NewEdge Wealth, LLC
Position in NCDL — Nuveen Churchill Direct Lending Corp.
CIK 1861796
STAMFORD, CT
Position in NCDL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,141,950
+$741,764 QoQ
Shares Held
89,776
+199.3% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NCDL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NewEdge Wealth, LLC holds $150,558,166 across 53 Asset Management names. NCDL ranks #19 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
537,227 | $61,775,732 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
253,922 | $12,117,157 | |
| 3 | APO |
Apollo Global Management, Inc.
|
78,327 | $8,727,194 | |
| 4 | OBDC |
Blue Owl Capital Corp
|
758,426 | $8,388,191 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
234,115 | $8,297,035 | |
| 6 | BLK |
BlackRock, Inc.
|
7,056 | $6,785,825 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
211,665 | $5,162,509 | |
| 8 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
195,343 | $3,900,999 |
All Filings in NCDL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,141,950 | 89,776 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $400,186 | 29,999 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||