Who Owns NCPB?

Nuveen Core Plus Bond — Institutional Ownership & 13F Holdings

$25.01

+0.00 (+0.00%)

Market Cap

$57.8M

Shares Outstanding

2,260,854

Institutional Holders

7

Total Inst. Value

$63.3M

% of Float Held

QoQ Holder Change

+3

Institutional data as of Q1 2025

New Positions

2

Closed Positions

3

Increased

3

Decreased

2

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Nuveen, LLCNew$37.1M1,474,663
2DAYMARK WEALTH PARTNERS, LLC$15.4M613,944
3JPMORGAN CHASE & CO$9.4M375,097
4CITADEL ADVISORS LLCNew$661K26,277
5JANE STREET GROUP, LLC$553K21,980
6Joseph Group Capital Management$158K6,300
7CWM, LLC$4151

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
Nuveen, LLCNew+1.5M$37.1M
DAYMARK WEALTH PARTNERS, LLC+66K$15.4M
JPMORGAN CHASE & CO+30K$9.4M
CITADEL ADVISORS LLCNew+26K$661K
JANE STREET GROUP, LLC+11K$553K

Top Sellers

FundShares RemovedValue
Joseph Group Capital Management-240$158K
CWM, LLC-20$4

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Frequently Asked Questions

How many institutional investors hold NCPB?

As of Q1 2025, 7 institutional investors report holding NCPB (Nuveen Core Plus Bond) in their 13F filings.

Which hedge fund owns the most NCPB?

The largest institutional holder of NCPB is Nuveen, LLC with $37.1M in shares.

Are institutions buying or selling NCPB?

This quarter, 2 institutions opened new positions in NCPB and 3 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.