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

$22.05 0.00 (0.00%)
As of 07/2/2026 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)
84
Total
Institutional Inflows
(last 12 months)
$86.62M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$29.15M
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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
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%
4/24/2026First Pacific Financial1,250,326$27.77M3.6%+5.1%5.843%
4/23/2026Etesian Wealth Advisors Inc.17,468$388K0.1%+33.9%0.082%
4/21/2026Boston 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%
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%
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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%
2/11/2026Etesian 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%
2/6/2026Envestnet Portfolio Solutions Inc.823,369$18.41M0.1%-0.1%3.889%
2/5/2026Mission 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%
2/2/2026Composition 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%
1/28/2026A&I Financial Services LLC53,495$1.20M0.6%+4.4%0.256%
1/27/2026Wealth 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%
1/23/2026Farther Finance Advisors LLC2,860$64K0.0%N/A0.014%
1/23/2026TFC 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%
1/23/2026Colorado 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%
1/21/2026Flagship Harbor Advisors LLC4,585$103K0.0%N/A0.022%
1/21/2026Sensenig Capital Advisors Inc12,010$268K0.3%N/A0.057%
1/16/2026Perigon Wealth Management LLC182,840$4.09M0.1%+35.6%0.874%
1/16/2026First Pacific Financial1,189,868$26.60M3.5%+9.8%5.688%
1/12/2026JGP Wealth Management LLC14,798$331K0.0%N/A0.071%
1/8/2026Wealth Enhancement Advisory Services LLC27,282$611K0.0%-13.0%0.132%
1/7/2026Boston Standard Wealth Management LLC132,063$2.95M0.5%+6.2%0.639%
1/5/2026Park Avenue Securities LLC127,554$2.85M0.0%-0.8%0.617%
1/5/2026CGN 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%
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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%
11/14/2025Creative Planning9,680$217K0.0%-27.1%0.049%
11/14/2025Olde Wealth Management LLC92,974$2.09M0.6%N/A0.470%
11/14/2025WCG Wealth Advisors LLC197,032$4.42M0.3%-46.7%0.995%
11/13/2025UBS Group AG86,511$1.94M0.0%+6.8%0.437%
11/13/2025Gerber Kawasaki Wealth & Investment Management17,238$387K0.0%+14.6%0.087%
11/13/2025Parallel Advisors LLC14,850$333K0.0%+57.1%0.075%
11/12/2025Retirement Capital Strategies107,446$2.41M0.9%-1.1%0.543%


NUBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 133 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 117 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 3,875,685 shares in the last 24 months. This purchase volume represents approximately $86.62M in transactions.

Of the 50 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 1,302,954 shares in the last 24 months. This volume of shares sold represents approximately $29.15M in transactions.



This page (NYSEARCA:NUBD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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