26,180
Change-26,180 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,124
Change-18,124 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 14,798
Change-14,798 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,229
Change-14,229 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 11,643
Change-11,643 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,771
Change-9,771 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,073
Change-5,073 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,304
Change-3,304 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 300
Change-300 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 235
Change-235 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 145
Change-145 (-100%)
Value—
Status
Opal Wealth Advisors, LLC
INCREASED646,793634,271+12,522+2%$7.9M$7.3M-$607.7K2026-10-16
Hennion & Walsh Asset Management, Inc.
DECREASED394,847442,680-47,833-11%$5.5M$4.4M-$1.1M2026-10-13
Centurion Wealth Management LLC
INCREASED341,164312,308+28,856+9%$3.9M$3.8M-$44.2K2026-10-13
GraniteShares Advisors LLC
INCREASED204,945201,777+3,168+2%$2.5M$2.3M-$202.5K2026-10-29
Adams Asset Advisors, LLC
DECREASED128,099132,279-4,180-3%$1.6M$1.4M-$203.1K2026-10-08
Closed-End Fund Advisors, Inc.
DECREASED97,101126,329-29,228-23%$1.6M$1.1M-$477.6K2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED87,53987,739-2000%$1.1M$953.3K-$176.8K2026-10-13
Vise Technologies, Inc.
UNCHANGED86,46586,46500%$1.1M$971.9K-$102.0K2026-10-29
Aprio Wealth Management, LLC
DECREASED85,493105,017-19,524-19%$1.3M$960.9K-$343.4K2026-10-28
Confluence Investment Management LLC
INCREASED70,69468,907+1,787+3%$855.8K$794.6K-$61.2K2026-10-01
Y-Intercept (Hong Kong) Ltd
INCREASED68,48616,318+52,168+320%$202.7K$769.8K+$567.1K2026-10-16
Commonwealth Equity Services, LLC
DECREASED54,81959,077-4,258-7%$733.7K$616.2K-$117.6K2026-11-02
Lido Advisors, LLC
DECREASED41,55957,510-15,951-28%$735.5K$467.1K-$268.3K2026-11-04
Accurate Wealth Management, LLC
DECREASED39,67843,862-4,184-10%$564.9K$427.3K-$137.6K2026-10-20
Nottingham Advisors, Inc.
DECREASED34,04339,353-5,310-13%$496.2K$380.6K-$115.6K2026-10-29
BI Asset Management Fondsmaeglerselskab A/S
INCREASED30,53729,621+916+3%$368.0K$343-$367.7K2026-10-22
Dudley Capital Management, LLC
DECREASED16,75017,750-1,000-6%$220.5K$188.3K-$32.2K2026-10-23
GW Henssler & Associates LTD
DECREASED16,28817,644-1,356-8%$219.1K$183.1K-$36.1K2026-10-26
Park Avenue Securities LLC
NEW13,421—+13,421——$151—2026-10-26
Prota Financial, LLC
UNCHANGED12,24012,24000%$155.2K$136.8K-$18.4K2026-10-08
Creative Planning
NEW11,682—+11,682——$131.3K—2026-11-02
Procyon Advisors, LLC
DECREASED10,85739,584-28,727-73%$491.6K$122.0K-$369.6K2026-10-21
AlphaCore Capital LLC
NEW10,658—+10,658——$119.8K—2026-11-04
GFS Advisors, LLC
NEW10,050—+10,050——$113.0K—2026-11-03
QTR Family Wealth, LLC
UNCHANGED10,02410,02400%$124.5K$112.7K-$11.8K2026-11-02
Ejmk Ventures LLC
NEW10,001—+10,001——$116.2K—2026-10-21
Clayton Financial Group LLC
NEW2,518—+2,518——$28.3K—2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
NEW1,013—+1,013——$11.4K—2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED2515+10+67%$186$281+$952026-10-29
Blue Owl Capital Holdings LP
N/A—2,143,626-2,143,626-100%$26.6M———
UBS Group AG
N/A—997,794-997,794-100%$12.4M———
Ares Management LLC
N/A—958,826-958,826-100%$11.9M———
Brown Brothers Harriman & Co
N/A—921,978-921,978-100%$11.5M———
Invesco Ltd.
N/A—893,252-893,252-100%$11.1M———
Van Eck Associates Corp
N/A—767,952-767,952-100%$9.5M———
Diameter Capital Partners LP
N/A—604,645-604,645-100%$7.5M———
Two Sigma Investments, LP
N/A—552,184-552,184-100%$6.9M———
Cresset Asset Management, LLC
N/A—465,308-465,308-100%$6.0M———
Morgan Stanley
N/A—456,477-456,477-100%$5.7M———
Callodine Capital Management, LP
N/A—398,400-398,400-100%$4.9M———
Stifel Financial Corp
N/A—306,647-306,647-100%$3.8M———
Bulldog Investors, LLPA
N/A—251,034-251,034-100%$3.1M———
Wells Fargo & Company
N/A—242,483-242,483-100%$3.0M———
Nuveen, LLC
N/A—226,765-226,765-100%$2.8M———
Bank of America Corp
N/A—222,515-222,515-100%$2.8M———
Ameriprise Financial Inc
N/A—178,339-178,339-100%$2.2M———
Saba Capital Management, L.P.A
N/A—177,776-177,776-100%$2.2M———
Trexquant Investment LP
N/A—130,728-130,728-100%$1.6M———
Almitas Capital LLC
N/A—70,160-70,160-100%$871.4K———
Neuberger Berman Group LLC
N/A—63,750-63,750-100%$791.8K———
Renaissance Technologies LLC
N/A—63,000-63,000-100%$782.5K———
Bearing Point Capital, LLC
N/A—54,700-54,700-100%$679.4K———
World Investment Advisors
N/A—43,297-43,297-100%$550.7K———
Goldman Sachs Group Inc
N/A—42,659-42,659-100%$529.8K———
Global Retirement Partners, LLC
N/A—41,378-41,378-100%$513.9K———
Hudson Value Partners, LLC
N/A—37,720-37,720-100%$468.5K———
NewEdge Wealth, LLC
N/A—35,232-35,232-100%$437.6K———
Beacon Bridge Wealth Partners, LLC
N/A—33,113-33,113-100%$411.3K———
XTX Topco Ltd
N/A—29,633-29,633-100%$368.0K———
Virtus Investment Advisers, LLC
N/A—26,180-26,180-100%$325.2K———
Gotham Asset Management, LLC
N/A—20,000-20,000-100%$248.4K———
Snowden Capital Advisors LLC
N/A—18,124-18,124-100%$232.0K———
Cerity Partners LLC
N/A—14,798-14,798-100%$183.8K———
Osaic Holdings, Inc.
N/A—14,229-14,229-100%$176.7K———
Nomura Holdings Inc
N/A—12,000-12,000-100%$149.0K———
Clearstead Advisors, LLC
N/A—11,643-11,643-100%$144.6K———
BNP Paribas Financial Markets
N/A—9,771-9,771-100%$121.4K———
NewEdge Advisors, LLC
N/A—5,073-5,073-100%$63.0K———
Arax Advisory Partners
N/A—4,600-4,600-100%$57.1K———
PNC Financial Services Group, Inc.
N/A—3,950-3,950-100%$49.1K———
Barclays PLC
N/A—3,304-3,304-100%$41.0K———
Royal Bank of Canada
N/A—1,648-1,648-100%$20.0K———
Tower Research Capital LLC (TRC)
N/A—300-300-100%$3.7K———
BFC Planning, Inc.
N/A—235-235-100%$2.9K———
Fifth Third Bancorp
N/A—145-145-100%$1.8K———
Showing 75 of 75 institutions