Institutional Ownership Nuveen Esg U.S. Aggregate Bond (NUBD)
This table provides information about the institutional ownership of Nuveen Esg U.S. Aggregate Bond (NUBD). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $277 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,577,084
shares
|
$35.3 Million
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
1,189,868
shares
|
$26.7 Million
4.81% of portfolio
|
Q4 2025
Added 9.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
863,300
shares
|
$19.3 Million
0.05% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
824,530
shares
|
$18.5 Million
0.08% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
564,453
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
409,041
shares
|
$9.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
408,896
shares
|
$9.16 Million
0.19% of portfolio
|
Q3 2025
Reduced 48.87%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
407,545
shares
|
$9.13 Million
0.81% of portfolio
|
Q4 2025
Added 8.91%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
315,007
shares
|
$7.06 Million
2.85% of portfolio
|
Q4 2025
Added 1.33%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
280,930
shares
|
$6.29 Million
0.1% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
275,279
shares
|
$6.17 Million
0.48% of portfolio
|
Q2 2025
Reduced 27.91%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
270,347
shares
|
$6.06 Million
0.48% of portfolio
|
Q4 2025
Added 11.56%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,947
shares
|
$6.02 Million
0.09% of portfolio
|
Q3 2023
Added 5.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
241,677
shares
|
$5.41 Million
0.53% of portfolio
|
Q2 2023
Added 30.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
237,185
shares
|
$5.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
217,171
shares
|
$4.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 95.54%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
197,032
shares
|
$4.41 Million
0.3% of portfolio
|
Q3 2025
Reduced 46.74%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
185,683
shares
|
$4.16 Million
0.01% of portfolio
|
Q4 2025
Added 6.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
182,840
shares
|
$4.1 Million
0.08% of portfolio
|
Q4 2025
Added 35.6%
|
|
|
Colorado Capital Management, Inc.
|
Jan 22, 2026 Q4 2025 |
154,014
shares
|
$3.45 Million
1.29% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
133,948
shares
|
$3 Million
0.0% of portfolio
|
Q3 2025
Added 78.63%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
132,063
shares
|
$2.96 Million
0.49% of portfolio
|
Q4 2025
Added 6.2%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
127,554
shares
|
$2.86 Million
0.02% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
123,697
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Evolution Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
123,622
shares
|
$2.77 Million
1.2% of portfolio
|
Q4 2025
Added 1.8%
|
|