NVDL(NVDL)
NVDL
Institutional Ownership
Top 109 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| GoalVest Advisory LLC | -- | Sep 30, 26 | -60 | -- |
| CITADEL ADVISORS LLC | 695.54K | Jun 30, 26 | +675.54K | 0.73% |
| UBS Group AG | 568.60K | Jun 30, 26 | -312.55K | 0.60% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 519.30K | Jun 30, 26 | +497.30K | 0.55% |
| IMC-Chicago, LLC | 303.10K | Jun 30, 26 | +303.10K | 0.32% |
| TRUE Private Wealth Advisors | 192.31K | Jun 30, 26 | +126.48K | 0.20% |
| ZEGA Investments, LLC | 190.40K | Jun 30, 26 | +126.93K | 0.20% |
| HRT FINANCIAL LP | 184.24K | Jun 30, 26 | +100.95K | 0.19% |
| GOLDMAN SACHS GROUP INC | 126.14K | Jun 30, 26 | +62.25K | 0.13% |
| TCG Advisory Services, LLC | 109.92K | Jun 30, 26 | +53.90K | 0.12% |
| CI Private Wealth, LLC | 93.17K | Jun 30, 26 | +93.17K | 0.10% |
| HOEY INVESTMENTS, INC | 90.75K | Jun 30, 26 | +46.52K | 0.10% |
| Sanctuary Advisors, LLC | 64.53K | Jun 30, 26 | +64.53K | 0.07% |
| Claro Advisors LLC | 54.02K | Jun 30, 26 | +34.81K | 0.06% |
| Larson Financial Group LLC | 53.84K | Jun 30, 26 | +44.99K | 0.06% |
| EP Wealth Advisors, LLC | 52.98K | Jun 30, 26 | +35.70K | 0.06% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 51.00K | Jun 30, 26 | +34.00K | 0.05% |
| JANE STREET GROUP, LLC | 42.51K | Jun 30, 26 | +29.58K | 0.04% |
| Sigma Planning Corp | 42.12K | Jun 30, 26 | +27.18K | 0.04% |
| TWO SIGMA SECURITIES, LLC | 42.06K | Jun 30, 26 | +42.06K | 0.04% |
| Colony Group, LLC | 41.28K | Jun 30, 26 | +41.28K | 0.04% |
| Tower Research Capital LLC (TRC) | 39.55K | Jun 30, 26 | +29.31K | 0.04% |
| Diversify Advisory Services, LLC | 35.01K | Jun 30, 26 | +28.47K | 0.04% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 35.01K | Jun 30, 26 | +13.34K | 0.04% |
| Strategic Blueprint, LLC | 29.70K | Jun 30, 26 | +19.80K | 0.03% |
| Vann Equity Management LLC | 22.40K | Jun 30, 26 | +18.40K | 0.02% |
| Sovereign Financial Group, Inc. | 21.86K | Jun 30, 26 | +14.44K | 0.02% |
| T3 Companies, LLC | 20.32K | Jun 30, 26 | +20.32K | 0.02% |
| Mariner, LLC | 20.02K | Jun 30, 26 | +11.70K | 0.02% |
| SBI Securities Co., Ltd. | 19.65K | Jun 30, 26 | +4.31K | 0.02% |
| MORGAN STANLEY | 17.92K | Jun 30, 26 | +17.44K | 0.02% |
| GTS SECURITIES LLC | 16.94K | Jun 30, 26 | +16.94K | 0.02% |
| Cherry Tree Wealth Management, LLC | 16.94K | Jun 30, 26 | +12.18K | 0.02% |
| Tactive Advisors, LLC | 16.66K | Jun 30, 26 | +13.26K | 0.02% |
| XTX Topco Ltd | 16.05K | Jun 30, 26 | +16.05K | 0.02% |
| Sequoia Financial Advisors, LLC | 15.95K | Jun 30, 26 | +10.63K | 0.02% |
| 180 WEALTH ADVISORS, LLC | 14.92K | Jun 30, 26 | +9.93K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 14.39K | Jun 30, 26 | +9.43K | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.65K | Jun 30, 26 | +12.65K | 0.01% |
| Kestra Advisory Services, LLC | 12.42K | Jun 30, 26 | +9.33K | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 11.40K | Jun 30, 26 | +7.60K | 0.01% |
| HighTower Advisors, LLC | 11.38K | Jun 30, 26 | +5.78K | 0.01% |
| Turner Financial Group, Inc. | 10.17K | Jun 30, 26 | +10.17K | 0.01% |
| Rockefeller Capital Management L.P. | 10.15K | Jun 30, 26 | +10.15K | 0.01% |
| CENTAURUS FINANCIAL, INC. | 9.60K | Jun 30, 26 | +5.67K | 0.01% |
| StoneX Group Inc. | 9.54K | Jun 30, 26 | +9.54K | 0.01% |
| NewEdge Advisors, LLC | 9.40K | Jun 30, 26 | -12.11K | 0.01% |
| Red Door Wealth Management, LLC | 8.00K | Jun 30, 26 | +8.00K | 0.01% |
| DUDLEY CAPITAL MANAGEMENT, LLC | 7.80K | Jun 30, 26 | +4.80K | 0.01% |
| Harvest Fund Management Co., Ltd | 7.78K | Jun 30, 26 | +5.19K | 0.01% |
| Trajan Wealth LLC | 7.72K | Jun 30, 26 | +7.72K | 0.01% |
| Magnus Financial Group LLC | 7.50K | Jun 30, 26 | +3.50K | 0.01% |
| Vines Capital Management, LLC | 7.42K | Jun 30, 26 | +7.42K | 0.01% |
| Retirement Planning Co of New England, Inc. | 6.80K | Jun 30, 26 | +6.80K | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 6.63K | Jun 30, 26 | +3.91K | 0.01% |
| Belvedere Trading LLC | 4.28K | Jun 30, 26 | +657 | 0.00% |
| CoreCap Advisors, LLC | 3.46K | Jun 30, 26 | +2.31K | 0.00% |
| SRS Capital Advisors, Inc. | 2.52K | Jun 30, 26 | +2.10K | 0.00% |
| NBC SECURITIES, INC. | 2.52K | Jun 30, 26 | +1.68K | 0.00% |
| Optiver Holding B.V. | 2.43K | Jun 30, 26 | -20.44K | 0.00% |
| Truvestments Capital LLC | 2.10K | Jun 30, 26 | +2.10K | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 1.77K | Jun 30, 26 | +1.38K | 0.00% |
| Spire Wealth Management | 1.56K | Jun 30, 26 | +1.36K | 0.00% |
| Integrated Wealth Concepts LLC | 1.46K | Jun 30, 26 | +1.46K | 0.00% |
| Parallel Advisors, LLC | 1.14K | Jun 30, 26 | +740 | 0.00% |
| Financial Life Planners | 1.03K | Jun 30, 26 | +690 | 0.00% |
| BANK OF MONTREAL /CAN/ | 432 | Jun 30, 26 | -312 | 0.00% |
| Wealth Enhancement Trust Services, Inc. | 405 | Jun 30, 26 | +270 | 0.00% |
| Burnham & Co LLC | 225 | Jun 30, 26 | +225 | 0.00% |
| Smartleaf Asset Management LLC | 203 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 200 | Jun 30, 26 | +200 | 0.00% |
| Archer Investment Corp | 150 | Jun 30, 26 | +100 | 0.00% |
| Newbridge Financial Services Group, Inc. | 90 | Jun 30, 26 | +90 | 0.00% |
| IMA Wealth, Inc. | 39 | Jun 30, 26 | +39 | 0.00% |
| Strategic Wealth Partners, Ltd. | 9 | Jun 30, 26 | +6 | 0.00% |
| RHL GROUP, LLC | 6 | Jun 30, 26 | +6 | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -81.40K | -- |
| Integrity Financial Corp /WA | -- | Jun 30, 26 | -16 | -- |
| VESTOR CAPITAL, LLC | -- | Jun 30, 26 | -5.50K | -- |
| Trinity Financial Advisors LLC | -- | Jun 30, 26 | -3.01K | -- |
| PINNEY & SCOFIELD, INC. | -- | Jun 30, 26 | -150 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -19 | -- |
| CERTUITY, LLC | -- | Jun 30, 26 | -3.00K | -- |
| GROUP ONE TRADING, L.P. | -- | Jun 30, 26 | -17.61K | -- |
| SIGNATUREFD, LLC | -- | Jun 30, 26 | -2.30K | -- |
| Farther Finance Advisors, LLC | -- | Jun 30, 26 | -5 | -- |
| CAPTRUST FINANCIAL ADVISORS | -- | Jun 30, 26 | -10.00K | -- |
| Team Financial Group, LLC | -- | Jun 30, 26 | -70 | -- |
| Aventura Private Wealth, LLC | -- | Jun 30, 26 | -100 | -- |
| SeaCrest Wealth Management, LLC | -- | Jun 30, 26 | -4.16K | -- |
| Marex Group plc | -- | Jun 30, 26 | -12.79K | -- |
| Beacon Pointe Advisors, LLC | -- | Jun 30, 26 | -13.13K | -- |
| Kovitz Investment Group Partners, LLC | -- | Jun 30, 26 | -9.09K | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -98.98K | -- |
| BARCLAYS PLC | -- | Jun 30, 26 | -32.50K | -- |
| Activest Wealth Management | -- | Jun 30, 26 | -1 | -- |
| Caitlin John, LLC | -- | Jun 30, 26 | -210 | -- |
| Sollinda Capital Management LLC | -- | Jun 30, 26 | -31.00K | -- |
| CWM, LLC | -- | Mar 31, 26 | -1.00K | -- |
| New Millennium Group LLC | 4.50K | Dec 31, 25 | +2.61K | 0.00% |
| Pineridge Advisors LLC | 75 | Sep 30, 25 | -75 | 0.00% |
| OPTIMUM INVESTMENT ADVISORS | -- | Sep 30, 25 | -200 | -- |
| Clarity Capital Partners LLC | 4.91K | Jun 30, 25 | +4.91K | 0.01% |
| AlphaMark Advisors, LLC | 6.79K | Dec 31, 24 | +13 | 0.01% |
| Bison Wealth, LLC | -- | Dec 31, 24 | -9.00K | -- |
| Naples Money Management LLC | 175 | Sep 30, 24 | +75 | 0.00% |
| VitalStone Financial, LLC | 17 | Sep 30, 24 | +17 | 0.00% |
| Private Ocean, LLC | 500 | Jun 30, 24 | +500 | 0.00% |
| Cutler Group LLC / CA | 600 | Mar 31, 24 | +600 | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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