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 122 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
36,409
shares
|
$815,561
0.0% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
36,234
shares
|
$811,641
0.03% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
34,134
shares
|
$764,601
0.0% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
33,793
shares
|
$756,963
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
33,481
shares
|
$749,974
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
31,493
shares
|
$705,443
0.01% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 16, 2026 Q4 2025 |
31,014
shares
|
$694,713
0.43% of portfolio
|
Q4 2025
Added 1.21%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
29,859
shares
|
$668,841
0.11% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
28,125
shares
|
$630,000
0.1% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
27,282
shares
|
$611,116
0.0% of portfolio
|
Q4 2025
Reduced 13.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
26,172
shares
|
$586,252
0.0% of portfolio
|
Q3 2025
Reduced 70.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,895
shares
|
$580,048
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
24,663
shares
|
$552,451
0.01% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
24,412
shares
|
$546,828
0.75% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
21,359
shares
|
$478,441
0.01% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
21,281
shares
|
$476,694
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
20,920
shares
|
$468,607
0.08% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
20,680
shares
|
$463,231
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
20,404
shares
|
$457,049
0.03% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
19,534
shares
|
$437,561
0.01% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
19,098
shares
|
$427,795
0.11% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17,724
shares
|
$397,017
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
17,238
shares
|
$386,131
0.01% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
14,850
shares
|
$332,640
0.01% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
14,798
shares
|
$331,475
0.04% of portfolio
|
Q4 2025
New holding
|
|