Who Owns NUSA?
Nuveen ESG 1-5 Year U.S. Aggregate Bond — Institutional Ownership & 13F Holdings
$23.26
-0.03 (-0.11%)
Market Cap
$34.2M
Shares Outstanding
1,450,062
Institutional Holders
20
Total Inst. Value
$9.2M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
2
Closed Positions
4
Increased
9
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $2.3M | 97,649 |
| 2 | Cambridge Investment Research Advisors, Inc. | $2.0M | 84,358 |
| 3 | ASSETMARK, INC | $751K | 32,252 |
| 4 | Steward Partners Investment Advisory, LLC | $707K | 30,346 |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $669K | 28,707 |
| 6 | Parkside Financial Bank & Trust | $611K | 26,209 |
| 7 | RAYMOND JAMES FINANCIAL INC | $531K | 22,797 |
| 8 | US BANCORP \DE\ | $498K | 21,365 |
| 9 | Stratos Wealth Partners, LTD. | $434K | 18,632 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $237K | 10,175 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +26K | $2.3M |
| ASSETMARK, INC | +6K | $751K |
| Steward Partners Investment Advisory, LLC | +725 | $707K |
| ENVESTNET ASSET MANAGEMENT INC | +1K | $669K |
| Parkside Financial Bank & Trust | +186 | $611K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -14K | $231K |
| Stratos Wealth Partners, LTD. | -1K | $434K |
| Cambridge Investment Research Advisors, Inc. | -1K | $2.0M |
| OSAIC HOLDINGS, INC. | -1K | $63K |
| Cetera Investment Advisers | -654 | $222K |
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Frequently Asked Questions
How many institutional investors hold NUSA?
As of Q1 2025, 20 institutional investors report holding NUSA (Nuveen ESG 1-5 Year U.S. Aggregate Bond) in their 13F filings.
Which hedge fund owns the most NUSA?
The largest institutional holder of NUSA is MORGAN STANLEY with $2.3M in shares.
Are institutions buying or selling NUSA?
This quarter, 2 institutions opened new positions in NUSA and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.