IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nuveen Aa-Bbb CLO ETF (NCLO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Diversified Portfolios, Inc.
INCREASED
Shares1,392,307 from 1,174,514
Change+217,793 (+19%)
Value$34.9M (+$5.4M)
Filed 2026-11-04
Elevated Financial Group LLC
NEW
Shares288,068
Change+288,068
Value$7.2M
Filed 2026-10-16
Hidden Cove Wealth Management, LLC
NEW
Shares54,931
Change+54,931
Value$1.4M
Filed 2026-10-19
TSG Advice Partners, LLC
NEW
Shares24,482
Change+24,482
Value$614.0K
Filed 2026-10-29
Victory Financial Group, LLC
INCREASED
Shares20,121 from 8,976
Change+11,145 (+124%)
Value$504.0K (+$278.9K)
Filed 2026-10-27
Flagstar Securities, Inc
INCREASED
Shares15,690 from 15,489
Change+201 (+1%)
Value$393.0K (+$4.6K)
Filed 2026-10-15
Lionsbridge Wealth Management LLC
INCREASED
Shares12,451 from 10,006
Change+2,445 (+24%)
Value$311.9K (+$60.9K)
Filed 2026-10-26
Crescent Grove Advisors, LLC
CLOSED
Shares0 from 15,973
Change-15,973 (-100%)
Value$0 (-$400.6K)
Filed 2026-10-21
Arax Advisory Partners
N/A
Shares— from 473,007
Change-473,007 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 139,201
Change-139,201 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,680
Change-22,680 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 18,539
Change-18,539 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,924
Change-14,924 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 10,519
Change-10,519 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
Status
Diversified Portfolios, Inc.
INCREASED1,392,3071,174,514+217,793+19%$29.5M$34.9M+$5.4M2026-11-04
Elevated Financial Group LLC
NEW288,068—+288,068——$7.2M—2026-10-16
Hidden Cove Wealth Management, LLC
NEW54,931—+54,931——$1.4M—2026-10-19
TSG Advice Partners, LLC
NEW24,482—+24,482——$614.0K—2026-10-29
Victory Financial Group, LLC
INCREASED20,1218,976+11,145+124%$225.1K$504.0K+$278.9K2026-10-27
Flagstar Securities, Inc
INCREASED15,69015,489+201+1%$388.5K$393.0K+$4.6K2026-10-15
Lionsbridge Wealth Management LLC
INCREASED12,45110,006+2,445+24%$251.0K$311.9K+$60.9K2026-10-26
Crescent Grove Advisors, LLC
CLOSED015,973-15,973-100%$400.6K$0-$400.6K2026-10-21
Arax Advisory Partners
N/A—473,007-473,007-100%$11.9M———
Kilter Group LLC
N/A—139,201-139,201-100%$3.5M———
Royal Bank of Canada
N/A—22,680-22,680-100%$569.0K———
Channel Wealth LLC
N/A—20,700-20,700-100%$519.2K———
Mutual Advisors, LLC
N/A—18,539-18,539-100%$465.0K———
Sanctuary Advisors, LLC
N/A—14,924-14,924-100%$374.3K———
Trajan Wealth LLC
N/A—10,519-10,519-100%$263.8K———
Harbour Investments, Inc.
N/A—7,098-7,098-100%$178.0K———
Showing 16 of 16 institutions