Nuveen ESG US Aggregate BondNUBDETF
13F holders, Q3 2024 (September 30)104holders +4
9new positions
9sold out
1famous investor
$22.70avg. 13F price*
At the end of Q3 2024, 104 institutions reported holding Nuveen ESG US Aggregate Bond (NUBD) in their 13F filings, up 4 from Q2 2024. 9 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($41.2M), First Pacific Financial ($21.1M) and Cambridge Investment Research Advisors, Inc. ($20.7M). 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 (Q3 2024)
- CUSIP
- 67092P870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $9.9M |
| Exits | 9 | $2.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,977,758 shares bought and 443,838 shares sold, net +1,533,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Morgan Stanley | 0.00% | Add +9.8% | 1,815,486 | $41.2M |
| First Pacific Financial | 4.94% | Add +2835.2% | 930,869 | $21.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -11.3% | 913,441 | $20.7M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +2.3% | 686,374 | $15.6M |
| Bank of America Corp. | 0.00% | Add +0.5% | 593,238 | $13.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.6% | 589,558 | $13.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.8% | 390,070 | $8.9M |
| Koss-Olinger Consulting, LLC | 0.74% | Add +0.8% | 373,916 | $8.5M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Add +18.9% | 333,439 | $7.6M |
| LPL Financial LLC | 0.00% | Add +14.0% | 320,602 | $7.3M |
| Westfuller Advisors, LLC | 4.86% | — | 298,528 | $6.8M |
| Focus Partners Wealth | 0.02% | Reduce -0.3% | 296,616 | $6.7M |
| WCG Wealth Advisors LLC | 0.43% | Reduce -10.2% | 282,179 | $6.4M |
| CGN Advisors LLC | 0.61% | Add +39.5% | 268,073 | $6.1M |
| Charter Oak Capital Management, LLC | 0.55% | Reduce -2.4% | 257,270 | $5.8M |
| Composition Wealth, LLC | 0.12% | Add +8.3% | 224,699 | $5.1M |
| Colorado Capital Management, Inc. | 1.89% | Add +3.4% | 168,596 | $3.8M |
| Olde Wealth Management, LLC | 1.18% | Reduce -0.4% | 144,763 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.0% | 140,800 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 137,789 | $3.1M |
| Park Avenue Securities LLC | 0.03% | Reduce -8.7% | 134,802 | $3.1M |
| Silver Oak Advisory Group, Inc. | 1.47% | Add +26.5% | 126,155 | $2.9M |
| Assetmark, Inc. | 0.01% | Add +11.4% | 120,270 | $2.7M |
| Private Advisor Group, LLC | 0.02% | Add +20.4% | 109,567 | $2.5M |
| SageView Advisory Group, LLC | 0.12% | New | 106,971 | $2.4M |
| Retirement Capital Strategies | 0.95% | New | 106,388 | $2.4M |
| Mayport, LLC | 0.68% | No change | 94,104 | $2.1M |
| UMB Bank, n.a. | 0.03% | Add +30.6% | 93,998 | $2.1M |
| Boston Standard Wealth Management, LLC | 0.40% | Add +3.0% | 90,510 | $2.1M |
| UBS Group AG | 0.00% | Add +7.0% | 85,028 | $1.9M |
| Mariner, LLC | 0.00% | Add +0.4% | 83,383 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.5% | 79,685 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | New | 64,958 | $1.5M |
| Evolution Advisers, Inc. | 0.77% | Add +7.5% | 61,967 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +0.0% | 61,697 | $1.4M |
| Citadel Advisors | 0.00% | New | 58,371 | $1.3M |
| Flow Traders U.S. LLC | 0.07% | New | 58,180 | $1.3M |
| AdvisorNet Financial, Inc | 0.09% | No change | 52,500 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -0.7% | 51,426 | $1.2M |
| Lockerman Financial Group, Inc. | 1.96% | No change | 51,015 | $1.2M |
| Creative Planning | 0.00% | No change | 44,287 | $1.0M |
| Cable Hill Partners, LLC | 0.10% | Reduce -2.4% | 42,695 | $969K |
| Mission Wealth Management, LP | 0.02% | Reduce -5.4% | 42,358 | $962K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.5% | 41,192 | $935K |
| US Bancorp \de | 0.00% | Add +0.7% | 40,551 | $921K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Reduce -5.6% | 40,480 | $919K |
| JPMorgan Chase & Co. | 0.00% | Add +17.4% | 38,197 | $867K |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.0% | 38,177 | $867K |
| CX Institutional | 0.04% | Add +0.0% | 38,054 | $864K |
| Legacy Financial Group LLC | 0.16% | Add +1.4% | 37,615 | $854K |
| Diversified, LLC | 0.09% | Add +0.0% | 37,610 | $854K |
| Diversified Enterprises, LLC | 0.09% | — | 37,610 | $854K |
| IHT Wealth Management, LLC | 0.02% | Add +95.6% | 36,133 | $820K |
| Osaic Holdings, Inc. | 0.00% | Add +7.4% | 35,949 | $816K |
| Keudell/Morrison Wealth Management | 0.21% | Reduce -27.7% | 34,835 | $791K |
| Allworth Financial LP | 0.00% | Reduce -0.0% | 32,327 | $734K |
| Walkner Condon Financial Advisors LLC | 0.15% | Reduce -0.6% | 32,196 | $731K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -46.5% | 31,189 | $708K |
| Natixis Advisors, LLC | 0.00% | Add +0.1% | 30,352 | $689K |
| Gitterman Wealth Management, LLC | 0.29% | Add +0.1% | 30,353 | $689K |
| Kelman-Lazarov, Inc. | 0.12% | Add +0.3% | 29,881 | $678K |
| OneDigital Investment Advisors LLC | 0.01% | Add +124.8% | 28,612 | $649K |
| BayBridge Capital Group, LLC | 0.43% | Add +0.2% | 26,307 | $597K |
| Raymond James & Associates | 0.00% | Reduce -2.0% | 25,895 | $588K |
| Jane Street Group, LLC | 0.00% | Reduce -4.8% | 25,231 | $573K |
| Litman Gregory Wealth Management LLC | 0.05% | Reduce -46.2% | 23,839 | $541K |
| D.A. Davidson & Co. | 0.00% | Add +35.5% | 22,995 | $522K |
| LexAurum Advisors, LLC | 0.10% | Reduce -20.5% | 19,299 | $438K |
| Sandbox Financial Partners, LLC | 0.15% | Add +0.7% | 18,938 | $430K |
| Cherry Tree Wealth Management, LLC | 0.10% | Add +4.3% | 18,725 | $425K |
| Sound View Wealth Advisors Group, LLC | 0.03% | New | 17,640 | $400K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -21.4% | 17,011 | $386K |
| Bear Mountain Capital, Inc. | 0.15% | No change | 16,691 | $374K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -7.3% | 16,374 | $372K |
| Procyon Advisors, LLC | 0.02% | Reduce -8.3% | 15,715 | $357K |
| Sanctuary Advisors, LLC | 0.00% | New | 14,709 | $323K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.5% | 13,643 | $310K |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 12,547 | $285K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -3.7% | 11,985 | $272K |
| Canal Capital Management, LLC | 0.04% | Add +0.0% | 11,474 | $260K |
| WNY Asset Management, LLC | 0.03% | Add +3.6% | 11,455 | $260K |
| MML Investors Services, LLC | 0.00% | Add +0.2% | 11,022 | $250K |
| Stordahl Capital Management, Inc. | 0.06% | Add +0.2% | 10,380 | $235K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 9,895 | $225K |
| SGL Investment Advisors, Inc. | 0.11% | — | 9,588 | $210K |
| Harbour Investments, Inc. | 0.01% | Reduce -48.1% | 9,196 | $209K |
| CW Advisors, LLC | 0.00% | New | 8,818 | $200K |
| Private Trust Co. NA | 0.02% | Add +20.4% | 8,523 | $193K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.4% | 7,640 | $173K |
| FMR LLC | 0.00% | Add +10094.3% | 5,403 | $123K |
| Avior Wealth Management, LLC | 0.00% | Reduce -5.5% | 4,517 | $103K |
| Financial Gravity Companies, Inc. | 0.02% | — | 4,052 | $92K |
| Global Retirement Partners, LLC | 0.00% | Add +0.7% | 3,811 | $87K |
| IAG Wealth Partners, LLC | 0.01% | No change | 3,316 | $75K |
| Comerica Bank | 0.00% | Add +0.9% | 2,373 | $54K |
| Tidemark, LLC | 0.02% | No change | 1,925 | $44K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,000 | $23K |
| Covestor Ltd | 0.01% | Reduce -2.4% | 728 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -75.1% | 415 | $9K |
| Proffitt & Goodson Inc. | 0.00% | Add +4.7% | 404 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | New | 388 | $9K |
| WealthShield Partners, LLC | 0.00% | No change | 283 | $6K |
| Creative Financial Designs Inc. | 0.00% | Reduce -29.3% | 273 | $6K |
| Smithfield Trust Co | 0.00% | No change | 151 | $3K |
"% 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.