Nuveen ESG US Aggregate BondNUBDETF

13F holders, Q1 2026 (March 31)
128holders +3
10new positions
9sold out
1famous investor
$22.21avg. 13F price*

At the end of Q1 2026, 128 institutions reported holding Nuveen ESG US Aggregate Bond (NUBD) in their 13F filings, up 3 from Q4 2025. 10 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($43.8M), Bank of New York Mellon Corp ($36.5M) and Envestnet Asset Management Inc. ($34.2M). 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 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions10$4.9M
Exits9$19.4M

All 13F filers, Q4 2025 → Q1 2026: 1,939,037 shares bought and 1,212,083 shares sold, net +726,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 128 holders

Morgan Stanley 0.00% Add +3.7% 1,970,762 $43.8M
Bank of New York Mellon Corp 0.01% Add +3.3% 1,644,448 $36.5M
Envestnet Asset Management Inc. 0.01% Add +167.5% 1,541,188 $34.2M
First Pacific Financial 3.58% Add +5.1% 1,250,326 $27.8M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -0.1% 901,681 $20.0M
WCG Wealth Advisors LLC 0.47% Add +2.3% 761,062 $16.9M
LPL Financial LLC 0.00% Add +4.7% 496,737 $11.0M
CGN Advisors LLC 0.74% Add +4.0% 423,907 $9.4M
Composition Wealth, LLC 0.12% Add +36.8% 401,307 $8.9M
Westfuller Advisors, LLC 3.04% Add +0.6% 317,033 $7.0M
Focus Partners Wealth 0.01% Add +0.0% 316,068 $7.0M
Koss-Olinger Consulting, LLC 0.53% Add +15.6% 282,422 $6.3M
Charter Oak Capital Management, LLC 0.47% Add +0.5% 271,726 $6.0M
Bank of America Corp. 0.00% Add +1.9% 262,959 $5.8M
Perigon Wealth Management, LLC 0.08% Add +11.6% 204,065 $4.5M
Assetmark, Inc. 0.01% Add +5.6% 196,158 $4.4M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -55.0% 171,007 $3.8M
Colorado Capital Management, Inc. 1.33% Add +4.5% 160,978 $3.6M
Boston Standard Wealth Management, LLC 0.49% Add +1.6% 134,150 $3.0M
Royal Bank of Canada 0.00% Add +13.9% 133,306 $3.0M
Evolution Advisers, Inc. 1.19% Add +2.9% 127,184 $2.8M
Park Avenue Securities LLC 0.02% Reduce -0.6% 126,755 $2.8M
Wells Fargo & Company 0.00% Add +8.2% 126,249 $2.8M
Retirement Capital Strategies 1.05% Add +3.0% 125,122 $2.8M
UBS Group AG 0.00% Add +47.8% 122,743 $2.7M
Beacon Pointe Advisors, LLC 0.01% Add +66.6% 111,627 $2.5M
Coldstream Capital Management Inc. 0.03% Add +0.9% 110,792 $2.5M
Silver Oak Advisory Group, Inc. 0.98% Reduce -2.1% 102,162 $2.3M
Mayport, LLC 0.39% No change 94,104 $2.1M
Olde Wealth Management, LLC 0.65% Add +0.0% 92,355 $2.1M
UMB Bank, n.a. 0.03% Reduce -1.8% 88,642 $2.0M
Flow Traders U.S. LLC 0.06% New 79,416 $1.8M
Rockefeller Capital Management L.P. 0.00% Reduce -15.9% 78,979 $1.8M
HighTower Advisors, LLC 0.00% Add +0.5% 68,315 $1.5M
MML Investors Services, LLC 0.00% Add +149.9% 66,926 $1.5M
rebel Financial LLC 0.64% Add +76.0% 66,482 $1.5M
Goldman Sachs Group Inc. 0.00% New 64,364 $1.4M
Cetera Investment Advisers 0.00% Reduce -2.1% 59,847 $1.3M
A&I Financial Services, LLC 0.61% Add +8.6% 58,083 $1.3M
Citigroup Inc. 0.00% Add +1.6% 56,761 $1.3M
Mariner, LLC 0.00% Add +52.2% 52,826 $1.2M
Citadel Advisors 0.00% Reduce -50.2% 47,668 $1.1M
Creative Planning 0.00% Add +372.5% 45,741 $1.0M
Independent Advisor Alliance 0.01% New 43,711 $971K
Wealthfront Advisers LLC 0.00% Add +2.4% 43,499 $966K
Atria Investments, Inc 0.01% Add +0.1% 42,932 $954K
Cantor Fitzgerald Investment Advisors L.P. 0.07% Add +17.5% 42,842 $952K
OneDigital Investment Advisors LLC 0.01% Add +32.8% 42,126 $936K
Jane Street Group, LLC 0.00% Add +19.5% 39,869 $885K
US Bancorp \de 0.00% Reduce -2.0% 37,851 $841K
D.A. Davidson & Co. 0.00% Add +0.7% 36,094 $802K
SageView Advisory Group, LLC 0.03% Reduce -0.5% 35,852 $796K
Allworth Financial LP 0.00% Add +2.2% 34,432 $765K
WNY Asset Management, LLC 0.08% — 33,350 $741K
NewEdge Advisors, LLC 0.00% Add +20.4% 31,953 $710K
JPMorgan Chase & Co. 0.00% Add +3.5% 31,901 $707K
Integrated Advisors Network LLC 0.04% Add +156.0% 31,624 $702K
BayBridge Capital Group, LLC 0.43% No change 31,014 $693K
Kelman-Lazarov, Inc. 0.10% Add +2.4% 31,162 $692K
Townsend Financial Planning, LLC 0.63% Add +0.2% 29,495 $655K
Commonwealth Equity Services, LLC 0.00% Reduce -19.6% 27,103 $602K
Raymond James Financial Inc. 0.00% Add +16.2% 26,469 $588K
Mission Wealth Management, LP 0.01% Add +7.2% 26,282 $584K
Stifel Financial Corp. 0.00% Add +7.7% 24,909 $553K
Wealthcare Advisory Partners LLC 0.01% Reduce -1.7% 24,239 $538K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +1.4% 22,528 $500K
Walkner Condon Financial Advisors LLC 0.06% Add +0.5% 21,026 $467K
Legacy Financial Group LLC 0.06% Reduce -13.3% 20,913 $464K
Sound View Wealth Advisors Group, LLC 0.03% No change 20,404 $453K
Osaic Holdings, Inc. 0.00% Reduce -46.0% 19,715 $438K
Avantax Planning Partners, Inc. 0.01% Reduce -8.9% 19,400 $431K
Evolve Private Wealth, LLC 0.02% Reduce -2.0% 19,282 $428K
Lockerman Financial Group, Inc. 0.75% Reduce -23.3% 18,777 $417K
Lifelong Wealth Advisors, Inc. 0.11% Reduce -4.3% 18,280 $406K
Etesian Wealth Advisors, Inc. 0.12% Add +33.9% 17,468 $388K
Orion Porfolio Solutions, LLC 0.00% New 17,419 $387K
Natural Investments, LLC 0.08% Reduce -3.8% 15,300 $339K
JGP Wealth Management, LLC 0.04% Add +2.4% 15,146 $336K
Parallel Advisors, LLC 0.01% No change 14,850 $330K
SGL Investment Advisors, Inc. 0.12% Add +16.1% 14,627 $324K
Davis Wealth Advisors, LLC 0.27% No change 14,405 $320K
Canal Capital Management, LLC 0.04% Add +0.6% 14,008 $311K
Sanctuary Advisors, LLC 0.00% Add +3.2% 13,773 $306K
LexAurum Advisors, LLC 0.04% — 12,464 $277K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -54.5% 12,402 $275K
Aaron Wealth Advisors LLC 0.02% No change 12,003 $267K
Avior Wealth Management, LLC 0.01% Reduce -0.7% 11,091 $246K
Brighton Jones LLC 0.01% New 10,371 $230K
Cherry Tree Wealth Management, LLC 0.05% Add +15.3% 10,098 $224K
Clearview Wealth Management LLC 0.16% — 10,047 $223K
Sensenig Capital Advisors, Inc 0.23% Reduce -16.7% 10,009 $222K
TCFG Wealth Management, LLC 0.08% No change 9,680 $215K
TCFG Investment Advisors, LLC 0.08% — 9,680 $215K
Stratos Wealth Partners, LTD. 0.00% No change 9,635 $214K
Wealth Enhancement Trust Services, Inc. 0.03% No change 9,613 $214K
McAdam, LLC 0.01% Add +2.6% 9,580 $213K
Millstone Evans Group, LLC 0.11% No change 8,097 $180K
Ameritas Investment Partners, Inc. 0.01% Add +0.3% 7,681 $171K
Rossby Financial, LCC 0.03% Reduce -11.1% 6,562 $145K
Cwm, LLC 0.00% Reduce -3.0% 6,420 $143K

"% 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.

Show all 128 holders