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

$21.19 +0.03 (+0.14%)
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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)
83
Total
Institutional Inflows
(last 12 months)
$81.83M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$19.66M
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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
10/13/2026Sax Wealth Advisors LLC62,059$1.31M0.0%N/A0.271%
10/13/2026Avior Wealth Management LLC11,322$240K0.0%N/A0.049%
10/13/2026JGP Wealth Management LLC27,825$589K0.1%+58.3%0.122%
10/7/2026Boston Standard Wealth Management LLC152,962$3.24M0.5%N/A0.671%
10/1/2026 Hickory Point Bank & Trust2,202$47K0.0%N/A0.010%
9/23/2026Envestnet Asset Management Inc.1,662,364$36.80M0.0%+7.9%7.291%
9/15/2026Cherry Tree Wealth Management LLC13,028$288K0.1%+29.0%0.061%
9/9/2026NewEdge Advisors LLC44,251$979K0.0%+38.5%0.208%
9/9/2026XY Planning Network Inc.143,312$3.17M0.4%N/A0.674%
9/9/2026BayBridge Capital Group LLC33,836$749K0.4%+9.1%0.159%
9/8/2026Allworth Financial LP32,844$727K0.0%-4.6%0.154%
9/2/2026Citadel Advisors LLC51,664$1.14M0.0%+8.4%0.243%
7/10/2026A&I Financial Services LLC55,431$1.23M0.5%-4.6%0.268%
7/10/2026Wealthcare Advisory Partners LLC32,499$719K0.0%+34.1%0.157%
7/8/2026Colorado Capital Management Inc.161,515$3.58M1.2%+0.3%0.780%
7/7/2026JGP Wealth Management LLC17,581$389K0.0%+16.1%0.085%
7/7/2026CGN Advisors LLC452,900$10.03M0.7%+6.8%2.188%
7/7/2026Boston Standard Wealth Management LLC149,955$3.31M0.5%+11.8%0.724%
7/6/2026MJT & 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%
4/24/2026First 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%
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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%
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%
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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%


NUBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 131 institutional investors and hedge funds held shares of Nuveen ESG U.S. Aggregate Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($36.80M), 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), and LPL Financial LLC ($10.60M).Learn more on Nuveen ESG U.S. Aggregate Bond ETF's institutional investors.

Of the 119 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 3,674,764 shares in the last 24 months. This purchase volume represents approximately $81.83M 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), WCG Wealth Advisors LLC ($172.90K), Focus Partners Wealth ($77.03K), Commonwealth Equity Services LLC ($54.93K), Koss Olinger Consulting LLC ($31.06K), Bank of America Corp DE ($30.00K), and Silver Oak Advisory Group Inc. ($16.70K).

Institutional investors have sold a total of 876,722 shares in the last 24 months. This volume of shares sold represents approximately $19.66M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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