Nuveen ESG US Aggregate BondNUBDETF
13F holders, Q4 2025 (December 31)125holders +12
14new positions
6sold out
1famous investor
$22.35avg. 13F price*
At the end of Q4 2025, 125 institutions reported holding Nuveen ESG US Aggregate Bond (NUBD) in their 13F filings, up 12 from Q3 2025. 14 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($42.5M), Bank of New York Mellon Corp ($35.6M) and First Pacific Financial ($26.6M). 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 (Q4 2025)
- CUSIP
- 67092P870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.2M |
| Exits | 6 | $4.9M |
All 13F filers, Q3 2025 → Q4 2025: 2,222,456 shares bought and 519,414 shares sold, net +1,703,042 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Morgan Stanley | 0.00% | Add +20.5% | 1,900,775 | $42.5M |
| Bank of New York Mellon Corp | 0.01% | Add +64.1% | 1,591,519 | $35.6M |
| First Pacific Financial | 3.47% | Add +9.8% | 1,189,868 | $26.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +4.6% | 903,059 | $20.2M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -0.1% | 823,369 | $18.4M |
| WCG Wealth Advisors LLC | 0.47% | Add +277.7% | 744,182 | $16.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 576,160 | $12.9M |
| LPL Financial LLC | 0.00% | Add +16.0% | 474,351 | $10.6M |
| CGN Advisors LLC | 0.72% | Add +8.9% | 407,545 | $9.1M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Reduce -7.1% | 380,041 | $8.5M |
| Focus Partners Wealth | 0.01% | Reduce -19.6% | 315,950 | $7.1M |
| Westfuller Advisors, LLC | 2.85% | Add +1.3% | 315,007 | $7.0M |
| Composition Wealth, LLC | 0.09% | Add +4.4% | 293,370 | $6.6M |
| Charter Oak Capital Management, LLC | 0.46% | Add +11.6% | 270,347 | $6.0M |
| Bank of America Corp. | 0.00% | Add +8.8% | 258,074 | $5.8M |
| Koss-Olinger Consulting, LLC | 0.42% | Reduce -11.3% | 244,218 | $5.5M |
| Assetmark, Inc. | 0.01% | Add +6.9% | 185,683 | $4.2M |
| Perigon Wealth Management, LLC | 0.07% | Add +35.6% | 182,840 | $4.1M |
| Colorado Capital Management, Inc. | 1.29% | Reduce -0.3% | 154,014 | $3.4M |
| Boston Standard Wealth Management, LLC | 0.49% | Add +6.2% | 132,063 | $3.0M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.8% | 127,554 | $2.9M |
| Evolution Advisers, Inc. | 1.20% | Add +1.8% | 123,622 | $2.8M |
| Retirement Capital Strategies | 1.01% | Add +13.1% | 121,505 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -5.4% | 117,056 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +3.9% | 116,733 | $2.6M |
| Coldstream Capital Management Inc. | 0.03% | Add +6.8% | 109,805 | $2.5M |
| Silver Oak Advisory Group, Inc. | 1.05% | Reduce -2.7% | 104,309 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -28.5% | 95,760 | $2.1M |
| Mayport, LLC | 0.42% | No change | 94,104 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +21.5% | 93,876 | $2.1M |
| Olde Wealth Management, LLC | 0.63% | Reduce -0.7% | 92,318 | $2.1M |
| UMB Bank, n.a. | 0.03% | Add +5.6% | 90,268 | $2.0M |
| UBS Group AG | 0.00% | Reduce -4.0% | 83,076 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce 0.0% | 67,967 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 67,020 | $1.5M |
| Litman Gregory Wealth Management LLC | 0.11% | Add +35.0% | 64,224 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -18.6% | 61,116 | $1.4M |
| Citigroup Inc. | 0.00% | Add +3.2% | 55,837 | $1.2M |
| A&I Financial Services, LLC | 0.57% | Add +4.4% | 53,495 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +0.8% | 42,905 | $959K |
| Wealthfront Advisers LLC | 0.00% | Add +1.6% | 42,482 | $950K |
| US Bancorp \de | 0.00% | Reduce -10.2% | 38,606 | $863K |
| rebel Financial LLC | 0.36% | New | 37,777 | $845K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.3% | 36,514 | $816K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | No change | 36,455 | $815K |
| SageView Advisory Group, LLC | 0.03% | Reduce -0.5% | 36,039 | $806K |
| D.A. Davidson & Co. | 0.00% | Add +6.0% | 35,836 | $801K |
| Mariner, LLC | 0.00% | Add +1.7% | 34,713 | $776K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -62.0% | 33,722 | $754K |
| Allworth Financial LP | 0.00% | Reduce -7.5% | 33,692 | $753K |
| Jane Street Group, LLC | 0.00% | Add +27.5% | 33,365 | $746K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.8% | 31,729 | $709K |
| BayBridge Capital Group, LLC | 0.43% | Add +1.2% | 31,014 | $693K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.0% | 30,812 | $689K |
| Kelman-Lazarov, Inc. | 0.10% | Add +1.9% | 30,429 | $680K |
| Townsend Financial Planning, LLC | 0.66% | — | 29,439 | $658K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.0% | 27,282 | $611K |
| MML Investors Services, LLC | 0.00% | New | 26,782 | $599K |
| NewEdge Advisors, LLC | 0.00% | New | 26,529 | $593K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.1% | 24,663 | $551K |
| Mission Wealth Management, LP | 0.01% | Add +25.5% | 24,512 | $548K |
| Lockerman Financial Group, Inc. | 1.05% | Add +0.3% | 24,491 | $547K |
| Legacy Financial Group LLC | 0.07% | Reduce -14.3% | 24,115 | $538K |
| Stifel Financial Corp. | 0.00% | Add +11.8% | 23,126 | $517K |
| Raymond James Financial Inc. | 0.00% | Add +7.0% | 22,777 | $509K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +28.9% | 22,211 | $497K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.3% | 21,289 | $476K |
| Walkner Condon Financial Advisors LLC | 0.07% | No change | 20,920 | $468K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 20,404 | $456K |
| Evolve Private Wealth, LLC | 0.03% | — | 19,670 | $440K |
| Lifelong Wealth Advisors, Inc. | 0.11% | No change | 19,098 | $427K |
| Natural Investments, LLC | 0.09% | New | 15,907 | $355K |
| Parallel Advisors, LLC | 0.01% | No change | 14,850 | $332K |
| JGP Wealth Management, LLC | 0.03% | New | 14,798 | $331K |
| Davis Wealth Advisors, LLC | 0.27% | Reduce -0.0% | 14,405 | $322K |
| Canal Capital Management, LLC | 0.04% | Add +1.3% | 13,923 | $311K |
| Sanctuary Advisors, LLC | 0.00% | Add +17.2% | 13,341 | $298K |
| Etesian Wealth Advisors, Inc. | 0.09% | Reduce -8.3% | 13,050 | $292K |
| Susquehanna International Group, LLP | 0.00% | New | 12,932 | $289K |
| SGL Investment Advisors, Inc. | 0.11% | Add +4.8% | 12,602 | $282K |
| Integrated Advisors Network LLC | 0.01% | Add +30.5% | 12,353 | $276K |
| Sensenig Capital Advisors, Inc | 0.27% | — | 12,010 | $268K |
| Aaron Wealth Advisors LLC | 0.01% | No change | 12,003 | $268K |
| Avior Wealth Management, LLC | 0.01% | Add +1.3% | 11,173 | $250K |
| TCFG Wealth Management, LLC | 0.09% | No change | 9,680 | $217K |
| Creative Planning | 0.00% | No change | 9,680 | $216K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 9,635 | $215K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | — | 9,613 | $215K |
| McAdam, LLC | 0.01% | New | 9,341 | $209K |
| Stordahl Capital Management, Inc. | 0.04% | Reduce -1.8% | 9,128 | $204K |
| Johnson Financial Group, LLC | 0.01% | New | 8,951 | $200K |
| Cherry Tree Wealth Management, LLC | 0.04% | Reduce -32.4% | 8,759 | $196K |
| Millstone Evans Group, LLC | 0.11% | Add +84.5% | 8,097 | $181K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.4% | 7,669 | $171K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.1% | 7,658 | $171K |
| Rossby Financial, LCC | 0.05% | Reduce -2.0% | 7,384 | $165K |
| Cwm, LLC | 0.00% | Reduce -26.4% | 6,620 | $148K |
| IAG Wealth Partners, LLC | 0.02% | Add +20.4% | 6,039 | $135K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 4,585 | $103K |
| Private Trust Co. NA | 0.01% | No change | 4,109 | $92K |
"% 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.