Nuveen ESG US Aggregate BondNUBDETF

13F holders, Q2 2025 (June 30)
113holders −1
6new positions
7sold out
1famous investor
$22.26avg. 13F price*

At the end of Q2 2025, 113 institutions reported holding Nuveen ESG US Aggregate Bond (NUBD) in their 13F filings, down 1 from Q1 2025. 6 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($33.4M), First Pacific Financial ($23.5M) and Cambridge Investment Research Advisors, Inc. ($18.9M). 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 (Q2 2025)
CUSIP
67092P870
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 103Q1 2024Q2 2024: 100Q2 2024Q3 2024: 104Q3 2024Q4 2024: 117Q4 2024Q1 2025: 114Q1 2025Q2 2025: 113Q2 2025Q3 2025: 113Q3 2025Q4 2025: 125Q4 2025Q1 2026: 128Q1 2026Q2 2026: 124Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$4.0M
Exits7$14.8M

All 13F filers, Q1 2025 → Q2 2025: 1,167,336 shares bought and 1,287,871 shares sold, net −120,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 113 holders

Morgan Stanley 0.00% Add +7.1% 1,498,260 $33.4M
First Pacific Financial 3.46% Add +0.7% 1,054,279 $23.5M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -2.7% 851,115 $18.9M
Vestmark Advisory Solutions, Inc. 0.26% Add +130.7% 799,770 $17.8M
Envestnet Portfolio Solutions, Inc. 0.06% Add +1.0% 741,144 $16.5M
Bank of New York Mellon Corp 0.00% Add +13.7% 549,543 $12.2M
Envestnet Asset Management Inc. 0.00% Reduce -4.5% 540,378 $12.0M
LPL Financial LLC 0.00% Add +6.1% 481,528 $10.7M
WCG Wealth Advisors LLC 0.53% Add +18.1% 369,935 $8.2M
CGN Advisors LLC 0.63% Reduce -0.4% 317,556 $7.1M
Focus Partners Wealth 0.01% Add +39.6% 309,097 $6.9M
Westfuller Advisors, LLC 3.91% Add +1.0% 307,916 $6.9M
Koss-Olinger Consulting, LLC 0.50% Reduce -27.9% 275,279 $6.1M
Bank of America Corp. 0.00% Reduce -38.6% 267,188 $5.9M
Composition Wealth, LLC 0.10% Reduce -0.3% 258,840 $5.8M
Charter Oak Capital Management, LLC 0.46% Reduce -1.5% 242,692 $5.4M
Colorado Capital Management, Inc. 1.56% Reduce -7.2% 163,741 $3.6M
Assetmark, Inc. 0.01% Add +0.5% 148,439 $3.3M
Royal Bank of Canada 0.00% Add +6.3% 146,539 $3.3M
Park Avenue Securities LLC 0.03% Reduce -6.3% 123,392 $2.7M
Boston Standard Wealth Management, LLC 0.48% Add +36.1% 119,617 $2.7M
Silver Oak Advisory Group, Inc. 1.28% Reduce -0.6% 118,862 $2.6M
Evolution Advisers, Inc. 1.27% No change 116,036 $2.6M
Retirement Capital Strategies 0.96% Add +20.9% 108,626 $2.4M
Commonwealth Equity Services, LLC 0.00% Reduce -29.9% 107,443 $2.4M
Wells Fargo & Company 0.00% Reduce -4.1% 105,514 $2.3M
Mayport, LLC 0.50% No change 94,104 $2.1M
Perigon Wealth Management, LLC 0.05% Add +9.9% 91,391 $2.0M
Jane Street Group, LLC 0.00% Reduce -22.2% 89,631 $2.0M
UMB Bank, n.a. 0.03% Reduce -1.6% 84,741 $1.9M
Private Advisor Group, LLC 0.01% Reduce -2.5% 81,611 $1.8M
UBS Group AG 0.00% Add +0.7% 81,022 $1.8M
Citadel Advisors 0.00% Reduce -48.6% 74,988 $1.7M
HighTower Advisors, LLC 0.00% Reduce -2.2% 69,481 $1.5M
Susquehanna International Group, LLP 0.00% New 58,361 $1.3M
Litman Gregory Wealth Management LLC 0.10% Add +0.3% 55,194 $1.2M
A&I Financial Services, LLC 0.62% Add +11.8% 49,631 $1.1M
Coldstream Capital Management Inc. 0.02% New 48,367 $1.1M
Axxcess Wealth Management, LLC 0.03% Reduce -2.6% 48,113 $1.1M
Osaic Holdings, Inc. 0.00% Add +2736.1% 46,796 $1.0M
US Bancorp \de 0.00% Reduce -15.3% 42,947 $956K
Citigroup Inc. 0.00% Add +197.4% 42,524 $947K
Wealthfront Advisers LLC 0.00% Reduce -4.0% 42,143 $938K
Atria Investments, Inc 0.01% New 39,800 $886K
Allworth Financial LP 0.00% Reduce -4.8% 37,012 $824K
SageView Advisory Group, LLC 0.03% Reduce -2.7% 36,085 $795K
Cantor Fitzgerald Investment Advisors L.P. 0.06% Reduce -13.0% 35,492 $790K
Mariner, LLC 0.00% Reduce -1.8% 34,524 $769K
Gitterman Wealth Management, LLC 0.18% Reduce -1.4% 34,221 $762K
JPMorgan Chase & Co. 0.00% Add +0.2% 33,924 $755K
D.A. Davidson & Co. 0.01% Add +34.8% 33,556 $747K
Legacy Financial Group LLC 0.10% Reduce -6.8% 31,370 $698K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -9.5% 31,356 $692K
Rockefeller Capital Management L.P. 0.00% Add +36.6% 30,755 $685K
BayBridge Capital Group, LLC 0.44% Add +13.5% 30,567 $680K
Kelman-Lazarov, Inc. 0.11% Reduce -0.1% 30,060 $669K
OneDigital Investment Advisors LLC 0.01% Reduce -11.7% 29,751 $662K
Lockerman Financial Group, Inc. 0.74% Reduce -8.3% 24,561 $547K
Avantax Planning Partners, Inc. 0.02% Reduce -30.0% 22,952 $511K
Wealthcare Advisory Partners LLC 0.01% Reduce -3.5% 22,362 $498K
Mission Wealth Management, LP 0.01% Reduce -33.1% 21,861 $487K
Raymond James Financial Inc. 0.00% Reduce -48.9% 21,370 $476K
Walkner Condon Financial Advisors LLC 0.09% No change 21,072 $469K
Natural Investments, LLC 0.12% Reduce -19.5% 20,485 $455K
Sound View Wealth Advisors Group, LLC 0.03% Add +7.6% 20,133 $448K
Lifelong Wealth Advisors, Inc. 0.14% Add +3.1% 19,098 $425K
Sandbox Financial Partners, LLC 0.12% Reduce -6.7% 17,354 $386K
LexAurum Advisors, LLC 0.06% Add +0.9% 15,721 $350K
LongView Asset Management LLC 0.26% Reduce -31.9% 15,214 $339K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -11.9% 15,044 $335K
Integrated Advisors Network LLC 0.02% Reduce -36.7% 14,999 $334K
Cherry Tree Wealth Management, LLC 0.08% Reduce -15.7% 14,825 $330K
Davis Wealth Advisors, LLC 0.35% Reduce -27.7% 14,745 $328K
IHT Wealth Management, LLC 0.01% No change 14,652 $326K
Cetera Investment Advisers 0.00% Add +23.7% 14,036 $312K
Etesian Wealth Advisors, Inc. 0.12% Add +34.7% 13,867 $309K
Canal Capital Management, LLC 0.05% No change 13,607 $303K
Creative Planning 0.00% No change 13,280 $296K
WNY Asset Management, LLC 0.03% Reduce -7.7% 13,117 $292K
Novare Capital Management LLC 0.02% New 12,072 $269K
Aaron Wealth Advisors LLC 0.03% No change 12,003 $267K
Avior Wealth Management, LLC 0.01% Add +1.0% 10,920 $243K
SGL Investment Advisors, Inc. 0.11% Add +8.4% 10,718 $236K
Stordahl Capital Management, Inc. 0.05% Reduce -4.1% 9,920 $221K
TCFG Wealth Management, LLC 0.10% New 9,680 $215K
Stratos Wealth Partners, LTD. 0.00% Reduce -24.7% 9,635 $214K
Baird Financial Group, Inc. 0.00% Add +1.0% 9,602 $214K
Parallel Advisors, LLC 0.00% New 9,450 $210K
Harbour Investments, Inc. 0.00% No change 8,444 $188K
Cwm, LLC 0.00% Add +45.2% 7,633 $170K
Ameritas Investment Partners, Inc. 0.01% Reduce -0.4% 7,628 $170K
Rossby Financial, LCC 0.06% Reduce -28.9% 7,147 $159K
IAG Wealth Partners, LLC 0.01% Add +51.3% 5,016 $112K
Millstone Evans Group, LLC 0.07% No change 4,389 $98K
Global Retirement Partners, LLC 0.00% — 4,355 $97K
Financial Gravity Companies, Inc. 0.02% — 3,674 $82K
MJT & Associates Financial Advisory Group, Inc. 0.09% Reduce -22.2% 3,323 $74K
Quaker Wealth Management, LLC 0.02% — 2,695 $60K
Comerica Bank 0.00% Add +1.0% 2,440 $54K
Private Trust Co. NA 0.00% Add +30.0% 2,162 $48K
FMR LLC 0.00% Reduce -28.3% 2,158 $48K
Tidemark, LLC 0.01% No change 1,925 $43K
TFC Financial Management, Inc. 0.00% No change 1,111 $25K
Covestor Ltd 0.01% Reduce -1.4% 795 $18K
Bank of New Hampshire 0.00% No change 780 $17K
MAI Capital Management 0.00% No change 613 $14K
Aptus Capital Advisors, LLC 0.00% No change 436 $10K
EverSource Wealth Advisors, LLC 0.00% No change 415 $9K
Orion Capital Management LLC 0.00% No change 408 $9K
Proffitt & Goodson Inc. 0.00% Reduce -6.9% 407 $9K
Creative Financial Designs Inc. 0.00% No change 273 $6K
WealthShield Partners, LLC 0.00% No change 248 $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.