NUVEEN - 6706EN100
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,630,611 | 12,718 | 0.0% | 0.0% | 1 | +113,993 | 7.52% | Q2 2023 | Aug 14, 2023 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,294,823 | 10,099 | 0.0% | 0.0% | 2 | +67,314 | 5.48% | Q2 2023 | Aug 14, 2023 |
| OAKTREE CAPITAL MANAGEMENT LP | History | No change | 793,641 | 6,190 | 0.08% | 0.07% | 3 | 0 | 0.0% | Q2 2023 | Aug 14, 2023 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 561,173 | 4,377 | 0.03% | 0.05% | 4 | -144,996 | -20.53% | Q2 2023 | Aug 11, 2023 |
| GOLDMAN SACHS GROUP INC | History | No change | 432,590 | 3,374 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2023 | May 14, 2024 |
| Advisors Asset Management, Inc. | History | Reduced | 374,905 | 2,924 | 0.06% | 0.08% | 6 | -105,449 | -21.95% | Q2 2023 | Aug 14, 2023 |
| Invesco Ltd. | History | Reduced | 357,860 | 2,791 | 0.0% | 0.0% | 7 | -50,237 | -12.31% | Q2 2023 | Aug 11, 2023 |
| OSAIC HOLDINGS, INC. | History | Added to | 247,836 | 1,933 | 0.0% | 0.0% | 8 | +8,319 | 3.47% | Q2 2023 | Aug 21, 2023 |
| ROYAL BANK OF CANADA | History | Added to | 247,571 | 1,931 | 0.0% | 0.0% | 9 | +958 | 0.39% | Q2 2023 | Aug 14, 2023 |
| AQR Arbitrage LLC | History | Added to | 224,550 | 1,751 | 0.08% | 0.01% | 10 | +167,812 | 295.77% | Q2 2023 | Aug 14, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 192,671 | 1,502 | 0.02% | 0.0% | 11 | +141,214 | 274.43% | Q2 2023 | Aug 07, 2023 |
| RFG Advisory, LLC | History | Reduced | 186,464 | 1,454 | 0.06% | 0.08% | 12 | -4,910 | -2.57% | Q2 2023 | Aug 03, 2023 |
| UBS Group AG | History | Reduced | 179,296 | 1,398 | 0.0% | 0.0% | 13 | -2,997 | -1.64% | Q2 2023 | Aug 11, 2023 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 141,948 | 1,107 | 0.0% | 0.0% | 14 | +2,738 | 1.97% | Q2 2023 | Aug 04, 2023 |
| AMERIPRISE FINANCIAL INC | History | Added to | 136,519 | 1,065 | 0.0% | 0.0% | 15 | +8,361 | 6.52% | Q2 2023 | Aug 14, 2023 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 134,200 | 1,046 | 0.04% | 0.05% | 16 | -1,000 | -0.74% | Q2 2023 | Aug 04, 2023 |
| WELLS FARGO & COMPANY/MN | History | Added to | 126,775 | 988 | 0.0% | 0.0% | 17 | +59,177 | 87.54% | Q2 2023 | Aug 15, 2023 |
| Saba Capital Management, L.P. | History | Added to | 118,559 | 924 | 0.02% | 0.0% | 18 | +95,183 | 407.18% | Q2 2023 | Aug 14, 2023 |
| LPL Financial LLC | History | Reduced | 95,057 | 741 | 0.0% | 0.0% | 19 | -218,165 | -69.65% | Q2 2023 | Jul 31, 2023 |
| Capital Investment Advisors, LLC | History | Reduced | 93,298 | 727 | 0.02% | 0.02% | 20 | -2,034 | -2.13% | Q2 2023 | Jul 11, 2023 |
| Cerity Partners LLC | History | Added to | 63,000 | 491 | 0.0% | 0.0% | 21 | +48,000 | 320.0% | Q2 2023 | Aug 14, 2023 |
| HighTower Advisors, LLC | History | New | 60,112 | 472 | 0.0% | — | 22 | +60,112 | New | Q2 2023 | Aug 14, 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 57,573 | 449 | 0.0% | 0.0% | 23 | +1,009 | 1.78% | Q2 2023 | Aug 10, 2023 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 56,673 | 442 | 0.01% | 0.01% | 24 | -311 | -0.55% | Q2 2023 | Aug 14, 2023 |
| Farther Finance Advisors, LLC | History | Reduced | 38,820 | 302 | 0.07% | 0.1% | 25 | -3,084 | -7.36% | Q2 2023 | May 14, 2024 |
| Sigma Planning Corp | History | Added to | 34,931 | 272 | 0.01% | 0.01% | 26 | +509 | 1.48% | Q2 2023 | Aug 02, 2023 |
| D.A. DAVIDSON & CO. | History | Reduced | 34,572 | 269 | 0.0% | 0.0% | 27 | -20,508 | -37.23% | Q2 2023 | Aug 11, 2023 |
| OPPENHEIMER & CO INC | History | Added to | 31,844 | 248 | 0.0% | 0.0% | 28 | +5,039 | 18.8% | Q2 2023 | Aug 03, 2023 |
| NewEdge Advisors, LLC | History | Added to | 25,400 | 198 | 0.0% | 0.0% | 29 | +600 | 2.42% | Q2 2023 | Aug 14, 2023 |
| Integrated Wealth Concepts LLC | History | No change | 20,383 | 158 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2023 | Aug 15, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,096 | 117 | 0.0% | 0.0% | 31 | -5,980 | -28.37% | Q2 2023 | Aug 11, 2023 |
| Apollon Wealth Management, LLC | History | Added to | 13,894 | 108 | 0.01% | 0.01% | 32 | +387 | 2.87% | Q2 2023 | Aug 04, 2023 |
| Walleye Capital LLC | History | New | 12,134 | 94 | 0.0% | — | 33 | +12,134 | New | Q2 2023 | Aug 14, 2023 |
| CULLEN/FROST BANKERS, INC. | History | No change | 12,000 | 93 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2023 | Aug 04, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,160 | 79 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2023 | Aug 11, 2023 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,638 | 67 | 0.0% | 0.0% | 36 | -18,577 | -68.26% | Q2 2023 | Aug 14, 2023 |
| Gradient Investments LLC | History | Reduced | 2,729 | 21 | 0.0% | 0.0% | 37 | -410 | -13.06% | Q2 2023 | Jul 11, 2023 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,024 | 7 | 0.0% | 0.0% | 38 | -1,333 | -56.55% | Q2 2023 | Aug 14, 2023 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 600 | 4 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2023 | Jul 26, 2023 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.01% | — | -316,735 | -100.0% | Q1 2023 | May 15, 2023 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,512 | -100.0% | Q1 2023 | May 03, 2023 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,408 | -100.0% | Q1 2023 | May 15, 2023 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -10,892 | -100.0% | Q1 2023 | May 18, 2023 |
| IFP Advisors, Inc | History | New | 57 | 0 | — | — | — | +57 | New | Q2 2023 | Aug 14, 2023 |
| SIGNATUREFD, LLC | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q2 2023 | Aug 01, 2023 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2023 | Aug 11, 2023 |