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

$21.96 +0.02 (+0.09%)
As of 04/17/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$104.46M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$16.73M
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NUBD Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025 Colorado Capital Management Inc.176,406$3.91M1.8%+6.4%0.954%
4/17/2025 Mission Wealth Management LP32,682$725K0.0%-21.4%0.177%
4/17/2025 Stanich Group LLC569,691$12.64M9.3%+6.1%3.079%
4/17/2025 Lockerman Financial Group Inc.26,774$594K0.9%-48.5%0.145%
4/16/2025 Wealth Enhancement Advisory Services LLC34,654$769K0.0%-9.8%0.187%
4/15/2025 Integrated Advisors Network LLC23,688$526K0.0%N/A0.128%
4/15/2025 Wealthcare Advisory Partners LLC23,175$514K0.0%+20.0%0.125%
4/14/2025 Park Avenue Securities LLC131,749$2.92M0.0%-7.0%0.712%
4/14/2025 Charter Oak Capital Management LLC246,360$5.47M0.5%-3.9%1.332%
4/14/2025 UMB Bank n.a.86,154$1.91M0.0%-8.7%0.466%
4/14/2025 LexAurum Advisors LLC15,577$346K0.1%-19.7%0.084%
4/11/2025 Sandbox Financial Partners LLC18,600$413K0.1%-2.7%0.100%
4/10/2025 CGN Advisors LLC318,919$7.08M0.7%-0.5%1.715%
4/10/2025 Legacy Financial Group LLC33,654$747K0.1%-6.9%0.181%
4/8/2025 Boston Standard Wealth Management LLC87,861$1.92M0.4%-8.6%0.472%
3/17/2025 Wealth Enhancement Advisory Services LLC38,417$837K0.0%-6.7%0.207%
2/20/2025Westfuller Advisors LLC301,937$6.58M4.2%+1.1%1.623%
2/19/2025WCG Wealth Advisors LLC306,083$6.67M0.4%+8.5%1.901%
2/18/2025City National Bank of Florida MSD22,644$493K0.4%N/A0.141%
2/17/2025Focus Partners Wealth308,530$6.72M0.0%+4.0%1.916%
2/17/2025Cetera Investment Advisers11,556$252K0.0%-7.9%0.072%
2/17/2025Citadel Advisors LLC140,383$3.06M0.0%+140.5%0.872%
2/17/2025Bank of America Corp DE594,728$12.95M0.0%+0.3%3.694%
2/14/2025Jane Street Group LLC266,118$5.80M0.0%+954.7%1.653%
2/14/2025Gerber Kawasaki Wealth & Investment Management15,543$339K0.0%-5.1%0.097%
2/14/2025IHT Wealth Management LLC18,473$402K0.0%-48.9%0.115%
2/14/2025Canal Capital Management LLC13,567$295K0.0%+18.2%0.084%
2/14/2025OneDigital Investment Advisors LLC32,594$710K0.0%+13.9%0.202%
2/13/2025Lifelong Wealth Advisors Inc.18,807$410K0.2%N/A0.117%
2/13/2025Rossby Financial LCC9,777$213K0.1%N/A0.061%
2/13/2025Mariner LLC58,491$1.27M0.0%-29.9%0.363%
2/13/2025Rockefeller Capital Management L.P.18,200$396K0.0%N/A0.113%
2/13/2025Raymond James Financial Inc.40,233$876K0.0%N/A0.250%
2/13/2025Envestnet Asset Management Inc.594,866$12.96M0.0%+0.9%3.695%
2/13/2025Wells Fargo & Company MN77,398$1.69M0.0%+25.4%0.481%
2/12/2025JPMorgan Chase & Co.32,032$698K0.0%-16.1%0.199%
2/11/2025LPL Financial LLC443,751$9.67M0.0%+38.4%2.756%
2/11/2025Millstone Evans Group LLC4,389$96K0.1%N/A0.027%
2/11/2025Financial Network Wealth Management LLC144,272$3.14M1.1%-0.3%0.896%
2/11/2025Koss Olinger Consulting LLC377,316$8.22M0.7%+0.9%2.344%
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2/10/2025Axxcess Wealth Management LLC52,380$1.14M0.0%+1.9%0.325%
2/10/2025Envestnet Portfolio Solutions Inc.707,582$15.41M0.1%+3.1%4.395%
2/10/2025Diversified Enterprises LLC33,623$732K0.1%-10.6%0.209%
2/10/2025Commonwealth Equity Services LLC153,801$3.35M0.0%+9.2%0.955%
2/7/2025HighTower Advisors LLC69,937$1.52M0.0%-12.2%0.434%
2/7/2025Natural Investments LLC25,741$560K0.2%N/A0.160%
2/7/2025Wealthfront Advisers LLC37,514$817K0.0%-1.7%0.233%
2/7/2025Avantax Planning Partners Inc.31,919$695K0.0%+2.3%0.198%
2/7/2025Retirement Capital Strategies19,675$429K0.2%-81.5%0.122%
2/7/2025Independent Advisor Alliance328,483$7.15M0.1%N/A2.040%
2/7/2025 Simplicity Wealth LLC22,644$493K0.1%N/A0.141%
2/6/2025Vestmark Advisory Solutions Inc.367,320$8M0.3%+10.2%2.281%
2/6/2025Raymond James Financial Inc.40,233$876K0.0%N/A0.250%
2/6/2025Assetmark Inc.131,829$2.87M0.0%+9.6%0.819%
2/6/2025 Mission Wealth Management LP41,582$906K0.0%-1.8%0.258%
2/5/2025US Bancorp DE51,863$1.13M0.0%+27.9%0.322%
2/5/2025Private Trust Co. NA2,163$47K0.0%-74.6%0.013%
2/5/2025A&I Financial Services LLC38,518$839K0.8%N/A0.239%
2/4/2025Bank of New York Mellon Corp565,859$12.32M0.0%+45.1%3.515%
2/4/2025Midwest Capital Advisors LLC2,779$61K0.0%N/A0.017%
2/4/2025Cherry Tree Wealth Management LLC17,575$383K0.1%-6.1%0.109%
2/3/2025Private Advisor Group LLC87,043$1.90M0.0%-20.6%0.541%
1/31/2025Global Retirement Partners LLC4,338$94K0.0%+13.8%0.027%
1/31/2025D.A. Davidson & CO.23,478$511K0.0%+2.1%0.146%
1/30/2025 Stanich Group LLC536,741$11.69M8.7%N/A3.334%
1/30/2025Allworth Financial LP39,151$852K0.0%+21.1%0.243%
1/30/2025Walkner Condon Financial Advisors LLC14,578$318K0.1%-54.7%0.091%
1/29/2025Evolution Advisers Inc.71,172$1.55M0.8%+14.9%0.442%
1/27/2025Etesian Wealth Advisors Inc.9,313$203K0.1%N/A0.058%
1/27/2025Stratos 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%
1/24/2025Litman Gregory Wealth Management LLC21,055$459K0.0%-11.7%0.131%
1/23/2025Keudell Morrison Wealth Management22,050$480K0.1%-36.7%0.137%
1/22/2025Perigon 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%
1/17/2025Avior Wealth Management LLC10,743$234K0.0%+137.8%0.067%
1/17/2025Atomi 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%
1/15/2025First 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%
12/26/2024JPMorgan Chase & Co.38,197$867K0.0%+17.4%0.237%
11/25/2024Sanctuary Advisors LLC14,709$323K0.0%N/A0.091%
11/15/2024SGL Investment Advisors Inc.9,588$210K0.1%N/A0.060%
11/15/2024Jane Street Group LLC25,231$573K0.0%-4.8%0.157%
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11/15/2024SageView Advisory Group LLC106,971$2.43M0.1%-3.7%0.664%
11/15/2024IHT Wealth Management LLC36,133$820K0.0%+95.6%0.224%
11/15/2024HighTower Advisors LLC79,685$1.81M0.0%-6.6%0.495%
11/14/2024Flow Traders U.S. LLC58,180$1.32M0.1%N/A0.361%
11/13/2024FMR LLC5,403$123K0.0%+10,094.3%0.034%
11/13/2024D.A. Davidson & CO.22,995$522K0.0%+35.5%0.143%
11/13/2024Private Trust Co. NA8,523$193K0.0%+20.4%0.053%
11/8/2024Silver 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%
11/6/2024OneDigital Investment Advisors LLC28,612$649K0.0%+124.8%0.178%
(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, 117 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), Stanich Group LLC ($12.64M), and Bank of New York Mellon Corp ($12.32M).Learn more on NUBD's institutional investors.

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

Of the 107 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 ($569.69K), 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 7,516,179 shares in the last 24 months. This purchase volume represents approximately $164.70M in transactions.

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

Of the 54 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 2,020,237 shares in the last 24 months. This volume of shares sold represents approximately $43.74M in transactions.


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This page (NYSEARCA:NUBD) was last updated on 4/20/2025 by MarketBeat.com Staff
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