Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free NUBD Stock Alerts

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

$21.82 +0.03 (+0.14%)
As of 07/24/2026 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)
84
Total
Institutional Inflows
(last 12 months)
$86.52M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$27.93M
Get NUBD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Nuveen ESG U.S. Aggregate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

NUBD Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 A&I Financial Services LLC55,431$1.23M0.5%-4.6%0.268%
7/10/2026 Wealthcare Advisory Partners LLC32,499$719K0.0%+34.1%0.157%
7/8/2026 Colorado Capital Management Inc.161,515$3.58M1.2%+0.3%0.780%
7/7/2026 JGP Wealth Management LLC17,581$389K0.0%+16.1%0.085%
7/7/2026 CGN Advisors LLC452,900$10.03M0.7%+6.8%2.188%
7/7/2026 Boston Standard Wealth Management LLC149,955$3.31M0.5%+11.8%0.724%
7/6/2026 MJT & Associates Financial Advisory Group Inc.3,852$85K0.1%+22.7%0.019%
6/3/2026NewEdge Advisors LLC31,953$710K0.0%+20.4%0.158%
5/22/2026WNY Asset Management LLC33,350$741K0.1%N/A0.165%
5/19/2026NewEdge Advisors LLC31,952$710K0.0%+20.4%0.158%
5/19/2026Bank of America Corp DE262,959$5.84M0.0%+1.9%1.297%
5/18/2026Royal Bank of Canada133,306$2.96M0.0%+13.9%0.658%
5/13/2026Cetera Investment Advisers59,847$1.33M0.0%-2.1%0.295%
5/7/2026Koss Olinger Consulting LLC282,422$6.27M0.5%+15.6%1.393%
5/6/2026Assetmark Inc.196,158$4.36M0.0%+5.6%0.968%
5/5/2026Wealthfront Advisers LLC43,499$966K0.0%+2.4%0.215%
5/5/2026Bank of New York Mellon Corp1,644,448$36.52M0.0%+3.3%8.113%
5/5/2026Avantax Planning Partners Inc.19,400$431K0.0%-8.9%0.096%
5/2/2026Silver Oak Advisory Group Inc.102,162$2.27M1.0%-2.1%0.504%
4/29/2026Integrated Advisors Network LLC31,624$702K0.0%+156.0%0.156%
4/28/2026Westfuller Advisors LLC317,033$7.04M3.0%+0.6%1.564%
4/27/2026Kelman Lazarov Inc.31,162$692K0.1%+2.4%0.154%
4/25/2026rebel Financial LLC66,482$1.48M0.6%+76.0%0.311%
4/24/2026 First Pacific Financial1,250,326$27.77M3.6%+5.1%5.843%
4/23/2026 Etesian Wealth Advisors Inc.17,468$388K0.1%+33.9%0.082%
4/21/2026 Boston Standard Wealth Management LLC134,150$2.97M0.5%+1.6%0.627%
3/17/2026Rockefeller Capital Management L.P.93,876$2.10M0.0%+21.5%0.443%
2/19/2026Birchwood Financial Partners Inc.3,612$81K0.1%N/A0.017%
2/18/2026Beacon Pointe Advisors LLC67,020$1.50M0.0%N/A0.317%
2/18/2026NewEdge Advisors LLC26,529$593K0.0%N/A0.125%
2/18/2026Evolve Private Wealth LLC19,670$440K0.0%N/A0.093%
2/17/2026Integrated Advisors Network LLC12,353$276K0.0%+30.5%0.058%
2/17/2026Cetera Investment Advisers61,116$1.37M0.0%-18.6%0.289%
2/17/2026Townsend Financial Planning LLC29,439$658K0.7%N/A0.139%
2/17/2026Osaic Holdings Inc.36,514$816K0.0%-30.3%0.172%
2/17/2026Royal Bank of Canada117,056$2.62M0.0%-5.4%0.553%
2/16/2026Retirement Capital Strategies121,505$2.72M1.0%+13.1%0.574%
2/16/2026MML Investors Services LLC26,782$599K0.0%N/A0.127%
2/16/2026Mariner LLC34,713$776K0.0%+1.7%0.164%
2/16/2026Focus Partners Wealth315,950$7.06M0.0%-19.6%1.492%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/13/2026Kestra Advisory Services LLC3,714$83K0.0%N/A0.018%
2/13/2026UMB Bank n.a.90,268$2.02M0.0%+5.6%0.426%
2/13/2026Stifel Financial Corp23,126$517K0.0%+11.8%0.109%
2/13/2026Wells Fargo & Company MN116,733$2.61M0.0%+3.9%0.551%
2/13/2026Gerber Kawasaki Wealth & Investment Management22,211$497K0.0%+28.8%0.105%
2/12/2026Jane Street Group LLC33,365$746K0.0%+27.5%0.158%
2/12/2026Litman Gregory Wealth Management LLC64,224$1.44M0.1%+35.0%0.303%
2/12/2026Commonwealth Equity Services LLC33,722$754K0.0%-62.0%0.159%
2/12/2026Olde Wealth Management LLC92,318$2.06M0.6%-0.7%0.436%
2/11/2026LPL Financial LLC474,351$10.60M0.0%+16.0%2.241%
2/11/2026 Etesian Wealth Advisors Inc.13,050$292K0.1%-8.2%0.062%
2/10/2026WCG Wealth Advisors LLC744,182$16.64M0.5%+277.7%3.515%
2/10/2026Johnson Financial Group LLC8,951$200K0.0%N/A0.042%
2/10/2026Bank of New York Mellon Corp1,591,519$35.58M0.0%+64.1%7.518%
2/10/2026IAG Wealth Partners LLC6,039$135K0.0%+20.4%0.029%
2/10/2026Koss Olinger Consulting LLC244,218$5.46M0.4%-11.3%1.154%
2/10/2026Cherry Tree Wealth Management LLC8,759$196K0.0%-32.4%0.041%
2/9/2026Harbour Investments Inc.7,669$171K0.0%-9.4%0.036%
2/9/2026Coldstream Capital Management Inc.109,805$2.46M0.0%+6.8%0.519%
2/6/2026SGL Investment Advisors Inc.12,602$282K0.1%+4.8%0.060%
2/6/2026Kingdom Financial Group LLC.1,744$39K0.0%N/A0.008%
2/6/2026 Envestnet Portfolio Solutions Inc.823,369$18.41M0.1%-0.1%3.889%
2/5/2026 Mission Wealth Management LP24,512$548K0.0%+25.5%0.116%
2/5/2026Legacy Financial Group LLC24,115$538K0.1%-14.3%0.114%
2/5/2026Allworth Financial LP33,692$753K0.0%-7.5%0.159%
2/3/2026Silver Oak Advisory Group Inc.104,309$2.33M1.1%-2.7%0.493%
2/2/2026Millstone Evans Group LLC8,097$181K0.1%+84.5%0.038%
2/2/2026 Composition Wealth LLC293,370$6.56M0.1%+4.4%1.386%
1/30/2026Wealthfront Advisers LLC42,482$950K0.0%+1.6%0.201%
1/29/2026D.A. Davidson & CO.35,836$801K0.0%+6.0%0.171%
1/29/2026Sanctuary Advisors LLC13,341$298K0.0%+17.2%0.064%
1/28/2026 A&I Financial Services LLC53,495$1.20M0.6%+4.4%0.256%
1/27/2026 Wealth Enhancement Trust Services Inc.9,613$215K0.0%N/A0.046%
1/26/2026Kelman Lazarov Inc.30,429$680K0.1%+1.9%0.145%
1/26/2026CWM LLC6,620$148K0.0%-26.4%0.032%
1/23/2026 Farther Finance Advisors LLC2,860$64K0.0%N/A0.014%
1/23/2026 TFC Financial Management Inc.2,038$46K0.0%+59.5%0.010%
1/23/2026Natural Investments LLC15,907$355K0.1%N/A0.076%
1/23/2026Assetmark Inc.185,683$4.15M0.0%+6.9%0.888%
1/23/2026Evolution Advisers Inc.123,622$2.76M1.1%+1.8%0.591%
1/23/2026Charter Oak Capital Management LLC270,347$6.04M0.5%+11.6%1.292%
1/23/2026 Colorado Capital Management Inc.154,014$3.44M1.3%-0.3%0.736%
1/21/2026Westfuller Advisors LLC315,007$7.04M2.8%+1.3%1.506%
1/21/2026 Flagship Harbor Advisors LLC4,585$103K0.0%N/A0.022%
1/21/2026 Sensenig Capital Advisors Inc12,010$268K0.3%N/A0.057%
1/16/2026Perigon Wealth Management LLC182,840$4.09M0.1%+35.6%0.874%
1/16/2026 First Pacific Financial1,189,868$26.60M3.5%+9.8%5.688%
1/12/2026 JGP Wealth Management LLC14,798$331K0.0%N/A0.071%
1/8/2026 Wealth Enhancement Advisory Services LLC27,282$611K0.0%-13.0%0.132%
1/7/2026 Boston Standard Wealth Management LLC132,063$2.95M0.5%+6.2%0.639%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

1/5/2026 Park Avenue Securities LLC127,554$2.85M0.0%-0.8%0.617%
1/5/2026 CGN Advisors LLC407,545$9.11M0.7%+8.9%1.972%
12/2/2025Allworth Financial LP36,409$818K0.0%-1.6%0.184%
11/24/2025Cherry Tree Wealth Management LLC12,962$291K0.1%-12.6%0.065%
11/19/2025Coldstream Capital Management Inc.102,796$2.31M0.0%+112.5%0.519%
11/18/2025Tcfg Wealth Management LLC217,171$4.88M0.4%+2,143.5%1.097%
11/17/2025Measured Wealth Private Client Group LLC2,736$61K0.0%N/A0.014%
11/17/2025Focus Partners Wealth392,984$8.84M0.0%+27.1%1.985%
11/17/2025Citadel Advisors LLC133,948$3.01M0.0%+78.6%0.677%
11/17/2025Bank of America Corp DE237,185$5.33M0.0%-11.2%1.198%


NUBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 institutional investors and hedge funds held shares of Nuveen ESG U.S. Aggregate Bond ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($36.52M), First Pacific Financial ($27.77M), Cambridge Investment Research Advisors Inc. ($19.41M), Envestnet Portfolio Solutions Inc. ($18.41M), WCG Wealth Advisors LLC ($16.64M), Envestnet Asset Management Inc. ($12.68M), and LPL Financial LLC ($10.60M).Learn more on Nuveen ESG U.S. Aggregate Bond ETF's institutional investors.

Of the 116 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 ($1.22M), Bank of New York Mellon Corp ($946.01K), Stanich Group LLC ($753.49K), WCG Wealth Advisors LLC ($654.85K), Vestmark Advisory Solutions Inc. ($486.99K), Koss Olinger Consulting LLC ($420.03K), and Independent Advisor Alliance ($328.48K).

Institutional investors have bought a total of 3,871,668 shares in the last 24 months. This purchase volume represents approximately $86.52M in transactions.

Of the 41 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: Vestmark Advisory Solutions Inc. ($390.87K), Bank of America Corp DE ($198.35K), WCG Wealth Advisors LLC ($172.90K), Koss Olinger Consulting LLC ($137.61K), Focus Partners Wealth ($77.03K), Commonwealth Equity Services LLC ($54.93K), and Envestnet Asset Management Inc. ($25.66K).

Institutional investors have sold a total of 1,248,359 shares in the last 24 months. This volume of shares sold represents approximately $27.93M in transactions.


Related Companies

This page (NYSEARCA:NUBD) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel