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Nuveen ENH YLD US Aggr BND (NUAG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares292,513 from 331,208
Change-38,695 (-12%)
Value$5.9M (-$1.1M)
Filed 2026-11-06
Savant Capital, LLC
NEW
Shares113,134
Change+113,134
Value$2.3M
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares90,445 from 75,570
Change+14,875 (+20%)
Value$1.8M (+$252.5K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares63,687 from 65,074
Change-1,387 (-2%)
Value$1.3M (-$93.3K)
Filed 2026-10-22
Flynn Zito Capital Management, LLC
INCREASED
Shares45,007 from 40,483
Change+4,524 (+11%)
Value$901.0K (+$49.8K)
Filed 2026-11-04
Apollon Financial, LLC
DECREASED
Shares30,274 from 30,564
Change-290 (-1%)
Value$606.1K (-$36.6K)
Filed 2026-10-23
Beaumont Financial Advisors, LLC
UNCHANGED
Shares11,567 from 11,567
Change0 (0%)
Value$231.6K (-$11.6K)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares2,751 from 2,718
Change+33 (+1%)
Value$55.1K (-$2.1K)
Filed 2026-10-20
IAG Wealth Partners, LLC
NEW
Shares625
Change+625
Value$12.5K
Filed 2026-11-06
Obsidian CIO, LLC
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$6.8K)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 465,182
Change-465,182 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 275,886
Change-275,886 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 133,670
Change-133,670 (-100%)
Value—
UBS Group AG
N/A
Shares— from 27,096
Change-27,096 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 24,009
Change-24,009 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,313
Change-20,313 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 18,159
Change-18,159 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,816
Change-13,816 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,923
Change-9,923 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Status
LPL Financial LLC
DECREASED292,513331,208-38,695-12%$7.0M$5.9M-$1.1M2026-11-06
Savant Capital, LLC
NEW113,134—+113,134——$2.3M—2026-11-06
Prospera Financial Services Inc
INCREASED90,44575,570+14,875+20%$1.6M$1.8M+$252.5K2026-11-04
Perigon Wealth Management, LLC
DECREASED63,68765,074-1,387-2%$1.4M$1.3M-$93.3K2026-10-22
Flynn Zito Capital Management, LLC
INCREASED45,00740,483+4,524+11%$851.2K$901.0K+$49.8K2026-11-04
Apollon Financial, LLC
DECREASED30,27430,564-290-1%$642.7K$606.1K-$36.6K2026-10-23
Beaumont Financial Advisors, LLC
UNCHANGED11,56711,56700%$243.2K$231.6K-$11.6K2026-10-22
Private Trust Co NA
INCREASED2,7512,718+33+1%$57.2K$55.1K-$2.1K2026-10-20
IAG Wealth Partners, LLC
NEW625—+625——$12.5K—2026-11-06
Obsidian CIO, LLC
CLOSED0170-170-100%$6.8K$0-$6.8K2026-11-05
Bank of America Corp
N/A—465,182-465,182-100%$9.8M———
Raymond James Financial Inc
N/A—275,886-275,886-100%$5.8M———
JPMorgan Chase & Co
N/A—133,670-133,670-100%$2.8M———
UBS Group AG
N/A—27,096-27,096-100%$569.7K———
McNamara Financial Services, Inc.
N/A—24,009-24,009-100%$504.8K———
Citadel Advisors LLC
N/A—20,313-20,313-100%$427.1K———
Morgan Stanley
N/A—18,159-18,159-100%$381.8K———
Osaic Holdings, Inc.
N/A—13,816-13,816-100%$290.5K———
Susquehanna International Group, LLP
N/A—9,923-9,923-100%$208.6K———
Steward Partners Investment Advisory, LLC
N/A—1,616-1,616-100%$34.0K———
Rothschild Investment LLC
N/A—865-865-100%$18.2K———
Showing 21 of 21 institutions