Nuveen ESG US Aggregate BondNUBDETF
13F holders, Q1 2024 (March 31)103holders
1famous investor
$21.96avg. 13F price*
At the end of Q1 2024, 103 institutions reported holding Nuveen ESG US Aggregate Bond (NUBD) in their 13F filings. The largest holders were Cambridge Investment Research Advisors, Inc. ($24.7M), Morgan Stanley ($20.0M) and Envestnet Portfolio Solutions, Inc. ($17.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen ESG US Aggregate Bond
- Filed as
- NUSHARES ETF TR (Q1 2024)
- CUSIP
- 67092P870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.2M |
| Exits | 4 | $7.6M |
Ownership 103 holders
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +0.2% | 1,123,056 | $24.7M |
| Morgan Stanley | 0.00% | Add +33.3% | 908,471 | $20.0M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -0.0% | 798,624 | $17.5M |
| Bank of America Corp. | 0.00% | Add +32.3% | 599,332 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.3% | 584,797 | $12.8M |
| Bank of New York Mellon Corp | 0.00% | Add +22.8% | 412,788 | $9.1M |
| WCG Wealth Advisors LLC | 0.54% | Add +8.0% | 294,158 | $6.5M |
| Focus Partners Wealth | 0.05% | Add +6.3% | 288,482 | $6.3M |
| Charter Oak Capital Management, LLC | 0.63% | Add +10.0% | 269,545 | $5.9M |
| Vestmark Advisory Solutions, Inc. | 0.24% | Add +17.7% | 254,328 | $5.6M |
| LPL Financial LLC | 0.00% | Add +10.4% | 248,888 | $5.5M |
| Composition Wealth, LLC | 0.10% | Add +31.2% | 178,419 | $3.9M |
| Colorado Capital Management, Inc. | 1.85% | Add +7.2% | 145,801 | $3.2M |
| Park Avenue Securities LLC | 0.04% | Add +20.2% | 144,773 | $3.2M |
| Olde Wealth Management, LLC | 1.49% | Reduce -1.9% | 145,783 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +21.1% | 115,830 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.7% | 112,359 | $2.5M |
| Assetmark, Inc. | 0.01% | Add +1.0% | 110,689 | $2.4M |
| Private Advisor Group, LLC | 0.02% | Add +4.4% | 109,963 | $2.4M |
| Silver Oak Advisory Group, Inc. | 1.21% | Reduce -3.1% | 97,865 | $2.2M |
| Mayport, LLC | 0.79% | No change | 94,104 | $2.1M |
| Creative Planning | 0.00% | Reduce -40.6% | 93,512 | $2.1M |
| UMB Bank, n.a. | 0.03% | Reduce -1.1% | 91,704 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.3% | 91,019 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +123.1% | 89,732 | $2.0M |
| Mariner, LLC | 0.00% | Add +4.5% | 82,880 | $1.8M |
| Boston Standard Wealth Management, LLC | 0.40% | Add +7.3% | 80,885 | $1.8M |
| CGN Advisors LLC | 0.21% | Add +10.4% | 76,812 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.8% | 76,267 | $1.7M |
| UBS Group AG | 0.00% | Add +8.5% | 76,090 | $1.7M |
| Avantax Planning Partners, Inc. | 0.04% | Add +0.8% | 60,553 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 59,168 | $1.3M |
| US Bancorp \de | 0.00% | Add +22.7% | 58,162 | $1.3M |
| Lockerman Financial Group, Inc. | 2.44% | Add +10.8% | 58,156 | $1.3M |
| Northern Trust Corp. | 0.00% | New | 58,000 | $1.3M |
| AdvisorNet Financial, Inc | 0.11% | Add +2.2% | 53,425 | $1.2M |
| Evolution Advisers, Inc. | 0.66% | Add +13.0% | 51,210 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +3.9% | 51,146 | $1.1M |
| Keudell/Morrison Wealth Management | 0.33% | Add +16.4% | 49,890 | $1.1M |
| CX Institutional | 0.05% | Add +14.5% | 48,281 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 45,561 | $1.0M |
| Litman Gregory Wealth Management LLC | 0.09% | No change | 44,276 | $973K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.6% | 42,467 | $933K |
| Cable Hill Partners, LLC | 0.11% | No change | 42,087 | $929K |
| Mission Wealth Management, LP | 0.02% | Add +11.7% | 42,247 | $928K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.07% | Reduce -15.1% | 42,052 | $924K |
| Raymond James & Associates | 0.00% | Add +6.2% | 37,553 | $825K |
| Legacy Financial Group LLC | 0.16% | New | 36,257 | $797K |
| Wealthfront Advisers LLC | 0.00% | Add +7.6% | 35,729 | $785K |
| Walkner Condon Financial Advisors LLC | 0.16% | Add +0.2% | 34,102 | $749K |
| Procyon Advisors, LLC | 0.06% | Reduce -43.6% | 33,793 | $742K |
| Natixis Advisors, LLC | 0.00% | Reduce -46.6% | 31,614 | $695K |
| Gitterman Wealth Management, LLC | 0.27% | Reduce -46.6% | 31,615 | $695K |
| First Pacific Financial | 0.19% | Add +56.9% | 31,439 | $691K |
| Kelman-Lazarov, Inc. | 0.13% | Reduce -0.9% | 29,170 | $641K |
| Allworth Financial LP | 0.00% | Add +5.3% | 27,411 | $602K |
| BayBridge Capital Group, LLC | 0.47% | Add +10.9% | 25,453 | $545K |
| Old Mission Capital LLC | 0.01% | Add +109.2% | 22,921 | $504K |
| Citadel Advisors | 0.00% | New | 22,035 | $484K |
| LexAurum Advisors, LLC | 0.12% | Add +7.7% | 21,245 | $467K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +4.4% | 20,734 | $456K |
| Sandbox Financial Partners, LLC | 0.18% | Reduce -5.6% | 19,626 | $431K |
| IHT Wealth Management, LLC | 0.02% | New | 19,386 | $426K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.4% | 18,068 | $397K |
| Cherry Tree Wealth Management, LLC | 0.10% | Add +19.8% | 17,956 | $394K |
| D.A. Davidson & Co. | 0.00% | Add +0.5% | 16,971 | $373K |
| Bear Mountain Capital, Inc. | 0.15% | No change | 16,691 | $358K |
| Cetera Investment Advisers | 0.00% | New | 14,459 | $318K |
| Seeds Investor LLC | 0.29% | Reduce -42.9% | 14,080 | $309K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +16.2% | 13,578 | $298K |
| Legacy Financial Advisors, Inc. | 0.05% | New | 13,375 | $294K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 13,195 | $290K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.4% | 12,432 | $273K |
| Canal Capital Management, LLC | 0.04% | No change | 11,350 | $249K |
| WNY Asset Management, LLC | 0.04% | Reduce -1.5% | 11,210 | $246K |
| MML Investors Services, LLC | 0.00% | Reduce -16.1% | 10,758 | $236K |
| Journey Strategic Wealth LLC | 0.01% | New | 10,603 | $233K |
| Stordahl Capital Management, Inc. | 0.06% | No change | 10,229 | $225K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -3.1% | 9,965 | $219K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 9,300 | $204K |
| Financial Gravity Asset Management, Inc. | 0.05% | No change | 8,454 | $188K |
| Private Trust Co. NA | 0.02% | Add +32.7% | 7,882 | $173K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.3% | 7,575 | $166K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 4,444 | $98K |
| Global Retirement Partners, LLC | 0.00% | Add +3.0% | 3,784 | $83K |
| IAG Wealth Partners, LLC | 0.01% | No change | 2,799 | $61K |
| Comerica Bank | 0.00% | Add +2.2% | 2,330 | $51K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -72.3% | 2,062 | $45K |
| Tidemark, LLC | 0.02% | No change | 1,925 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,666 | $36K |
| Franklin Resources Inc. | 0.00% | Add +1.2% | 1,158 | $25K |
| CGC Financial Services, LLC | 0.01% | Reduce -98.0% | 1,151 | $25K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,000 | $22K |
| Covestor Ltd | 0.01% | Add +7.4% | 670 | $15K |
| Orion Capital Management LLC | 0.01% | New | 593 | $13K |
| Proffitt & Goodson Inc. | 0.00% | No change | 386 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 328 | $7K |
| Avior Wealth Management, LLC | 0.00% | New | 298 | $7K |
| WealthShield Partners, LLC | 0.00% | No change | 283 | $6K |
| FMR LLC | 0.00% | New | 183 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 139 | $3K |
| Smithfield Trust Co | 0.00% | No change | 151 | $3K |
| Horizon Investments, LLC | 0.00% | New | 89 | $2K |
"% of holder's portfolio" is NUBD's weight in each manager's 13F, not the share of Nuveen ESG US Aggregate Bond the manager owns.