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

$21.82 -0.04 (-0.18%)
As of 11:27 AM Eastern
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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)
$71.81M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$23.37M
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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
7/10/2026 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%
6/3/2026 NewEdge Advisors LLC31,953$710K0.0%+20.4%0.158%
5/22/2026WNY Asset Management LLC33,350$741K0.1%N/A0.165%
5/19/2026 NewEdge 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%
5/13/2026 Cetera Investment Advisers59,847$1.33M0.0%-2.1%0.295%
5/7/2026 Koss Olinger Consulting LLC282,422$6.27M0.5%+15.6%1.393%
5/6/2026 Assetmark Inc.196,158$4.36M0.0%+5.6%0.968%
5/5/2026 Wealthfront Advisers LLC43,499$966K0.0%+2.4%0.215%
5/5/2026 Bank of New York Mellon Corp1,644,448$36.52M0.0%+3.3%8.113%
5/5/2026 Avantax Planning Partners Inc.19,400$431K0.0%-8.9%0.096%
5/2/2026 Silver Oak Advisory Group Inc.102,162$2.27M1.0%-2.1%0.504%
4/29/2026 Integrated Advisors Network LLC31,624$702K0.0%+156.0%0.156%
4/28/2026 Westfuller Advisors LLC317,033$7.04M3.0%+0.6%1.564%
4/27/2026 Kelman 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%
2/19/2026 Birchwood Financial Partners Inc.3,612$81K0.1%N/A0.017%
2/18/2026Beacon Pointe Advisors LLC67,020$1.50M0.0%N/A0.317%
2/18/2026 NewEdge Advisors LLC26,529$593K0.0%N/A0.125%
2/18/2026 Evolve Private Wealth LLC19,670$440K0.0%N/A0.093%
2/17/2026 Integrated Advisors Network LLC12,353$276K0.0%+30.5%0.058%
2/17/2026 Cetera Investment Advisers61,116$1.37M0.0%-18.6%0.289%
2/17/2026 Townsend 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%
2/16/2026 MML Investors Services LLC26,782$599K0.0%N/A0.127%
2/16/2026Mariner LLC34,713$776K0.0%+1.7%0.164%
2/16/2026 Focus Partners Wealth315,950$7.06M0.0%-19.6%1.492%
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2/13/2026 Kestra Advisory Services LLC3,714$83K0.0%N/A0.018%
2/13/2026UMB Bank n.a.90,268$2.02M0.0%+5.6%0.426%
2/13/2026 Stifel Financial Corp23,126$517K0.0%+11.8%0.109%
2/13/2026Wells Fargo & Company MN116,733$2.61M0.0%+3.9%0.551%
2/13/2026 Gerber 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%
2/12/2026 Commonwealth Equity Services LLC33,722$754K0.0%-62.0%0.159%
2/12/2026Olde Wealth Management LLC92,318$2.06M0.6%-0.7%0.436%
2/11/2026 LPL 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%
2/10/2026 Johnson Financial Group LLC8,951$200K0.0%N/A0.042%
2/10/2026 Bank of New York Mellon Corp1,591,519$35.58M0.0%+64.1%7.518%
2/10/2026 IAG Wealth Partners LLC6,039$135K0.0%+20.4%0.029%
2/10/2026 Koss 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%
2/9/2026 Harbour 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%
2/6/2026 SGL Investment Advisors Inc.12,602$282K0.1%+4.8%0.060%
2/6/2026 Kingdom 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%
2/5/2026 Legacy Financial Group LLC24,115$538K0.1%-14.3%0.114%
2/5/2026 Allworth Financial LP33,692$753K0.0%-7.5%0.159%
2/3/2026 Silver Oak Advisory Group Inc.104,309$2.33M1.1%-2.7%0.493%
2/2/2026 Millstone Evans Group LLC8,097$181K0.1%+84.5%0.038%
2/2/2026 Composition Wealth LLC293,370$6.56M0.1%+4.4%1.386%
1/30/2026 Wealthfront Advisers LLC42,482$950K0.0%+1.6%0.201%
1/29/2026 D.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%
1/26/2026 Kelman 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%
1/23/2026 Natural Investments LLC15,907$355K0.1%N/A0.076%
1/23/2026 Assetmark Inc.185,683$4.15M0.0%+6.9%0.888%
1/23/2026 Evolution 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%
1/21/2026 Westfuller 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%
1/16/2026 Perigon 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%
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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%
12/2/2025 Allworth 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%
11/17/2025 Measured Wealth Private Client Group LLC2,736$61K0.0%N/A0.014%
11/17/2025 Focus 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, 129 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 115 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 ($916.60K), Stanich Group LLC ($753.49K), WCG Wealth Advisors LLC ($634.91K), Vestmark Advisory Solutions Inc. ($486.99K), Independent Advisor Alliance ($328.48K), and Westfuller Advisors LLC ($317.03K).

Institutional investors have bought a total of 3,210,817 shares in the last 24 months. This purchase volume represents approximately $71.81M in transactions.

Of the 31 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), Focus Partners Wealth ($77.03K), Commonwealth Equity Services LLC ($54.93K), Koss Olinger Consulting LLC ($31.06K), and Silver Oak Advisory Group Inc. ($16.70K).

Institutional investors have sold a total of 1,043,484 shares in the last 24 months. This volume of shares sold represents approximately $23.37M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:NUBD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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