Nuveen Enh YLD US Aggr BNDNUAGETF
13F holders, Q3 2024 (September 30)27holders +2
4new positions
2sold out
1famous investor
$21.02avg. 13F price*
At the end of Q3 2024, 27 institutions reported holding Nuveen Enh YLD US Aggr BND (NUAG) in their 13F filings, up 2 from Q2 2024. 4 opened new positions and 2 sold out. The largest holders were Bank of America Corp. ($12.8M), LPL Financial LLC ($6.5M) and Prospera Financial Services Inc ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen Enh YLD US Aggr BND
- Filed as
- NUSHARES ETF TR (Q3 2024)
- CUSIP
- 67092P102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $630K |
| Exits | 2 | $2.1M |
All 13F filers, Q2 2024 → Q3 2024: 212,184 shares bought and 169,020 shares sold, net +43,164 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Bank of America Corp. | 0.00% | Add +22.1% | 591,123 | $12.8M |
| LPL Financial LLC | 0.00% | Add +23.0% | 301,226 | $6.5M |
| Prospera Financial Services Inc | 0.04% | Add +0.9% | 72,954 | $1.6M |
| Perigon Wealth Management, LLC | 0.03% | Add +2.1% | 54,101 | $1.2M |
| Apollon Financial, LLC | 0.29% | Reduce -6.9% | 45,662 | $985K |
| Raymond James & Associates | 0.00% | Add +15.8% | 30,019 | $648K |
| Jane Street Group, LLC | 0.00% | Reduce -57.1% | 28,029 | $605K |
| Susquehanna International Group, LLP | 0.00% | Add +10.7% | 27,191 | $587K |
| UBS Group AG | 0.00% | Reduce -44.0% | 23,305 | $503K |
| Morgan Stanley | 0.00% | Add +15.5% | 21,862 | $472K |
| Calydon Capital | 0.07% | Add +1.4% | 55,641 | $441K |
| McNamara Financial Services, Inc. | 0.09% | Add +0.2% | 20,210 | $436K |
| Flynn Zito Capital Management, LLC | 0.19% | Add +24.5% | 18,037 | $389K |
| Citadel Advisors | 0.00% | New | 15,708 | $339K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 14,909 | $322K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.7% | 11,365 | $245K |
| NewEdge Advisors, LLC | 0.00% | New | 9,643 | $208K |
| Osaic Holdings, Inc. | 0.00% | Add +78.6% | 8,947 | $193K |
| Bank of Montreal | 0.00% | New | 3,768 | $81K |
| Harbour Investments, Inc. | 0.00% | No change | 3,430 | $74K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,616 | $35K |
| Assetmark, Inc. | 0.00% | Reduce -20.5% | 994 | $21K |
| Global Retirement Partners, LLC | 0.00% | Reduce -8.5% | 827 | $18K |
| Wells Fargo & Company | 0.00% | Reduce -90.5% | 600 | $13K |
| Royal Bank of Canada | 0.00% | Reduce -81.3% | 175 | $4K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 83 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 67 | $1K |
"% of holder's portfolio" is NUAG's weight in each manager's 13F, not the share of Nuveen Enh YLD US Aggr BND the manager owns.