Vault-13

NUSHARES ETF TR NUDV

ESG DIVIDEND ETF · ETP · CUSIP 67092P813

28 institutional holders +4 vs Q1 2026
815,040815.0k shares reported held*
$26.5mreported value*
8 new 5 added 6 reduced 4 sold out net bought ≈ $3.4m (+104.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $32.46.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 6Q4 22: 9Q1 23: 9Q2 23: 10Q3 23: 10Q4 23: 13Q1 24: 10Q2 24: 8Q3 24: 12Q4 24: 14Q1 25: 19Q2 25: 22Q3 25: 20Q4 25: 24Q1 26: 24Q2 26: 2828Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20226
Q4 20229
Q1 20239
Q2 202310
Q3 202310
Q4 202313
Q1 202410
Q2 20248
Q3 202412
Q4 202414
Q1 202519
Q2 202522
Q3 202520
Q4 202524
Q1 202624
Q2 202628

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 8 bought or addedQ3 24: 4 cut or sold outQ4 24: 6 bought or addedQ4 24: 6 cut or sold outQ4 24Q1 25: 10 bought or addedQ1 25: 4 cut or sold outQ2 25: 13 bought or addedQ2 25: 5 cut or sold outQ2 25Q3 25: 12 bought or addedQ3 25: 7 cut or sold outQ4 25: 16 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 13 bought or addedQ1 26: 10 cut or sold outQ2 26: 13 bought or addedQ2 26: 10 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202484
Q4 202466
Q1 2025104
Q2 2025135
Q3 2025127
Q4 2025166
Q1 20261310
Q2 20261310

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +115,357+115.4k
CITADEL ADVISORS LLC New +42,736+42.7k
Bond & Devick Financial Network, Inc. Added +8,093+8.1k
NewEdge Advisors, LLC New +7,279+7.3k
NerdWallet Wealth Partners, LLC New +7,094+7.1k
Montis Financial, LLC New +6,290+6.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +1,529+1.5k
OSAIC HOLDINGS, INC. Added +738+738
Arax Advisory Partners New +723+723
AMERIFLEX GROUP, INC. New +487+487

Biggest sellers

eCIO, Inc. Sold out -54,596-54.6k
Mason & Associates Inc Sold out -16,377-16.4k
HighTower Advisors, LLC Sold out -10,079-10.1k
CGC Financial Services, LLC Reduced -3,150-3.1k
Addison Advisors LLC Reduced -1,205-1.2k
WELLS FARGO & COMPANY/MN Sold out -170-170
True Link Financial Advisors, LLC Reduced -100-100
Diversified Enterprises, LLC Reduced -78-78
GOLDMAN SACHS GROUP INC Reduced -69-69
BLUELINE ADVISORS LLC Reduced -11-11

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 220,590220.6k $7.2m $7.2m 0.01% Added +115.4k +115,357
2 CGC Financial Services, LLC 1.43% of their portfolio LAKE OSWEGO, OR 195,298195.3k $6.4m $6.4m 1.43% Reduced -3.1k -3,150
3 Bond & Devick Financial Network, Inc. 1.54% of their portfolio ST. LOUIS PARK, MN 191,772191.8k $6.2m $6.2m 1.54% Added +8.1k +8,093
4 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 42,73642.7k $1.4m $1.4m 0.00% New
5 Diversified Enterprises, LLC 0.06% of their portfolio Wilmington, DE 36,18736.2k $1.2m $1.2m 0.06% Reduced -78 -78
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 31,07931.1k $1.0m $1.0m 0.00% Reduced -69 -69
7 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 20,69020.7k $673.5k $673.5k 0.00% Added +1.5k +1,529
8 NATURAL INVESTMENTS, LLC 0.09% of their portfolio WINDSOR, CA 14,30214.3k $395.0k $395.0k 0.09% Unchanged
9 True Link Financial Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 11,60611.6k $377.8k $377.8k 0.02% Reduced -100 -100
10 Prism Advisors, Inc. 0.07% of their portfolio STUDIO CITY, CA 8,2338.2k $268.0k $268.0k 0.07% Unchanged
11 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 7,6977.7k $250.5k $250.5k 0.00% Unchanged
12 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,2797.3k $236.9k $236.9k 0.00% New
13 NerdWallet Wealth Partners, LLC 0.08% of their portfolio NEW YORK, NY 7,0947.1k $230.9k $230.9k 0.08% New
14 Montis Financial, LLC 0.04% of their portfolio WALTHAM, MA 6,2906.3k $204.7k $204.7k 0.04% New
15 BLUELINE ADVISORS LLC 0.07% of their portfolio EXETER, NH 3,1873.2k $103.7k $103.7k 0.07% Reduced -11 -11
16 Quaker Wealth Management, LLC 0.03% of their portfolio MOORESTOWN, NJ 2,9102.9k $94.7k $94.7k 0.03% Unchanged
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,5872.6k $84.2k $84.2k 0.00% Added +738 +738
18 GoalVest Advisory LLC 0.01% of their portfolio New York, NY 1,4961.5k $48.7k $48.7k 0.01% Unchanged
19 Addison Advisors LLC 0.02% of their portfolio MIDDLEBURY, VT 1,4101.4k $45.9k $45.9k 0.02% Reduced -1.2k -1,205
20 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 723723 $23.5k $23.5k 0.00% New
21 Financial Perspectives, Inc 0.01% of their portfolio MINNEAPOLIS, MN 644644 $21.0k $21.0k 0.01% Added +3 +3
22 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 563563 $18.3k $18.3k 0.00% Unchanged
23 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 487487 $15.9k $15.9k 0.01% New
24 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 116116 $3.8k $3.8k 0.00% Unchanged
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 4949 $1.6k $1.6k 0.00% New
26 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 1010 $326 $326 0.00% Unchanged
27 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 33 $98 $98 0.00% New
28 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 22 $67 $67 0.00% Unchanged