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Nuveen Core Plus Bond ETF (NCPB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Daymark Wealth Partners, LLC
DECREASED
Shares535,070 from 609,295
Change-74,225 (-12%)
Value$12.7M (-$2.5M)
Filed 2026-11-04
LPL Financial LLC
NEW
Shares134,606
Change+134,606
Value$3.2M
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares15,928 from 8,990
Change+6,938 (+77%)
Value$378.9K (+$154.1K)
Filed 2026-10-30
JPMorgan Chase & Co
N/A
Shares— from 371,116
Change-371,116 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 49,822
Change-49,822 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,839
Change-23,839 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,993
Change-8,993 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Status
Daymark Wealth Partners, LLC
DECREASED535,070609,295-74,225-12%$15.2M$12.7M-$2.5M2026-11-04
LPL Financial LLC
NEW134,606—+134,606——$3.2M—2026-11-06
Truist Financial Corp
INCREASED15,9288,990+6,938+77%$224.8K$378.9K+$154.1K2026-10-30
JPMorgan Chase & Co
N/A—371,116-371,116-100%$9.3M———
Citadel Advisors LLC
N/A—49,822-49,822-100%$1.2M———
Goldman Sachs Group Inc
N/A—23,839-23,839-100%$596.1K———
Susquehanna International Group, LLP
N/A—9,980-9,980-100%$249.6K———
Envestnet Asset Management Inc
N/A—8,993-8,993-100%$224.9K———
Godfrey Financial Associates, Inc.
N/A—1,416-1,416-100%$35.4K———
Showing 9 of 9 institutions