Nuveen ESG US Aggregate BondNUBDETF

13F holders, Q3 2025 (September 30)
113holders
7new positions
8sold out
1famous investor
$22.45avg. 13F price*

At the end of Q3 2025, 113 institutions reported holding Nuveen ESG US Aggregate Bond (NUBD) in their 13F filings, unchanged from Q2 2025. 7 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($35.4M), First Pacific Financial ($24.3M) and Bank of New York Mellon Corp ($21.8M). 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 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions7$5.4M
Exits8$5.9M

All 13F filers, Q2 2025 → Q3 2025: 1,417,535 shares bought and 1,103,082 shares sold, net +314,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 113 holders

Morgan Stanley 0.00% Add +5.3% 1,577,084 $35.4M
First Pacific Financial 3.38% Add +2.8% 1,083,576 $24.3M
Bank of New York Mellon Corp 0.00% Add +76.5% 969,753 $21.8M
Cambridge Investment Research Advisors, Inc. 0.05% Add +1.4% 863,300 $19.4M
Envestnet Portfolio Solutions, Inc. 0.07% Add +11.3% 824,530 $18.5M
Envestnet Asset Management Inc. 0.00% Add +4.5% 564,453 $12.7M
LPL Financial LLC 0.00% Reduce -15.1% 409,041 $9.2M
Vestmark Advisory Solutions, Inc. 0.18% Reduce -48.9% 408,896 $9.2M
Focus Partners Wealth 0.01% Add +27.1% 392,984 $8.8M
CGN Advisors LLC 0.69% Add +17.8% 374,191 $8.4M
Westfuller Advisors, LLC 3.17% Add +1.0% 310,870 $7.0M
Composition Wealth, LLC 0.09% Add +8.5% 280,930 $6.3M
Koss-Olinger Consulting, LLC 0.51% No change 275,279 $6.1M
Charter Oak Capital Management, LLC 0.43% Reduce -0.1% 242,339 $5.4M
Bank of America Corp. 0.00% Reduce -11.2% 237,185 $5.3M
WCG Wealth Advisors LLC 0.28% Reduce -46.7% 197,032 $4.4M
Stanich Group LLC 2.53% New 183,799 $4.1M
Assetmark, Inc. 0.01% Add +17.1% 173,755 $3.9M
Colorado Capital Management, Inc. 1.34% Reduce -5.7% 154,495 $3.5M
Perigon Wealth Management, LLC 0.06% Add +47.5% 134,836 $3.0M
Citadel Advisors 0.00% Add +78.6% 133,948 $3.0M
Park Avenue Securities LLC 0.02% Add +4.2% 128,624 $2.9M
Boston Standard Wealth Management, LLC 0.47% Add +4.0% 124,358 $2.8M
Royal Bank of Canada 0.00% Reduce -15.6% 123,697 $2.8M
Evolution Advisers, Inc. 1.23% Add +4.7% 121,431 $2.7M
Wells Fargo & Company 0.00% Add +6.5% 112,393 $2.5M
Retirement Capital Strategies 0.93% Reduce -1.1% 107,446 $2.4M
Silver Oak Advisory Group, Inc. 1.09% Reduce -9.8% 107,187 $2.4M
Coldstream Capital Management Inc. 0.03% Add +112.5% 102,796 $2.3M
Mayport, LLC 0.46% No change 94,104 $2.1M
Olde Wealth Management, LLC 0.64% — 92,974 $2.1M
Commonwealth Equity Services, LLC 0.00% Reduce -17.5% 88,654 $2.0M
UBS Group AG 0.00% Add +6.8% 86,511 $1.9M
UMB Bank, n.a. 0.03% Add +0.8% 85,449 $1.9M
Rockefeller Capital Management L.P. 0.00% Add +151.2% 77,266 $1.7M
Cetera Investment Advisers 0.00% Add +434.6% 75,035 $1.7M
HighTower Advisors, LLC 0.00% Reduce -2.2% 67,968 $1.5M
Citigroup Inc. 0.00% Add +27.3% 54,122 $1.2M
Osaic Holdings, Inc. 0.00% Add +11.9% 52,366 $1.2M
A&I Financial Services, LLC 0.56% Add +3.2% 51,221 $1.1M
Litman Gregory Wealth Management LLC 0.08% Reduce -13.8% 47,574 $1.1M
US Bancorp \de 0.00% Add +0.1% 42,968 $965K
Atria Investments, Inc 0.01% Add +6.9% 42,543 $955K
Wealthfront Advisers LLC 0.00% Reduce -0.8% 41,822 $939K
Gitterman Wealth Management, LLC 0.19% Add +7.4% 36,753 $825K
Cantor Fitzgerald Investment Advisors L.P. 0.06% Add +2.7% 36,455 $819K
Allworth Financial LP 0.00% Reduce -1.6% 36,409 $818K
SageView Advisory Group, LLC 0.03% Add +0.4% 36,234 $814K
Mariner, LLC 0.00% Reduce -1.1% 34,134 $766K
D.A. Davidson & Co. 0.00% Add +0.7% 33,793 $759K
JPMorgan Chase & Co. 0.00% Reduce -1.3% 33,481 $752K
OneDigital Investment Advisors LLC 0.01% Add +5.9% 31,493 $707K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.0% 31,365 $704K
BayBridge Capital Group, LLC 0.44% Add +0.3% 30,643 $688K
Kelman-Lazarov, Inc. 0.10% Reduce -0.7% 29,859 $670K
Legacy Financial Group LLC 0.08% Reduce -10.3% 28,125 $632K
Jane Street Group, LLC 0.00% Reduce -70.8% 26,172 $588K
Wealthcare Advisory Partners LLC 0.01% Add +10.4% 24,694 $555K
Lockerman Financial Group, Inc. 0.69% Reduce -0.6% 24,412 $548K
Avantax Planning Partners, Inc. 0.01% Reduce -6.9% 21,359 $480K
Raymond James Financial Inc. 0.00% Reduce -0.4% 21,281 $478K
Walkner Condon Financial Advisors LLC 0.07% Reduce -0.7% 20,920 $470K
Stifel Financial Corp. 0.00% New 20,680 $464K
Sound View Wealth Advisors Group, LLC 0.03% Add +1.4% 20,404 $458K
Mission Wealth Management, LP 0.01% Reduce -10.6% 19,534 $439K
Lifelong Wealth Advisors, Inc. 0.13% No change 19,098 $429K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +14.6% 17,238 $387K
Parallel Advisors, LLC 0.01% Add +57.1% 14,850 $333K
LexAurum Advisors, LLC 0.05% Reduce -6.3% 14,739 $331K
Davis Wealth Advisors, LLC 0.29% Reduce -2.3% 14,406 $323K
Etesian Wealth Advisors, Inc. 0.11% Add +2.6% 14,223 $319K
Canal Capital Management, LLC 0.05% Add +1.0% 13,739 $308K
Cherry Tree Wealth Management, LLC 0.06% Reduce -12.6% 12,962 $291K
Focus Partners Advisor Solutions, LLC 0.00% New 12,415 $279K
SGL Investment Advisors, Inc. 0.11% Add +12.2% 12,027 $270K
Aaron Wealth Advisors LLC 0.02% No change 12,003 $270K
Sanctuary Advisors, LLC 0.00% New 11,387 $256K
Avior Wealth Management, LLC 0.01% Add +1.0% 11,025 $248K
Creative Planning 0.00% Reduce -27.1% 9,680 $217K
TCFG Wealth Management, LLC 0.09% No change 9,680 $217K
Stratos Wealth Partners, LTD. 0.00% No change 9,635 $216K
Baird Financial Group, Inc. 0.00% No change 9,602 $216K
Integrated Advisors Network LLC 0.01% Reduce -36.9% 9,469 $213K
Stordahl Capital Management, Inc. 0.04% Reduce -6.3% 9,297 $209K
LongView Asset Management LLC 0.14% Reduce -39.0% 9,284 $208K
First National Corp. /Ma/ 0.04% New 9,274 $208K
Cwm, LLC 0.00% Add +17.8% 8,995 $202K
Harbour Investments, Inc. 0.00% Add +0.3% 8,465 $190K
Ameritas Investment Partners, Inc. 0.01% Add +0.5% 7,664 $172K
Rossby Financial, LCC 0.06% Add +5.5% 7,537 $169K
IAG Wealth Partners, LLC 0.01% No change 5,016 $113K
Millstone Evans Group, LLC 0.06% No change 4,389 $99K
Private Trust Co. NA 0.01% Add +90.1% 4,109 $92K
Financial Gravity Asset Management, Inc. 0.02% — 3,674 $83K
MJT & Associates Financial Advisory Group, Inc. 0.06% Reduce -5.5% 3,140 $71K
Measured Wealth Private Client Group, LLC 0.02% New 2,736 $61K
Quaker Wealth Management, LLC 0.02% Add +0.1% 2,697 $61K
FMR LLC 0.00% No change 2,158 $48K
Atlantic Union Bankshares Corp 0.00% New 2,090 $47K
Tidemark, LLC 0.01% No change 1,925 $43K
TFC Financial Management, Inc. 0.00% Add +15.0% 1,278 $29K
Covestor Ltd 0.01% Add +29.1% 1,026 $23K
Global Retirement Partners, LLC 0.00% Reduce -77.8% 968 $22K
Bank of New Hampshire 0.00% No change 780 $18K
MAI Capital Management 0.00% No change 613 $14K
Aptus Capital Advisors, LLC 0.00% Add +5.0% 458 $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% No change 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
Comerica Bank 0.00% Reduce -99.3% 17 $392

"% 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.