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NUGO Institutional Ownership

Nuveen Growth Opportunities
1W: +0.6% 1M: +4.9% 3M: +4.0% YTD: +12.5% 1Y: +13.6% 3Y: +102.8%
$44.77
+0.46 (+1.03%)
 
Weekly Expected Move ±2.0%
$43 $44 $45 $46 $47
ETF AMEX · AUM $2.8B

Institutional Ownership — NUGO

18
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
104M
Total Invested
4
New Positions
2
Increased
8
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (20 total)

# Holder Shares Value Change Change % Holding Period Filing
1 SEI INVESTMENTS CO 1,004,862 45M -47,930 -4.6% 8Q SEC ↗
2 Goelzer Investment Management, Inc. NEW 578,626 26M — +0.0% 1Q SEC ↗
3 CITADEL ADVISORS LLC NEW 535,468 24M — +0.0% 1Q SEC ↗
4 Vigil Wealth Management, LLC 56,957 3M -623 -1.1% 3Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 55,153 2M -26,694 -32.6% 2Q SEC ↗
6 LPL Financial LLC 51,766 2M +892 +1.8% 10Q SEC ↗
7 Goldstone Financial Group, LLC 47,499 2M -3,993 -7.8% 9Q SEC ↗
8 GOLDMAN SACHS GROUP INC NEW 33,579 2M — +0.0% 1Q SEC ↗
9 JONES FINANCIAL COMPANIES LLLP 20,919 936K +13,978 +201.4% 4Q SEC ↗
10 NATIXIS ADVISORS, LLC NEW 12,294 550K — +0.0% 1Q SEC ↗
11 COMMONWEALTH EQUITY SERVICES, LLC 8,084 362K -238 -2.9% 11Q SEC ↗
12 TWO SIGMA INVESTMENTS, LP 5,571 249K -4,029 -42.0% 2Q SEC ↗
13 SHP Wealth Management 5,179 232K -1,941 -27.3% 3Q SEC ↗
14 INTERNATIONAL ASSETS INVESTMENT MANAGE 1,600 72K — +0.0% 3Q SEC ↗
15 Parallel Advisors, LLC 1,068 48K — +0.0% 10Q SEC ↗
16 OSAIC HOLDINGS, INC. 500 22K — +0.0% 3Q SEC ↗
17 MORGAN STANLEY 1 0K — +0.0% 6Q SEC ↗
18 Waverly Advisors, LLC 0 0K -345 -100.0% 1Q SEC ↗
19 JANE STREET GROUP, LLC 0 0K -10,143 -100.0% 2Q SEC ↗
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -7,891 -100.0% 1Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
Goelzer Investment Management, Inc. 578,626 26M
CITADEL ADVISORS LLC 535,468 24M
GOLDMAN SACHS GROUP INC 33,579 2M
NATIXIS ADVISORS, LLC 12,294 550K
Sold Out (3)
HolderPrev SharesPrev Value
JANE STREET GROUP, LLC 10,143 454K
SUSQUEHANNA INTERNATIONAL GROUP, LL 7,891 353K
Waverly Advisors, LLC 345 15K
Biggest Increases (2)
HolderAddedChange %Total Shares
JONES FINANCIAL COMPANIES LLLP +13,978 +201.4% 20,919
LPL Financial LLC +892 +1.8% 51,766
Biggest Decreases (7)
HolderReducedChange %Total Shares
SEI INVESTMENTS CO -47,930 -4.6% 1,004,862
RAYMOND JAMES FINANCIAL INC -26,694 -32.6% 55,153
TWO SIGMA INVESTMENTS, LP -4,029 -42.0% 5,571
Goldstone Financial Group, LLC -3,993 -7.8% 47,499
SHP Wealth Management -1,941 -27.3% 5,179
Vigil Wealth Management, LLC -623 -1.1% 56,957
COMMONWEALTH EQUITY SERVICES, LLC -238 -2.9% 8,084

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms