NUBD

Nuveen ESG U.S. Aggregate Bond
$22.23-0.09 (-0.42%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.9005261534298118e+270B

Total Value

$4.2000340002659925e+191T

% of Float

Price History

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

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
28UMB Bank, n.a.90,268$2.0M0.03%Share
29WELLS FARGO & COMPANY/MN112,860$2.0M0.00%Share
30ROYAL BANK OF CANADA109,066$2.0M0.00%Share
31Rockefeller Capital Management L.P.93,876$2.0M0.00%Share
32CITADEL ADVISORS LLC95,760$2.0M0.00%Share
33UBS Group AG82,992$1.9M0.00%Share
34A&I FINANCIAL SERVICES, LLC53,495$1.2M0.57%Share
35Beacon Pointe Advisors, LLC67,020$1.0M0.01%Share
36Cetera Investment Advisers61,116$1.0M0.00%Share
37CITIGROUP INC55,837$1.0M0.00%Share
38Litman Gregory Wealth Management LLC64,224$1.0M0.07%Share
39COLDSTREAM CAPITAL MANAGEMENT INC56,189$1.0M0.01%Share
40Bank of New York Mellon Corp57,220$1.0M0.00%Share
41HighTower Advisors, LLC67,967$1.0M0.00%Share
42BANK OF AMERICA CORP /DE/87,904$1.0M0.00%Share
43COLDSTREAM CAPITAL MANAGEMENT INC53,616$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