Who owns NUDV
Which tracked institutional funds hold NUDV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NUDV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened NUDV while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NUDV’s largest tracked holder by dollar value, CGC Financial Services, LLC, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NUDV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 26 tracked filers holding NUDV, 12 increased or opened the position and 12 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NUDV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- CITADEL ADVISORS LLC$1M
Full exits 2
- Cambridge Investment Research Advisors, Inc.$3M
- eCIO, Inc.$2M
Largest adds
- Bond & Devick Financial Network, Inc.$594K
- CGC Financial Services, LLC$255K
Largest trims
- True Link Financial Advisors, LLC$348K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CGC Financial Services, LLC trimmed | 195,298 | $6M | 24.7% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 191,772 | $6M | 24.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 42,736 | $1M | 5.4% | 2026-Q2 |
| Diversified Enterprises, LLC trimmed | 36,187 | $1M | 4.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 31,079 | $1M | 3.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 20,690 | $673K | 2.6% | 2026-Q2 |
| Prism Advisors, Inc. | 8,233 | $268K | 1.0% | 2026-Q2 |
| &PARTNERS | 7,697 | $251K | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 7,279 | $237K | 0.9% | 2026-Q2 |
| NerdWallet Wealth Partners, LLC new | 7,094 | $231K | 0.9% | 2026-Q2 |
| Montis Financial, LLC trimmed | 6,290 | $205K | 0.8% | 2026-Q2 |
| BLUELINE ADVISORS LLC trimmed | 3,187 | $104K | 0.4% | 2026-Q2 |
| Quaker Wealth Management, LLC | 2,910 | $95K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,587 | $84K | 0.3% | 2026-Q2 |
| GoalVest Advisory LLC | 1,496 | $49K | 0.2% | 2026-Q2 |
| Addison Advisors LLC trimmed | 1,410 | $46K | 0.2% | 2026-Q2 |
| Arax Advisory Partners new | 723 | $24K | 0.1% | 2026-Q2 |
| Financial Perspectives, Inc added | 644 | $21K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 563 | $18K | 0.1% | 2026-Q2 |
| AMERIFLEX GROUP, INC. new | 487 | $16K | 0.1% | 2026-Q2 |
| True Link Financial Advisors, LLC trimmed | 11,606 | $12K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 116 | $4K | 0.0% | 2026-Q2 |
| UBS Group AG added | 49 | $2K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 10 | $326 | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. new | 3 | $98 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 2 | $67 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 105,233 | $3M | 12.6% | 2026-Q1 stale (1 quarter behind) |
| eCIO, Inc. added | 54,596 | $2M | 6.5% | 2026-Q1 stale (1 quarter behind) |
| Mason & Associates Inc trimmed | 16,377 | $496K | 1.9% | 2026-Q1 stale (1 quarter behind) |
| NATURAL INVESTMENTS, LLC trimmed | 14,302 | $395K | 1.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 10,079 | $310K | 1.2% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN new | 170 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) added | 17,927 | $534K | 2.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 5,800 | $173K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| RMG Wealth Management LLC trimmed | 9,761 | $285K | 1.1% | 2025-Q3 stale (3 quarters behind) |
| Wood Tarver Financial Group, LLC | 4,132 | $117K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 101 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.