Who Owns NUBD?
Nuveen ESG U.S. Aggregate Bond — Institutional Ownership & 13F Holdings
$22.18
+0.03 (+0.12%)
Market Cap
$474.9M
Shares Outstanding
21,336,368
Institutional Holders
112
Total Inst. Value
$218.3M
% of Float Held
—
QoQ Holder Change
+34
Institutional data as of Q1 2025
New Positions
19
Closed Positions
11
Increased
42
Decreased
37
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $31.0M | 1,399,352 |
| 2 | First Pacific Financial | $23.2M | 1,047,489 |
| 3 | Cambridge Investment Research Advisors, Inc. | $19.4M | 874,788 |
| 4 | Stanich Group LLCNew | $12.6M | 569,691 |
| 5 | Bank of New York Mellon Corp | $10.7M | 483,425 |
| 6 | BANK OF AMERICA CORP /DE/ | $9.7M | 435,538 |
| 7 | Koss-Olinger Consulting, LLC | $8.5M | 381,830 |
| 8 | Vestmark Advisory Solutions, Inc. | $7.7M | 346,659 |
| 9 | CGN Advisors LLC | $7.1M | 318,919 |
| 10 | Westfuller Advisors, LLC | $6.8M | 304,856 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| First Pacific Financial | +31K | $23.2M |
| Stanich Group LLCNew | +570K | $12.6M |
| Koss-Olinger Consulting, LLC | +5K | $8.5M |
| Westfuller Advisors, LLC | +3K | $6.8M |
| Composition Wealth, LLC | +175 | $5.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -225K | $31.0M |
| BANK OF AMERICA CORP /DE/ | -159K | $9.7M |
| JANE STREET GROUP, LLC | -151K | $2.6M |
| Focus Partners Wealth | -87K | $4.9M |
| Bank of New York Mellon Corp | -82K | $10.7M |
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Frequently Asked Questions
How many institutional investors hold NUBD?
As of Q1 2025, 112 institutional investors report holding NUBD (Nuveen ESG U.S. Aggregate Bond) in their 13F filings.
Which hedge fund owns the most NUBD?
The largest institutional holder of NUBD is MORGAN STANLEY with $31.0M in shares.
Are institutions buying or selling NUBD?
This quarter, 19 institutions opened new positions in NUBD and 11 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.