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Nuveen ESG HI YLD Corp BND (NUHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares466,943 from 368,530
Change+98,413 (+27%)
Value$9.5M (+$1.6M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares354,697 from 331,081
Change+23,616 (+7%)
Value$7.2K (-$7.1M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares174,994 from 164,404
Change+10,590 (+6%)
Value$3.6M (+$51.1K)
Filed 2026-11-06
rebel Financial LLC
INCREASED
Shares130,898 from 107,818
Change+23,080 (+21%)
Value$2.7M (+$363.2K)
Filed 2026-11-04
Stewardship Advisors, LLC
DECREASED
Shares106,780 from 107,283
Change-503 (0%)
Value$2.2M (-$118.1K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED
Shares70,611 from 61,722
Change+8,889 (+14%)
Value$1.4M (+$119.6K)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares64,612 from 61,032
Change+3,580 (+6%)
Value$1.3M (+$11.8K)
Filed 2026-10-21
Natural Investments, LLC
INCREASED
Shares45,927 from 26,043
Change+19,884 (+76%)
Value$938.3K (+$380.3K)
Filed 2026-11-06
Western Wealth Management, LLC
DECREASED
Shares41,170 from 42,119
Change-949 (-2%)
Value$841.1K (-$61.7K)
Filed 2026-11-09
Creative Planning
DECREASED
Shares33,741 from 34,601
Change-860 (-2%)
Value$689.3K (-$52.4K)
Filed 2026-11-02
Brighton Jones LLC
INCREASED
Shares31,847 from 31,312
Change+535 (+2%)
Value$650.6K (-$20.5K)
Filed 2026-11-03
RMG Wealth Management LLC
NEW
Shares22,774
Change+22,774
Value$463.6K
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares22,446 from 23,500
Change-1,054 (-4%)
Value$458.6K (-$45.2K)
Filed 2026-10-22
Moss Adams Wealth Advisors LLC
INCREASED
Shares19,701 from 17,854
Change+1,847 (+10%)
Value$402.5K (+$19.8K)
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
NEW
Shares15,637
Change+15,637
Value$319.5K
Filed 2026-10-29
Livet Wealth, LLC
INCREASED
Shares14,771 from 14,491
Change+280 (+2%)
Value$301.8K (-$8.9K)
Filed 2026-10-27
Vontobel Holding Ltd.
DECREASED
Shares13,305 from 13,618
Change-313 (-2%)
Value$271.8K (-$20.1K)
Filed 2026-10-16
Legacy Financial Advisors, Inc.
INCREASED
Shares13,045 from 12,826
Change+219 (+2%)
Value$266.5K (-$8.4K)
Filed 2026-11-09
US Bancorp \de\
DECREASED
Shares11,800 from 11,972
Change-172 (-1%)
Value$241.1K (-$15.5K)
Filed 2026-11-05
Friedenthal Financial
INCREASED
Shares9,663 from 8,956
Change+707 (+8%)
Value$197.4K (+$5.4K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares9,502 from 110
Change+9,392 (+8538%)
Value$194.1K (+$191.8K)
Filed 2026-10-08
Blueline Advisors LLC
INCREASED
Shares8,672 from 8,607
Change+65 (+1%)
Value$177.2K (-$7.3K)
Filed 2026-10-15
4Thought Financial Group Inc.
INCREASED
Shares5,878 from 5,754
Change+124 (+2%)
Value$120.1K (-$3.2K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares3,996 from 4,938
Change-942 (-19%)
Value$81.6K (-$24.2K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares2,792 from 2,777
Change+15 (+1%)
Value$57.0K (-$2.5K)
Filed 2026-10-14
Quaker Wealth Management, LLC
INCREASED
Shares2,047 from 2,044
Change+3 (+0%)
Value$41.8K (-$2.0K)
Filed 2026-10-22
Rossby Financial, LCC
INCREASED
Shares1,434 from 1,054
Change+380 (+36%)
Value$29.3K (+$6.7K)
Filed 2026-11-05
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares1,197 from 1,116
Change+81 (+7%)
Value$24.5K (+$533)
Filed 2026-10-07
Hickory Point Bank & Trust
NEW
Shares805
Change+805
Value$16.4K
Filed 2026-10-01
Kingdom Financial Group Llc.
INCREASED
Shares668 from 664
Change+4 (+1%)
Value$13.6K (-$585)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares425 from 405
Change+20 (+5%)
Value$8.7K (+$2)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares186 from 64
Change+122 (+191%)
Value$3.8K (+$2.4K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$3.4K (-$167)
Filed 2026-11-04
Harbour Investments, Inc.
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$3.3K (-$163)
Filed 2026-11-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 4,660
Change-4,660 (-100%)
Value$0 (-$99.9K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,048
Change-1,048 (-100%)
Value$0 (-$22.5K)
Filed 2026-11-06
Envestnet Asset Management Inc
N/A
Shares— from 555,064
Change-555,064 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 477,393
Change-477,393 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 202,542
Change-202,542 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 196,111
Change-196,111 (-100%)
Value—
UBS Group AG
N/A
Shares— from 127,492
Change-127,492 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 113,942
Change-113,942 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 49,408
Change-49,408 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 47,687
Change-47,687 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 34,719
Change-34,719 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 34,459
Change-34,459 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 33,103
Change-33,103 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 23,171
Change-23,171 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 21,880
Change-21,880 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,168
Change-21,168 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,408
Change-16,408 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,568
Change-15,568 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,104
Change-10,104 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 8,277
Change-8,277 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,615
Change-4,615 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 532
Change-532 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 254
Change-254 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 103
Change-103 (-100%)
Value—
FMR LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED466,943368,530+98,413+27%$7.9M$9.5M+$1.6M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED354,697331,081+23,616+7%$7.1M$7.2K-$7.1M2026-11-02
LPL Financial LLC
INCREASED174,994164,404+10,590+6%$3.5M$3.6M+$51.1K2026-11-06
rebel Financial LLC
INCREASED130,898107,818+23,080+21%$2.3M$2.7M+$363.2K2026-11-04
Stewardship Advisors, LLC
DECREASED106,780107,283-5030%$2.3M$2.2M-$118.1K2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED70,61161,722+8,889+14%$1.3M$1.4M+$119.6K2026-10-20
Assetmark, Inc
INCREASED64,61261,032+3,580+6%$1.3M$1.3M+$11.8K2026-10-21
Natural Investments, LLC
INCREASED45,92726,043+19,884+76%$558.0K$938.3K+$380.3K2026-11-06
Western Wealth Management, LLC
DECREASED41,17042,119-949-2%$902.8K$841.1K-$61.7K2026-11-09
Creative Planning
DECREASED33,74134,601-860-2%$741.7K$689.3K-$52.4K2026-11-02
Brighton Jones LLC
INCREASED31,84731,312+535+2%$671.2K$650.6K-$20.5K2026-11-03
RMG Wealth Management LLC
NEW22,774—+22,774——$463.6K—2026-10-26
Perigon Wealth Management, LLC
DECREASED22,44623,500-1,054-4%$503.7K$458.6K-$45.2K2026-10-22
Moss Adams Wealth Advisors LLC
INCREASED19,70117,854+1,847+10%$382.7K$402.5K+$19.8K2026-10-28
Grimes & Co Wealth Management, LLC
NEW15,637—+15,637——$319.5K—2026-10-29
Livet Wealth, LLC
INCREASED14,77114,491+280+2%$310.6K$301.8K-$8.9K2026-10-27
Vontobel Holding Ltd.
DECREASED13,30513,618-313-2%$291.9K$271.8K-$20.1K2026-10-16
Legacy Financial Advisors, Inc.
INCREASED13,04512,826+219+2%$274.9K$266.5K-$8.4K2026-11-09
US Bancorp \de\
DECREASED11,80011,972-172-1%$256.6K$241.1K-$15.5K2026-11-05
Friedenthal Financial
INCREASED9,6638,956+707+8%$192.0K$197.4K+$5.4K2026-10-27
Farther Finance Advisors, LLC
INCREASED9,502110+9,392+8538%$2.4K$194.1K+$191.8K2026-10-08
Blueline Advisors LLC
INCREASED8,6728,607+65+1%$184.5K$177.2K-$7.3K2026-10-15
4Thought Financial Group Inc.
INCREASED5,8785,754+124+2%$123.3K$120.1K-$3.2K2026-11-02
Fifth Third Bancorp
DECREASED3,9964,938-942-19%$105.8K$81.6K-$24.2K2026-11-05
Mather Group, Llc.
INCREASED2,7922,777+15+1%$59.5K$57.0K-$2.5K2026-10-14
Quaker Wealth Management, LLC
INCREASED2,0472,044+3+0%$43.8K$41.8K-$2.0K2026-10-22
Rossby Financial, LCC
INCREASED1,4341,054+380+36%$22.6K$29.3K+$6.7K2026-11-05
MJT & Associates Financial Advisory Group, Inc.
INCREASED1,1971,116+81+7%$23.9K$24.5K+$5332026-10-07
Hickory Point Bank & Trust
NEW805—+805——$16.4K—2026-10-01
Kingdom Financial Group Llc.
INCREASED668664+4+1%$14.2K$13.6K-$5852026-11-04
Creative Financial Designs Inc
INCREASED425405+20+5%$8.7K$8.7K+$22026-11-04
IFP Advisors, Inc
INCREASED18664+122+191%$1.4K$3.8K+$2.4K2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED16616600%$3.6K$3.4K-$1672026-11-04
Harbour Investments, Inc.
UNCHANGED16216200%$3.5K$3.3K-$1632026-11-09
AdvisorNet Financial, Inc
CLOSED04,660-4,660-100%$99.9K$0-$99.9K2026-10-15
Institute for Wealth Management, Llc.
CLOSED01,048-1,048-100%$22.5K$0-$22.5K2026-11-06
Envestnet Asset Management Inc
N/A—555,064-555,064-100%$11.9M———
Morgan Stanley
N/A—477,393-477,393-100%$10.2M———
Bank of America Corp
N/A—202,542-202,542-100%$4.3M———
SEI Investments Co
N/A—196,111-196,111-100%$4.2M———
UBS Group AG
N/A—127,492-127,492-100%$2.7M———
Wells Fargo & Company
N/A—113,942-113,942-100%$2.4M———
Vestmark Advisory Solutions, Inc.
N/A—49,408-49,408-100%$1.1M———
MML Investors Services, LLC
N/A—47,687-47,687-100%$1.0M———
Olde Wealth Management, LLC
N/A—34,719-34,719-100%$744.0K———
SageView Advisory Group, LLC
N/A—34,459-34,459-100%$738.6K———
Crux Wealth Advisors
N/A—33,103-33,103-100%$709.6K———
NewEdge Advisors, LLC
N/A—23,171-23,171-100%$496.7K———
Flow Traders U.S. LLC
N/A—21,880-21,880-100%$469.0K———
Jane Street Group, LLC
N/A—21,168-21,168-100%$453.7K———
Raymond James Financial Inc
N/A—16,408-16,408-100%$351.7K———
Cetera Investment Advisers
N/A—15,568-15,568-100%$333.7K———
Beacon Pointe Advisors, LLC
N/A—10,104-10,104-100%$216.6K———
Osaic Holdings, Inc.
N/A—8,277-8,277-100%$177.5K———
Continuum Advisory, LLC
N/A—4,615-4,615-100%$98.9K———
Financial Gravity Companies, Inc.
N/A—3,727-3,727-100%$79.9K———
Ameritas Investment Partners, Inc.
N/A—2,819-2,819-100%$60.4K———
Royal Bank of Canada
N/A—2,124-2,124-100%$46.0K———
Aptus Capital Advisors, LLC
N/A—868-868-100%$18.6K———
Rockefeller Capital Management L.P.
N/A—532-532-100%$11.4K———
Smartleaf Asset Management LLC
N/A—296-296-100%$6.4K———
Godfrey Financial Associates, Inc.
N/A—254-254-100%$5.4K———
JPMorgan Chase & Co
N/A—103-103-100%$2.2K———
FMR LLC
N/A—38-38-100%$814———
Showing 64 of 64 institutions