Nuveen Enh YLD US Aggr BNDNUAGETF
13F holders, Q4 2024 (December 31)26holders −1
2new positions
4sold out
1famous investor
$20.63avg. 13F price*
At the end of Q4 2024, 26 institutions reported holding Nuveen Enh YLD US Aggr BND (NUAG) in their 13F filings, down 1 from Q3 2024. 2 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($12.6M), LPL Financial LLC ($4.0M) and JPMorgan Chase & Co. ($2.4M). 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 (Q4 2024)
- CUSIP
- 67092P102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $229K |
| Exits | 4 | $842K |
All 13F filers, Q3 2024 → Q4 2024: 236,498 shares bought and 199,724 shares sold, net +36,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Bank of America Corp. | 0.00% | Add +3.5% | 611,689 | $12.6M |
| LPL Financial LLC | 0.00% | Reduce -35.0% | 195,735 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +173064.2% | 116,020 | $2.4M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.3% | 72,042 | $1.5M |
| Raymond James Financial Inc. | 0.00% | — | 67,583 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -0.4% | 53,905 | $1.1M |
| Apollon Financial, LLC | 0.26% | Add +9.0% | 49,781 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +82.8% | 49,697 | $1.0M |
| Citadel Advisors | 0.00% | Add +209.8% | 48,661 | $1.0M |
| Morgan Stanley | 0.00% | Add +29.8% | 28,368 | $585K |
| Flynn Zito Capital Management, LLC | 0.26% | Add +49.6% | 26,977 | $557K |
| UBS Group AG | 0.00% | Reduce -4.5% | 22,249 | $459K |
| Osaic Holdings, Inc. | 0.00% | Add +127.4% | 20,347 | $420K |
| McNamara Financial Services, Inc. | 0.08% | Reduce -18.2% | 16,531 | $341K |
| Jane Street Group, LLC | 0.00% | Reduce -48.2% | 14,517 | $300K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -4.5% | 14,235 | $294K |
| NewEdge Advisors, LLC | 0.00% | Add +25.3% | 12,081 | $249K |
| Mariner, LLC | 0.00% | New | 10,420 | $215K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,616 | $33K |
| Assetmark, Inc. | 0.00% | No change | 994 | $21K |
| Global Retirement Partners, LLC | 0.00% | No change | 827 | $17K |
| AE Wealth Management LLC | 0.00% | New | 696 | $14K |
| Wells Fargo & Company | 0.00% | No change | 600 | $12K |
| Ameriflex Group, Inc. | 0.00% | — | 195 | $4K |
| Royal Bank of Canada | 0.00% | No change | 175 | $4K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 84 | $2K |
"% 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.