Who owns Nuveen ESG Dividend?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NUDV from SEC Form 13F filings across 28 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 28 institutions disclosed 704,745 shares of Nuveen ESG Dividend worth $22.9M — about 50% of shares outstanding; the largest disclosed holder is CGC Financial Services, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
28
13F holders
$22.9M
value, 2026 filers
50%
of shares outstanding (704,745 sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NUDV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CGC Financial Services, LLC | 195,298 | $6.4M | 1.4% | 13.8% | -1.6% |
| 2 | Bond & Devick Financial Network, Inc. | 191,772 | $6.2M | 1.5% | 13.6% | +4.4% |
| 3 | Cambridge Investment Research Advisors, Inc. | 110,295 | $3.6M | 0.0% | 7.8% | +4.8% |
| 4 | CITADEL ADVISORS LLCNEW | 42,736 | $1.4M | 0.0% | 3% | new |
| 5 | Diversified Enterprises, LLC | 36,187 | $1.2M | 0.1% | 2.6% | -0.2% |
| 6 | GOLDMAN SACHS GROUP INC | 31,079 | $1.0M | 0.0% | 2.2% | -0.2% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 20,690 | $673,460 | 0.0% | 1.5% | +8.0% |
| 8 | NATURAL INVESTMENTS, LLC | 14,302 | $395,000 | 0.1% | 1% | 0.0% |
| 9 | True Link Financial Advisors, LLC | 11,606 | $377,775 | 0.0% | 0.8% | -0.9% |
| 10 | Prism Advisors, Inc. | 8,233 | $267,984 | 0.1% | 0.6% | 0.0% |
| 11 | &PARTNERS | 7,697 | $250,537 | 0.0% | 0.5% | 0.0% |
| 12 | NewEdge Advisors, LLCNEW | 7,279 | $236,931 | 0.0% | 0.5% | new |
| 13 | NerdWallet Wealth Partners, LLCNEW | 7,094 | $230,920 | 0.1% | 0.5% | new |
| 14 | Montis Financial, LLCNEW | 6,290 | $204,740 | 0.0% | 0.4% | new |
| 15 | BLUELINE ADVISORS LLC | 3,187 | $103,737 | 0.1% | 0.2% | -0.3% |
| 16 | Quaker Wealth Management, LLC | 2,910 | $94,733 | 0.0% | 0.2% | 0.0% |
| 17 | OSAIC HOLDINGS, INC. | 2,587 | $84,204 | 0.0% | 0.2% | +39.9% |
| 18 | GoalVest Advisory LLC | 1,496 | $48,695 | 0.0% | 0.1% | 0.0% |
| 19 | Addison Advisors LLC | 1,410 | $45,896 | 0.0% | 0.1% | -46.1% |
| 20 | Arax Advisory PartnersNEW | 723 | $23,519 | 0.0% | 0.1% | new |
| 21 | Financial Perspectives, Inc | 644 | $20,966 | 0.0% | 0% | +0.5% |
| 22 | Aptus Capital Advisors, LLC | 563 | $18,326 | 0.0% | 0% | 0.0% |
| 23 | AMERIFLEX GROUP, INC.NEW | 487 | $15,852 | 0.0% | 0% | new |
| 24 | Allworth Financial LP | 116 | $3,776 | 0.0% | 0% | 0.0% |
| 25 | UBS Group AGNEW | 49 | $1,595 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.