NUVEEN ESG US AGGREGATE BOND NUBD
$22.05
+0.1% 52w: $21.13 – $22.40
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data21.1321.7622.40
Jun 20, 2025 Jul 2, 2026
Institutional holders
127
+2 QoQ
13F value
$334.2M
+4.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $60K puts
Institutional value by quarter
Number of holders
Who owns NUBD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 2.0M | $43.8M | 0.0% | +3.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.6M | $36.5M | 0.0% | +3.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.5M | $34.2M | 0.0% | +167.5% |
| First Pacific Financial | Wealth advisor | 1.3M | $27.8M | 3.6% | +5.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 901.7K | $20.0M | 0.1% | -0.2% |
| WCG Wealth Advisors LLC | Wealth advisor | 761.1K | $16.9M | 0.5% | +2.3% |
| LPL Financial LLC | Bank broker | 496.7K | $11.0M | 0.0% | +4.7% |
| CGN Advisors LLC | Wealth advisor | 423.9K | $9.4M | 0.7% | +4.0% |
| Composition Wealth, LLC | Wealth advisor | 401.3K | $8.9M | 0.1% | +36.8% |
| Westfuller Advisors, LLC | Wealth advisor | 317.0K | $7.0M | 3.0% | +0.6% |
| Focus Partners Wealth | Wealth advisor | 316.1K | $7.0M | 0.0% | 0.0% |
| Koss-Olinger Consulting, LLC | Wealth advisor | 282.4K | $6.3M | 0.5% | +15.6% |
| Charter Oak Capital Management, LLC | Wealth advisor | 271.7K | $6.0M | 0.5% | +0.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 263.0K | $5.8M | 0.0% | +1.9% |
| Perigon Wealth Management, LLC | Wealth advisor | 204.1K | $4.5M | 0.1% | +11.6% |
| ASSETMARK, INC | Wealth advisor | 196.2K | $4.4M | 0.0% | +5.6% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 171.0K | $3.8M | 0.0% | -55.0% |
| Colorado Capital Management, Inc. | Wealth advisor | 161.0K | $3.6M | 1.3% | +4.5% |
| Boston Standard Wealth Management, LLC | Wealth advisor | 134.2K | $3.0M | 0.5% | +1.6% |
| ROYAL BANK OF CANADA | Bank broker | 133.3K | $3.0M | 0.0% | +13.9% |
| Evolution Advisers, Inc. | Wealth advisor | 127.2K | $2.8M | 1.2% | +2.9% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 126.8K | $2.8M | 0.0% | -0.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 126.2K | $2.8M | 0.0% | +8.2% |
| RETIREMENT CAPITAL STRATEGIES | Wealth advisor | 125.1K | $2.8M | 1.1% | +3.0% |
| UBS Group AG | Bank broker | 122.7K | $2.7M | 0.0% | +47.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 111.6K | $2.5M | 0.0% | +66.6% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 110.8K | $2.5M | 0.0% | +0.9% |
| Silver Oak Advisory Group, Inc. | Wealth advisor | 102.2K | $2.3M | 1.0% | -2.1% |
| MAYPORT, LLC | Wealth advisor | 94.1K | $2.1M | 0.4% | Held |
| Olde Wealth Management, LLC | Wealth advisor | 92.4K | $2.1M | 0.6% | 0.0% |
| UMB Bank, n.a. | Diversified mechanical | 88.6K | $2.0M | 0.0% | -1.8% |
| FLOW TRADERS U.S. LLC | Market maker | 79.4K | $1.8M | 0.1% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 79.0K | $1.8M | 0.0% | -15.9% |
| HighTower Advisors, LLC | Diversified mechanical | 68.3K | $1.5M | 0.0% | +0.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 66.9K | $1.5M | 0.0% | +149.9% |
| rebel Financial LLC | Wealth advisor | 66.5K | $1.5M | 0.6% | +76.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 64.4K | $1.4M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 59.8K | $1.3M | 0.0% | -2.1% |
| A&I FINANCIAL SERVICES, LLC | Wealth advisor | 58.1K | $1.3M | 0.6% | +8.6% |
| CITIGROUP INC | Bank broker | 56.8K | $1.3M | 0.0% | +1.7% |
| Mariner, LLC | Diversified mechanical | 52.8K | $1.2M | 0.0% | +52.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 47.7K | $1.1M | 0.0% | -50.2% |
| Creative Planning | Wealth advisor | 45.7K | $1.0M | 0.0% | +372.5% |
| Independent Advisor Alliance | Wealth advisor | 43.7K | $971K | 0.0% | New |
| Wealthfront Advisers LLC | Wealth advisor | 43.5K | $966K | 0.0% | +2.4% |
| Atria Investments, Inc | Wealth advisor | 42.9K | $954K | 0.0% | +0.1% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | Other | 42.8K | $952K | 0.1% | +17.5% |
| OneDigital Investment Advisors LLC | Wealth advisor | 42.1K | $936K | 0.0% | +32.8% |
| JANE STREET GROUP, LLC | Market maker | 39.9K | $885K | 0.0% | +19.5% |
| US BANCORP \DE\ | Wealth advisor | 37.9K | $841K | 0.0% | -2.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.