NCLO Institutional Ownership
Nushares ETF Trust - Nuveen AA-BBB CLO ETF
1W: +0.1%
1M: -0.2%
YTD: +0.0%
$25.00
-0.01 (-0.04%)
Weekly Expected Move ±0.5%
$25
$25
$25
$25
$25
Overview
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Institutional Ownership — NCLO
17
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
49M
Total Invested
5
New Positions
5
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Diversified Portfolios, Inc. | 1,174,514 | 29M | +266,741 | +29.4% | 3Q | SEC ↗ |
| 2 | Arax Advisory Partners | 473,007 | 12M | +112,052 | +31.0% | 5Q | SEC ↗ |
| 3 | Kilter Group LLC NEW | 139,201 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 22,680 | 567K | +10,778 | +90.6% | 2Q | SEC ↗ |
| 5 | CHANNEL WEALTH LLC | 20,700 | 518K | — | +0.0% | 2Q | SEC ↗ |
| 6 | Sunbelt Securities, Inc. | 20,542 | 514K | +2,969 | +16.9% | 2Q | SEC ↗ |
| 7 | Mutual Advisors, LLC NEW | 18,539 | 463K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Crescent Grove Advisors, LLC NEW | 15,973 | 399K | — | +0.0% | 1Q | SEC ↗ |
| 9 | FLAGSTAR SECURITIES, INC | 15,489 | 387K | +191 | +1.2% | 6Q | SEC ↗ |
| 10 | Sanctuary Advisors, LLC | 14,924 | 373K | +1,404 | +10.4% | 4Q | SEC ↗ |
| 11 | Trajan Wealth LLC | 10,519 | 263K | -339 | -3.1% | 4Q | SEC ↗ |
| 12 | Lionsbridge Wealth Management LLC | 10,006 | 250K | -341 | -3.3% | 2Q | SEC ↗ |
| 13 | VICTORY FINANCIAL GROUP, LLC NEW | 8,976 | 224K | — | +0.0% | 1Q | SEC ↗ |
| 14 | HARBOUR INVESTMENTS, INC. | 7,098 | 177K | — | +0.0% | 4Q | SEC ↗ |
| 15 | Integrated Wealth Concepts LLC NEW | 4,465 | 112K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Closed-End Fund Advisors, Inc. | 0 | 0K | -8,705 | -100.0% | 1Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 0 | 0K | -128,820 | -100.0% | 1Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC | 0 | 0K | -60,250 | -100.0% | 1Q | SEC ↗ |
| 19 | GC Wealth Management RIA, LLC | 0 | 0K | -30,000 | -100.0% | 2Q | SEC ↗ |
| 20 | Steward Partners Investment Advisory, | 0 | 0K | -180 | -100.0% | 1Q | SEC ↗ |
| 21 | CORRADO ADVISORS, LLC | 0 | 0K | -79,182 | -100.0% | 4Q | SEC ↗ |
| 22 | Thompson David Blair | 0 | 0K | -57,888 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Kilter Group LLC | 139,201 | 3M |
| Mutual Advisors, LLC | 18,539 | 463K |
| Crescent Grove Advisors, LLC | 15,973 | 399K |
| VICTORY FINANCIAL GROUP, LLC | 8,976 | 224K |
| Integrated Wealth Concepts LLC | 4,465 | 112K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 128,820 | 3M |
| CORRADO ADVISORS, LLC | 79,182 | 2M |
| JANE STREET GROUP, LLC | 60,250 | 2M |
| Thompson David Blair | 57,888 | 1M |
| GC Wealth Management RIA, LLC | 30,000 | 750K |
| Closed-End Fund Advisors, Inc. | 8,705 | 218K |
| Steward Partners Investment Advisor | 180 | 4K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Diversified Portfolios, Inc. | +266,741 | +29.4% | 1,174,514 |
| Arax Advisory Partners | +112,052 | +31.0% | 473,007 |
| ROYAL BANK OF CANADA | +10,778 | +90.6% | 22,680 |
| Sunbelt Securities, Inc. | +2,969 | +16.9% | 20,542 |
| Sanctuary Advisors, LLC | +1,404 | +10.4% | 14,924 |
| FLAGSTAR SECURITIES, INC | +191 | +1.2% | 15,489 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lionsbridge Wealth Management LLC | -341 | -3.3% | 10,006 |
| Trajan Wealth LLC | -339 | -3.1% | 10,519 |