NUGO Institutional Ownership & Shareholders
NUVEEN GROWTH OPPORTUNITIES (NUGO) is currently held by 19 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $114.28M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sei Investments Co is currently the largest disclosed institutional shareholder of NUGO tracked by InsiderSet, reporting ownership valued at approximately $43.47M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $41.75M, representing an estimated loss of -3.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed NUGO value among the investors covered in this analysis. Major shareholders include Sei Investments Co, Goelzer Investment Management, Inc., Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in NUVEEN GROWTH OPPORTUNITIES (NUGO).
This page ranks the largest institutional NUGO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
19
Total Reported Value
$114.28M
Largest Holder
Sei Investments Co
Largest Position
$43.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sei Investments Co | 0.04% | 1,004,862 | $43,470,330 | $41,752,016 | -$1,718,314 | -3.95% | |
| Goelzer Investment Management, Inc. | 1.46% | 752,454 | $33,273,516 | $31,264,464 | -$2,009,052 | -6.04% | |
| Citadel Advisors Llc | 0.01% | 535,468 | $23,164,346 | $22,248,695 | -$915,651 | -3.95% | |
| Vigil Wealth Management, Llc | 1.76% | 56,957 | $2,463,960 | $2,366,563 | -$97,397 | -3.95% | |
| Raymond James Financial Inc | 0.00% | 55,153 | $2,385,919 | $2,291,607 | -$94,312 | -3.95% | |
| Lpl Financial Llc | 0.00% | 51,766 | $2,239,397 | $2,150,877 | -$88,520 | -3.95% | |
| Goldstone Financial Group, Llc | 0.19% | 47,499 | $2,054,807 | $1,973,583 | -$81,224 | -3.95% | |
| Goldman Sachs Group Inc | 0.00% | 33,579 | $1,452,628 | $1,395,207 | -$57,421 | -3.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 31,063 | $1,387,597 | $1,290,668 | -$96,929 | -6.99% | |
| Jones Financial Companies Lllp | 0.00% | 20,919 | $855,169 | $869,184 | +$14,015 | +1.64% | |
| Natixis Advisors, Llc | 0.00% | 12,294 | $531,000 | $510,816 | -$20,184 | -3.80% | |
| Two Sigma Investments, Lp | 0.00% | 5,571 | $241,001 | $231,475 | -$9,526 | -3.95% | |
| Vise Technologies, Inc. | 0.00% | 5,320 | $235,250 | $221,046 | -$14,204 | -6.04% | |
| Shp Wealth Management | 0.02% | 5,179 | $224,044 | $215,187 | -$8,857 | -3.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,704 | $208,020 | $195,451 | -$12,569 | -6.04% | |
| Parallel Advisors, Llc | 0.00% | 1,068 | $46,202 | $44,375 | -$1,827 | -3.95% | |
| Blue Trust, Inc. | 0.00% | 492 | $21,756 | $20,443 | -$1,313 | -6.04% | |
| Osaic Holdings, Inc. | 0.00% | 500 | $21,630 | $20,775 | -$855 | -3.95% | |
| Morgan Stanley | 0.00% | 1 | $56 | $42 | -$14 | -25.80% |
Frequently asked questions about NUGO
Who are the largest institutional holders of NUGO?
The largest institutional holders of NUGO reported in the latest SEC Form 13F filings include Sei Investments Co, Goelzer Investment Management, Inc., Citadel Advisors Llc, Vigil Wealth Management, Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported NUGO position.
What is NUGO institutional ownership?
This page tracks NUGO positions reported by institutional investment managers through SEC Form 13F. NUVEEN GROWTH OPPORTUNITIES (NUGO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NUGO?
InsiderSet currently tracks 19 institutional managers reporting NUGO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NUGO shareholders.
How much NUGO stock do institutions own?
Institutional investment managers disclosed approximately $114.28M in NUGO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NUGO institutional ownership last updated?
The latest NUGO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NUGO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NUGO position after the reporting date.
Are institutions buying or selling NUGO?
Institutional buying and selling can be analyzed by comparing NUGO positions across consecutive 13F reporting periods. InsiderSet's NUGO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NUGO ownership changes.
How has NUGO institutional ownership changed over time?
InsiderSet tracks NUGO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.