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Equibles

NCLO · Nuveen AA-BBB CLO ETF · Holdings ETF

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$24.97 -0.08 (-0.33%)
Ex-dividend: $0.1191 · Oct 1, 2026 Return incl. dividend (before tax) +0.14%
Volume · Oct 1 30.59K Avg daily vol (3M) 45.35K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 13
Total Value: $48,445,175
Total Shares: 1,931,626

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 13 13F filers · Δ vs Mar 31, 2026
Top Holder
60.8%
Dec 2024 → Jun 2026 · range 29.7% – 66.2%
+4.0 pts
Top 5
94.7%
Dec 2024 → Jun 2026 · range 87.9% – 100.0%
+1.6 pts
Top 10
98.6%
Dec 2024 → Jun 2026 · range 98.2% – 100.0%
+0.4 pts
HHI
4,355
Dec 2024 → Jun 2026 · range 2,042 – 4,626
Highly concentrated+529

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
5
Decreased
2
Sold Out
4
Unchanged
2
Holder count: 0
Institutional value: +21.6%
Shares held: +20.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Diversified Portfolios, Inc. +266,741 1,174,514
Arax Advisory Partners +112,052 473,007
ROYAL BANK OF CANADA +10,778 22,680
Sanctuary Advisors, LLC +1,404 14,924
FLAGSTAR ADVISORS INC +191 15,489

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Lionsbridge Wealth Management LLC −341 10,006
Trajan Wealth LLC −339 10,519

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Kilter Group LLC 139,201 $3,491,161
Mutual Advisors, LLC 18,539 $464,958
Crescent Grove Advisors, LLC 15,973 $400,602
VICTORY FINANCIAL GROUP, LLC 8,976 $225,118

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
GOLDMAN SACHS GROUP INC 128,820 $3,212,126
JANE STREET GROUP, LLC 60,250 $1,502,333
GC Wealth Management RIA, LLC 30,000 $748,050
Sunbelt Securities, Inc. 20,542 $512,214
Filter: New 4 Increased 5 Reduced 2 Sold out 4 Unchanged 2
Showing 13 of 13
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Diversified Portfolios, Inc. $29,456,811 60.80% 1,174,514
Arax Advisory Partners $11,863,015 24.49% 473,007
Kilter Group LLC $3,491,161 7.21% 139,201
ROYAL BANK OF CANADA $568,814 1.17% 22,680
CHANNEL WEALTH LLC $519,156 1.07% 20,700
Mutual Advisors, LLC $464,958 0.96% 18,539
Crescent Grove Advisors, LLC $400,602 0.83% 15,973
FLAGSTAR ADVISORS INC $388,464 0.80% 15,489
Sanctuary Advisors, LLC $374,293 0.77% 14,924
Trajan Wealth LLC $263,816 0.54% 10,519
Lionsbridge Wealth Management LLC $250,950 0.52% 10,006
VICTORY FINANCIAL GROUP, LLC $225,118 0.46% 8,976
HARBOUR INVESTMENTS, INC. $178,017 0.37% 7,098