NUDV — NUVEEN ESG DIVIDEND ETF
As of Q2 2026, 4 SEC-registered investment managers reported holding NUDV (NUVEEN ESG DIVIDEND ETF) in their latest 13F filings, with a combined reported value of $2.40M across 73.87K shares. That is +135.8% by share count (+42.55K shares) versus the previous quarter, while reported value moved +149.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 42.74K | $1.39M | 0.00% | New |
| Goldman Sachs Group history | 31.08K | $1.01M | 0.00% | Hold |
| UBS Group AG history | 49 | $1.59K | 0.00% | New |
| Morgan Stanley history | 2 | $67 | 0.00% | Hold |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 31.15K | $957.80K | 0.00% | New |
| Wells Fargo & Co history | 170 | $5.23K | 0.00% | New |
| Morgan Stanley history | 2 | $76 | 0.00% | Add |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 29 | $865 | 0.00% | New |
| Morgan Stanley history | 1 | $30 | 0.00% | Reduce |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 37.09K | $1.08M | 0.00% | New |
| Morgan Stanley history | 2 | $83 | 0.00% | Add |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 101 | $2.86K | 0.00% | Reduce |
| Morgan Stanley history | 1 | $36 | 0.00% | Hold |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 26.56K | $741.40K | 0.00% | New |
| Bank of America Corp history | 12.81K | $357.58K | 0.00% | New |
| UBS Group AG history | 1.51K | $42.03K | 0.00% | Add |
| Morgan Stanley history | 1 | $52 | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 42.74K sh · $1.39M
- UBS Group AG 49 sh · $1.59K
Fully Exited (vs previous quarter)
- Wells Fargo & Co sold 170 sh · $5.23K
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 42.74K | — | — | 37.09K | — | 26.56K | — | 15.75K | 22.63K | 19.95K | 36.48K | 16.77K | 34.30K | — | — | — |
| Goldman Sachs Group | 31.08K | 31.15K | — | — | — | — | — | — | — | — | — | 16.17K | — | — | — | — |
| UBS Group AG | 49 | — | 29 | — | — | 1.51K | 406 | 632 | — | 331 | — | 5.50K | 546 | — | 110 | 520 |
| Morgan Stanley | 2 | 2 | 1 | 2 | 1 | 1 | — | — | 1 | — | — | — | — | — | — | — |
| Wells Fargo & Co | — | 170 | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | 1 | — | — | 4 | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | 681 | 3.49K | 4.09K | — |
| Bank of America Corp | — | — | — | — | 101 | 12.81K | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details