Who Owns Nuveen ESG U.S. Aggregate Bond (NUBD)?Hedge Fund & Institutional Holders

$22.21-0.02 (-0.09%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.2000340002659925e+191T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$21.49$21.84$22.18$22.52$22.87Sep 24Jun 25Mar 26

NUBD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bank of New York Mellon CorpNew Position+1.6M+$35.0M
First Pacific FinancialNew Position+1.2M+$26.6M
Envestnet Portfolio Solutions, Inc.New Position+823K+$18.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+576K+$12.0M
Westfuller Advisors, LLCNew Position+315K+$7.0M
Composition Wealth, LLCNew Position+293K+$6.6M
Charter Oak Capital Management, LLCNew Position+270K+$6.0M
Evolution Advisers, Inc.New Position+245K+$5.5M
Koss-Olinger Consulting, LLCNew Position+244K+$5.5M
Perigon Wealth Management, LLCNew Position+183K+$4.1M
Colorado Capital Management, Inc.New Position+154K+$3.4M
PARK AVENUE SECURITIES LLCNew Position+128K+$2.9M
UMB Bank, n.a.New Position+90K+$2.0M
A&I FINANCIAL SERVICES, LLCNew Position+53K+$1.2M
Legacy Financial Group LLCNew Position+52K+$1.2M

NUBD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Vestmark Advisory Solutions, Inc.Decreased-29K-$9.2B
Focus Partners WealthDecreased-77K-$8.8B
Stanich Group LLCClosed Position-184K-$4.1B
CITADEL ADVISORS LLCDecreased-38K-$3.0B
ROYAL BANK OF CANADADecreased-7K-$2.8B
UBS Group AGDecreased-3K-$1.9B
Cetera Investment AdvisersDecreased-14K-$1.7B
HighTower Advisors, LLCDecreased-1-$1.5B
OSAIC HOLDINGS, INC.Decreased-16K-$1.2B
US BANCORP \DE\Decreased-4K-$964.0M
Allworth Financial LPDecreased-3K-$816.8M
SageView Advisory Group, LLCDecreased-195-$813.6M
JPMORGAN CHASE & CODecreased-3K-$751.8M
Wealthcare Advisory Partners LLCDecreased-31-$554.0M
Cherry Tree Wealth Management, LLCDecreased-4K-$290.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY1,900,526$42.0M0.00%Share
2Bank of New York Mellon Corp1,534,298$34.0M0.01%Share
3First Pacific Financial1,189,868$26.6M3.47%Share
4Cambridge Investment Research Advisors, Inc.903,059$20.0M0.05%Share
5Envestnet Portfolio Solutions, Inc.823,369$18.0M0.06%Share
6WCG Wealth Advisors LLC744,182$16.6M0.47%Share
7ENVESTNET ASSET MANAGEMENT INC576,160$12.0M0.00%Share
8LPL Financial LLC474,351$10.0M0.00%Share
9CGN Advisors LLC407,545$9.1M0.72%Share
10Vestmark Advisory Solutions, Inc.380,041$8.5M0.11%Share
11Westfuller Advisors, LLC315,007$7.0M2.85%Share
12Focus Partners Wealth315,950$7.0M0.01%Share
13Composition Wealth, LLC293,370$6.6M0.09%Share
14Charter Oak Capital Management, LLC270,347$6.0M0.46%Share
15Koss-Olinger Consulting, LLC244,218$5.5M0.42%Share
16ASSETMARK, INC185,683$4.2M0.01%Share
17Perigon Wealth Management, LLC182,840$4.1M0.07%Share
18Colorado Capital Management, Inc.154,014$3.4M1.29%Share
19BANK OF AMERICA CORP /DE/137,412$3.0M0.00%Share
20Boston Standard Wealth Management, LLC132,063$3.0M0.49%Share
21PARK AVENUE SECURITIES LLC127,554$2.9M0.02%Share
22Evolution Advisers, Inc.123,622$2.8M1.20%Share
23Evolution Advisers, Inc.121,431$2.7M1.23%Share
24RETIREMENT CAPITAL STRATEGIES121,505$2.7M1.01%Share
25Silver Oak Advisory Group, Inc.104,309$2.3M1.05%Share
26MAYPORT, LLC94,104$2.1M0.42%Share
27Olde Wealth Management, LLC92,318$2.1M0.63%Share
28WELLS FARGO & COMPANY/MN112,860$2.0M0.00%Share
29UMB Bank, n.a.90,268$2.0M0.03%Share
30Rockefeller Capital Management L.P.93,876$2.0M0.00%Share
31CITADEL ADVISORS LLC95,760$2.0M0.00%Share
32ROYAL BANK OF CANADA109,066$2.0M0.00%Share
33UBS Group AG82,992$1.9M0.00%Share
34A&I FINANCIAL SERVICES, LLC53,495$1.2M0.57%Share
35Litman Gregory Wealth Management LLC64,224$1.0M0.07%Share
36COLDSTREAM CAPITAL MANAGEMENT INC56,189$1.0M0.01%Share
37CITIGROUP INC55,837$1.0M0.00%Share
38HighTower Advisors, LLC67,967$1.0M0.00%Share
39Bank of New York Mellon Corp57,220$1.0M0.00%Share
40Cetera Investment Advisers61,116$1.0M0.00%Share
41COLDSTREAM CAPITAL MANAGEMENT INC53,616$1.0M0.01%Share
42BANK OF AMERICA CORP /DE/87,904$1.0M0.00%Share
43Beacon Pointe Advisors, LLC67,020$1.0M0.01%Share
44Wealthfront Advisers LLC42,482$949K0.00%Share
45CANTOR FITZGERALD INVESTMENT ADVISORS L.P.36,455$814K0.06%Share
46US BANCORP \DE\36,399$813K0.00%Share
47D.A. DAVIDSON & CO.35,836$801K0.00%Share
48Allworth Financial LP33,692$753K0.00%Share
49BayBridge Capital Group, LLC31,014$693K0.43%Share
50Kelman-Lazarov, Inc.30,429$680K0.10%Share

NUBD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025123$303.6M+57
Q3 202566$129.6B-40
Q2 2025106$195.7B-6
Q1 2025112$231.5B+8
Q4 2024104$19.8T+26
Q3 202478$134.2T-2
Q2 202480$113.7T+2
Q1 202478$89.9T—

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As of Q4 2025, 50 institutional investors hold NUBD (Nuveen ESG U.S. Aggregate Bond). The largest holder is MORGAN STANLEY with $42.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own NUBD?

As of Q4 2025, 50 institutional investors report holding NUBD (Nuveen ESG U.S. Aggregate Bond) in their 13F filings.

Who is the largest institutional holder of NUBD?

The largest institutional holder of NUBD is MORGAN STANLEY with $42.0M in shares.

Is institutional ownership of NUBD increasing or decreasing?

This quarter, 15 institutions opened new positions in NUBD and 1 closed their positions.