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Nuveen ESG U.S. Aggregate Bond ETF (NUBD) Institutional Ownership

$21.94 -0.04 (-0.18%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Nuveen ESG U.S. Aggregate Bond ETF (NYSEARCA:NUBD)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$105.58M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$21.74M
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NUBD Institutional Buying and Selling by Quarter

Nuveen ESG U.S. Aggregate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2025Private Advisor Group LLC83,691$1.86M0.0%-3.9%0.452%
5/2/2025 Litman Gregory Wealth Management LLC55,050$1.22M0.1%+161.5%0.298%
5/2/2025 Wealthfront Advisers LLC43,906$974K0.0%+3.6%0.237%
5/1/2025 A&I Financial Services LLC44,383$985K0.7%+15.2%0.240%
4/30/2025 Financial Gravity Asset Management Inc.4,098$91K0.0%N/A0.022%
4/30/2025 Axxcess Wealth Management LLC49,397$1.10M0.0%-5.7%0.267%
4/29/2025 Envestnet Asset Management Inc.566,039$12.56M0.0%-4.8%3.060%
4/29/2025 Bank of New York Mellon Corp483,425$10.73M0.0%-14.6%2.613%
4/29/2025 Olde Wealth Management LLC110,776$2.46M0.9%-23.2%0.599%
4/29/2025 OneDigital Investment Advisors LLC33,684$747K0.0%+3.3%0.182%
4/29/2025 Avantax Planning Partners Inc.32,804$728K0.0%+2.8%0.177%
4/28/2025 D.A. Davidson & CO.24,889$552K0.0%+6.0%0.135%
4/28/2025 Private Trust Co. NA1,663$37K0.0%-23.1%0.009%
4/28/2025 Aaron Wealth Advisors LLC12,003$266K0.0%+21.3%0.065%
4/25/2025 Westfuller Advisors LLC304,856$6.76M4.5%+1.0%1.648%
4/24/2025 Etesian Wealth Advisors Inc.10,297$228K0.1%+10.6%0.056%
4/23/2025 Perigon Wealth Management LLC83,128$1.84M0.0%-47.9%0.449%
4/23/2025 First Pacific Financial1,047,489$23.24M4.7%+3.1%5.662%
4/23/2025 Walkner Condon Financial Advisors LLC21,072$467K0.1%+44.5%0.114%
4/22/2025 Cambridge Investment Research Advisors Inc.874,788$19.41M0.1%-1.1%4.729%
4/21/2025 Envestnet Portfolio Solutions Inc.733,872$16.28M0.1%+3.7%3.967%
4/18/2025 Colorado Capital Management Inc.176,406$3.91M1.8%+6.4%0.954%
4/17/2025 Mission Wealth Management LP32,682$725K0.0%-21.4%0.177%
4/17/2025 Stanich Group LLC569,691$12.64M9.3%+6.1%3.079%
4/17/2025 Lockerman Financial Group Inc.26,774$594K0.9%-48.5%0.145%
4/16/2025 Wealth Enhancement Advisory Services LLC34,654$769K0.0%-9.8%0.187%
4/15/2025 Integrated Advisors Network LLC23,688$526K0.0%N/A0.128%
4/15/2025 Wealthcare Advisory Partners LLC23,175$514K0.0%+20.0%0.125%
4/14/2025 Park Avenue Securities LLC131,749$2.92M0.0%-7.0%0.712%
4/14/2025 Charter Oak Capital Management LLC246,360$5.47M0.5%-3.9%1.332%
4/14/2025 UMB Bank n.a.86,154$1.91M0.0%-8.7%0.466%
4/14/2025 LexAurum Advisors LLC15,577$346K0.1%-19.7%0.084%
4/11/2025 Sandbox Financial Partners LLC18,600$413K0.1%-2.7%0.100%
4/10/2025 CGN Advisors LLC318,919$7.08M0.7%-0.5%1.715%
4/10/2025 Legacy Financial Group LLC33,654$747K0.1%-6.9%0.181%
4/8/2025 Boston Standard Wealth Management LLC87,861$1.92M0.4%-8.6%0.472%
3/17/2025 Wealth Enhancement Advisory Services LLC38,417$837K0.0%-6.7%0.207%
2/20/2025 Westfuller Advisors LLC301,937$6.58M4.2%+1.1%1.623%
2/19/2025WCG Wealth Advisors LLC306,083$6.67M0.4%+8.5%1.901%
2/18/2025City National Bank of Florida MSD22,644$493K0.4%N/A0.141%
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2/17/2025Focus Partners Wealth308,530$6.72M0.0%+4.0%1.916%
2/17/2025Cetera Investment Advisers11,556$252K0.0%-7.9%0.072%
2/17/2025Citadel Advisors LLC140,383$3.06M0.0%+140.5%0.872%
2/17/2025Bank of America Corp DE594,728$12.95M0.0%+0.3%3.694%
2/14/2025Jane Street Group LLC266,118$5.80M0.0%+954.7%1.653%
2/14/2025Gerber Kawasaki Wealth & Investment Management15,543$339K0.0%-5.1%0.097%
2/14/2025IHT Wealth Management LLC18,473$402K0.0%-48.9%0.115%
2/14/2025Canal Capital Management LLC13,567$295K0.0%+18.2%0.084%
2/14/2025 OneDigital Investment Advisors LLC32,594$710K0.0%+13.9%0.202%
2/13/2025 Lifelong Wealth Advisors Inc.18,807$410K0.2%N/A0.117%
2/13/2025 Rossby Financial LCC9,777$213K0.1%N/A0.061%
2/13/2025Mariner LLC58,491$1.27M0.0%-29.9%0.363%
2/13/2025Rockefeller Capital Management L.P.18,200$396K0.0%N/A0.113%
2/13/2025Raymond James Financial Inc.40,233$876K0.0%N/A0.250%
2/13/2025 Envestnet Asset Management Inc.594,866$12.96M0.0%+0.9%3.695%
2/13/2025Wells Fargo & Company MN77,398$1.69M0.0%+25.4%0.481%
2/12/2025JPMorgan Chase & Co.32,032$698K0.0%-16.1%0.199%
2/11/2025LPL Financial LLC443,751$9.67M0.0%+38.4%2.756%
2/11/2025Millstone Evans Group LLC4,389$96K0.1%N/A0.027%
2/11/2025 Financial Network Wealth Management LLC144,272$3.14M1.1%-0.3%0.896%
2/11/2025Koss Olinger Consulting LLC377,316$8.22M0.7%+0.9%2.344%
2/10/2025 Axxcess Wealth Management LLC52,380$1.14M0.0%+1.9%0.325%
2/10/2025 Envestnet Portfolio Solutions Inc.707,582$15.41M0.1%+3.1%4.395%
2/10/2025Diversified Enterprises LLC33,623$732K0.1%-10.6%0.209%
2/10/2025Commonwealth Equity Services LLC153,801$3.35M0.0%+9.2%0.955%
2/7/2025HighTower Advisors LLC69,937$1.52M0.0%-12.2%0.434%
2/7/2025Natural Investments LLC25,741$560K0.2%N/A0.160%
2/7/2025 Wealthfront Advisers LLC37,514$817K0.0%-1.7%0.233%
2/7/2025 Avantax Planning Partners Inc.31,919$695K0.0%+2.3%0.198%
2/7/2025Retirement Capital Strategies19,675$429K0.2%-81.5%0.122%
2/7/2025Independent Advisor Alliance328,483$7.15M0.1%N/A2.040%
2/7/2025 Simplicity Wealth LLC22,644$493K0.1%N/A0.141%
2/6/2025Vestmark Advisory Solutions Inc.367,320$8M0.3%+10.2%2.281%
2/6/2025Raymond James Financial Inc.40,233$876K0.0%N/A0.250%
2/6/2025Assetmark Inc.131,829$2.87M0.0%+9.6%0.819%
2/6/2025 Mission Wealth Management LP41,582$906K0.0%-1.8%0.258%
2/5/2025US Bancorp DE51,863$1.13M0.0%+27.9%0.322%
2/5/2025 Private Trust Co. NA2,163$47K0.0%-74.6%0.013%
2/5/2025 A&I Financial Services LLC38,518$839K0.8%N/A0.239%
2/4/2025 Bank of New York Mellon Corp565,859$12.32M0.0%+45.1%3.515%
2/4/2025Midwest Capital Advisors LLC2,779$61K0.0%N/A0.017%
2/4/2025 Cherry Tree Wealth Management LLC17,575$383K0.1%-6.1%0.109%
2/3/2025Private Advisor Group LLC87,043$1.90M0.0%-20.6%0.541%
1/31/2025Global Retirement Partners LLC4,338$94K0.0%+13.8%0.027%
1/31/2025 D.A. Davidson & CO.23,478$511K0.0%+2.1%0.146%
1/30/2025 Stanich Group LLC536,741$11.69M8.7%N/A3.334%
1/30/2025 Allworth Financial LP39,151$852K0.0%+21.1%0.243%
1/30/2025 Walkner Condon Financial Advisors LLC14,578$318K0.1%-54.7%0.091%
1/29/2025Evolution Advisers Inc.71,172$1.55M0.8%+14.9%0.442%
1/27/2025 Etesian Wealth Advisors Inc.9,313$203K0.1%N/A0.058%
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1/27/2025 Stratos Wealth Partners LTD.12,622$275K0.0%+5.3%0.078%
1/27/2025 Boston Standard Wealth Management LLC96,156$2.09M0.4%+6.2%0.597%
1/24/2025 Litman Gregory Wealth Management LLC21,055$459K0.0%-11.7%0.131%
1/23/2025 Keudell Morrison Wealth Management22,050$480K0.1%-36.7%0.137%
1/22/2025 Perigon Wealth Management LLC159,568$3.44M0.1%+145.6%0.991%
1/22/2025 Charter Oak Capital Management LLC256,355$5.58M0.5%-0.4%1.592%
1/22/2025 Legacy Financial Group LLC36,164$788K0.0%-3.9%0.225%
1/21/2025 Stewardship Advisors LLC235,536$5.13M1.4%N/A1.463%
1/17/2025 Avior Wealth Management LLC10,743$234K0.0%+137.8%0.067%
1/17/2025Atomi Financial Group Inc.10,743$234K0.0%N/A0.067%
(Data available from 1/1/2016 forward)

NUBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUBD shares?

During the previous two years, 115 institutional investors and hedge funds held shares of Nuveen ESG U.S. Aggregate Bond ETF. The most heavily invested institutionals were First Pacific Financial ($23.24M), Cambridge Investment Research Advisors Inc. ($19.41M), Envestnet Portfolio Solutions Inc. ($16.28M), Bank of America Corp DE ($12.95M), Stanich Group LLC ($12.64M), Envestnet Asset Management Inc. ($12.56M), and Bank of New York Mellon Corp ($10.73M).Learn more on NUBD's institutional investors.

Which institutional investors have been buying Nuveen ESG U.S. Aggregate Bond ETF stock?

Of the 104 institutional investors that purchased Nuveen ESG U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Pacific Financial ($1.05M), Envestnet Portfolio Solutions Inc. ($846.39K), Stanich Group LLC ($569.69K), Koss Olinger Consulting LLC ($488.68K), Independent Advisor Alliance ($328.48K), Westfuller Advisors LLC ($304.86K), and Jane Street Group LLC ($240.89K).

How much institutional buying is happening at Nuveen ESG U.S. Aggregate Bond ETF?

Institutional investors have bought a total of 7,560,397 shares in the last 24 months. This purchase volume represents approximately $165.67M in transactions.

Which Nuveen ESG U.S. Aggregate Bond ETF major shareholders have been selling company stock?

Of the 57 institutional investors that sold Nuveen ESG U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($797.41K), Cambridge Investment Research Advisors Inc. ($268.53K), Envestnet Portfolio Solutions Inc. ($127.51K), Retirement Capital Strategies ($86.71K), Bank of New York Mellon Corp ($82.43K), Perigon Wealth Management LLC ($76.44K), and CX Institutional ($58.55K).

How much institutional selling is happening at Nuveen ESG U.S. Aggregate Bond ETF?

Institutional investors have sold a total of 2,241,225 shares in the last 24 months. This volume of shares sold represents approximately $48.64M in transactions.



This page (NYSEARCA:NUBD) was last updated on 5/5/2025 by MarketBeat.com Staff
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