NUVEEN AA-BBB CLO ETF (NCLO) Institutional Ownership Changes & 13F Activity
NUVEEN AA-BBB CLO ETF (NCLO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Diversified Portfolios, Inc., Kilter Group Llc, Goldman Sachs Group Inc, Arax Advisory Partners, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mutual Advisors, Llc | Buy | +18,539 | — | 18,539 | $464.96K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +10,778 | +90.6% | 22,680 | $569.00K | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, Llc | Buy | +1,404 | +10.4% | 14,924 | $374.29K | Q2 2026 | Aug 13, 2026 |
| Trajan Wealth Llc | Sell | -339 | -3.1% | 10,519 | $263.82K | Q2 2026 | Aug 13, 2026 |
| Kilter Group Llc | Buy | +139,201 | — | 139,201 | $3.49M | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +112,052 | +31.0% | 473,007 | $11.86M | Q2 2026 | Aug 10, 2026 |
| Crescent Grove Advisors, Llc | Buy | +15,973 | — | 15,973 | $400.60K | Q2 2026 | Aug 10, 2026 |
| Lionsbridge Wealth Management Llc | Sell | -341 | -3.3% | 10,006 | $250.95K | Q2 2026 | Aug 05, 2026 |
| Diversified Portfolios, Inc. | Buy | +266,741 | +29.4% | 1,174,514 | $29.46M | Q2 2026 | Aug 04, 2026 |
| Victory Financial Group, Llc | Buy | +8,976 | — | 8,976 | $225.12K | Q2 2026 | Jul 29, 2026 |
| Flagstar Advisors Inc | Buy | +191 | +1.2% | 15,489 | $388.47K | Q2 2026 | Jul 15, 2026 |
| Sunbelt Securities, Inc. | Sell | -20,542 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Goldman Sachs Group Inc | Sell | -128,820 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Gc Wealth Management Ria, Llc | Sell | -30,000 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Jane Street Group, Llc | Sell | -60,250 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about NCLO activity
Which institutional owners are buying NCLO?
Institutional owners buying NCLO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NCLO activity?
"Buy" means an investor increased their reported position in NCLO compared to the prior reporting period. This reflects growing exposure to NUVEEN AA-BBB CLO ETF (NCLO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NCLO increasing?
Institutional interest in NCLO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.