25 tracked 13F filers disclose a position in NUDV as of the latest SEC 13F filings, a combined $17.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CGC Financial Services, LLC | $6.4M | 195K | ▼−1.6% Reduced · −3K sh | Q2 2026 | |
| 2 | Bond & Devick Financial Network, Inc. | $6.2M | 192K | ▲+4.4% Added · +8K sh | Q2 2026 | |
| 3 | Diversified Enterprises, LLC | $1.2M | 36K | ▼−0.2% Reduced · −78 sh | Q2 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $958K | 31K | ▲+2.7% Added · +813 sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $589K | 19K | ▲+6.3% Added · +1K sh | Q1 2026 | |
| 6 | True Link Financial Advisors, LLC | $378K | 12K | ▼−0.8% Reduced · −100 sh | Q2 2026 | |
| 7 | HighTower Advisors, LLC | $310K | 10K | ▲+28% Added · +2K sh | Q1 2026 | |
| 8 | Prism Advisors, Inc. | $268K | 8K | —Held | Q2 2026 | |
| 9 | &PARTNERS | $251K | 8K | —Held | Q2 2026 | |
| 10 | NewEdge Advisors, LLC | $237K | 7K | ▲New +7K sh | Q2 2026 | |
| 11 | NerdWallet Wealth Partners, LLC | $231K | 7K | ▲New +7K sh | Q2 2026 | |
| 12 | Montis Financial, LLC | $205K | 6K | ▲New +6K sh | Q2 2026 | |
| 13 | BLUELINE ADVISORS LLC | $104K | 3K | ▼−0.3% Reduced · −11 sh | Q2 2026 | |
| 14 | Quaker Wealth Management, LLC | $95K | 3K | —Held | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $57K | 2K | ▲+32% Added · +450 sh | Q1 2026 | |
| 16 | GoalVest Advisory LLC | $49K | 1K | —Held | Q2 2026 | |
| 17 | Addison Advisors LLC | $46K | 1K | ▼−46% Reduced · −1K sh | Q2 2026 | |
| 18 | Arax Advisory Partners | $24K | 723 | ▲New +723 sh | Q2 2026 | |
| 19 | Financial Perspectives, Inc | $21K | 644 | ▲+0.5% Added · +3 sh | Q2 2026 | |
| 20 | Aptus Capital Advisors, LLC | $18K | 563 | —Held | Q2 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $5K | 170 | ▲New +170 sh | Q1 2026 | |
| 22 | Allworth Financial LP | $4K | 116 | —Held | Q1 2026 | |
| 23 | VANGUARD ADVISERS INC | $308 | 10 | →First observed position No prior filed position | Q1 2026 | |
| 24 | TD Waterhouse Canada Inc. | $98 | 3 | ▲New +3 sh | Q2 2026 | |
| 25 | MORGAN STANLEY | $76 | 2 | ▲+100% Added · +1 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in NUDV and 2 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 11 funds | $825.6M |
| NVIDIA CORPNVDA | 11 funds | $681.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $523.7M |
| JOHNSON & JOHNSONJNJ | 11 funds | $147.9M |
| SPDR GOLD SHARESGLD | 11 funds | $40.9M |
| SCHWAB US LARGE-CAP ETFSCHX | 10 funds | $659.2M |
| MICROSOFT CORPMSFT | 10 funds | $424.6M |
| AMAZON.COM INCAMZN | 10 funds | $357.2M |
| ALPHABET INC-CL CGOOG | 10 funds | $344.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 10 funds | $341.2M |
| ALPHABET INC-CL AGOOGL | 10 funds | $217.8M |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $156.6M |
Ranked by how many of NUDV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NULGmc | 288 funds | $2.0B |
| NULVmc | 255 funds | $1.6B |
| NUSCcommon | 240 funds | $972.5M |
| NUDMcommon | 134 funds | $470.8M |
| NUMGmc | 127 funds | $250.6M |
| NUMVmc | 123 funds | $333.7M |
| NUBDUIT EXCHANGE TRADED | 112 funds | $269.2M |
| NUEMcommon | 105 funds | $252.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for NUDV
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NUDV/capital-change-brief"
Use Arkolith's capital_change_brief for NUDV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NUDV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.