Nuveen ESG Dividend ETF (NUDV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Bond & Devick Financial Network, Inc.

INCREASED

Shares206,519 from 191,772

Change+14,747 (+8%)

Value$6.6M (+$360.2K)

Filed 2026-10-23

CGC Financial Services, LLC

DECREASED

Shares194,018 from 195,298

Change-1,280 (-1%)

Value$6.2M (-$154.2K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares113,630 from 110,295

Change+3,335 (+3%)

Value$3.6K (-$3.6M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares94,265 from 20,690

Change+73,575 (+356%)

Value$3.0M (+$2.3M)

Filed 2026-11-02

Diversified Enterprises, LLC

INCREASED

Shares38,172 from 36,187

Change+1,985 (+5%)

Value$1.2M (+$42.5K)

Filed 2026-10-19

RMG Wealth Management LLC

NEW

Shares25,405

Change+25,405

Value$859.5K

Filed 2026-10-26

True Link Financial Advisors, LLC

UNCHANGED

Shares11,606 from 11,606

Change0 (0%)

Value$371.0K (-$6.7K)

Filed 2026-10-27

Crescent Grove Advisors, LLC

NEW

Shares10,000

Change+10,000

Value$319.7K

Filed 2026-10-21

Prism Advisors, Inc.

UNCHANGED

Shares8,233 from 8,233

Change0 (0%)

Value$267.4K (-$543)

Filed 2026-10-09

Focus Financial Network, Inc.

NEW

Shares7,931

Change+7,931

Value$253.6K

Filed 2026-10-14

Blueline Advisors LLC

UNCHANGED

Shares3,187 from 3,187

Change0 (0%)

Value$101.9K (-$1.8K)

Filed 2026-10-15

Quaker Wealth Management, LLC

INCREASED

Shares2,915 from 2,910

Change+5 (+0%)

Value$93.2K (-$1.5K)

Filed 2026-10-22

GoalVest Advisory LLC

UNCHANGED

Shares1,496 from 1,496

Change0 (0%)

Value$47.8K (-$868)

Filed 2026-10-02

Financial Perspectives, Inc

INCREASED

Shares648 from 644

Change+4 (+1%)

Value$20.7K (-$261)

Filed 2026-11-03

Allworth Financial LP

UNCHANGED

Shares116 from 116

Change0 (0%)

Value$3.8K ($0)

Filed 2026-11-06

Hurley Capital, LLC

NEW

Shares79

Change+79

Value$2.5K

Filed 2026-11-05

Montis Financial, LLC

CLOSED

Shares0 from 6,290

Change-6,290 (-100%)

Value$0 (-$204.7K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$98)

Filed 2026-10-16

Citadel Advisors LLC

N/A

Shares— from 42,736

Change-42,736 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 31,079

Change-31,079 (-100%)

Value—

Natural Investments, LLC

N/A

Shares— from 14,302

Change-14,302 (-100%)

Value—

&partners

N/A

Shares— from 7,697

Change-7,697 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 7,279

Change-7,279 (-100%)

Value—

NerdWallet Wealth Partners, LLC

N/A

Shares— from 7,094

Change-7,094 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,587

Change-2,587 (-100%)

Value—

Addison Advisors LLC

N/A

Shares— from 1,410

Change-1,410 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 723

Change-723 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 563

Change-563 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 487

Change-487 (-100%)

Value—

UBS Group AG

N/A

Shares— from 49

Change-49 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 10

Change-10 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Bond & Devick Financial Network, Inc.	INCREASED	206,519	191,772	+14,747	+8%	$6.2M	$6.6M	+$360.2K	2026-10-23
CGC Financial Services, LLC	DECREASED	194,018	195,298	-1,280	-1%	$6.4M	$6.2M	-$154.2K	2026-10-13
Cambridge Investment Research Advisors, Inc.	INCREASED	113,630	110,295	+3,335	+3%	$3.6M	$3.6K	-$3.6M	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	94,265	20,690	+73,575	+356%	$673.5K	$3.0M	+$2.3M	2026-11-02
Diversified Enterprises, LLC	INCREASED	38,172	36,187	+1,985	+5%	$1.2M	$1.2M	+$42.5K	2026-10-19
RMG Wealth Management LLC	NEW	25,405	—	+25,405	—	—	$859.5K	—	2026-10-26
True Link Financial Advisors, LLC	UNCHANGED	11,606	11,606	0	0%	$377.8K	$371.0K	-$6.7K	2026-10-27
Crescent Grove Advisors, LLC	NEW	10,000	—	+10,000	—	—	$319.7K	—	2026-10-21
Prism Advisors, Inc.	UNCHANGED	8,233	8,233	0	0%	$268.0K	$267.4K	-$543	2026-10-09
Focus Financial Network, Inc.	NEW	7,931	—	+7,931	—	—	$253.6K	—	2026-10-14
Blueline Advisors LLC	UNCHANGED	3,187	3,187	0	0%	$103.7K	$101.9K	-$1.8K	2026-10-15
Quaker Wealth Management, LLC	INCREASED	2,915	2,910	+5	+0%	$94.7K	$93.2K	-$1.5K	2026-10-22
GoalVest Advisory LLC	UNCHANGED	1,496	1,496	0	0%	$48.7K	$47.8K	-$868	2026-10-02
Financial Perspectives, Inc	INCREASED	648	644	+4	+1%	$21.0K	$20.7K	-$261	2026-11-03
Allworth Financial LP	UNCHANGED	116	116	0	0%	$3.8K	$3.8K	$0	2026-11-06
Hurley Capital, LLC	NEW	79	—	+79	—	—	$2.5K	—	2026-11-05
Montis Financial, LLC	CLOSED	0	6,290	-6,290	-100%	$204.7K	$0	-$204.7K	2026-11-04
TD Waterhouse Canada Inc.	CLOSED	0	3	-3	-100%	$98	$0	-$98	2026-10-16
Citadel Advisors LLC	N/A	—	42,736	-42,736	-100%	$1.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	31,079	-31,079	-100%	$1.0M	—	—	—
Natural Investments, LLC	N/A	—	14,302	-14,302	-100%	$395	—	—	—
&partners	N/A	—	7,697	-7,697	-100%	$250.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	7,279	-7,279	-100%	$236.9K	—	—	—
NerdWallet Wealth Partners, LLC	N/A	—	7,094	-7,094	-100%	$230.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,587	-2,587	-100%	$84.2K	—	—	—
Addison Advisors LLC	N/A	—	1,410	-1,410	-100%	$45.9K	—	—	—
Arax Advisory Partners	N/A	—	723	-723	-100%	$23.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	563	-563	-100%	$18.3K	—	—	—
Ameriflex Group, Inc.	N/A	—	487	-487	-100%	$15.9K	—	—	—
UBS Group AG	N/A	—	49	-49	-100%	$1.6K	—	—	—
Vanguard Advisers Inc	N/A	—	10	-10	-100%	$326	—	—	—
Morgan Stanley	N/A	—	2	-2	-100%	$67	—	—	—

Showing 32 of 32 institutions