Who owns Nuveen Enhanced Yield U.S. Aggregate Bond?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NUAG from SEC Form 13F filings across 20 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 20 institutions disclosed 1.6M shares of Nuveen Enhanced Yield U.S. Aggregate Bond worth $32.8M — about 54.9% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
20
13F holders
$32.8M
value, 2026 filers
54.9%
of shares outstanding (1.6M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NUAG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 465,182 | $9.8M | 0.0% | 16.4% | +1.4% |
| 2 | LPL Financial LLC | 331,208 | $7.0M | 0.0% | 11.7% | +70.0% |
| 3 | RAYMOND JAMES FINANCIAL INC | 275,886 | $5.8M | 0.0% | 9.7% | +43.6% |
| 4 | JPMORGAN CHASE & CONEW | 133,670 | $2.8M | 0.0% | 4.7% | new |
| 5 | Prospera Financial Services Inc | 75,570 | $1.6M | 0.0% | 2.7% | +1.7% |
| 6 | Perigon Wealth Management, LLC | 65,074 | $1.4M | 0.0% | 2.3% | +8.9% |
| 7 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 40,483 | $851,233 | 0.2% | 1.4% | -2.4% |
| 8 | Apollon Financial, LLC | 30,564 | $642,663 | 0.1% | 1.1% | -8.8% |
| 9 | UBS Group AG | 27,096 | $569,748 | 0.0% | 1% | +1.6% |
| 10 | McNamara Financial Services, Inc. | 24,009 | $504,832 | 0.1% | 0.8% | -1.6% |
| 11 | CITADEL ADVISORS LLCNEW | 20,313 | $427,117 | 0.0% | 0.7% | new |
| 12 | MORGAN STANLEY | 18,159 | $381,844 | 0.0% | 0.6% | -19.0% |
| 13 | OSAIC HOLDINGS, INC. | 13,816 | $290,524 | 0.0% | 0.5% | +4.8% |
| 14 | Beaumont Financial Advisors, LLC | 11,567 | $243,217 | 0.0% | 0.4% | 0.0% |
| 15 | Integrated Wealth Concepts LLCNEW | 10,375 | $218,163 | 0.0% | 0.4% | new |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,923 | $208,649 | 0.0% | 0.3% | -60.5% |
| 17 | PRIVATE TRUST CO NANEW | 2,718 | $57,161 | 0.0% | 0.1% | new |
| 18 | Steward Partners Investment Advisory, LLC | 1,616 | $33,979 | 0.0% | 0.1% | 0.0% |
| 19 | ROTHSCHILD INVESTMENT LLC | 865 | $18,181 | 0.0% | 0% | +0.3% |
| 20 | OBSIDIAN CIO, LLC | 170 | $6,794 | 0.0% | 0% | -17.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.