Nuveen Intermediate Duration Quality Municipal Term Fund

NIQ • XNYS

Nuveen Intermediate Duration Quality Municipal Term Fund is a publicly traded company on XNYS, led by James Peck, with a market cap of $5.2B. As of Q3 2025, 81% of shares are held by 111 institutional investors, with ADVENT INTERNATIONAL CORP/MA as the largest holder at 50.64%.

CEOJames Peck

Market Cap$5.2B

Overview

Overview of institutional ownership in NIQ as of Q3 2025 with a market cap of $4.6B

All Institutions

Institutions: 111
Value Held: $3.8B
Shares Held: 240.0M
Avg Position: $33.9M
Median Position: $920.7K

Hedge Funds

Hedge Funds: 34
Value Held: $312.1M
Shares Held: 19.9M
Avg Position: $9.2M
Median Position: $2.1M

Ownership Breakdown

Institutional (non-HF)

74.6%

$3.5B

Hedge Funds

6.74%

$312.1M

Retail & Other

18.66%

$864.2M

Based on market cap of $4.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in NIQ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
ADVENT INTERNATIONAL CORP/MA Private Equity	Susan Anne Gentile CFO	$2.3B 47.23% of portfolio	50.64% 149.4M shares	Q3 2025 Held for 3 months	$5.0B
Kohlberg Kravis Roberts & Co. L.P. Private Equity	Joseph Yong Bae CEO	$471.4M 8.47% of portfolio	10.18% 30.0M shares	Q3 2025 Held for 3 months	$5.6B
SurgoCap Partners LP Hedge Fund•Long/Short	Mala Gopal Gaonkar CIO	$92.0M 2.61% of portfolio	1.99% 5.9M shares	Q3 2025 Held for 3 months	$3.5B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$78.8M 0.02% of portfolio	1.70% 5.0M shares	Q3 2025 Held for 3 months	$433.11B
BlackRock, Inc. Institution	Laurence D. Fink CEO	$72.7M 0.00% of portfolio	1.57% 4.6M shares	Q3 2025 Held for 3 months	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$63.2M 0.00% of portfolio	1.36% 4.0M shares	Q3 2025 Held for 3 months	$6.69T
D DnB Asset Management AS Institution	-	$58.7M 0.22% of portfolio	1.27% 3.7M shares	Q3 2025 Held for 3 months	$26.8B
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$49.9M 0.02% of portfolio	1.08% 3.2M shares	Q3 2025 Held for 3 months	$317.45B
Allspring Global Investments Holdings, LLC Long Only Manager	Francis Jon Baranko President	$42.3M 0.07% of portfolio	0.93% 2.8M shares	Q3 2025 Held for 3 months	$61.5B
WESTFIELD CAPITAL MANAGEMENT CO LP Long Only Manager	William Albert Muggia CEO	$41.3M 0.17% of portfolio	0.89% 2.6M shares	Q3 2025 Held for 3 months	$23.8B

Net Capital Flow

Institutional buying and selling activity for NIQ in Q3 2025

Traded: +$3.8B
Buyers: 111
Sellers: 0
Total Bought: +$3.8B
Total Sold: −-
Avg Position: $33.6M

Biggest Buyers

Institution	Net Bought	Current Position
ADVENT INTERNATIONAL CORP/MA Private Equity	+$2.3B +149.4M shares	$2.3B 149.4M shares
Kohlberg Kravis Roberts & Co. L.P. Private Equity	+$471.4M +30.0M shares	$471.4M 30.0M shares
SurgoCap Partners LP Hedge Fund•Long/Short	+$92.0M +5.9M shares	$92.0M 5.9M shares
AMERIPRISE FINANCIAL INC Institution	+$78.8M +5.0M shares	$78.8M 5.0M shares
BlackRock, Inc. Institution	+$72.7M +4.6M shares	$72.7M 4.6M shares
VANGUARD GROUP INC Institution	+$63.2M +4.0M shares	$63.2M 4.0M shares
D DnB Asset Management AS Institution	+$58.7M +3.7M shares	$58.7M 3.7M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$49.9M +3.2M shares	$49.9M 3.2M shares
Allspring Global Investments Holdings, LLC Long Only Manager	+$42.3M +2.8M shares	$42.3M 2.8M shares
WESTFIELD CAPITAL MANAGEMENT CO LP Long Only Manager	+$41.3M +2.6M shares	$41.3M 2.6M shares

Biggest Sellers

Institution	Net Sold	Current Position
No sellers found

Entry and Exit Activity

Institutions that initiated new positions or completely exited NIQ in Q3 2025

New Positions: 95
New Value: $3.5B
Exited Positions: 0
Exited Value: -

New Positions

Institution	Position Value
ADVENT INTERNATIONAL CORP/MA Private Equity	$2.3B 149.4M shares
Kohlberg Kravis Roberts & Co. L.P. Private Equity	$471.4M 30.0M shares
SurgoCap Partners LP Hedge Fund•Long/Short	$92.0M 5.9M shares
VANGUARD GROUP INC Institution	$63.2M 4.0M shares
D DnB Asset Management AS Institution	$58.7M 3.7M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	$49.9M 3.2M shares
WESTFIELD CAPITAL MANAGEMENT CO LP Long Only Manager	$41.3M 2.6M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$37.3M 2.4M shares
A ALKEON CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	$28.9M 1.8M shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$28.9M 1.8M shares

Exited Positions

Institution	Previous Position
No exited positions found

Options Activity

Institutions with the largest Call and Put options positions in NIQ as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with NIQ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ADVENT INTERNATIONAL CORP/MA Private Equity	Susan Anne Gentile CFO	47.23% $2.3B	50.64% 149.4M shares	Q3 2025 Held for 3 months	$5.0B
Kohlberg Kravis Roberts & Co. L.P. Private Equity	Joseph Yong Bae CEO	8.47% $471.4M	10.18% 30.0M shares	Q3 2025 Held for 3 months	$5.6B
J JNE Partners LLP Institution	-	6.40% $15.0M	0.32% 957.4K shares	Q3 2025 Held for 3 months	$234.9M
SurgoCap Partners LP Hedge Fund•Long/Short	Mala Gopal Gaonkar CIO	2.61% $92.0M	1.99% 5.9M shares	Q3 2025 Held for 3 months	$3.5B
L LB Partners LLC Hedge Fund•Multi-Strategy	Charles Pollard Cocke Managing Partner	1.96% $3.1M	0.07% 194.7K shares	Q3 2025 Held for 3 months	$155.8M
B BlueCrest Capital Management Ltd Institution	-	1.32% $16.9M	0.36% 1.1M shares	Q3 2025 Held for 3 months	$1.3B
Governors Lane LP Hedge Fund•Event Driven	Isaac Daniel Corre CIO	1.25% $8.9M	0.19% 565.3K shares	Q3 2025 Held for 3 months	$712.0M
Sandia Investment Management LP Hedge Fund•Event Driven	Timothy Joel Sichler Founder	1.20% $353.3K	0.01% 22.5K shares	Q3 2025 Held for 3 months	$29.5M
S SEVEN GRAND MANAGERS, LLC Hedge Fund•Multi-Strategy	Chris E Fahy CIO	0.75% $9.4M	0.20% 600.0K shares	Q3 2025 Held for 3 months	$1.3B
Cinctive Capital Management LP Hedge Fund•Multi-Strategy	Lawrence Joseph Sapanski Founder	0.63% $12.6M	0.27% 804.9K shares	Q3 2025 Held for 3 months	$2.0B