Nuveen ESG US Aggregate BondNUBDETF
13F holders, Q1 2025 (March 31)114holders −3
5new positions
8sold out
1famous investor
$22.18avg. 13F price*
At the end of Q1 2025, 114 institutions reported holding Nuveen ESG US Aggregate Bond (NUBD) in their 13F filings, down 3 from Q4 2024. 5 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($31.0M), First Pacific Financial ($23.2M) and Cambridge Investment Research Advisors, Inc. ($19.4M). 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 2025)
- CUSIP
- 67092P870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.8M |
| Exits | 8 | $15.0M |
All 13F filers, Q4 2024 → Q1 2025: 453,828 shares bought and 1,848,464 shares sold, net −1,394,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| Morgan Stanley | 0.00% | Reduce -13.8% | 1,399,352 | $31.0M |
| First Pacific Financial | 4.72% | Add +3.1% | 1,047,489 | $23.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -1.1% | 874,788 | $19.4M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +3.7% | 733,872 | $16.3M |
| Stanich Group LLC | 9.35% | Add +6.1% | 569,691 | $12.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.8% | 566,039 | $12.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.6% | 483,425 | $10.7M |
| LPL Financial LLC | 0.00% | Add +2.3% | 453,774 | $10.1M |
| Bank of America Corp. | 0.00% | Reduce -26.8% | 435,538 | $9.7M |
| Koss-Olinger Consulting, LLC | 0.71% | Add +1.2% | 381,830 | $8.5M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Reduce -5.6% | 346,659 | $7.7M |
| CGN Advisors LLC | 0.69% | Reduce -0.5% | 318,919 | $7.1M |
| WCG Wealth Advisors LLC | 0.53% | Add +2.3% | 313,218 | $6.9M |
| Westfuller Advisors, LLC | 4.52% | Add +1.0% | 304,856 | $6.8M |
| Composition Wealth, LLC | 0.12% | Add +0.1% | 259,583 | $5.8M |
| Charter Oak Capital Management, LLC | 0.50% | Reduce -3.9% | 246,360 | $5.5M |
| Focus Partners Wealth | 0.01% | Reduce -28.3% | 221,367 | $4.9M |
| Colorado Capital Management, Inc. | 1.82% | Add +6.4% | 176,406 | $3.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 153,203 | $3.4M |
| Assetmark, Inc. | 0.01% | Add +12.0% | 147,684 | $3.3M |
| Citadel Advisors | 0.00% | Add +4.0% | 146,035 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 137,898 | $3.1M |
| Park Avenue Securities LLC | 0.04% | Reduce -7.0% | 131,749 | $2.9M |
| Silver Oak Advisory Group, Inc. | 1.41% | Reduce -5.2% | 119,589 | $2.7M |
| Evolution Advisers, Inc. | 1.35% | Add +63.0% | 116,036 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -56.7% | 115,157 | $2.6M |
| Olde Wealth Management, LLC | 0.87% | Reduce -23.2% | 110,776 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +42.2% | 110,072 | $2.4M |
| Mayport, LLC | 0.58% | No change | 94,104 | $2.1M |
| Retirement Capital Strategies | 0.78% | Add +356.8% | 89,873 | $2.0M |
| Boston Standard Wealth Management, LLC | 0.42% | Reduce -8.6% | 87,861 | $1.9M |
| UMB Bank, n.a. | 0.03% | Reduce -8.8% | 86,154 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.9% | 83,691 | $1.9M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -47.9% | 83,128 | $1.8M |
| UBS Group AG | 0.00% | Reduce -4.1% | 80,460 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 71,047 | $1.6M |
| Litman Gregory Wealth Management LLC | 0.10% | Add +161.5% | 55,050 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -2.3% | 50,698 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -5.7% | 49,397 | $1.1M |
| Cable Hill Partners, LLC | 0.10% | Add +2.3% | 48,367 | $1.1M |
| A&I Financial Services, LLC | 0.67% | Add +15.2% | 44,383 | $985K |
| Wealthfront Advisers LLC | 0.00% | Add +3.6% | 43,906 | $974K |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 41,843 | $928K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.07% | Add +0.4% | 40,803 | $905K |
| Allworth Financial LP | 0.00% | Reduce -0.7% | 38,893 | $855K |
| SageView Advisory Group, LLC | 0.04% | Reduce -65.4% | 37,097 | $823K |
| Mariner, LLC | 0.00% | Reduce -39.9% | 35,157 | $780K |
| Gitterman Wealth Management, LLC | 0.20% | Add +13.9% | 34,704 | $770K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.8% | 34,654 | $769K |
| JPMorgan Chase & Co. | 0.00% | Add +5.7% | 33,856 | $751K |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.3% | 33,684 | $747K |
| Legacy Financial Group LLC | 0.11% | Reduce -6.9% | 33,654 | $747K |
| Avantax Planning Partners, Inc. | 0.03% | Add +2.8% | 32,804 | $728K |
| Mission Wealth Management, LP | 0.02% | Reduce -21.4% | 32,682 | $725K |
| Kelman-Lazarov, Inc. | 0.12% | Add +0.3% | 30,087 | $667K |
| BayBridge Capital Group, LLC | 0.43% | Add +0.7% | 26,923 | $597K |
| Lockerman Financial Group, Inc. | 0.90% | Reduce -48.5% | 26,774 | $594K |
| Natural Investments, LLC | 0.16% | Reduce -1.1% | 25,454 | $564K |
| D.A. Davidson & Co. | 0.00% | Add +6.0% | 24,889 | $552K |
| Integrated Advisors Network LLC | 0.03% | New | 23,688 | $526K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +20.0% | 23,175 | $514K |
| City National Bank of Florida | 0.45% | No change | 22,644 | $502K |
| Simplicity Wealth,LLC | 0.04% | No change | 22,644 | $502K |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.7% | 22,515 | $499K |
| LongView Asset Management LLC | 0.43% | Reduce -19.3% | 22,334 | $495K |
| Captrust Financial Advisors | 0.00% | New | 21,818 | $484K |
| Walkner Condon Financial Advisors LLC | 0.09% | Add +44.5% | 21,072 | $467K |
| Davis Wealth Advisors, LLC | 0.51% | Reduce -4.5% | 20,401 | $453K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +4.6% | 18,714 | $415K |
| Sandbox Financial Partners, LLC | 0.15% | Reduce -2.7% | 18,600 | $413K |
| Lifelong Wealth Advisors, Inc. | 0.19% | Reduce -1.5% | 18,525 | $411K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 17,575 | $390K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +9.8% | 17,070 | $379K |
| Flow Traders U.S. LLC | 0.02% | Reduce -74.0% | 16,698 | $370K |
| LexAurum Advisors, LLC | 0.07% | Reduce -19.7% | 15,577 | $346K |
| IHT Wealth Management, LLC | 0.01% | Reduce -20.7% | 14,652 | $325K |
| Citigroup Inc. | 0.00% | New | 14,300 | $317K |
| WNY Asset Management, LLC | 0.04% | Add +22.5% | 14,204 | $315K |
| Canal Capital Management, LLC | 0.05% | Add +0.3% | 13,607 | $302K |
| Creative Planning | 0.00% | Reduce -43.5% | 13,280 | $295K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.3% | 12,791 | $284K |
| MML Investors Services, LLC | 0.00% | Add +0.2% | 12,026 | $267K |
| Aaron Wealth Advisors LLC | 0.03% | Add +21.3% | 12,003 | $266K |
| Cetera Investment Advisers | 0.00% | Reduce -1.8% | 11,345 | $252K |
| Avior Wealth Management, LLC | 0.01% | Add +0.6% | 10,811 | $240K |
| Stordahl Capital Management, Inc. | 0.05% | Reduce -0.4% | 10,341 | $229K |
| Etesian Wealth Advisors, Inc. | 0.10% | Add +10.6% | 10,297 | $228K |
| Rossby Financial, LCC | 0.10% | Add +2.8% | 10,054 | $222K |
| SGL Investment Advisors, Inc. | 0.11% | New | 9,884 | $217K |
| Baird Financial Group, Inc. | 0.00% | New | 9,505 | $211K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.8% | 8,444 | $187K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.3% | 7,656 | $170K |
| Cwm, LLC | 0.00% | Add +4.0% | 5,258 | $117K |
| Millstone Evans Group, LLC | 0.07% | No change | 4,389 | $97K |
| MJT & Associates Financial Advisory Group, Inc. | 0.09% | — | 4,271 | $95K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 4,098 | $91K |
| IAG Wealth Partners, LLC | 0.01% | No change | 3,316 | $74K |
| FMR LLC | 0.00% | Reduce -12.1% | 3,008 | $67K |
| Midwest Capital Advisors, LLC | 0.04% | Add +4.9% | 2,916 | $65K |
| Comerica Bank | 0.00% | Add +0.7% | 2,416 | $54K |
"% 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.