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Nuveen ESG U.S. Aggregate Bond ETF (NUBD) Institutional Ownership

$21.97 +0.09 (+0.41%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Nuveen ESG U.S. Aggregate Bond ETF (NYSEARCA:NUBD)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$106.47M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$14.86M
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NUBD Institutional Buying and Selling by Quarter

Nuveen ESG U.S. Aggregate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2025Westfuller Advisors LLC301,937$6.58M4.2%+1.1%1.623%
2/19/2025 WCG Wealth Advisors LLC306,083$6.67M0.4%+8.5%1.901%
2/18/2025 City National Bank of Florida MSD22,644$493K0.4%N/A0.141%
2/17/2025 Focus Partners Wealth308,530$6.72M0.0%+4.0%1.916%
2/17/2025 Cetera Investment Advisers11,556$252K0.0%-7.9%0.072%
2/17/2025 Citadel Advisors LLC140,383$3.06M0.0%+140.5%0.872%
2/17/2025 Bank of America Corp DE594,728$12.95M0.0%+0.3%3.694%
2/14/2025 Jane Street Group LLC266,118$5.80M0.0%+954.7%1.653%
2/14/2025 Gerber Kawasaki Wealth & Investment Management15,543$339K0.0%-5.1%0.097%
2/14/2025 IHT Wealth Management LLC18,473$402K0.0%-48.9%0.115%
2/14/2025 Canal Capital Management LLC13,567$295K0.0%+18.2%0.084%
2/14/2025 OneDigital Investment Advisors LLC32,594$710K0.0%+13.9%0.202%
2/13/2025 Lifelong Wealth Advisors Inc.18,807$410K0.2%N/A0.117%
2/13/2025 Rossby Financial LCC9,777$213K0.1%N/A0.061%
2/13/2025 Mariner LLC58,491$1.27M0.0%-29.9%0.363%
2/13/2025 Rockefeller Capital Management L.P.18,200$396K0.0%N/A0.113%
2/13/2025 Raymond James Financial Inc.40,233$876K0.0%N/A0.250%
2/13/2025 Envestnet Asset Management Inc.594,866$12.96M0.0%+0.9%3.695%
2/13/2025 Wells Fargo & Company MN77,398$1.69M0.0%+25.4%0.481%
2/12/2025 JPMorgan Chase & Co.32,032$698K0.0%-16.1%0.199%
2/11/2025 LPL Financial LLC443,751$9.67M0.0%+38.4%2.756%
2/11/2025 Millstone Evans Group LLC4,389$96K0.1%N/A0.027%
2/11/2025 Financial Network Wealth Management LLC144,272$3.14M1.1%-0.3%0.896%
2/11/2025 Koss Olinger Consulting LLC377,316$8.22M0.7%+0.9%2.344%
2/10/2025 Axxcess Wealth Management LLC52,380$1.14M0.0%+1.9%0.325%
2/10/2025 Envestnet Portfolio Solutions Inc.707,582$15.41M0.1%+3.1%4.395%
2/10/2025 Diversified Enterprises LLC33,623$732K0.1%-10.6%0.209%
2/10/2025 Commonwealth Equity Services LLC153,801$3.35M0.0%+9.2%0.955%
2/7/2025 HighTower Advisors LLC69,937$1.52M0.0%-12.2%0.434%
2/7/2025 Natural Investments LLC25,741$560K0.2%N/A0.160%
2/7/2025 Wealthfront Advisers LLC37,514$817K0.0%-1.7%0.233%
2/7/2025 Avantax Planning Partners Inc.31,919$695K0.0%+2.3%0.198%
2/7/2025 Retirement Capital Strategies19,675$429K0.2%-81.5%0.122%
2/7/2025 Independent Advisor Alliance328,483$7.15M0.1%N/A2.040%
2/7/2025 Simplicity Wealth LLC22,644$493K0.1%N/A0.141%
2/6/2025 Vestmark Advisory Solutions Inc.367,320$8M0.3%+10.2%2.281%
2/6/2025 Raymond James Financial Inc.40,233$876K0.0%N/A0.250%
2/6/2025 Assetmark Inc.131,829$2.87M0.0%+9.6%0.819%
2/6/2025 Mission Wealth Management LP41,582$906K0.0%-1.8%0.258%
2/5/2025 US Bancorp DE51,863$1.13M0.0%+27.9%0.322%
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2/5/2025 Private Trust Co. NA2,163$47K0.0%-74.6%0.013%
2/5/2025 A&I Financial Services LLC38,518$839K0.8%N/A0.239%
2/4/2025 Bank of New York Mellon Corp565,859$12.32M0.0%+45.1%3.515%
2/4/2025 Midwest Capital Advisors LLC2,779$61K0.0%N/A0.017%
2/4/2025 Cherry Tree Wealth Management LLC17,575$383K0.1%-6.1%0.109%
2/3/2025 Private Advisor Group LLC87,043$1.90M0.0%-20.6%0.541%
1/31/2025 Global Retirement Partners LLC4,338$94K0.0%+13.8%0.027%
1/31/2025 D.A. Davidson & CO.23,478$511K0.0%+2.1%0.146%
1/30/2025 Stanich Group LLC536,741$11.69M8.7%N/A3.334%
1/30/2025 Allworth Financial LP39,151$852K0.0%+21.1%0.243%
1/30/2025 Walkner Condon Financial Advisors LLC14,578$318K0.1%-54.7%0.091%
1/29/2025 Evolution Advisers Inc.71,172$1.55M0.8%+14.9%0.442%
1/27/2025 Etesian Wealth Advisors Inc.9,313$203K0.1%N/A0.058%
1/27/2025 Stratos Wealth Partners LTD.12,622$275K0.0%+5.3%0.078%
1/27/2025 Boston Standard Wealth Management LLC96,156$2.09M0.4%+6.2%0.597%
1/24/2025 Litman Gregory Wealth Management LLC21,055$459K0.0%-11.7%0.131%
1/23/2025 Keudell Morrison Wealth Management22,050$480K0.1%-36.7%0.137%
1/22/2025 Perigon Wealth Management LLC159,568$3.44M0.1%+145.6%0.991%
1/22/2025 Charter Oak Capital Management LLC256,355$5.58M0.5%-0.4%1.592%
1/22/2025 Legacy Financial Group LLC36,164$788K0.0%-3.9%0.225%
1/21/2025 Stewardship Advisors LLC235,536$5.13M1.4%N/A1.463%
1/17/2025 Avior Wealth Management LLC10,743$234K0.0%+137.8%0.067%
1/17/2025 Atomi Financial Group Inc.10,743$234K0.0%N/A0.067%
1/17/2025 Lockerman Financial Group Inc.52,009$1.13M1.9%+1.9%0.323%
1/16/2025 Colorado Capital Management Inc.165,729$3.61M1.7%-1.7%1.029%
1/15/2025 CGN Advisors LLC320,487$6.98M0.7%+19.6%1.991%
1/15/2025 Wealthcare Advisory Partners LLC19,316$421K0.0%+13.6%0.120%
1/15/2025 First Pacific Financial1,016,207$22.13M5.1%+9.2%6.312%
1/14/2025 Park Avenue Securities LLC141,701$3.09M0.0%+5.1%0.880%
1/13/2025 Miracle Mile Advisors LLC259,408$5.65M0.1%+15.4%1.611%
12/26/2024 JPMorgan Chase & Co.38,197$867K0.0%+17.4%0.237%
11/25/2024 Sanctuary Advisors LLC14,709$323K0.0%N/A0.091%
11/15/2024 SGL Investment Advisors Inc.9,588$210K0.1%N/A0.060%
11/15/2024 Jane Street Group LLC25,231$573K0.0%-4.8%0.157%
11/15/2024 SageView Advisory Group LLC106,971$2.43M0.1%-3.7%0.664%
11/15/2024 IHT Wealth Management LLC36,133$820K0.0%+95.6%0.224%
11/15/2024 HighTower Advisors LLC79,685$1.81M0.0%-6.6%0.495%
11/14/2024 Flow Traders U.S. LLC58,180$1.32M0.1%N/A0.361%
11/13/2024 FMR LLC5,403$123K0.0%+10,094.3%0.034%
11/13/2024 D.A. Davidson & CO.22,995$522K0.0%+35.5%0.143%
11/13/2024 Private Trust Co. NA8,523$193K0.0%+20.4%0.053%
11/8/2024 Silver Oak Advisory Group Inc.126,155$2.86M1.5%+26.5%0.784%
11/7/2024Westfuller Advisors LLC298,528$6.78M4.9%N/A1.854%
11/6/2024 OneDigital Investment Advisors LLC28,612$649K0.0%+124.8%0.178%
11/5/2024 Harbour Investments Inc.9,196$209K0.0%-48.1%0.057%
11/1/2024 Assetmark Inc.120,270$2.73M0.0%+11.4%0.747%
10/31/2024 Keudell Morrison Wealth Management34,835$791K0.2%-27.7%0.216%
10/25/2024 Cantor Fitzgerald Investment Advisors L.P.40,480$919K0.1%-5.6%0.251%
10/24/2024 Wealth Enhancement Advisory Services LLC41,192$935K0.0%-3.5%0.256%
10/22/2024 Litman Gregory Wealth Management LLC23,839$541K0.0%-46.2%0.148%
Elon Takes Aim at Social Security (Ad)

Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social Security, finding what he says is widespread fraud across the agency.

>>Here are the NINE stocks everyone will wish they own once Elon moves.<<
10/22/2024 Private Advisor Group LLC109,567$2.49M0.0%+20.4%0.681%
10/21/2024 Koss Olinger Consulting LLC373,916$8.49M0.7%+0.8%2.322%
10/17/2024 LexAurum Advisors LLC19,299$438K0.1%-20.5%0.120%
10/16/2024 Legacy Financial Group LLC37,615$854K0.2%+1.5%0.234%
10/15/2024 First Pacific Financial930,869$21.13M4.9%+2,835.2%5.782%
10/11/2024 Procyon Advisors LLC15,715$357K0.0%-8.3%0.098%
10/9/2024 Colorado Capital Management Inc.168,596$3.83M1.9%+3.3%1.047%
10/9/2024 UMB Bank n.a.93,998$2.13M0.0%+30.6%0.584%
10/7/2024 Miracle Mile Advisors LLC224,699$5.10M0.1%+8.3%1.396%
10/7/2024 Boston Standard Wealth Management LLC90,510$2.06M0.4%+3.0%0.562%
(Data available from 1/1/2016 forward)

NUBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUBD shares?

During the previous two years, 116 institutional investors and hedge funds held shares of Nuveen ESG U.S. Aggregate Bond ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($22.48M), First Pacific Financial ($22.13M), Envestnet Portfolio Solutions Inc. ($15.41M), Envestnet Asset Management Inc. ($12.96M), Bank of America Corp DE ($12.95M), Bank of New York Mellon Corp ($12.32M), and Stanich Group LLC ($11.69M).Learn more on NUBD's institutional investors.

Which institutional investors have been buying Nuveen ESG U.S. Aggregate Bond ETF stock?

Of the 108 institutional investors that purchased Nuveen ESG U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Pacific Financial ($1.02M), Envestnet Portfolio Solutions Inc. ($820.10K), Stanich Group LLC ($536.74K), Koss Olinger Consulting LLC ($488.68K), Independent Advisor Alliance ($328.48K), Westfuller Advisors LLC ($301.94K), and Jane Street Group LLC ($240.89K).

How much institutional buying is happening at Nuveen ESG U.S. Aggregate Bond ETF?

Institutional investors have bought a total of 7,514,936 shares in the last 24 months. This purchase volume represents approximately $164.69M in transactions.

Which Nuveen ESG U.S. Aggregate Bond ETF major shareholders have been selling company stock?

Of the 53 institutional investors that sold Nuveen ESG U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($768.58K), Cambridge Investment Research Advisors Inc. ($259.25K), Envestnet Portfolio Solutions Inc. ($127.51K), Retirement Capital Strategies ($86.71K), CX Institutional ($58.55K), Creative Planning ($49.23K), and LPL Financial LLC ($45.82K).

How much institutional selling is happening at Nuveen ESG U.S. Aggregate Bond ETF?

Institutional investors have sold a total of 1,955,622 shares in the last 24 months. This volume of shares sold represents approximately $42.31M in transactions.



This page (NYSEARCA:NUBD) was last updated on 2/22/2025 by MarketBeat.com Staff
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