Nuveen ESG US Aggregate BondNUBDETF

13F holders, Q2 2026 (June 30)
124holders −4
9new positions
10sold out
1famous investor
$22.13avg. 13F price*

At the end of Q2 2026, 124 institutions reported holding Nuveen ESG US Aggregate Bond (NUBD) in their 13F filings, down 4 from Q1 2026. 9 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($45.9M), Bank of New York Mellon Corp ($38.2M) and Envestnet Asset Management Inc. ($36.8M). 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 (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions9$10.2M
Exits10$4.6M

All 13F filers, Q1 2026 → Q2 2026: 1,226,287 shares bought and 1,974,355 shares sold, net −748,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 124 holders

Morgan Stanley 0.00% Add +5.2% 2,073,233 $45.9M
Bank of New York Mellon Corp 0.01% Add +5.0% 1,726,746 $38.2M
Envestnet Asset Management Inc. 0.01% Add +7.9% 1,662,364 $36.8M
Cambridge Investment Research Advisors, Inc. 0.05% Add +4.8% 945,022 $20.9M
WCG Wealth Advisors LLC 0.28% Reduce -29.1% 539,366 $11.9M
LPL Financial LLC 0.00% Add +4.5% 519,090 $11.5M
CGN Advisors LLC 0.73% Add +6.8% 452,900 $10.0M
Composition Wealth, LLC 0.11% Add +6.2% 426,103 $9.4M
Westfuller Advisors, LLC 2.52% Reduce -1.2% 313,124 $6.9M
Focus Partners Wealth 0.01% Reduce -1.9% 310,210 $6.9M
Koss-Olinger Consulting, LLC 0.52% Add +7.0% 302,281 $6.7M
Bank of America Corp. 0.00% Reduce -0.6% 261,325 $5.8M
Mercer Global Advisors Inc. 0.01% New 236,677 $5.2M
JPMorgan Chase & Co. 0.00% Add +539.9% 204,117 $4.5M
Perigon Wealth Management, LLC 0.06% Reduce -9.4% 184,954 $4.1M
Assetmark, Inc. 0.01% Reduce -8.4% 179,602 $4.0M
Colorado Capital Management, Inc. 1.22% Add +0.3% 161,515 $3.6M
Boston Standard Wealth Management, LLC 0.48% Add +11.8% 149,955 $3.3M
XY Planning Network, Inc. 0.40% New 143,312 $3.2M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -16.4% 143,046 $3.2M
Park Avenue Securities LLC 0.02% Add +6.2% 134,567 $3.0M
Beacon Pointe Advisors, LLC 0.01% Add +13.8% 127,066 $2.8M
Evolution Advisers, Inc. 1.02% Reduce -1.0% 125,902 $2.8M
Retirement Capital Strategies 0.96% Add +0.1% 125,258 $2.8M
Wells Fargo & Company 0.00% Reduce -8.8% 115,102 $2.5M
UBS Group AG 0.00% Reduce -6.7% 114,583 $2.5M
Royal Bank of Canada 0.00% Reduce -16.3% 111,560 $2.5M
Silver Oak Advisory Group, Inc. 0.89% Reduce -0.4% 101,739 $2.3M
Mayport, LLC 0.32% No change 94,104 $2.1M
Olde Wealth Management, LLC 0.56% Reduce -3.2% 89,440 $2.0M
UMB Bank, n.a. 0.02% Reduce -0.9% 87,833 $1.9M
HighTower Advisors, LLC 0.00% Add +10.9% 75,742 $1.7M
MML Investors Services, LLC 0.00% Add +7.2% 71,710 $1.6M
Citigroup Inc. 0.00% Add +20.2% 68,207 $1.5M
Rockefeller Capital Management L.P. 0.00% Reduce -16.1% 66,242 $1.5M
Cetera Investment Advisers 0.00% Add +0.1% 59,927 $1.3M
A&I Financial Services, LLC 0.53% Reduce -4.6% 55,431 $1.2M
Coldstream Capital Management Inc. 0.02% Reduce -50.4% 54,996 $1.2M
Citadel Advisors 0.00% Add +8.4% 51,664 $1.1M
Creative Planning 0.00% Add +0.7% 46,058 $1.0M
NewEdge Advisors, LLC 0.00% Add +38.5% 44,251 $979K
Wealthfront Advisers LLC 0.00% Add +1.7% 44,238 $979K
OneDigital Investment Advisors LLC 0.01% Add +1.5% 42,748 $946K
Cantor Fitzgerald Investment Advisors L.P. 0.06% Reduce -1.1% 42,379 $938K
Private Advisor Group, LLC 0.00% New 39,255 $869K
US Bancorp \de 0.00% Add +1.1% 38,284 $847K
Osaic Holdings, Inc. 0.00% Add +89.5% 37,363 $827K
D.A. Davidson & Co. 0.00% Add +0.6% 36,291 $803K
Atria Investments, Inc 0.01% Reduce -19.8% 34,419 $762K
BayBridge Capital Group, LLC 0.39% Add +9.1% 33,836 $749K
WNY Asset Management, LLC 0.07% Add +0.9% 33,651 $745K
Allworth Financial LP 0.00% Reduce -4.6% 32,844 $727K
Goldman Sachs Group Inc. 0.00% Reduce -49.2% 32,669 $723K
Wealthcare Advisory Partners LLC 0.01% Add +34.1% 32,499 $719K
Mission Wealth Management, LP 0.01% Add +22.0% 32,062 $710K
Kelman-Lazarov, Inc. 0.09% Add +2.4% 31,920 $707K
Integrated Advisors Network LLC 0.03% Reduce -4.5% 30,214 $669K
Townsend Financial Planning, LLC 0.56% Reduce -0.9% 29,214 $647K
SageView Advisory Group, LLC 0.02% Reduce -26.4% 26,374 $584K
Stifel Financial Corp. 0.00% Add +2.1% 25,436 $563K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +7.3% 24,170 $535K
Raymond James Financial Inc. 0.00% Reduce -8.8% 24,134 $534K
Commonwealth Equity Services, LLC 0.00% Reduce -15.3% 22,942 $508K
Walkner Condon Financial Advisors LLC 0.05% Add +2.4% 21,530 $477K
Evolve Private Wealth, LLC 0.03% Add +8.5% 20,915 $463K
Avantax Planning Partners, Inc. 0.01% Add +2.8% 19,941 $441K
Canal Capital Management, LLC 0.05% Add +42.3% 19,934 $441K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -3.2% 19,753 $437K
Orion Porfolio Solutions, LLC 0.00% Add +12.6% 19,609 $434K
Sanctuary Advisors, LLC 0.00% Add +41.1% 19,440 $430K
Etesian Wealth Advisors, Inc. 0.12% Add +6.2% 18,549 $411K
JGP Wealth Management, LLC 0.03% Add +16.1% 17,581 $389K
Lifelong Wealth Advisors, Inc. 0.09% Reduce -4.6% 17,438 $386K
Natural Investments, LLC 0.07% No change 15,300 $338K
SGL Investment Advisors, Inc. 0.12% Add +4.4% 15,276 $332K
Parallel Advisors, LLC 0.01% No change 14,850 $329K
Valtinson Bruner Financial Planning LLC 0.07% New 13,319 $295K
Cherry Tree Wealth Management, LLC 0.05% Add +29.0% 13,028 $288K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.0% 12,403 $272K
Aaron Wealth Advisors LLC 0.01% No change 12,003 $266K
Legacy Financial Group LLC 0.03% Reduce -43.0% 11,910 $264K
McAdam, LLC 0.01% Add +23.3% 11,813 $261K
Triad Wealth Partners, LLC 0.02% New 11,901 $259K
Avior Wealth Management, LLC 0.01% Add +1.0% 11,206 $248K
Brighton Jones LLC 0.00% Add +6.0% 10,994 $243K
Lockerman Financial Group, Inc. 0.36% Reduce -42.6% 10,778 $239K
Johnson Financial Group, LLC 0.01% New 10,682 $236K
Jane Street Group, LLC 0.00% Reduce -73.9% 10,394 $230K
Clearview Wealth Management LLC 0.14% No change 10,047 $222K
Sensenig Capital Advisors, Inc 0.20% Reduce -1.5% 9,861 $218K
TCFG Investment Advisors, LLC 0.07% No change 9,680 $214K
Stratos Wealth Partners, LTD. 0.00% No change 9,635 $213K
Wealth Enhancement Trust Services, Inc. 0.02% No change 9,613 $213K
First Pacific Financial 0.02% Reduce -99.3% 8,360 $185K
Millstone Evans Group, LLC 0.10% No change 8,097 $179K
Ameritas Investment Partners, Inc. 0.00% Reduce -1.3% 7,580 $168K
Rossby Financial, LCC 0.03% Reduce -0.2% 6,550 $145K
IAG Wealth Partners, LLC 0.01% Reduce -10.9% 5,380 $119K
MJT & Associates Financial Advisory Group, Inc. 0.06% Add +22.7% 3,852 $85K
Financial Gravity Companies, Inc. 0.01% — 3,720 $82K
Birchwood Financial Partners, Inc. 0.07% No change 3,612 $80K
Three Bearings Fiduciary Advisors, Inc. 0.07% No change 3,320 $73K
Measured Wealth Private Client Group, LLC 0.01% No change 2,736 $61K
Quaker Wealth Management, LLC 0.02% Add +0.1% 2,704 $60K
Buck Wealth Strategies, LLC 0.01% New 2,663 $59K
Atlantic Union Bankshares Corp 0.00% No change 2,090 $46K
FMR LLC 0.00% No change 2,006 $44K
Tidemark, LLC 0.01% No change 1,925 $43K
TFC Financial Management, Inc. 0.00% Reduce -14.1% 1,777 $39K
Franklin Resources Inc. 0.00% New 1,773 $39K
Kingdom Financial Group LLC. 0.01% Add +0.3% 1,754 $39K
Orion Capital Management LLC 0.01% No change 1,597 $35K
Smartleaf Asset Management LLC 0.00% No change 1,409 $31K
Covestor Ltd 0.02% Add +8.2% 1,280 $28K
Creative Financial Designs Inc. 0.00% Add +338.8% 1,198 $27K
Westside Investment Management, Inc. 0.00% No change 1,025 $23K
Fiduciary Financial Advisors 0.00% New 1,000 $22K
Bank of New Hampshire 0.00% No change 780 $17K
Aptus Capital Advisors, LLC 0.00% Add +12.6% 562 $12K
Harbour Investments, Inc. 0.00% No change 461 $10K
Proffitt & Goodson Inc. 0.00% Add +0.7% 453 $10K
EverSource Wealth Advisors, LLC 0.00% No change 415 $9K
Smithfield Trust Co 0.00% Add +39.7% 211 $4K
Farther Finance Advisors, LLC 0.00% No change 1 $22

"% 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.