Who owns NCLO?
Nuveen AA-BBB CLO ETF · Nuveen
14 institutions reported holding NCLO, worth $48.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of NCLO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Diversified Portfolios, Inc. | Bloomfield Hills, MI | $29.5M | 1,174,514 | +266,741 shares |
| Arax Advisory Partners | New York, NY | $11.9M | 473,007 | +112,052 shares |
| Kilter Group LLC | Rhinebeck, NY | $3.5M | 139,201 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $569K | 22,680 | +10,778 shares |
| Channel Wealth LLC | Santa Barbara, CA | $519K | 20,700 | No change |
| Mutual Advisors, LLC | Omaha, NE | $465K | 18,539 | New position |
| Crescent Grove Advisors, LLC | Lake Forest, IL | $401K | 15,973 | New position |
| Flagstar Securities, Inc. | New York, NY | $388K | 15,489 | +191 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $374K | 14,924 | +1,404 shares |
| Trajan Wealth LLC | Scottsdale, AZ | $264K | 10,519 | −339 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: NCLO vs GOVZ, NCLO vs FLXN, NCLO vs PBTP, NCLO vs OBND.
Frequently asked questions
Who owns NCLO?
14 institutional managers reported holding NCLO in Form 13F filings for June 30, 2026, worth $48.6M in total. The largest reported position was held by Diversified Portfolios, Inc., at $29.5M.
Did institutions buy or sell NCLO last quarter?
Reported 13F value rose 23.4% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is NCLO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.