Who Owns Nuveen Enhanced Yield U.S. Aggregate Bond (NUAG)?Hedge Fund & Institutional Holders

$21.01-0.02 (-0.08%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.614119780160002e+140T

% of Float Held

—

QoQ Change in Holders

+14 / -6

Price History

$20.39$20.71$21.03$21.35$21.67Sep 24Jun 25Mar 26

NUAG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ALPS ADVISORS INCNew Position+2.9M+$10.0M
Helikon Investments LtdNew Position+2.3M+$8.1M
Systelligence, LLCNew Position+127K+$2.7M
Perigon Wealth Management, LLCNew Position+61K+$1.3M
Trek Financial, LLCNew Position+228K+$799K
FLYNN ZITO CAPITAL MANAGEMENT, LLCNew Position+37K+$778K
Apollon Financial, LLCNew Position+34K+$727K
Beaumont Financial Advisors, LLCNew Position+12K+$245K
Brookwood Investment Group LLCNew Position+67K+$233K
LOM Asset Management LtdNew Position+38K+$182K
MGO ONE SEVEN LLCNew Position+51K+$178K
Virtu Financial LLCIncreased+41K+$159K
CHILTON CAPITAL MANAGEMENT LLCNew Position+22K+$76K
Mesirow Financial Investment Management, Inc.New Position+20K+$70K
Brookstone Capital ManagementNew Position+19K+$66K

NUAG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-35K-$4.5B
SPROTT INC.Decreased-1.1M-$3.5B
JPMORGAN CHASE & CODecreased-2K-$2.6B
Prospera Financial Services IncDecreased-224-$1.5B
ROYAL BANK OF CANADADecreased-431K-$1.4B
OSAIC HOLDINGS, INC.Decreased-280-$776.3M
McNamara Financial Services, Inc.Decreased-192-$509.2M
GILDER GAGNON HOWE & CO LLCClosed Position-166K-$449.9M
SYNOVUS FINANCIAL CORPClosed Position-84K-$227.6M
Diametric Capital, LPClosed Position-72K-$196.1M
TORONTO DOMINION BANKClosed Position-54K-$144.8M
WOLVERINE TRADING, LLCClosed Position-20K-$56.4M
PRELUDE CAPITAL MANAGEMENT, LLCClosed Position-20K-$54.3M
StoneX Group Inc.Decreased-23-$35.1M
Tower Research Capital LLC (TRC)Decreased-2K-$8.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JUPITER ASSET MANAGEMENT LTD13,176,710$46.1M0.37%Share
2Equinox Partners Investment Management LLC5,656,045$19.8M10.33%Share
3MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,844,113$16.0M0.02%Share
4ALPS ADVISORS INC2,878,543$10.0M0.06%Share
5Helikon Investments Ltd2,293,539$8.1M0.43%Share
6BANK OF AMERICA CORP /DE/371,206$7.0M0.00%Share
7LPL Financial LLC156,020$3.0M0.00%Share
8CITADEL ADVISORS LLC160,186$3.0M0.00%Share
9Systelligence, LLC127,107$2.7M0.51%Share
10RAYMOND JAMES FINANCIAL INC114,810$2.0M0.00%Share
11MILLENNIUM MANAGEMENT LLC725,335$2.0M0.00%Share
12JPMORGAN CHASE & CO119,810$2.0M0.00%Share
13DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main600,000$2.0M0.00%Share
14Knoll Capital Management, LLC485,000$1.7M0.78%Share
15Perigon Wealth Management, LLC61,320$1.3M0.02%Share
16SUSQUEHANNA INTERNATIONAL GROUP, LLP428,065$1.0M0.00%Share
17Prospera Financial Services Inc72,068$1.0M0.02%Share
18GOLDMAN SACHS GROUP INC483,665$1.0M0.00%Share
19SUSQUEHANNA INTERNATIONAL GROUP, LLP60,432$1.0M0.00%Share
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP354,603$1.0M0.00%Share
21SPROTT INC.234,361$822K0.03%Share
22Trek Financial, LLC227,704$799K0.05%Share
23FLYNN ZITO CAPITAL MANAGEMENT, LLC36,764$778K0.28%Share
24Apollon Financial, LLC34,329$727K0.11%Share
25McNamara Financial Services, Inc.23,730$502K0.10%Share
26UBS Group AG141,900$498K0.00%Share
27UBS Group AG16,583$351K0.00%Share
28Beaumont Financial Advisors, LLC11,567$245K0.02%Share
29Brookwood Investment Group LLC66,545$233K0.03%Share
30Virtu Financial LLC59,640$209K0.01%Share
31LOM Asset Management Ltd38,000$182K0.05%Share
32MGO ONE SEVEN LLC50,800$178K0.00%Share
33UBS Group AG36,100$126K0.00%Share
34Pale Fire Capital SE28,477$99K0.01%Share
35CHILTON CAPITAL MANAGEMENT LLC21,775$76K0.00%Share
36Mesirow Financial Investment Management, Inc.20,000$70K0.00%Share
37Brookstone Capital Management18,840$66K0.00%Share
38SIGNATUREFD, LLC16,614$58K0.00%Share
39Composition Wealth, LLC16,312$57K0.00%Share
40J.W. COLE ADVISORS, INC.15,000$52K0.00%Share
41GROUP ONE TRADING LLC12,508$43K0.00%Share
42Pasadena Private Wealth, LLC10,000$35K0.00%Share
43Parvin Asset Management, LLC4,000$14K0.01%Share
44Allworth Financial LP2,160$7K0.00%Share
45UBS Group AG190$4K0.00%Share
46Gen-Wealth Partners Inc1,000$3K0.00%Share
47Pacifica Partners Inc.1,000$3K0.00%Share
48Cedar Mountain Advisors, LLC981$3K0.00%Share
49CITADEL ADVISORS LLC12,600$00.00%Call
50CITADEL ADVISORS LLC178,561$00.00%Share

NUAG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202572$137.9M+23
Q3 202549$88.7B-3
Q2 202552$52.5B-10
Q1 202562$74.3B-8
Q4 202470$1.5T+19
Q3 202451$31.4T-3
Q2 202454$29.0T+6
Q1 202448$26.6T—

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As of Q4 2025, 50 institutional investors hold NUAG (Nuveen Enhanced Yield U.S. Aggregate Bond). The largest holder is JUPITER ASSET MANAGEMENT LTD with $46.1M in shares. This quarter, 14 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own NUAG?

As of Q4 2025, 50 institutional investors report holding NUAG (Nuveen Enhanced Yield U.S. Aggregate Bond) in their 13F filings.

Who is the largest institutional holder of NUAG?

The largest institutional holder of NUAG is JUPITER ASSET MANAGEMENT LTD with $46.1M in shares.

Is institutional ownership of NUAG increasing or decreasing?

This quarter, 14 institutions opened new positions in NUAG and 6 closed their positions.