Who Owns NUAG?
Nuveen Enhanced Yield U.S. Aggregate Bond — Institutional Ownership & 13F Holdings
$21.09
-0.04 (-0.20%)
Market Cap
$60.4M
Shares Outstanding
2,839,664
Institutional Holders
62
Total Inst. Value
$68.5M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
7
Closed Positions
15
Increased
22
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Nuveen, LLCNew | $25.9M | 1,234,319 |
| 2 | JUPITER ASSET MANAGEMENT LTD | $13.7M | 12,454,010 |
| 3 | BANK OF AMERICA CORP /DE/ | $8.3M | 440,593 |
| 4 | JPMORGAN CHASE & CO | $3.2M | 152,710 |
| 5 | BANK OF MONTREAL /CAN/ | $2.1M | 1,893,592 |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.8M | 304,984 |
| 7 | Prospera Financial Services Inc | $1.4M | 65,946 |
| 8 | SPROTT INC. | $1.3M | 1,220,816 |
| 9 | Perigon Wealth Management, LLC | $1.1M | 53,977 |
| 10 | Apollon Financial, LLC | $978K | 46,642 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Nuveen, LLCNew | +1.2M | $25.9M |
| JPMORGAN CHASE & CO | +29K | $3.2M |
| SPROTT INC. | +208K | $1.3M |
| Perigon Wealth Management, LLC | +72 | $1.1M |
| ALPS ADVISORS INC | +515K | $604K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -217K | $8.3M |
| Connor, Clark & Lunn Investment Management Ltd. | -69K | $66K |
| GILDER GAGNON HOWE & CO LLC | -58K | $191K |
| LPL Financial LLC | -43K | $3K |
| HRT FINANCIAL LP | -31K | $13 |
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Frequently Asked Questions
How many institutional investors hold NUAG?
As of Q1 2025, 62 institutional investors report holding NUAG (Nuveen Enhanced Yield U.S. Aggregate Bond) in their 13F filings.
Which hedge fund owns the most NUAG?
The largest institutional holder of NUAG is Nuveen, LLC with $25.9M in shares.
Are institutions buying or selling NUAG?
This quarter, 7 institutions opened new positions in NUAG and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.