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

$22.00 -0.11 (-0.50%)
As of 07/11/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$105.69M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$30.55M
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NUBD Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Westfuller Advisors LLC307,916$6.85M3.9%+1.0%1.711%
7/11/2025Colorado Capital Management Inc.163,741$3.65M1.6%-7.2%0.910%
7/11/2025 UMB Bank n.a.84,741$1.89M0.0%-1.6%0.471%
7/10/2025 Charter Oak Capital Management LLC242,692$5.40M0.5%-1.5%1.348%
7/10/2025 Wealth Enhancement Advisory Services LLC31,356$692K0.0%-9.5%0.174%
7/9/2025 Lifelong Wealth Advisors Inc.19,098$425K0.1%+3.1%0.106%
7/9/2025 Sandbox Financial Partners LLC17,354$386K0.1%-6.7%0.096%
7/8/2025 Parallel Advisors LLC9,450$210K0.0%N/A0.053%
7/2/2025 Boston Standard Wealth Management LLC119,617$2.66M0.5%+36.1%0.668%
5/20/2025Focus Partners Wealth221,367$4.91M0.0%-28.3%1.223%
5/19/2025Jane Street Group LLC115,157$2.56M0.0%-56.7%0.636%
5/19/2025SageView Advisory Group LLC37,097$823K0.0%-65.4%0.205%
5/14/2025WCG Wealth Advisors LLC313,218$6.95M0.5%+2.3%1.730%
5/14/2025Gitterman Wealth Management LLC34,704$770K0.2%+13.9%0.192%
5/14/2025Flow Traders U.S. LLC16,698$370K0.0%-74.0%0.092%
5/13/2025Vestmark Advisory Solutions Inc.346,659$7.69M0.2%-5.6%1.915%
5/13/2025HighTower Advisors LLC71,047$1.58M0.0%+1.6%0.393%
5/12/2025Koss Olinger Consulting LLC381,830$8.47M0.7%+1.2%2.110%
5/9/2025Silver Oak Advisory Group Inc.119,589$2.65M1.4%-5.2%0.661%
5/9/2025Evolution Advisers Inc.116,036$2.57M1.3%+63.0%0.641%
5/9/2025SGL Investment Advisors Inc.9,884$217K0.1%N/A0.055%
5/8/2025US Bancorp DE50,698$1.13M0.0%-2.2%0.280%
5/8/2025Harbour Investments Inc.8,444$187K0.0%-6.8%0.047%
5/8/2025Sound View Wealth Advisors Group LLC18,714$415K0.0%+4.6%0.103%
5/7/2025MJT & Associates Financial Advisory Group Inc.4,271$95K0.1%N/A0.024%
5/7/2025LPL Financial LLC453,774$10.07M0.0%+2.3%2.507%
5/6/2025Assetmark Inc.147,684$3.28M0.0%+12.0%0.816%
5/5/2025WNY Asset Management LLC14,204$315K0.0%+22.5%0.077%
5/5/2025Private Advisor Group LLC83,691$1.86M0.0%-3.9%0.452%
5/2/2025Litman Gregory Wealth Management LLC55,050$1.22M0.1%+161.5%0.298%
5/2/2025Wealthfront Advisers LLC43,906$974K0.0%+3.6%0.237%
5/1/2025A&I Financial Services LLC44,383$985K0.7%+15.2%0.240%
4/30/2025Financial Gravity Asset Management Inc.4,098$91K0.0%N/A0.022%
4/30/2025Axxcess Wealth Management LLC49,397$1.10M0.0%-5.7%0.267%
4/29/2025Envestnet Asset Management Inc.566,039$12.56M0.0%-4.8%3.060%
4/29/2025Bank of New York Mellon Corp483,425$10.73M0.0%-14.6%2.613%
4/29/2025Olde Wealth Management LLC110,776$2.46M0.9%-23.2%0.599%
4/29/2025OneDigital Investment Advisors LLC33,684$747K0.0%+3.3%0.182%
4/29/2025Avantax Planning Partners Inc.32,804$728K0.0%+2.8%0.177%
4/28/2025D.A. Davidson & CO.24,889$552K0.0%+6.0%0.135%
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4/28/2025Private Trust Co. NA1,663$37K0.0%-23.1%0.009%
4/28/2025 Aaron Wealth Advisors LLC12,003$266K0.0%+21.3%0.065%
4/25/2025Westfuller Advisors LLC304,856$6.76M4.5%+1.0%1.648%
4/24/2025Etesian Wealth Advisors Inc.10,297$228K0.1%+10.6%0.056%
4/23/2025Perigon Wealth Management LLC83,128$1.84M0.0%-47.9%0.449%
4/23/2025First Pacific Financial1,047,489$23.24M4.7%+3.1%5.662%
4/23/2025Walkner Condon Financial Advisors LLC21,072$467K0.1%+44.5%0.114%
4/22/2025Cambridge Investment Research Advisors Inc.874,788$19.41M0.1%-1.1%4.729%
4/21/2025Envestnet Portfolio Solutions Inc.733,872$16.28M0.1%+3.7%3.967%
4/18/2025Colorado Capital Management Inc.176,406$3.91M1.8%+6.4%0.954%
4/17/2025Mission Wealth Management LP32,682$725K0.0%-21.4%0.177%
4/17/2025Stanich Group LLC569,691$12.64M9.3%+6.1%3.079%
4/17/2025Lockerman 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%
4/15/2025Integrated Advisors Network LLC23,688$526K0.0%N/A0.128%
4/15/2025Wealthcare Advisory Partners LLC23,175$514K0.0%+20.0%0.125%
4/14/2025Park 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%
4/14/2025LexAurum Advisors LLC15,577$346K0.1%-19.7%0.084%
4/11/2025 Sandbox Financial Partners LLC18,600$413K0.1%-2.7%0.100%
4/10/2025CGN Advisors LLC318,919$7.08M0.7%-0.5%1.715%
4/10/2025Legacy 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%
2/20/2025Westfuller 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%
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%
2/14/2025OneDigital Investment Advisors LLC32,594$710K0.0%+13.9%0.202%
2/13/2025 Lifelong Wealth Advisors Inc.18,807$410K0.2%N/A0.117%
2/13/2025Rossby 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%
2/13/2025Envestnet 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%
2/11/2025Financial 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%
2/10/2025Axxcess Wealth Management LLC52,380$1.14M0.0%+1.9%0.325%
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2/10/2025Envestnet 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%
2/7/2025Wealthfront Advisers LLC37,514$817K0.0%-1.7%0.233%
2/7/2025Avantax 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%
2/7/2025Simplicity Wealth LLC22,644$493K0.1%N/A0.141%
(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, 116 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 Nuveen ESG U.S. Aggregate Bond ETF's institutional investors.

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

Of the 104 institutional investors that purchased Nuveen ESG U.S. Aggregate Bond ETF's 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 ($492.54K), Independent Advisor Alliance ($328.48K), Westfuller Advisors LLC ($307.92K), 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 4,784,238 shares in the last 24 months. This purchase volume represents approximately $105.69M in transactions.

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

Of the 47 institutional investors that sold Nuveen ESG U.S. Aggregate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($152.23K), Envestnet Portfolio Solutions Inc. ($127.51K), Cambridge Investment Research Advisors Inc. ($102.03K), Focus Partners Wealth ($87.16K), Retirement Capital Strategies ($86.71K), Bank of New York Mellon Corp ($82.43K), and Perigon Wealth Management LLC ($76.44K).

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

Institutional investors have sold a total of 1,385,309 shares in the last 24 months. This volume of shares sold represents approximately $30.55M in transactions.


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This page (NYSEARCA:NUBD) was last updated on 7/13/2025 by MarketBeat.com Staff
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