ETF Holders

Who owns NUAG?

Bond

Nuveen Enhanced Yield U.S. Aggregate Bond ETF · Nuveen

20 institutions reported holding NUAG, worth $32.8M, in Form 13F filings for June 30, 2026.

13F holders
20
Institutional value
$32.8M
Change from prior quarter
+15.3%
+$4.3M, with price moves
New and sold-out firms
3 / 4
9 added, 6 trimmed

Top 10 institutional holders of NUAG

FirmLocationValueSharesChange
Bank of America Corp.Charlotte, NC$9.8M465,182+6,445 shares
LPL Financial LLCFort Mill, SC$7.0M331,208+136,334 shares
Raymond James Financial Inc.St. Petersburg, FL$5.8M275,886+83,730 shares
JPMorgan Chase & CoNew York, NY$2.8M133,670+14,252 shares
Prospera Financial Services IncDallas, TX$1.6M75,570+1,254 shares
Perigon Wealth Management, LLCSan Francisco, CA$1.4M65,074+5,294 shares
Flynn ZITO Capital Management, LLCGarden City, NY$851K40,483−1,007 shares
Apollon Financial, LLCMount Pleasant, SC$643K30,564−2,964 shares
UBS Group AGZurich, Switzerland$570K27,096+434 shares
McNamara Financial Services, Inc.Marshfield, MA$505K24,009−378 shares
10 more firms

The full list comes with the Advisors and Institutions package.

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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.

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Frequently asked questions

Who owns NUAG?

20 institutional managers reported holding NUAG in Form 13F filings for June 30, 2026, worth $32.8M in total. The largest reported position was held by Bank of America Corp., at $9.8M.

Did institutions buy or sell NUAG last quarter?

Reported 13F value rose 15.3% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 4 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 NUAG 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.